Commit Graph
21 Commits
Author SHA1 Message Date
Devin FoleyandPaperclip 892b0b3606 fix: scope quota reports to authorized subscription accounts (#14994)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 18:20:37 -07:00
DottaandPaperclip 2ca0d26a99 fix(connections): recover missing personal AI credentials in chat (#15376)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 15:36:01 -05:00
DottaandPaperclip e38d6d16b6 feat(connections): add advanced provider setup and live browser qualification (#15341)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Users connect accounts and choose an agent harness and model.
> - The runtime change in #14970 supports custom providers on those
connections.
> - Normal setup must stay simple while advanced users can choose a
compatible gateway.
> - Shared connector rows and access controls keep these choices
consistent.
> - This pull request refines the agent setup UI and adds review stories
and repeatable browser qualification.
> - The qualification checks real tools and downloaded outputs, not only
a successful run status.

## Linked Issues or Issue Description

Refs #14970, #37, #13083, #14104, #14565, #12692.

The core implementation in #14970 is merged. This branch incorporates
its squash commit and targets `master`. Both PRs contain our
implementation. #14016 is a reference only and is not a dependency. This
PR has 96 changed files.

## What Changed

- Complete model-provider connector presentation beside other
connectors. Each row uses the existing Connect action and connection
list. Tags are stored without category UI. The base PR includes the
provider forms and routes.
- Show persistent Subscription, API Key, and Advanced choices. Label
Advanced as Custom Gateway. Reuse provider logos, connection lists, and
permissions controls. Default access to the organization and all agents
when permitted; keep narrowing controls under Advanced.
- Keep Configure reachable before subscription sign-in, so users can
select a supported environment when the default cannot sign in. Testing
and saving still require a connection. Show the execution environment in
Configure. Preserve the confirmed Connect choice. Editing a method,
credential, saved account, or advanced choice requires that current
choice to connect before testing or saving. Use matching model and
thinking-effort dropdowns and retain connection icons in selected
values.
- Preserve the new harness model default when switching an existing
OpenCode agent to Codex or Claude, and resolve user-selected model names
with the effective harness.
- Load popular OpenRouter models through the shared connection-model
discovery path. Keep explicit model lists and manual model entry
available.
- Group onboarding, connection setup, agent runtime, management,
recovery, and production-component stories under AI Connections /
Provider routing.
- Add an explicit-only provider-connections browser suite for managed
local or existing local/staging targets. Use private browser profiles
and credential handoffs. Support human-assisted subscription sign-in
without sharing passwords or tokens in reports.
- Verify persisted connection identity, runtime probes, tool execution,
exact artifact bytes, completion, and context-dependent follow-up.
Retain source/model provenance, cost bounds, closed error diagnostics,
original failures, and cleanup evidence.
- Add Gemini startup-model and skill-root fixes, Grok private-history
detection, ACP filesystem regression fixtures, selected-workspace
handling for local Hermes, and artifact-helper workspace fallback.
- Keep managed Grok runtime homes disposable. Remove host-side
transcript retention/restoration because private file modes do not
isolate same-user agent processes. Ignore earlier development archives
and use a fresh task handoff when history is unavailable. Verify the
absence of restored transcripts with a separate same-user process.
- Capture stopped-run diagnostics before deleting an attached-company
fixture agent. Track creation and owned sign-in receipts; revoke only
this attempt's accounts and never adopt a concurrent campaign's newly
created account. Preserve failure signals and final status through
cleanup.
- Require the requested environment in the saved agent and every run,
including follow-ups. Reject a forced incompatible target. Keep one
cancellation state through startup, every cell, reporting, and teardown
for SIGINT, SIGTERM, and SIGHUP. Stop further paid cells after
interruption. Document qualification limits.

## Verification

- Current head `b3bb3e94d577d43d9965a6b9daba039f599b2e49` includes
master `d9f600043`. The security fix in `a758fde31` passes full
workspace typecheck, production build, and 119 connection/Grok
regressions. The unchanged UI passes all 126
configuration/model-discovery tests and token gates. The final
published-guide correction passes Grok adapter typecheck. Earlier head
`eebd8225c` passed the complete deterministic runner suite (1,404 Vitest
tests and 128 Node tests) and all CI jobs. Current-head CI run
`37520147514` passed all 47 jobs, including the full sharded Vitest and
browser matrix, production build, and canary dry run. All 55 checks
completed: 53 successes and two expected skips. The current-head
security scan passed, Greptile is 5/5, and no review threads remain
open.
- A separate same-user process reproduced reading a restored Grok
transcript before the security fix. The regression now finds no
transcript. Existing fresh-session fallback and ordinary session
metadata behavior pass.
- The final account-choice and cleanup fixes pass 85 setup tests and 26
qualification-harness tests. Regressions verify that editing a
connection invalidates confirmation, Configure remains reachable before
sign-in, diagnostics are captured before fixture deletion, and
concurrent campaigns cannot adopt or revoke each other's accounts. UI
and E2E typechecks pass.
- The Storybook build and actual Chromium production-component stories
passed during this change. Review the neighboring AI Connections /
Provider routing stories, regular connector rows, three connection
modes, model discovery, and the single execution-environment control in
Configure.
- Cancellation smoke verified authenticated cleanup before browser close
for SIGINT, SIGTERM, and SIGHUP. Regressions cover interruption during
startup and reporting, missing-file ACP resource errors, and preserved
permission denials. Both ACP runtime versions and 54 ACPX/Grok
regressions passed. The deterministic connection-intent browser suite
passed two tests.
- Historical local qualification retained 43 passing API/gateway cells
out of 46, with downloaded outputs and follow-up receipts. These
attempts span earlier builds; they do not qualify this exact commit or
staging. Subscription combinations, Gemini overloads, and the unresolved
follow-up failure remain recorded rather than counted as passing.
- Use `pnpm test:e2e:runner -- --list --suite provider-connections` to
inspect the matrix. Follow `tests/runner-e2e/PROVIDER-CONNECTIONS.md`
for credentials, target URL, sign-in assistance, budget, evidence, and
cleanup. Paid live tests remain opt-in.

## Risks

- The core implementation in #14970 is merged. This PR adds no database
migration of its own.
- Subscription login needs an interactive provider session. Dedicated
accounts and staging qualification remain follow-up work; this PR does
not certify every login combination for production.
- Managed Grok transcript resume is deferred until provider history has
an OS isolation or authorized broker solution. Follow-ups start fresh
with Paperclip task context; earlier live Grok results do not qualify
this behavior.
- Gemini CLI 0.58.0 has an upstream ACP new-file error conversion
defect. Live overloads and one unresolved follow-up timeout remain
recorded. The stock CLI is unchanged, and those cases are not marked as
passing.
- Real-provider tests spend credits and use private credential/evidence
directories. The launcher requires explicit selection and checks target
ownership. It must not attach to a developer's database by accident.
- OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore,
Process, HTTP, and legacy ACPX local remain outside custom provider
setup.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact deployment model ID and
context window size were 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>
2026-10-06 15:21:22 -05:00
DottaandPaperclip 9f7057e122 feat(connections): configure custom model providers across agent harnesses (#14970)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use a harness, a model, and a credential to run tasks.
> - Connections already store credentials and control who can use them.
> - Custom providers also need an endpoint and a supported API format.
> - A per-agent endpoint would duplicate credentials and access rules.
> - This pull request stores routing on the connection and projects it
into the harness.
> - Isolated credentials and protocol checks keep the selected
connection authoritative.

## Linked Issues or Issue Description

Refs #37, #13083, #14104, #14565, #12692.

#14016 is a reference only. This PR has its own schema, vault
persistence, routing validation, runtime projection, and tests. None of
the five commits in #14016 is an ancestor of this branch. We do not
depend on or plan to merge it. #14967 addresses task-pinned account
pools. #14422 addresses another provider integration.

This is the first of two linked PRs. Merge this connection change before
#15341, which refines agent setup and adds the qualification harness.
The split keeps each review below 100 changed files. Provider catalog
entries have usable setup forms in this PR. Local browser subscription
sign-in is included.

## What Changed

- Store non-secret routing metadata on AI connections. Vault provider
API keys, including Bedrock bearer API keys. Reject general AWS access
keys.
- Enforce company, owner, human audience, agent access, connection
status, and protocol checks before resolving credentials. Keep reconnect
destinations immutable and retain connection identity during key
rotation.
- Project OpenRouter and compatible custom endpoints into Codex, Claude,
OpenCode, and local Hermes. Carry these settings through both legacy and
native runner transports. Clear conflicting host credentials and redact
keys from diagnostics.
- Preserve older OpenRouter accounts and native personal defaults. Add
Google API-key accounts and migration `0306` for the two
provider-default constraints.
- Run local Claude and Codex subscription sign-in behind the existing
browser sign-in card. Use private attempt homes and owner-bound
completion instead of a copied terminal command.
- Seed isolated Gemini authentication and preserve OpenCode workspace
permissions. Keep the selected connection authoritative. The independent
Gemini and Grok workflow fixes are in #15341.
- Keep native OpenCode custom gateway keys in a runner-owned
selected-model proxy; the harness config contains only a session-scoped
capability. Honor runtime outgoing proxy and certificate settings.
Preserve streamed responses and revoke the proxy on close or startup
failure.
- Allow ordinary members to connect native personal accounts before an
agent exists.
- Repair routed accounts from task cards using the saved provider
destination, protocol, model aliases, and connection identity.
- Add provider catalog definitions, model discovery, pinned logos, and
complete native and routed setup forms. Allow a personal routed
connection before a new agent exists. Keep endpoint authentication keys
out of Hermes terminal children.
- Recover cancelled or restarted browser sign-in with a clear restart
action. Support no-auth endpoints without a vault credential. Add
isolation and recovery regressions and runtime documentation.

## Verification

- Updated with `origin/master` at `22a3ea341`. Migration `0306` follows
the new master migration and passes migration and snapshot checks.
- The integrated connection regressions passed 152 tests and 50 native
OpenCode driver tests, including key-free child-shell configuration
reads, authenticated/no-auth forwarding, streaming, model/path
restrictions, cancellation, outgoing proxy routing, and NO_PROXY bypass.
Provider setup has 14 passing tests. The pinned real OpenCode 1.18.34
executable also completed a turn through the proxy against a local
synthetic provider; the reusable key was absent from its config. A
second real-executable smoke passed with an HTTPS CONNECT proxy and
runtime-specific synthetic certificate trust. Certificate-file and
certificate-directory regressions pass.
- Task-card repair passed 48 tests, including OpenRouter, Bedrock, and
custom gateway reconnect cases. UI typecheck and token gates passed.
- The prior core regression set passed 133 tests across new-agent setup,
provider forms, browser sign-in, routing projection, and connection
authorization. Token gates and UI typecheck passed.
- Full workspace typecheck and production build passed again after the
latest integration and credential-proxy fix. The merged deterministic
runner E2E suite passed 1,400 Vitest tests and 128 Node tests.
- Full workspace typecheck passed on the prior linked combined
implementation. Production build, Storybook build, 1,316 browser-harness
Vitest tests, and 128 Node tests passed. Head `9d964c8d9` includes the
latest master integration and regenerated migration. This exact head
passed 54 remote checks with four expected skips and Greptile 5/5; no
review threads remain open. An unchanged server fixture had a random
six-character issue-prefix collision on its first attempt. All 245 tests
passed locally and the single CI retry passed.
- A provider-free terminal check used the cited supported Hermes source
and dummy keys. Gateway and OpenRouter terminal children could not read
the selected key.
- The broad local Vitest attempt passed 15,442 tests but was not green.
It had an embedded-Postgres startup failure, an HTTP logger timeout, an
origin socket error, and a browser cancellation wait timeout. The
cancellation wait was corrected. The relevant connection tests and the
full origin test file passed separately. Latest-head CI must pass before
merge.
- Prior credential-backed acceptance exercised task creation, tool use,
artifact delivery, completion, and context-dependent follow-up. Claude
legacy and native runners passed Bedrock with `us-east-1` and
`us.anthropic.claude-sonnet-4-6`.
- Historical local qualification retained 43 passing API/gateway cells
out of 46. Those attempts span earlier builds. They do not qualify this
exact commit or staging. All subscription combinations and staging
remain unqualified.
- Verify native subscription and API-key setup. Connect a regular
provider catalog row. Verify an incompatible harness and a changed
reconnect URL are rejected. Use #15341 for the complete browser
campaign.

## Risks

- Migration `0306` changes two check constraints. It preserves rows and
is safe to reapply. It takes normal constraint-change locks.
- Credential projection touches several harnesses. CLI upgrades can
change provider configuration and session behavior.
- The native OpenCode proxy adds a loopback hop, pins requests to the
selected model, limits request bodies to 16 MiB, rejects redirects, and
expires at session close. It prevents reusable keys in the child
configuration; it is not an OS isolation boundary against a process
debugger running as the same user.
- Custom endpoints must be reachable from the agent environment. Saving
a connection does not prove connectivity. Bedrock keys require rotation
before expiry.
- Gemini CLI 0.58.0 has an upstream ACP new-file error conversion
defect. Provider overloads and an unresolved follow-up timeout also
affect live Gemini qualification. We have not patched the installed CLI
or marked those cases as passing.
- OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore,
Process, HTTP, and legacy ACPX local are excluded. Vertex, ambient AWS
identity, arbitrary auth headers, and custom routing for other harnesses
are excluded.
- These PRs do not establish production or staging qualification for
every provider and login method.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact deployment model ID and
context window size were 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>
2026-10-06 13:29:03 -05:00
DottaandPaperclip 7d59de6113 feat(connections): probe provider usage limits on demand (#14936)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections store the AI accounts used by legacy and native runners.
> - Subscription accounts can reach session, weekly, model, or paid
usage limits.
> - Operators need to read these limits for a specific stored account
before making a routing decision.
> - This pull request adds an on-demand usage probe to the connection
service and account detail.
> - The result preserves provider limits, reset times, paid usage, and
unknown values for later consumers.

## Linked Issues or Issue Description

**Subsystem affected**

Shared contracts, the connection service and API, and the account detail
UI.

**Problem or motivation**

Managed AI accounts lack a common operation to read their current usage
limits. A local harness probe can read a different login from the
account selected for an agent.

**Proposed solution**

Add `aiConnectionService.probeUsage()` and a board-only connection usage
endpoint. Probe the selected credential grant on request. Support Codex,
Claude, and Grok subscriptions, plus OpenRouter API key limits.

**Alternatives considered**

Harness-specific automatic polling would couple the read to execution
and can read ambient credentials. This change uses the managed
connection credential and leaves scheduling and admission decisions to
later work.

**Roadmap alignment**

This extends the existing Personal & Shared AI Accounts capability. It
adds no routing or quota enforcement. Related: Refs #14459 for managed
OpenAI quota reads; Refs #14781 and Refs #13379 for downstream pacing
and budget work. This operation reads one requested account across all
three subscription providers.

## What Changed

- Add typed usage snapshots and a probe capability flag to managed AI
connections.
- Normalize Codex, Claude, Grok, and OpenRouter responses. Keep model
scopes, provider admission, reset periods, and paid allowances separate.
Preserve unknown values.
- Enforce company membership, credential audience, grant identity, and
connection lifecycle before reading the stored secret.
- Add a board-only `GET
/api/companies/:companyId/ai-connections/:connectionId/usage` endpoint
with `no-store` responses.
- Add manual **Check usage** and **Refresh** actions to account details.
Show compact usage bars, resets, admission and overage status; remove
repeated descriptions and account-default copy. Clear previous results
during a new request or error.
- Add Storybook previews using the production account components for all
four providers, initial checks, loading, and permission errors.
- Add provider, authorization, runner selection, API, and UI coverage.
Document provider sources and live qualification.

## Verification

- Initial provider, authorization, selection, API, and UI validation
passed (96 focused tests): `pnpm exec vitest run
server/src/services/ai-connection-usage.test.ts
server/src/__tests__/ai-connections.test.ts
ui/src/components/ai-connections/AiConnectionUsagePanel.test.tsx
server/src/__tests__/openapi-routes.test.ts`.
- `pnpm -r typecheck` passes for the initial implementation. After
simplifying the UI, 9 usage-panel and date-helper tests, UI typecheck,
token gates, and Storybook build pass. The initial feature module
boundary check also passed.
- Real Codex, Claude, and Grok credentials were saved to encrypted
disposable connections. The actual usage HTTP route returned 200 with
`status: ok`. Legacy and native runner selection checks passed. The
tests started no model turn and exchanged no refresh token. The
disposable databases and vaults were removed.
- Live Claude responses added structured scoped limits. Live Grok
responses omitted included-plan usage. Tests now cover both shapes and
preserve the Grok omission as unknown.
- The full workspace build passes. A full local test run hit a heartbeat
feedback timeout. That case passes in isolation. The duplicate local run
was stopped after all remote checks passed. The Slack ordering and
OpenCode transport CI flakes also pass in isolation and on the CI rerun.


- Current head: `ff3d479029a1c4248190323e221b2803cfb0d79d`. All 54
active checks pass. Two Storybook checks are intentionally skipped by
the workflow. Greptile is 5/5 with no unresolved review findings; the
branch is mergeable.

## Risks

- Subscription usage endpoints can change. Credentials can lack
usage-read permission. The probe returns explicit errors without fresh
limits in these cases.
- A successful probe can contain partial data. Missing utilization or
admission remains unknown. An enabled paid-usage switch does not prove a
funded balance.
- This change adds no migration. It does not change runner admission or
automatic provider selection. Provider requests use fixed endpoints,
disabled redirects, bounded response sizes, and a 15-second deadline.

## Model Used

OpenAI Codex, GPT-6, with reasoning, file editing, shell execution, and
HTTP tools. The session does not expose the exact runtime model variant
or context window size. Real provider credentials were used only for the
authorized live checks.

## 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>
2026-10-02 11:47:14 -05:00
DottaandPaperclip e00d10d5d5 fix(connections): repair stale AI defaults from agent settings (#14916)
## Thinking Path

> - Paperclip manages AI agents and controls the credentials used for
their work.
> - Managed AI connections resolve each responsible user's provider
default.
> - Agent settings created another account but kept the old default
selected.
> - A rejected provider test left the old account marked as connected.
> - Claude ACP reported a typed login failure as a generic
terminal-access error.
> - This pull request repairs the selected account or selects the new
login explicitly.
> - Agents can save and run with the repaired credential, and failed
logins request sign-in.

## Linked Issues or Issue Description

- Fixes #14831.
- Refs #13867. Environment failures remain separate from
credential-health failures.

## What Changed

- Add an agent-settings action to reconnect an unavailable personal
default in place. Keep its connection, grant, default, and agent access.
- State that a new account becomes the user's provider default. Select
its returned grant before changing the agent binding. Keep the actual
sign-in method.
- Show default-update errors and allow retry without another provider
login.
- Show the agent-access choice. Connection managers start with
company-wide access for their own tasks. Other members start with access
for the current agent.
- Use the server's connection-manager permission in the shared list
response. This includes members with a custom management grant.
- Mark credentials as needing attention after an explicit login
rejection in Test or Save. This includes API-key 401 and 403 responses.
Network, quota, and server failures keep the credential health
unchanged.
- Reuse the credential-generation check so an old failure cannot
invalidate a newer reconnect.
- Route Claude's typed provider `access` failure to the existing
login-recovery flow. Replace its generic terminal-access fallback with a
sign-in message.
- Add regression tests and update the AI Connections documentation.

## Verification

- Red: the UI tests failed on the missing reconnect action, unused
returned grant, missing access choice, and lost default-update error.
The server tests failed because rejected credentials stayed connected.
The real ACP fixture returned `acpx_turn_failed` for typed login
failures.
- Green: 156 tests passed across the AI connection, hiring, agent field,
and New Agent suites. All 37 environment-route tests passed. The Claude
ACP authentication fixtures also passed.
- `pnpm check:token-gates` passed.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- The full local `pnpm test:run` passed 707 files and 14,503 tests, then
exited with an agent-conversation timeout and embedded PostgreSQL
startup failures in unchanged suites. The isolated conversation and
migration tests passed on rerun. Later local test groups did not run
after this failure.
- [All CI gates
passed](https://github.com/paperclipai/paperclip/actions/runs/37012669356)
on commit `38513dfe2`. This includes the full test matrix, browser
tests, typecheck, build, Runner checks, and canary dry run.
- Greptile reviewed commit `38513dfe2` and returned 5/5 with no open
findings.
- The regression tests use a real embedded database and a real ACP
fixture process. Live provider sign-in requires a valid account and was
not run.

## Risks

- Connecting a new account from agent settings changes the user's
provider default. The dialog states this before sign-in.
- The displayed access choice can allow all company agents to use the
account for its owner's tasks. Reconnect keeps the existing access.
Server permissions still control installs.
- Claude's typed `access` category maps to the provider's
`auth_required` signal. Tool and workspace request failures retain their
existing classification.
- No database migration or provider credential format changes are
required.

## Model Used

- OpenAI GPT-6 through Codex. The exact served model identifier and
context window are not exposed in this session. Capabilities used:
reasoning, repository tools, code editing, and command execution.

## 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>
2026-10-02 08:57:52 -05:00
DottaandPaperclip 2f6fa3b6dc fix: recover provider authentication inside tasks (#14629)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need a working model provider connection to run a task.
> - A provider can reject a stored credential after the task starts.
> - The failed run must ask the responsible user to repair that
connection.
> - This pull request adds that request directly to the task and reuses
Connections sign-in.
> - The user can choose an API key or subscription, then continue the
task with a fresh session.

## Linked Issues or Issue Description

**What happened?**

A run that ended with `acpx_auth_required` or another known provider
authentication error did not immediately offer an inline way to connect
the provider. A repair form could also lock the user to the failed
account's sign-in method.

**Expected behavior**

Show a provider connection card in the task as soon as the
authentication failure is saved. Allow the responsible user to connect
or repair the provider with any supported sign-in method. Keep the
connection name automatic and resume the task after successful setup.

**Steps to reproduce**

1. Run a task with a supported provider and an expired or invalid
credential.
2. Let the run fail with a provider authentication error.
3. Open the task and attempt to repair the connection.

Related work: Refs #13724 and #13726. This change adds the inline task
repair flow and method choice.

## What Changed

- Classify provider authentication failures and create one connection
request for the current task. A persisted blocked classification
suppresses automatic retries only after the repair card is created;
unsupported providers retain their existing recovery path.
- Mark only the attributed, unchanged credential as needing sign-in.
Preserve credentials that were refreshed after the failed run started.
- Reuse the provider sign-in controls inside the task. Allow API key and
subscription choices for Claude, Codex, and Grok. Keep names hidden and
generate a default from the user, provider, and method.
- Keep the existing account when reconnecting with the same method.
Create and select another account when the method changes. Validate
updates to explicit agent bindings through the normal agent save path.
- Require explicit adoption for legacy agent authentication. Validate in
the agent environment, then commit the binding, connection install,
audit, and card completion in one transaction. Keep failed setup and
account selection visible and retryable.
- Add regression tests and update the specification and Connections
documentation.

## Verification

- Fresh local verification: 199 tests passed across the inline form,
provider method selector, default naming, authentication and recovery
classifiers, run liveness, OpenAPI routes, database adoption/rollback,
and Cursor execution suites. The adoption database suite also passed
against disposable Docker PostgreSQL.
- Full repository `pnpm build` and `pnpm -r typecheck` passed on the
latest commit. Token gates are clean.
- Embedded browser: opened real task cards from seeded authentication
failures; switched Claude from API key to subscription and back;
switched Codex from subscription to API key; confirmed the name field
stays hidden. Provider sign-in was not completed with real credentials.
- The broad local `pnpm test:run` started before review fixes and was
interrupted after the working tree changed; it is not counted as a
passing full run. Fresh focused tests passed. CI supplies the full test
and browser suite results for the current commit.
- CI is green on commit `4b97a4e447045ff3d7516525a187a5d1d21e0d4c`: 54
checks passed and two Storybook checks were skipped by their path rules.
The workspace preview job passed on one rerun after a local-server
startup timeout; its rerun passed 835 tests.
- Greptile is 5/5 on the same commit with no actionable findings and no
unresolved review threads.

## Risks

- Incorrect authentication classification could prompt for a connection
unnecessarily. Tests exclude tool authorization, quota, and unrelated
runtime failures.
- A method change selects the new personal provider default, which also
applies to other agents that use that user's default. Explicit account
bindings use the existing permission and runtime validation path.
- Credential invalidation must not race with refresh or reconnect. The
code compares the saved credential generation and grant update time
under locks.
- No database migration or new credential storage format is required.

## Model Used

OpenAI GPT-6 through Codex. The exact model ID and context window size
were not exposed in this session. Capabilities used: reasoning,
repository editing, shell commands, database tests, and embedded-browser
interaction.

## 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 (focused tests listed
above)
- [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>
2026-09-30 06:39:37 -05:00
Devin FoleyandPaperclip 0f8750627f fix(codex): preserve typed ACP quota classification and reset time (#13945)
## Thinking Path

> - Paperclip runs agents and recovers failed tasks.
> - Codex ACP can report usage exhaustion as a typed terminal failure.
> - The shared engine removes provider text before it stores the result.
> - Codex did not use the existing terminal classifier hook, so a quota
failure became a generic turn failure.
> - This change classifies explicit usage exhaustion before that text is
removed.
> - Recovery can then use quota backoff and the supported reset clock.

## Linked Issues or Issue Description

**What happened?**

A Codex ACP `limit` failure with explicit usage-exhaustion text produced
`acpx_turn_failed`. Recovery could schedule the ordinary short retries
because the quota classification and reset time were lost.

**What did you expect to happen?**

Keep the failure visible and use the existing provider-quota wait.
Preserve a supported reset timestamp without storing provider text.

**Steps to reproduce**

Return a terminal ACP session failure with category `limit` and title
`You've hit your usage limit for GPT-5. Switch to another model now, or
try again at 4:30 PM (America/Chicago).` The real child-process
regression tests exercise both pinned ACPX versions in persistent and
oneshot modes.

**Paperclip version**

Base commit: `32573876d4`.

Related work: #13651 and #13831 provide the shared hook and Claude
classification. #11854 includes quota handling as part of optional
credential rotation, but reads the already-sanitized result; this patch
handles the typed terminal boundary without adding rotation. #13549
reads recovery text after this boundary and cannot recover discarded
provider text. #9011 concerns the Codex CLI backoff. This change leaves
those other mechanisms in place.

## What Changed

- Register a Codex terminal-failure classifier with the existing ACP
engine hook.
- Recognize explicit usage exhaustion only in a typed `limit` failure.
- Reuse the Codex reset-time parser and existing provider-quota recovery
fields.
- Leave context, turn, rate, budget, storage-capacity, and unknown
failures on their existing paths.
- Test real ACP children, both dependency patches, privacy, and recovery
classification. Document the boundary.

## Verification

- 88 focused tests passed across Codex ACP, parsing, and server recovery
classification.
- An initial cross-adapter run passed 53 tests, including the existing
Claude quota suite.
- Removing only the classifier registration makes five new integration
tests fail; restoring it passes all 19 new tests.
- `pnpm -r typecheck` and `pnpm build` passed.
- Full Linux CI passed on `b10d60e002`, including all unit/integration
shards, browser shards, typecheck/build, runner checks, and
release/package gates.
- The duplicate local `pnpm test:run` reported three skill-cache
failures and two runner-suite failures. It is not claimed as a full
local pass.
- The three skill-cache failures reproduce in a clean worktree at the
unchanged base commit (3 failed, 107 passed, 3 skipped across the skills
and runner files). The cache rename reports `EACCES` on macOS.
- An isolated runner-suite run reports two embedded PostgreSQL startup
failures before its assertions (37 tests pass). No runner source is
changed; the Linux CI runner and server suites passed.
- Greptile reviewed the current head at 5/5 with no actionable findings
or unresolved threads.

## Risks

- Explicit usage-exhaustion failures now wait for quota recovery instead
of short generic retries.
- Unknown wording retains the existing behavior. The generic historical
terminal-limit message alone cannot establish quota exhaustion.
- Reset parsing keeps the existing Codex clock formats. A missing or
unsupported reset uses the existing quota backoff.
- No schema, credential, UI, dependency, or deployment changes. Provider
text stays in memory and is absent from results and logs.

## Model Used

OpenAI GPT-6 via Codex. Exact runtime model variant and context-window
size were not exposed. Used reasoning, repository inspection, editing,
and local tests.

## 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>
2026-09-24 10:03:19 -07:00
DottaandPaperclip 9f30eb10dd fix: reduce chat latency and preserve managed session reuse (#13710)
## Thinking Path

> - Paperclip manages AI agents and keeps their work attached to tasks.
> - Chat connectors carry user messages and agent replies between a
provider and those tasks.
> - Each extra startup and context reset delays a reply.
> - Managed account metadata was lost during adapter decoding, so
compatible follow-ups started fresh.
> - This branch fixes the reset and measures the remaining preparation,
execution, and delivery costs.
> - The changes must preserve account isolation, authorization, durable
output, and recovery ownership.

## Linked Issues or Issue Description

Refs #13699. The related service lifecycle work in #13410 and #13408 is
separate; this branch focuses on task-bound chat response latency.

**What happened?**

Managed AI follow-ups started new provider sessions even after their
configuration fingerprint stayed stable. The Codex codec removes unknown
fields. The resume check then read the removed credential identity and
treated it as a credential change.

**Expected behavior**

Compatible follow-ups resume the correct provider session. Changes to
credentials, responsible users, permissions, or task configuration
retain their reset behavior.

**Steps to reproduce**

1. Use a Slack connector with a managed AI connection.
2. Send a message, then send a same-thread follow-up.
3. Inspect the configuration reset reason and the provider session
identity.

**Paperclip version or commit**

Reproduced on `2a99de80ec52db01eead901f28323926ceaf3c1d`.

**Deployment mode**

Cloud staging with a native Codex runner.

## What Changed

- Read saved credential identity before adapter decoding discards it.
- Remove the internal credential identity from adapter-facing session
params.
- Test the real Codex codec and missing, changed, or unmanaged identity
cases.
- Preserve configured warm Codex runners and flush refreshed credentials
after every turn.
- Fence detached or closing session handles from successor credential
ownership.
- Stage current Codex launch credentials after restoring durable session
history, uploading launch assets only once.
- Reuse a runner binary already in the retained sandbox only when its
SHA-256 matches the controller-owned artifact; still verify required
capabilities before launch.
- Lock the task before the run when saving results, preventing deadlocks
with task updates.
- Scope reusable projectless sandboxes to the company, environment,
task, agent, and runtime configuration; verify Daytona sentinels for
that scope.
- Admit a new authorized chat message after a fully committed failed run
and verified process cleanup.
- Send compact deltas for verified plain-text Slack continuations. Match
the actual prior run and current comment identity/body; exclude edited
historical comments and prior agent output, preserve genuine brief edits
and the full bootstrap fallback.
- Keep attachments, omitted input, questions, approvals, recovery, and
other providers on their existing framing.
- Document managed session compatibility, credential lifecycle, and
compact continuation boundaries.

## Verification

- Workspace/session coverage: 156 tests passed.
- Native session and credential ownership coverage: 390 tests passed,
including exact artifact reuse, mismatches, failed probes, timeouts, and
explicit artifact overrides.
- Explicit continuation and durable chat authorization coverage: 172
tests passed.
- Session resume and launch preparation coverage: 416 tests passed.
- Result persistence coverage: 15 tests passed. The new concurrency test
reproduced a PostgreSQL deadlock before the lock-order fix.
- Environment lifecycle coverage: 92 tests passed, including projectless
reuse and task/agent isolation at both selection and atomic handoff.
- Daytona plugin coverage: 237 tests passed; 6 gated tests skipped.
Standalone plugin build passed.
- Compact Slack continuation and native resume coverage: 69 tests
passed, including full-bootstrap retention, matching message
authors/bodies, current-delivery selection, rejection of duplicate
identities and historical comments, brief edits, and attachment/recovery
fallbacks.
- Final frozen-head `pnpm test:run` on repository-supported Node 26: 668
suites passed, 3 skipped, 1 failed; 12,797 tests passed and 82 skipped.
The sole failure was a local `socket hang up` in
`issue-recovery-actions.test.ts`, not an authorization assertion
mismatch. All 57 tests in that suite passed three fresh reruns, and the
suite passed latest-head CI. The full local invocation is therefore not
claimed green.
- An earlier Node 24 full run exposed an unrelated macOS symlink-cleanup
failure; that 11-test catalog suite passes on Node 26 and in CI. No test
behavior or timeout was relaxed.
- Full local typecheck and build passed. Latest-head CI is green;
Greptile is 5/5 with no unresolved review threads.
- Two real Slack baseline replies took 25.1 and 24.6 seconds
(24.9-second mean). Three same-thread signed probes on this head took
23.8, 23.9, and 22.7 seconds (23.5-second mean). This is a small sample
and a modest wall-clock improvement, not a large or statistically
established speedup.
- In that same thread, uncached provider input fell from 8,514 tokens
before compact input to 694–765 tokens afterward. The current delivery
uses a 362-character delta; the full 19–21k-character bootstrap remains
available for failed resume. Verified runner artifact preparation fell
from about 1.2 seconds to 0.6 seconds.
- A fresh thread created a separate task, sandbox, and provider session
with full bootstrap (24.4 seconds). Its follow-up reused its own
sandbox/session and compact input (28.3 seconds, including 16 seconds of
model execution). Model variability and process startup remain
substantial.
- A signed duplicate webhook produced exactly one user comment, one
successful run, and one final Slack reply. Slack's API independently
confirmed the actual replies and a public task URL without an internal
or pool hostname.
- Earlier signed probes verified recovery after a failed run and reuse
across a server deployment. The final idle test observed Daytona report
the sandbox as stopped, then delivered a new reply in 19.9 seconds using
the same sandbox/provider-session identity and compact input. Slack’s
API confirmed that reply.
- Live probes use signed synthetic inbound webhooks and real outbound
Slack delivery, read back through Slack’s API. The final browser recheck
found the Mac locked and the Slack tab blocked by another extension, so
this is not claimed as full UI E2E proof.
- This is a review branch. Do not merge until the maintainer reviews it.

## Risks

- Incorrect session reuse could mix account or task context. Missing or
changed identities continue to reset, and existing authorization checks
remain in place.
- Warm mode remains opt-in. Remote warm mode requires a reusable sandbox
lease. Retained processes keep credentials until they close, so idle
expiry and ownership fences are required.
- A fresh user message may continue after a committed provider failure.
Approval, current authorization, process termination, and prior-result
checks remain required.
- Projectless sandbox reuse is task- and agent-scoped. Missing or
mismatched ownership cannot replace an existing lease; existing
workspace-scoped leases keep their scope. Opt-in reuse retains a sandbox
per task/agent, so provider auto-stop and deletion policies still
determine idle compute and storage costs. Fleet defaults are unchanged.
- Compact prompts apply only after proven resume and a matching
prior-run delta. Missing or specialized context falls back to full
input; fresh sessions always receive the full bootstrap.
- No schema or migration changes.

## Model Used

OpenAI GPT-6 through Codex, with code editing, tool use, and test
execution. The exact serving model ID and context-window size are not
exposed by 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
- [ ] 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>
2026-09-20 13:12:44 -05:00
DottaandPaperclip 9335b7db10 fix(runner): validate inherited environments and replace stale sandbox binaries (#13677)
Resolve the effective environment for account adoption and adapter tests. Preserve saved-agent overrides when the request omits environmentId, and treat explicit null as inheritance from the instance.

Reject sandbox runners that lack unlimited-runtime and connection-lease-renewal capabilities. Stage the bundled runner before launch when the image binary is stale.

Add regression coverage for environment precedence, fail-closed validation, adapter switches, API-key reverification, and runner artifact fallback. Document the operational workaround for older controllers.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-19 08:51:18 -05:00
Nicky LeachandPaperclip 9ed55f6931 fix: allow concurrent agent runs on one OpenAI or xAI subscription connection (#13452)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip starts local command-line sessions and stores provider
credentials through managed connections
> - One OpenAI Codex or xAI Grok subscription connection held a
credential lease for the full agent run
> - A second run then waited for the first run, and concurrent runs
could overwrite a newer credential
> - The write-back must compare fresh credentials while it holds the row
lock
> - This pull request removes the run lease, keeps the revocation guard,
and bounds Codex timestamps against the host clock
> - The benefit is safe concurrent use of one subscription connection
with newest-credential selection

## Linked Issues or Issue Description

**What happened?**

A managed OpenAI Codex or xAI Grok subscription connection held a
credential lease for the full agent run. A second run waited for the
first run to finish. The write-back gate also rejected any row change
before it compared credential freshness.

**Expected behavior**

Concurrent runs should start on one subscription connection. The server
should keep the newest valid credential and reject a credential write
after a person revokes the connection.

**Steps to reproduce**

1. Start two runs that use one OpenAI or xAI subscription connection.
2. Let both provider tools refresh the credential.
3. Finish the runs in either order.
4. Confirm that the newest valid credential remains in the connection.

**Paperclip version or commit**

`ec25bf1e4a81d1729a6d7276e6a486587cff4a0b`

**Deployment mode**

Local dev (`pnpm dev`), built from source.

**Agent adapter(s) involved**

Codex. The server path also covers xAI Grok subscription connections.

**Database mode**

Embedded PGlite for local development, and external Postgres for
deployments.

**Access context**

Both board and agent runs can use managed connections.

**Additional context**

The provider command-line tool refreshes credentials inside the sandbox.
The server copies the result back after the run. Two long runs can still
refresh one token hours apart, so the provider can reject the second
refresh. The server cannot observe that provider call.

## What Changed

- Remove the full-run credential lease for OpenAI Codex and xAI Grok
subscription connections.
- Lock and re-read the connection row before credential write-back.
- Accept only a strictly newer credential, while keeping the connection
revocation guard.
- Reject Codex freshness timestamps more than five minutes ahead of the
host clock.
- Add tests for both completion orders, xAI cleanup, revocation, the
Codex time bound, and agent hiring.
- Update the connection and run-log documentation.

## Verification

- `server/src/__tests__/ai-connections.test.ts` passes with 42 tests.
-
`packages/adapters/codex-local/src/server/codex-auth-merge-decision.test.ts`
covers the five-minute boundary and the one-millisecond overflow.
- `packages/adapters/codex-local/src/server/codex-auth-merge.test.ts`
passes.
- `server/src/__tests__/agent-hire-ai-connections.test.ts` covers OpenAI
and Anthropic.
- The project type check reports no new error in changed files.
- GitHub Actions must pass on this pull request.

## Risks

The write-back now permits concurrent runs, so the provider may reject a
later refresh when both long runs use one token. The server keeps the
revocation guard and rejects future-dated Codex timestamps. No schema
change occurs.

## Model Used

OpenAI Codex, GPT-5. Context window and exact deployment build are not
exposed in this run. The model used tool calls, code inspection, and
test verification.

## 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>
2026-09-15 01:10:54 -07:00
Nicky LeachandPaperclip ee81cee76d fix: allow concurrent agent runs on one Anthropic subscription connection (#13445)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Agent runs use provider connections and subscription credentials.
> - File-backed subscriptions need a lease while a run writes new
credentials.
> - Anthropic subscriptions pass a token and do not write a credential
file.
> - The current lease blocks concurrent Anthropic runs without
protecting shared state.
> - This pull request limits the lease to file-backed subscriptions and
tests both paths.
> - The result lets Anthropic runs share one connection safely while
file-backed credentials remain serialized.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This change improves concurrent use of one subscription connection.
Anthropic runs no longer wait for a lease that protects no shared file.

**Subsystem affected**

server/ — REST API and orchestration services, with related server tests
and connection documentation.

**Current behavior**

The server takes a connection lease for every subscription invocation.
The lease blocks a second Anthropic run while the first runtime remains
open.

**Proposed behavior**

The server takes the lease only when the subscription writes a provider
authentication file back to the grant. Anthropic runs can proceed at the
same time.

**Reason and benefit**

Anthropic passes its token through an environment variable and writes no
file. Removing this unnecessary wait improves concurrency and preserves
credential safety for OpenAI and xAI.

**Breaking changes**

None. OpenAI and xAI keep the existing lease and retry behavior.

## What Changed

- Limit the AI credential lease to subscriptions that write a provider
authentication file.
- Add coverage for concurrent Anthropic runs and hired-agent runs.
- Keep the existing OpenAI contention assertions as a sensitivity
control.
- Update the AI connection documentation to describe the lease boundary.

## Verification

- Run `server/src/__tests__/ai-connections.test.ts`.
- Run `server/src/__tests__/agent-hire-ai-connections.test.ts`.
- Run
`server/src/__tests__/heartbeat-ai-subscription-contention.test.ts`.
- Run the server type check.
- Review the pull request checks after GitHub starts continuous
integration.

## Risks

The main risk is an incorrect provider classification. The write-back
condition remains unchanged, and OpenAI contention tests keep the
file-backed lease behavior under test. No schema or API contract changes
occur.

## Model Used

OpenAI GPT-5. Exact runtime model ID and context window are not exposed
in this execution. The model used tool calls, shell commands, and GitHub
operations.

## 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>
2026-09-14 20:53:56 -07:00
DottaandPaperclip a2e7ffdc34 fix(runtime): validate sandbox paths and preserve live controller leases (#13432)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can run in remote sandboxes.
> - Connection checks must use the selected execution target.
> - Recovery must respect the controller that owns an active run.
> - A host path or PID does not describe a remote sandbox.
> - This pull request checks sandbox paths on the target and preserves
live controller leases.

## Linked Issues or Issue Description

**What happened?**

Selecting an AI account for a sandbox agent could fail because the
Claude ACP environment check tried to create the sandbox directory on
the Paperclip host. The recovery sweep could also interrupt a sandbox
run while its controller lease was still valid. It treated a PID absent
from the local host as proof that the run had stopped.

**Expected behavior**

ACP checks directories on the selected execution target. Recovery leaves
a run with a live controller lease alone. Its final database write
rejects a stale snapshot after renewal, a claim, a controller change, or
a runtime change.

**Steps to reproduce**

1. Test a Claude ACP sandbox agent with a directory that cannot be
created on the host. The check fails before this fix.
2. Give a running sandbox task a valid controller lease and a PID absent
from the host. Run the stale-lock sweep without an in-memory handle. The
sweep interrupts the run before this fix.
3. Renew or replace the controller between the sweep's read and write.
The old snapshot must not end that controller's run.

**Paperclip version or commit**

Rebased onto `origin/master` at
`0e9b24c8216171c26c8358ba387d77858e02c7a9`. All seven regression cases
still fail against this base.

Refs #13438, which supplies the managed hiring and task-connection
behavior, and #13433, which preserves non-assignee subscription comment
wakes. This PR preserves both upstream changes and addresses the two
remaining sandbox failures.

## What Changed

- Resolve and create Claude ACP test directories through the
execution-target helpers.
- Preserve active legacy controller leases during stale-lock recovery,
including finalization after a task becomes terminal.
- Recheck the controller, lease, runtime mode, and native ownership in
the terminal database write.
- Add two sandbox-directory cases and five database-backed
controller-lease cases.
- Document the target used for ACP directory checks.

## Verification

- Red: all seven new cases fail against `0e9b24c82` without these two
implementation changes.
- Before the final upstream sync, 192 focused tests passed. Full `pnpm
test:run` coverage completed using the repository's group/shard runner:
all general server and workspace groups passed, and all 147 serialized
server suites passed across the initial run and isolated continuations.
Five cold-import timeout suites passed with
`--experimental.fsModuleCache`; their assertions and deadlines were
unchanged.
- The hiring routes, default-selection service, and upstream hiring
tests match `origin/master` exactly. The two remaining fixes are
unchanged by the final rebase.
- On final head `bd28d5cefbdf7084acc3759199cd9661907e7a26`, all 372
focused tests pass across 16 suites covering both upstream changes and
these fixes. Two timeouts in the combined run (database setup and an
existing ACP case) pass in isolated reruns with fresh test homes and
temporary directories. `pnpm -r typecheck` and `pnpm build` also pass on
this head.
- All 32 active checks pass on final head `bd28d5cef`, including the
full test matrix and browser shards, in [CI run
34904204849](https://github.com/paperclipai/paperclip/actions/runs/34904204849).
Two Storybook checks are skipped by path filters.
- Greptile reviewed final head `bd28d5cef` at 5/5 with no findings or
unresolved review threads.

## Risks

- A failed remote directory check still blocks connection adoption.
- A live controller retains finalization authority after its task
becomes terminal. Cleanup waits for ownership to expire and must pass
the final ownership check.
- No schema or credential-storage changes.

## Model Used

OpenAI GPT-6 in Codex, with reasoning, repository inspection, code
execution, and API tools. The exact serving model ID and context-window
size 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>
2026-09-14 22:13:57 -05:00
DottaandPaperclip 0e9b24c821 fix: resume subscription comment wakes and preserve retry status (#13433)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Concurrent task runs can share a managed AI subscription with one
credential lease.
> - #13438 added durable retries for busy subscriptions and task-lock
checks.
> - A comment wake can run for an agent who is not the task assignee.
Such a run never owns the task lock, so the new checks suppress its
retry.
> - This pull request preserves those comment wakes while keeping the
lock checks for assignee runs.
> - It also shows the subscription wait in task status and preserves the
failure count through the database projection.

## Linked Issues or Issue Description

Refs #13438.

**What happened?**

When a subscription is busy, a non-assignee comment wake is cancelled
without a successor. Repeated subscription waits also display an
inflated attempt count because the execution query omits the preserved
failure count.

**Expected behavior**

An eligible comment wake waits and resumes without claiming the
assignee's task lock. The task shows “Waiting for AI subscription”.
Waiting does not consume provider-failure retries. Assignee retries
still stop when the task lock is cleared or transferred.

**Steps to reproduce**

1. Configure an agent with a managed subscription and concurrent runs.
2. Hold its credential lease in one run.
3. Mention the agent on a task assigned to another actor.
4. Release the lease and inspect whether the comment wake has a
scheduled retry.

The test uses a real embedded Postgres database and a real credential
lease. Provider execution uses a fixture. The reassignment test applies
a database mutation after the real checkout. No live provider account is
needed.

**Paperclip version or commit**

Based on `f912ecaac` from #13438. Before the reconciliation fix, the
rebased regression at `2063cfd13` failed because the comment wake had no
scheduled retry. The original configuration failure was reproduced on
`5282cabde` before #13438 merged.

**Deployment mode**

Built from source with embedded Postgres for local verification.

## What Changed

- Record non-assignee comment-wake authority at admission while holding
the task and run locks. A later reassignment cannot grant this
exception. Preserve it through repeated subscription waits.
- Keep master’s lock checks for assignee retries, including the check
inside the scheduling transaction.
- Show the subscription wait and preserve its failure count in the
execution projection query.
- Limit pre-provider wait receipts to fresh executions. A persisted
native execution input must retain its recovery path.
- Add lease, retry, projection, cancellation, reassignment, pause,
revocation, service-recreation, and ownership regression coverage.
- Use master’s 60–120 second retry interval and document the resulting
behavior.

## Verification

- Red: after rebase, the comment-wake test failed with no scheduled
retry; the other 50 contention and retry-scheduling tests passed.
- Red/green: reassigning the task immediately after real checkout
reproduced an unwanted successor for both assignment and comment wakes.
Both tests pass after recording authority at admission.
- Green: all 285 targeted tests pass across 12 suites, including
#13438’s four cancellation-race phases, its hiring/connection suite,
run-dispatch integration tests, and both reassignment regressions.
- `pnpm -r typecheck` passes after rebase.
- `pnpm build` passes on the final revision.
- The full general and serialized test suites pass in [CI run
34899514681](https://github.com/paperclipai/paperclip/actions/runs/34899514681)
on `99f1e4c1d`. Full-suite verification ran in CI; local verification
used the 285 targeted tests.
- All 32 active PR checks pass, including build, typecheck, native
runner verification, canary dry run, and all browser shards. Two
Storybook checks are skipped by path filters.
- Greptile reviewed `99f1e4c1d` at 5/5 with no outstanding findings. All
review threads are resolved.
- `git diff --check` and `node scripts/check-module-boundaries.mjs`
pass.

## Risks

- The non-assignee exception requires authority recorded under admission
locks or its server-created subscription retry. Tests cover
caller-supplied flags, assignment and comment reassignment races,
repeated comment waits, and assignee lock protections.
- A wait uses master’s 60–120 second interval. A long-held lease can
produce multiple wait records.
- Existing native sessions can have provider effects. They must not
receive a fresh-execution receipt that permits replay.
- No schema migration or credential permission change is required.

## Model Used

OpenAI Codex, model `gpt-6-astra`, with repository search, code editing,
shell execution, and test tools. The session does not expose its
context-window size.

## 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>
2026-09-14 16:58:37 -05:00
DottaandPaperclip f912ecaacf fix: carry AI connections through hiring and unblock task execution (#13438)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents hire other agents and assign tasks to them.
> - Managed AI connections must follow those hires across legacy and
native runners.
> - Missing accounts should pause task execution and let the user
connect from the task.
> - Subscription contention must wait without asking for new
credentials.
> - This pull request fixes these paths and the native tool and Daytona
staging failures found during live tests.
> - The result is a working hire, subtask, and connection setup flow on
local and remote runners.

## Linked Issues or Issue Description

**What happened?**

A managed Claude or Codex agent could hire a teammate without a usable
AI binding. Cross-provider hiring could fail before the user had a
chance to connect the new provider. First-time task setup did not show
the existing AI credential form inline. A busy subscription could
request a new connection. Native API replies could stop the parent after
a hire had already committed. Fresh Daytona sandboxes could fail to
extract read-only skill directories created on macOS.

**Expected behavior**

Compatible hires inherit the managed connection choice. A hire for
another provider uses the responsible user's default. If that account is
missing, the hire succeeds and the task asks for a connection.
Completing setup in the task resumes work automatically. Explicit child
auth settings and existing unmanaged login paths keep precedence.
Shared-account access checks remain in force.

**Steps to reproduce**

1. Connect a Claude or Codex parent with a managed AI account.
2. Ask it to hire one agent of each provider and create a self-assigned
subtask.
3. Assign work to both hires without connecting the second provider
first.
4. Connect the missing provider from its task card.
5. Check that all tasks finish and same-provider work uses the original
account.
6. Repeat with native runners and fresh Daytona sandboxes. The opt-in
browser suite in `tests/hiring-ai-connections/README.md` performs these
steps.

**Paperclip version or commit**

The live failures were reproduced from `f2c5e54dc`. The branch is
rebased onto `5282cabde`.

**Deployment mode**

Isolated local development instance. Legacy CLI and native runners.
Local execution and ephemeral Daytona sandboxes.

Related work: Refs #13247 for managed AI connections. Refs #13268 for
legacy credential-reference inheritance, which this branch preserves.
Refs #13432 for a concurrent managed-inheritance fix. This PR also
covers cross-provider task setup, subscription waits, native API
replies, and Daytona extraction. It permits missing responsible-user
defaults at hire time; restricted shared selections still fail.

## What Changed

- Apply managed connection defaults to both agent creation routes.
Preserve explicit auth choices and legacy credential-reference
inheritance.
- Allow hires before their responsible user connects the provider. Keep
approval gates, company boundaries, and shared-account access checks.
- Reuse the production AI credential form inside the pending task card.
Resume the task after setup.
- Retry subscription lease contention without consuming the
provider-failure allowance or creating a connection request.
- Require task execution-lock ownership when scheduling, promoting, and
dispatching subscription retries. Recheck ownership under the issue row
lock.
- Rename the HTTP operation identity at the native tool boundary so it
cannot override the runner's operation identity.
- Delay directory permission restoration during Daytona extraction.
Preserve the final read-only modes.
- Add database-backed regressions, real browser acceptance tests, and
Storybook states. Document setup and run-log behavior.

## Verification

- Six real browser scenarios passed: both parent providers on legacy
local and legacy Daytona; native Codex locally; native Claude on
Daytona. Each scenario hires both providers, completes a self-subtask
and assigned work, and connects the missing provider inline with
automatic continuation.
- Successful runs verify the account, responsible user, runner mode, and
Daytona lease. All 18 test sandboxes were deleted.
- Live authentication used API keys. Subscription inheritance, lease
contention, and retry have integration coverage. Fresh subscription
OAuth sign-in was not automated.
- Red/green tests reproduced missing bindings, missing inline forms,
subscription contention, native API reply failure, and GNU tar
permission failure.
- Seven Storybook browser checks passed. They cover both providers,
method selection, narrow layout, completion, cancellation, and invalid
credentials.
- Full local suite coverage completed before rebase. Initial timing and
fixture startup failures passed unchanged on isolated reruns. The first
full command did not exit cleanly; the remaining workspace and
serialized groups were completed separately.
- After rebase, 107 hiring/auth/retry tests and 59 native API,
task-card, and Daytona tests passed. The full workspace typecheck,
production build, and token gates passed again. Storybook build passed
before rebase.

- Review fixes: 169 hiring/retry/dispatch tests, 37 adjacent tests, and
four explicit cancellation-race cases passed. Eight cross-provider cases
cover stale auth keys on both creation routes and both runner types.
Server typecheck and build passed.

- Final CI on `ee4890837a8a4913e07453392b9a75969580dae1`: 32 checks
passed. Two optional Storybook jobs were skipped. The full server,
workspace, browser, native runner, build, typecheck, and release checks
passed.
- Three unchanged tests initially failed on a busy port, a chat row-lock
race, and preview-server readiness. Each affected job passed after one
CI rerun. Isolated local checks also passed: 41 credential tests, the
chat-concurrency case, and 25 preview-runtime tests.
- Greptile reviewed the final commit at 5/5. Both review threads are
resolved. GitHub reports no merge conflicts.

## Risks

- A missing personal account now defers authentication to the first
task. Explicit incompatible bindings and restricted shared accounts
still fail at hire time.
- An inherited personal default uses the responsible user's existing
authorization to install access for the new agent. It never copies
credentials or another user's identity.
- Subscription contention retries after a delay and rechecks task
eligibility. It does not consume the provider-failure budget.
- Native hiring uses the existing managed API-tools opt-in. Remote
native runners require a matching Linux binary and provider pack, as
documented in the acceptance README.
- No schema changes. Live tests make paid provider calls and remain
opt-in.

## Model Used

OpenAI GPT-6 (`gpt-6-astra`) in Codex, with reasoning, repository
inspection, code execution, browser automation, and API tools. The
context-window size is 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>
2026-09-14 16:15:48 -05:00
DottaandPaperclip 827ba8a434 fix: cancel stalled sandbox startup without waiting for setup (#13352)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Sandbox runs prepare credentials and files before an agent starts.
> - Stop must work during that preparation.
> - ACPX registered cancellation, but did not handle it while a setup
command was waiting.
> - Daytona cleanup waited for that same command before stopping the
sandbox.
> - This change stops the run's sandbox first and requires proof before
abandoning setup.

## Linked Issues or Issue Description

**What happened?**

Stop left a sandbox run active when remote credential setup stalled. The
run kept its connection lease until the sandbox was stopped separately.

**Expected behavior**

Stop terminates the selected run's sandbox, prevents later setup from
launching the agent, and lets run cleanup finish. It must not report
success without proof from the provider.

**Steps to reproduce**

1. Start an ACPX agent in Daytona.
2. Hold a command during remote credential or file setup.
3. Select Stop before the agent starts.
4. Before this fix, cleanup waits for the held command and never reaches
sandbox stop.

Related: #13351 exposed this during connection acceptance testing.
#12150 addresses scheduler load and session initialization limits, a
separate startup problem.

## What Changed

- Handle cancellation during ACPX sandbox preparation with a host-owned
stop callback.
- Pass an explicit active-work cancellation flag through environment
cleanup.
- Stop Daytona before draining setup commands. Keep normal graceful
cleanup.
- Require an exact run and lease termination receipt. Keep ownership of
outstanding requests when stop cannot be verified.
- Reject late setup work and defer sandbox resume until old requests
settle.
- Add regression tests and document the cancellation boundary.

## Verification

- Red: both the stalled ACPX setup test and the Daytona cancellation
test failed before the fix because Stop never reached the provider.
- Green: adapter and Daytona suites passed, along with cancellation
boundary and database-backed receipt/isolation tests.
- Two real Daytona probes ran a five-minute setup command. Cancellation
returned matching stopped receipts in 6.01 and 6.533 seconds. No later
setup command ran. Both test sandboxes were deleted.
- Repository typecheck and build passed locally. The full required CI
suite passed, including all server/workspace tests, browser shards,
Paperclip Runner verification, and canary packaging. The duplicate local
full-suite run was interrupted after CI passed; it is not claimed as a
completed local pass.
- No UI changes. The live probe uses the actual adapter cancellation
boundary and Daytona plugin; it is not a browser acceptance test.

## Risks

- Provider stop failures remain unacknowledged. The adapter keeps
ownership while its original requests remain active.
- A retry can receive a settling-work error until old provider requests
finish.
- Cancelled sandboxes are stopped and retained under their existing
provider expiry policy.
- Local execution and cancellation after the agent turn starts keep
their current behavior.
- Other providers must return an exact termination receipt to permit
early setup cancellation. No database migration.

## Model Used

OpenAI GPT-6 through Codex, with code execution and tool use. The exact
deployment identifier 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>
2026-09-13 08:35:43 -05:00
DottaandPaperclip 8d1f0c20af fix: let responsible users choose either AI subscription or API key (#13351)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - AI Connections select the account used for each run.
> - A responsible-user binding must follow the person whose work the
agent performs.
> - The saved sign-in method currently blocks users with another method
for the same provider.
> - This pull request resolves a personal default by company, user, and
provider.
> - Each user can use a subscription or API key with the same bot and
model.

## Linked Issues or Issue Description

Refs #13247, #13248, #13346, #13347.

**What happened?**
A bot configured with a Claude subscription rejects another responsible
user’s Claude API key. Inline repair also limits that person to the
original sign-in method.

**Expected behavior**
The same bot uses each responsible user’s default Claude account,
whether it is a subscription or API key. Explicit shared account
selections remain fixed.

**Steps to reproduce**
1. User A connects a Claude subscription and creates a bot using the
responsible user’s connection.
2. User C connects a personal Claude API key.
3. User C runs the same bot. Before this fix, credential resolution
fails.

## What Changed

- Add a personal provider-default table. Preserve legacy per-method
preferences and backfill the most recently updated preference, including
unavailable defaults. Repeated migration does not replace a selection. A
database trigger propagates old-server default updates without treating
new accounts as replacement defaults.
- Resolve responsible-user bindings by provider. Retain the method as a
wire compatibility hint for old servers. Explicit selections still
require the exact method and grant.
- Use the selected account’s method for credential isolation, refresh
locking, and run attribution.
- Update onboarding, agent setup, the picker, and inline task repair.
Keep existing authentication components and harness/model settings.
- Add mixed-method runtime, migration, repair, and Storybook coverage.
Include upstream’s duplicate Anthropic option fix through the base
branch.

## Verification

- Focused resolver, migration, connection-intent, onboarding, agent
setup, model, and connector UI suites: 331 tests passed.
- Onboarding and new-agent regression suites passed during the initial
focused run.
- UI typecheck, token gates, and Storybook build passed.
- Live browser checks passed for Claude and Codex API-default execution,
switching both back to subscriptions, and both existing shared-account
bots. Bot configuration remained unchanged.
- One Daytona startup command stalled before Claude launched. The test
run was cancelled, its sandbox stopped, and the same account/task passed
on retry. Startup cancellation remains a separate environment finding;
this PR does not change that command transport.
- Browser review: all eight assertions passed in the new mixed-method
story, including shared selection, return to responsible-user selection,
and unchanged harness/model.
- Repository build and typecheck passed after refreshing upstream
dependencies. Final resolver and historical rollback verification: 38
tests passed. All latest-head CI gates passed, including
server/workspace/serialized suites, browser E2E, build, typecheck, and
runner verification. The extra serial local full-suite run was stopped
after equivalent CI passed; focused local checks completed.

## Risks

- Users with both historical method defaults get their most recently
updated preference as the initial provider default. They can change it
explicitly in Connections.
- A revoked or unavailable default blocks. Connecting an additional
account does not silently replace it.
- Existing legacy authentication is unchanged. Managed responsible-user
bindings intentionally stop pinning a method.
- Live staging: the same Claude and Codex bots completed real API-key
runs after changing only the personal default, then completed
subscription runs after restoring the original defaults. Read-only
database verification confirms unchanged bot configuration and actual
method attribution. Distinct-user concurrency is covered by automated
real-database tests with synthetic credentials, not two live human
logins.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, repository tools, code execution,
and browser interaction. The runtime does not expose a more specific
model ID or context-window size.

## 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>
2026-09-12 20:27:26 -05:00
DottaandPaperclip e704e1c9ae fix: keep AI subscription locks safe through transaction pooling (#13347)
## Thinking Path

> - Paperclip manages AI agents and their credentials.
> - AI Connections must preserve account ownership from login through
execution.
> - A subscription environment check can pass and leave a session
advisory lock on a pooled database backend.
> - The next execution then reports that the subscription is busy.
> - Onboarding can also lose its completion callback when the connection
list refreshes before the login poll.
> - This change keeps each credential lease in one transaction and keeps
the login controller mounted until completion.

## Linked Issues or Issue Description

Refs: #13247, #13248, #13344.

**What happened?**

A real hosted subscription login saved successfully and passed its
environment check. The first task then failed with an AI connection busy
error. A connection-list update could also leave onboarding on
Connecting.

**Expected behavior**

A completed environment check releases its credential lease. A saved
login completes onboarding without another sign-in.

**Steps to reproduce**

1. Run Paperclip with a transaction-pooling PostgreSQL proxy.
2. Connect a Claude subscription through onboarding and reuse it for an
agent.
3. Start a task after its environment check succeeds.
4. For the UI race, refresh the managed connection list before the login
completion poll.

## What Changed

- Hold the grant lock inside one transaction. Roll back on cleanup or
failed acquisition.
- Disable the lease transaction's idle timeout so long provider
executions retain the lock.
- Keep the onboarding login controller mounted while its authorization
URL is active; restore saved-account retry if later agent creation
fails.
- Add lock-lifetime and Claude/Codex completion-order regressions.
- Document the pooling requirement.

## Verification

- 104 focused connection and onboarding tests passed.
- Workspace typecheck, production build, Storybook build, and token
gates passed.
- All 34 latest-head checks are terminal: 32 passed and two Storybook
workflows skipped by their normal filters. CI covers all
server/workspace/serialized test shards, browser tests, typecheck,
build, runner verification, and canary packaging. The additional local
full-suite run is still in progress.
- Real browser sign-ins saved Claude and OpenAI subscriptions on both
new and existing staging stacks. On the patched new stack, both
providers completed tasks and immediate repeat executions with the same
saved accounts. Read-only database inspection confirmed live
transaction-scoped locks and no remaining locks after completion. On the
final deployed head, both shared accounts on the existing stack also
completed actual tasks. Both personal accounts passed a fresh
environment check followed immediately by execution after a deployment
restart.

## Risks

- Each active subscription reserves one database connection and holds an
otherwise idle transaction until cleanup. This is required to pin the
backend through a transaction pool.
- Old session locks from earlier versions may need operator cleanup
after active runs drain. This change does not bypass existing locks.
- No database migration, credential routing, or legacy authentication
change.

## Model Used

OpenAI GPT-6 in Codex, with code execution and browser tools. The exact
deployment model ID and context-window size are not exposed to this
task.

## 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>
2026-09-12 19:05:18 -05:00
DottaandPaperclip b2acc674be fix: enable isolated subscription login on authenticated self-hosted instances (#13344)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - AI Connections store reusable provider credentials with company and
owner boundaries.
> - Self-hosted instances can require board authentication while running
agents on the local server.
> - The login UI treated those instances as unsupported and displayed
instructions without a command.
> - Removing that restriction must not expose the server operator's
existing CLI account.
> - This pull request enables owner-scoped login attempts and reuses the
existing login UI.
> - Users can connect Codex and Claude subscriptions on an authenticated
self-hosted instance.

## Linked Issues or Issue Description

**What happened?**

On an authenticated self-hosted instance, OpenAI subscription setup
displayed terminal instructions with no command and a disabled Connect
button. Claude also could not complete the local connection flow.

**Expected behavior**

An authorized board user can prepare an isolated sign-in attempt, sign
in on the server, and save the verified account as a Connection. This
must not import another user's or the operator's ambient credentials.

**Steps to reproduce**

Run Paperclip in authenticated mode with a local environment. Open
Connections, choose OpenAI or Anthropic, and select Subscription. The
previous UI never enabled local login preparation.

Related: #13247, #13248, and #10751. This fix preserves the restriction
on remote access to the operator's ambient Claude login.

## What Changed

- Allow company-authorized users to create, check, cancel, and complete
their own isolated local login attempts.
- Keep ambient Claude credential import restricted to the local
operator.
- Support isolated Claude credential files without falling back to the
host account or mutating process-wide environment variables.
- Use Codex device authorization so sign-in does not depend on a browser
callback to the remote server's localhost.
- Gate server-host login on authenticated public deployments unless a
trusted runtime host is configured. Publish the capability through
health so setup shows supported alternatives.
- Read isolated Claude credential files through bounded,
descriptor-bound opens with ownership, permission, and symlink checks.
Try the alternate filename after malformed JSON.
- Reuse shared login instructions and lifecycle hooks in onboarding,
agent setup, and Connections. Show health-query failures explicitly.
- Document authenticated self-hosted behavior and add authorization,
isolation, lifecycle, and UI regression tests.

## Verification

- Passed 71 focused tests across connection routes, credential
isolation, legacy compatibility, the shared login hook, and agent setup.
- Passed 89 onboarding regression tests.
- Passed `pnpm -r typecheck`, `pnpm build`, Storybook build, and `pnpm
check:token-gates`.
- Completed real Codex device authorization and Claude browser
authorization on an authenticated Linux self-hosted instance. Both
accounts were detected automatically and saved as Connected. Both
completed attempt directories were removed.
- These live checks cover login, credential validation, and connection
creation. They do not establish a new model execution or long-running
refresh result.
- Review follow-up: 68 focused checks passed after rerunning one route
socket error; the full route/health rerun passed all 49 tests. The
70-test onboarding suite also passed. Final workspace typecheck,
production build, and Storybook build passed again.
- The broad local run exposed an instance-name assumption in two new
assertions. The fixture now uses an explicit non-default instance, and
all 32 connection tests passed with a different inherited instance name.
The superseded broad run was stopped; this is not a claim that the full
local suite completed. Full CI results will be recorded before merge.

## Risks

- The server must have the provider CLI installed. Users still run the
displayed command on the server that hosts Paperclip.
- Authorization checks must keep login attempts scoped to the company,
owner, provider, and reconnect target. Regression tests cover cross-user
and cross-company access.
- Existing local-trusted Claude behavior stays available. Authenticated
remote users cannot use its ambient import path.
- No database migration, dependency change, agent binding change, or
provider routing change is included.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, and browser
tools. The runtime does not expose a more specific model version or
context-window size.

## 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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 23:06:55 +00:00
DottaandPaperclip 8d6232e7b0 feat: reuse provider sign-in across AI connection workflows (#13248)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Users connect provider accounts during onboarding and agent setup.
> - They should reuse and manage those accounts through the existing
Connectors interface.
> - A second login wizard would diverge from the established provider
workflows.
> - This pull request composes the existing sign-in components into
Connections and agent configuration.
> - Users can select accounts without changing their agent's harness or
model.

## Linked Issues or Issue Description

**Problem or motivation**
AI credentials are configured separately from Connections. Agents cannot
consistently reuse a responsible user's account or a permitted shared
account.

**Proposed solution**
Manage AI accounts with the existing Connections grants and permissions.
Keep model and harness selection independent from credential selection.
Preserve legacy authentication until validated adoption.

**Alternatives considered**
A separate credential registry would duplicate ownership and access
policy. Automatic fallback would risk using the wrong account.

**Roadmap alignment**
This extends the shipped Apps, multi-user, secrets, and agent-runtime
capabilities. The maintainer requested the feature and reviewed the UI.
Related groundwork: #11899 (connection permissions), #10910 (connection
wizard), #11692 (Claude subscription profiles), and #11854 (Codex
account rotation).

## What Changed

- Add compact AI-account management to the existing Connectors pages.
- Reuse AgentProviderConnection, AdapterLoginPanel, AdapterLoginChrome,
and authentication controllers.
- Add the shared connection picker to agent setup/settings and task
requests.
- Preserve onboarding's sequence and reuse existing accounts.
- Add local-login recovery, retry, cancellation, and React StrictMode
handling.
- Add interactive Storybook scenarios, design-guide examples, and app
acceptance checks.

This is part 2 of the AI Connections change. The runtime foundation in
#13247 is merged. This PR now targets master.

## Verification

- Updated against master `47ded8bf9`, including the landed runtime
foundation and upstream task-search changes.
- Full workspace typecheck, production build, Storybook build, and token
gates passed on the integrated branch. Final local-login changes passed
59 focused tests; new-agent and inbox regression suites passed 63 tests.
- Browser checks verified automatic local Claude account detection,
resumable Codex login commands, retry, focus restoration, and
desktop/phone layouts. Commands create their isolated directory before
invoking the CLI.
- All CI test, browser, build, packaging, and runner jobs passed on
final head `dd17d3211931dd70aaa6ea619d83a7f9966dd18e`. The fresh
Greptile review is 5/5, the security scan passed, and there are no
unresolved review threads. The final CI aggregate gates passed.
- Local general-server coverage passed 11,804 tests; three
port-collision failures passed in an isolated 25-test rerun. All 6,111
UI tests passed. CLI coverage passed 484 tests; its remaining doctor
test requires port 3199, which is occupied by an unrelated report server
on this Mac. The complete CLI suite passed in CI.
- Live browser testing verified Codex API-key reconnect inside a task
card on desktop and phone. Real provider runs resumed and completed with
unchanged connection/grant identity and agent routing.
- Tested opening, cancelling, reopening, and completing connection
creation. A regression confirms Connect another account cannot submit
the new-agent form or copy provider keys into agent settings.
- Added shared inline repair, automatic local sign-in checks, and
responsive connection dialogs. Standalone Daytona installation ignores
workspace configuration and suppresses dependency scripts. Its
standalone build also passed with CI's exact pnpm 9.15.4.
- Destructive live tests are excluded by default. Explicit opt-in, local
deployment checks, and matching disposable fixture identities are
required before any mutation.

## Risks

- Local Codex/Grok creation requires the connection-specific terminal
login command.
- Browser sign-in uses the existing supported-environment controllers.
- This update verifies live local Claude detection and Codex API-key
task repair. New subscription authorization/refresh and
independent-human/native-runner isolation were not reverified in this
update.
- No agent automatically adopts managed Connections.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact runtime model identifier and
context-window size 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>
2026-09-12 16:51:26 -05:00
DottaandPaperclip 47ded8bf97 feat: manage AI runtime credentials through Connections (#13247)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent runs need credentials for a specific provider and sign-in
method.
> - Connections already owns accounts, grants, and access permissions.
> - AI authentication should use those same boundaries.
> - This pull request adds the storage, API, adoption, and runtime
foundation.
> - Legacy agents keep their authentication until they explicitly adopt
a managed connection.

## Linked Issues or Issue Description

**Problem or motivation**
AI credentials are configured separately from Connections. Agents cannot
consistently reuse a responsible user's account or a permitted shared
account.

**Proposed solution**
Manage AI accounts with the existing Connections grants and permissions.
Keep model and harness selection independent from credential selection.
Preserve legacy authentication until validated adoption.

**Alternatives considered**
A separate credential registry would duplicate ownership and access
policy. Automatic fallback would risk using the wrong account.

**Roadmap alignment**
This extends the shipped Apps, multi-user, secrets, and agent-runtime
capabilities. The maintainer requested the feature and reviewed the UI.
Related groundwork: #11899 (connection permissions), #10910 (connection
wizard), #11692 (Claude subscription profiles), and #11854 (Codex
account rotation).

## What Changed

- Add AI-purpose/runtime-auth contracts and an additive, idempotent
migration.
- Add Claude, OpenAI, OpenRouter, and Grok provider capabilities and
catalog entries.
- Store credentials on grants. Resolve responsible-user defaults or
explicit permitted grants.
- Isolate managed credentials and provider sessions across accounts.
Block missing credentials without ambient fallback.
- Keep imported legacy secrets unchanged during reconnect. Use
independent local Codex/Grok sign-in attempts for rotating credentials.
- Add authorization, migration, concurrent refresh, retry, cancellation,
and legacy-compatibility tests.

This is part 1 of a two-PR stack. The app UI follows in #13248. Merge
the foundation first.

## Verification

- Updated against master `04e364236`, preserving upstream provider login
and connector workflows.
- Full workspace typecheck, production build, Storybook build, and token
gates passed on the integrated branch. Final local-login changes passed
59 focused tests; new-agent and inbox regression suites passed 63 tests.
- Browser checks verified automatic local Claude account detection,
resumable Codex login commands, retry, focus restoration, and
desktop/phone layouts. Commands create their isolated directory before
invoking the CLI.
- All current-head CI checks passed on `2a996560a`, including all
server/workspace tests, browser shards, runner verification, typecheck,
build, and canary dry run. Greptile reviewed that commit at 5/5 with no
unresolved threads. Earlier local full-suite attempts hit the Mac
PostgreSQL shared-memory limit; the complete suites passed in CI.
- Renumbered the additive AI migration to `0276` after upstream
migrations and regenerated its snapshot. Existing legacy agents retain
their configuration.
- Added local login status checks, owner-scoped retry, managed OpenCode
remote homes, credential-aware model discovery, and task
connection-repair delivery.

## Risks

- Managed credential failures intentionally block execution. They do not
restore legacy fallback.
- Preview-era copied Codex/Grok subscriptions require independent
reconnect.
- The integrated branch has live provider acceptance coverage. This
update verifies local Claude detection and Codex API-key task repair; it
does not add a new subscription authorization/refresh or Daytona stress
pass.
- Runtime-auth connections must stay excluded from tool and channel
handling.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact runtime model identifier and
context-window size 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>
2026-09-12 16:30:10 -05:00