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codex/plugin-task-execution
10
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467125fafb |
feat(connections): one-screen connector setup with stated defaults (#14811)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents use Connections (the Apps catalog) to act in services like
Notion, GitHub, Google Workspace and Railway
> - Each connector asked the user to answer setup questions before it
went to the provider. Most of the questions already had the correct
answer selected
> - ROADMAP.md lists "simpler setup" for Apps and Connections as ongoing
work. This change continues that work
> - This pull request removes the questions that Paperclip can answer
itself. It states the defaults in one line and moves the choices behind
"Change" and onto the Permissions tab
> - The benefit is that most connectors take one click in Paperclip and
then the provider's own consent screen
## Linked Issues or Issue Description
No public issue exists. This is the description, from the enhancement
template.
**What existing behavior does this improve?**
The setup flow for tool connectors in the Apps catalog.
**Subsystem affected**
Apps and Connections: `ui/src/features/connections`,
`ui/src/pages/apps`, the `packages/shared` app definitions, and the
OAuth routes in `server/src/routes/tool-access.ts`.
**Current behavior**
Every connector opened with an Access step. The step asked who can use
the connection and which agents get it, and both answers were already
selected. 18 connectors also asked "How do you want to connect?" when
Paperclip could rank the methods. The Google apps and Postman also asked
"What should Paperclip be able to do?" before sign-in. The four gateway
connectors (Zapier, Arcade, Composio, Executor) used a separate two-step
wizard. Asana was pinned to a customer-owned OAuth app, so the user had
to register an app in Asana's developer console. The "Set all" control
on the Permissions tab changed only one action. After the user approved
access, Railway's consent page showed "you can close this window" and
did not return to Paperclip.
**Proposed behavior**
One screen per connector, with one primary button. The screen states the
defaults in one sentence, for example "Connects for everyone in your
organization, available to all agents". A "Change" link opens one
Advanced panel. When the provider's metadata allows dynamic client
registration, Paperclip registers a client itself. Connecting lands on
the Permissions tab. On that tab, "Set all" changes every action in the
group.
**Reason and benefit**
The user makes fewer decisions before the connection exists. Most
choices are easier to make after the connection, on the Permissions tab,
where a change has an immediate effect.
**Breaking changes**
None. No schema or API change. Existing connections keep their settings.
## What Changed
- **No Access step.** `ConnectionSetupFlow` no longer has the Access
step. The flow shows the resolved default above the primary button and
on the completion screen. The access controls moved into one Advanced
panel. The panel opens automatically only when a setting in it is
required.
- **A default method for every app.** The flow always picks the ranked
default method. Alternate methods are in the Advanced panel. The Google
and Postman capability choice is not asked before sign-in. The
write-capable method is the default.
- **Gateway connectors.** `RemoteMcpProductionSetup` (Zapier, Arcade,
Composio, Executor) no longer has its own Access step. Its commit path
and the main commit path use one helper, `askFirstCatalogEntryIdsFor`,
for server-suggested defaults.
- **Dynamic registration from live metadata.**
`canRegisterOAuthClientDynamically` now allows registration when the
provider advertises a registration endpoint, even if the catalog entry
lists only customer-owned clients. The Asana and Linear definitions and
catalog text match live probes. Asana issues clients for loopback
callbacks only, so a hosted deployment still needs an Asana app.
- **Connection setup states.** New
`packages/shared/src/connection-setup-state.ts` sorts each method into
`instant`, `authorize`, `paste` or `register`. The gallery card verb
("Connect" or "Add key") comes from this resolver and the instance's
ownership availability.
- **Generic MCP.** The generic path no longer asks "Does it need a key?"
first. A credential challenge from the server shows the key field.
- **Permissions tab.** Each action row shows its risk level. Each group
has a "Set all" control. The control sends one change for the whole
group. Before, each row's save started from the same render, so the
saves overwrote each other. The Zapier/Arcade/Composio/Executor setup
screen had the same defect.
- **OAuth callback interstitial.** A cross-site browser navigation to
`/api/tools/oauth/callback` gets a small same-origin "Finishing your
connection…" page. That page repeats the request, and the repeat does
the code exchange. Railway's consent page replaces itself after about
two seconds, and the code exchange plus tool discovery takes longer than
that. The interstitial uses only a meta refresh, because the OAuth code
is single-use. Requests without `Sec-Fetch-Site: cross-site` take the
old path.
- **Linear registers through its MCP server.** Linear pins the console
endpoints at `linear.app`. Pinned endpoints now replace discovery only
when the method cannot register, or when the connection has an
operator-entered client. So a Linear connection now finds the
registration endpoint at `mcp.linear.app`.
- **Own-OAuth-app recovery stays on the one-click screen.** When the
method also accepts a customer-owned client, the client fields are in
the Advanced panel. The panel opens after a failed sign-in. "Try again"
resumes the draft with the operator's client.
- **E2E specs** follow the one-screen flow. The Access-step clicks are
removed, the specs open **Change** before they pick agents, and they
expect GitHub's **Add key** verb.
- **Default permissions do not change.** New connections still allow
every action. The user can set actions to Ask first or Off on the
Permissions tab.
## Verification
- `cd ui && npx vitest run src/pages/apps src/features/connections
--no-file-parallelism`
- `cd packages/shared && npx vitest run src/app-definitions.test.ts
src/connection-setup-state.test.ts`
- `cd server && npx vitest run src/__tests__/tool-access-service.test.ts
src/__tests__/remote-mcp-connectors.test.ts`
- `pnpm check:token-gates`
- New tests:
- `PermissionsPanel.group.test.tsx` checks that "Set all" sends one
change for the whole group. It fails on the old code.
- `action-permissions.test.ts` checks the group update.
- `connection-setup-state.test.ts` checks the four setup states.
- A server test checks that a cross-site callback gets the interstitial
and does not use the OAuth state, and that the same-origin repeat
completes the connection.
- Manual check on a hosted staging deployment. GitHub, Google Drive,
Composio, Notion, PostHog and Railway each connected from one screen and
returned to the Permissions tab. On Railway, "Set all" changed all 65
write actions, and the change remained after a reload.
- Visual changes: snapshot baselines are intentionally not updated. See
the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot
verification demoted to dormant (Jul 13 2026)".
## Risks
- **Fewer confirmation clicks.** Organization-wide access is the
default, and the user does not confirm it on a separate step. This was
already the preselected answer. The flow shows the default before the
user clicks and again after the connection.
- **Google write scope.** Google apps now request the write-capable
scope by default. A narrower scope needs a new sign-in.
- **Dynamic registration from live metadata.** A provider can advertise
registration and then reject a redirect URI. Asana rejects hosted
callbacks, for example. In that case registration fails, and the
customer-owned client path remains available for recovery.
- **Callback interstitial.** The OAuth callback adds one same-origin
step for cross-site browser navigations. Browsers without `Sec-Fetch-*`
headers use the old direct path.
- Chat and bot connectors (Discord, Telegram, Microsoft Teams, iMessage)
do not change.
> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.
## Model Used
- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (shell, file editing, browser automation) and
extended thinking. It wrote the code, the tests and this description. A
human product owner directed the work and tested it by hand.
## 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
🤖 Generated with [Claude Code](https://claude.com/claude-code)
---------
Co-authored-by: scotttong <squadbot000@gmail.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
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ad55d0a281 |
fix(connections): repair personal credentials and request write access (#14739)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use Apps through a gateway that checks identity, company access, and action policies. > - Personal pasted credentials can point to company secrets. Setup can show success while the gateway rejects every call. > - Several OAuth methods also omit the scopes needed for their supported write actions. > - This pull request gives setup, health checks, and invocation the same credential rules. Owners repair existing connections by reconnecting. > - New connections request reviewed permissions for their supported actions. Read-only choices remain available under Advanced. > - Agents can use the connections people give them, while existing consent, identity boundaries, and action restrictions remain enforced. ## Linked Issues or Issue Description Refs #14009 and #14008. This addresses the personal-credential defect. The separate GitHub organization-identity selection defect is outside this change. Related work: #13942 fixed part of new personal-key setup. #14200 independently fixes legacy personal reconnect and protects managed-agent profile credentials during removal. This PR covers that ownership invariant across key and secret-URL setup, reconnect, health, discovery, and invocation, and keeps owner reconnect as the repair path. #14059 tracks requested versus provider-asserted OAuth scopes; it remains separate work. I searched open PRs and issues for Zapier, Airtable scopes, connector writes, and personal credential failures. **What happened?** A Zapier secret URL saved through personal setup can become a company secret referenced by a user grant. Health checks bypass the gateway's ownership check, so the connection appears healthy but calls fail with `grant_credential_invalid`. Custom-header paths can also receive a duplicate `credentials.` prefix. Omitted OAuth scopes make write access depend on provider defaults. **Expected behavior** Personal invocation credentials belong to the selected user. Setup, health, and actual calls enforce the same rule. New connections request documented permissions for supported read and write actions. Existing tokens gain no permissions without provider consent. **Steps to reproduce** 1. Connect Zapier or a generic secret URL with the personal identity. 2. Allow an agent to use the connection and complete setup. 3. Invoke a tool through a run-scoped gateway. The legacy layout fails ownership validation despite successful setup. **Paperclip version or commit** The implementation started from `44736c9c7c67b7b646ead9d51721db10f5b83835` and was rebased onto master at `94e8dec56`. **Deployment mode** Built from source. Regression tests use isolated PostgreSQL fixtures and controlled MCP transports. ## What Changed - Share credential writing, ownership validation, and canonical paths across initial setup, resume, reconnect, rotation, health, discovery, and gateway calls. Keep OAuth client-registration secrets separate from invocation credentials. - Existing personal connections with company-scoped credentials require owner reconnect with a fresh key or secret URL. Reconnect creates a correctly owned value and updates the existing grant and declarations. There is no automatic ownership backfill or new startup hook. - Preserve PostgreSQL timestamp precision when reconnect checks whether a grant changed. Previously, converting the timestamp to a JavaScript Date could reject reconnect with a false concurrent-change error. - Protect credentials used by other grants, connections, bindings, managed-agent profiles, routine triggers, or secret proposals from connection removal. - Review all 117 tool methods, including 84 OAuth methods. Record explicit scopes or documented provider-default exceptions with official evidence. Add Airtable's seven scopes, Hugging Face repository/job scopes, and other documented MCP permissions. - Prefer available write-capable methods. Put explicit read-only choices under Advanced. Explain pasted-key permissions and offer reconnect for missing OAuth consent. Preserve existing grants, policies, Google availability gates, and curated scope allowlists. - Reconnect generic secret URLs and custom headers using their stored credential fields. Refresh the catalog after setup, correct reconnect feedback and error guidance, and let Cancel exit invalid setup while Save & exit retains draft-saving behavior. - Apply ownership checks to the new GitHub repository/skill connection picker. Align the permission audit with the Google scope reductions merged on master. - Add run-scoped gateway, ownership, owner-reconnect, OAuth URL, insufficient-scope, UI, and catalog-wide regression coverage. Update the connector playbook and permission audit. ## Verification Latest commit `97bc0b86e0eae0ec892e4ac44beff1a66164b20e` passes all CI/status gates (55 completed check runs, no failures or pending checks) and has a completed Greptile review at **5/5 with no outstanding findings**. GitHub reports the PR as mergeable/CLEAN. - **Embedded browser:** used the actual server and built UI from this worktree, a fresh isolated database, and local HTTP MCP fixtures. Completed personal bearer-key, secret-URL, and custom-header setup; reproduced the legacy ownership failure; reconnected through the owner’s form; and completed writes afterward. Read-back was verified for bearer-key and secret-URL connections. Public organization-wide setup appeared immediately in Browse without reload. Zapier URL validation/Cancel and Google’s enrollment gate were also exercised. - **Persistence and invocation:** verified user ownership, canonical `credentials.authorization` / `remote.url` / `headers.X-Api-Key` declarations, and unchanged connection/grant identity. The old company secrets retain their ownership. Separate HTTP calls through an actual run-scoped gateway session completed a write and read-back. - **Backend coverage:** the final gateway suite passes all 82 cases, including catalog Zapier and generic inline reconnect. It checks company/user isolation, canonical declarations, same-endpoint URL validation, fresh credentials, retained restrictions, and real gateway read/write execution using fixture transport. A timestamp with PostgreSQL microseconds covers the former false reconnect conflict. - **Local checks:** 368 catalog, gateway, repository, and UI tests passed before the final extra Zapier case; 49 GitHub skill access tests also passed. All three Apps browser regressions pass, including reconnect through the actual form and catalog visibility without reload. Full `pnpm -r typecheck`, `pnpm build`, server typecheck after the final patch, and token gates passed. Full tool-access service runs hit varying 15-second Google fixture timeouts; both affected cases and the updated reconnect assertion pass in isolation (3 tests). The complete test matrix passes in CI on this head. - **Verification limits:** no live provider account was available for Zapier/Airtable/OAuth consent or account-bound write proof. Public metadata and local fixtures do not establish provider consent. The original development database clone failed on a pre-existing missing `tool_connections_transport_check` constraint; browser acceptance used a fresh isolated database created by the normal CLI onboarding flow. ## Risks - Existing broken personal connections stay unusable until their owner reconnects. Health, discovery, and invocation return an actionable ownership error; startup does not rewrite credential ownership. - Scope changes affect new authorization requests. Providers may still require resource selection, account roles, paid plans, or app verification. Existing consent and action restrictions remain unchanged. - Shared credentials are retained rather than reassigned or revoked. Provider-default exceptions and unavailable live checks are documented in `doc/connections/CONNECTOR-PERMISSION-AUDIT.md`. - No new endpoint, database table, lockfile change, or CI workflow change is included. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code editing, shell execution, web research, and browser tools. The exact deployment model ID and context window 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> |
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8c3b8c432a |
Simplify app connections and enable managed Google access (#12728)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps subsystem gives humans and agents governed access to external tools. > - The current connection flow hides Apps behind an experimental gate and repeats setup text. > - Google sharing choices and generic MCP permissions do not use one consistent opening model. > - Self-hosted installs also need a safe default origin for managed OAuth without a manual config file. > - This pull request makes Apps available, simplifies connection setup, and applies one governed permissions model. > - The benefit is a shorter connection flow that works on a clean self-hosted install. ## Linked Issues or Issue Description **What existing behavior does this improve?** This improves the Apps connection setup flow, managed Google connection flow, generic MCP connection flow, navigation, and runtime origin discovery. **Subsystem affected** Cross-cutting. This changes `ui/`, `server/`, `packages/shared/`, connector documentation, and browser tests. **Current behavior** Apps require an experimental switch. Setup pages repeat titles and explanatory copy. Connection names require manual input. Google credential sharing does not always offer both personal and organization access. Generic MCP providers do not start with the same permission choices. Managed OAuth needs a public URL setting even when the request already has a safe HTTPS origin. **Proposed behavior** Apps are available by default. Setup asks only for required permissions and sharing choices. Paperclip creates conflict-free connection names. Google apps and generic MCP providers use the same human and agent access model. Managed OAuth derives a validated same-origin HTTPS URL when no explicit public URL is set. **Reason and benefit** A clean self-hosted install can connect a managed Google app without hidden setup. Humans can share a service account with their organization. The shorter flow reduces duplicated choices and setup errors. **Breaking changes** The Apps experimental switch is removed. Existing connection APIs remain compatible. New connections can receive a numeric suffix when a name already exists. No duplicate or related public issue was found. ## What Changed - Removed the Apps experimental gate and the breadcrumb that leaves the Apps section. - Simplified all connection setup pages and moved optional provider requirements into one small link. - Added consistent human and agent access choices for Google apps, Zapier, and generic MCP connections. - Added organization sharing to Google Workspace credentials while keeping personal access available. - Generated connection names automatically and resolved name conflicts with numeric suffixes. - Derived a validated public HTTPS origin from the request for config-free managed OAuth. - Updated connector contracts, tests, browser coverage, and authoring documentation. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts server/src/__tests__/generic-mcp-connection.test.ts` (273 passed) - Targeted UI/service regression suite (308 passed) - Six targeted Playwright connection journeys on a fresh onboarding instance (6 passed) - Fresh-install browser proof through Tailscale HTTPS: enrolled with Paperclip Cloud, connected managed Google Drive, and completed a real read operation. - [Exact-head CI run](https://github.com/paperclipai/paperclip/actions/runs/33669760711): all 23 matrix jobs passed, including build, typecheck, server, serialized, canary, and all browser shards. - Greptile 5/5 on `0ae2a859f269984ee950d0af231a5b09a06f3dfd`, with no unresolved review threads. ## Risks Apps are now visible to all operators. The removed experimental flag no longer hides unfinished app definitions. Managed Google availability still depends on the Cloud profile rollout and active instance enrollment. Automatic conflict handling changes only the display name of a newly conflicting connection. > I checked [`ROADMAP.md`](ROADMAP.md). MCP Tool Gateway and Apps are shipped. Connected Apps is planned, and this change improves the existing shipped connection flow. ## Model Used OpenAI Codex, GPT-5, with reasoning, browser control, tool use, and code 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> |
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1ab159d3a7 |
feat(apps): consolidate connector management (#12684)
Completes the post-managed-OAuth connector lifecycle, Paperclip Cloud provisioning defaults, governed test flows, and consolidated Apps UI.\n\nCo-Authored-By: Paperclip <noreply@paperclip.ing> |
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c90d904779 |
feat(apps): add connection intent setup experience (#12347)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The backend now turns agent requests into durable connection intents. > - Operators need a clear path to inspect, configure, and finish those requests. > - The experience must preserve identity, agent access, and interrupted setup state. > - This pull request adds the connection intent setup experience across the app UI. > - The benefit is one guided flow from agent request to governed connection. ## Linked Issues or Issue Description Refs #11965 This is stack 9 of 11. It depends on stack 8 and replaces another reviewable part of #11965. ## What Changed - Add connection intent cards and setup flow integration. - Add browse, connection, app detail, and sidebar experience updates. - Preserve exact draft identity and access choices across resume and OAuth recovery. - Add focused UI, architecture, policy, and end-to-end coverage. - Keep transient retained-connection lookup failures retryable instead of misclassifying them as missing targets. - Align the dark-mode E2E contract with the intentionally hidden Gateways and Profiles sidebar tabs. ## Verification - `pnpm -r typecheck` - Focused UI result: 372 tests passed across 20 files. - AppsConnect regression suite: 80/80 passed, including failed connection and application lookups during retained reconnect. - `pnpm --filter @paperclipai/ui exec vitest run src/components/AppsSidebar.test.tsx` (1 passed) - `pnpm check:token-gates` - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - An interrupted OAuth flow can leave a durable draft that needs resume. - The UI resumes the exact draft and keeps its identity and agent access settings. - Retained reconnect retries refetch connections and applications together to avoid mixing partial snapshots. - Gateways and Profiles remain route-accessible but intentionally absent from the sidebar until their existing ship gate is lifted. - The change does not add a database migration. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code 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 linked the public source pull request with `Refs #` - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change 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> |
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20ccf3f476 |
feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - External tools need explicit identity and access boundaries. > - Shared connection credentials cannot represent every user-scoped use case. > - Grants must stay company-scoped and support safe delegation. > - This pull request adds connection grants, identity rules, and their database contract. > - The benefit is durable control over which identity an agent may use. ## Linked Issues or Issue Description Refs #11965 This is stack 3 of 11. It depends on stack 2 and replaces another reviewable part of #11965. ## What Changed - Add company and user connection grants. - Add delegated identity and membership rules. - Synchronize database, shared, server, and UI contracts. - Register the grant-member replacement route in the OpenAPI surface in the same layer that mounts it. - Add migration 0231 with replay-safe guards and coverage. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/openapi-routes.test.ts` (5 passed) - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - Incorrect grant selection could expose the wrong credential scope. - The service enforces company and subject boundaries before credential use. - Migration 0231 is generated, ordered after 0230, and safe to replay. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code 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 linked a public issue or pull request with `Refs #` - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change 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> |
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b51112798f |
feat(apps): improve gateway and workspace connection UX (#12340)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - App connections must work in both the operator UI and agent tool gateway. > - The first stack layer adds secure remote connections. > - Operators still need clear setup, test, and recovery states. > - This pull request adds the gateway behavior and the workspace connection experience. > - The benefit is a connection flow that is easier to understand and recover. ## Linked Issues or Issue Description Refs #11965 This is stack 2 of 11. It depends on stack 1 and replaces another reviewable part of #11965. ## What Changed - Improve remote tool gateway connection behavior. - Add clearer app setup, test, and recovery states. - Add focused server and UI tests for the new paths. - Keep the diff isolated from later identity and catalog work. - Stabilize DNS-pinned remote HTTP protocol fixtures and the managed-runtime public-origin fixture for this independently tested layer. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` (150 passed) - `pnpm test:run` - `pnpm check:token-gates` - `pnpm build` ## Risks - Gateway errors now surface through new user-facing states. - A stale connection can require a new setup attempt. - The change does not add a database migration. - The injected HTTP transport and public URL are test-only fixtures; production DNS pinning and runtime behavior are unchanged. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code 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 - [x] My branch name describes the change 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> |
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cabc9146d0 |
feat(apps): add secure remote MCP and PostHog setup (#12339)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give those agents governed access to external tools. > - Remote MCP setup needs secure endpoint validation and durable credentials. > - PostHog needs both browser sign-in and personal API key setup paths. > - This pull request adds the shared remote MCP foundation and the PostHog definition. > - The benefit is a secure and reusable base for later app connection work. ## Linked Issues or Issue Description Refs #11965 This is stack 1 of 11. It replaces the first reviewable part of #11965. ## What Changed - Add guarded remote MCP setup and credential handling. - Add PostHog OAuth and API key connection methods. - Add focused server, shared contract, and UI coverage. - Keep the migration replay-safe and idempotent. - Give the late-close security regression the same 10-second CI headroom as the adjacent real-timer handshake test. - Synchronize fake-timer handshake tests at the exact ensure-session boundary so real filesystem setup cannot race the fake deadline. - Drive PTY overflow coverage only after listener registration so scheduling cannot reorder the test fixture. ## Verification - pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts server/src/__tests__/plugin-worker-manager.test.ts (220 passed; affected cases also passed five focused stress repetitions) - `pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never leaks a sandbox-provided value from a late close rejection into logs or the result"` (1 passed) - `pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never promotes a late ensureSession resolution|closes a late-resolving real handle exactly once"` (2 passed) - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - Remote endpoint validation can reject configurations that previously passed without checks. - OAuth configuration errors can block setup until the operator corrects the provider settings. - The migration uses guarded statements so repeated execution is safe. - The test-only synchronization changes do not affect runtime behavior; they remove filesystem/fake-clock and listener-registration races observed under parallel CI load. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code 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 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> |
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b18b0fc39b |
feat: refine app connections and legacy worktree startup (#11040)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps UI manages app discovery and app connections. > - The managed worktree runtime starts agent work in repository worktrees. > - The Apps routes do not match the main discovery flow, and the connections view lacks a delete action. > - Legacy managed worktrees can also start before their pending seed operation runs. > - This pull request makes app discovery the main Apps route and makes connection management explicit. > - It also seeds legacy managed worktrees before runtime startup and makes the CLI read the repository-local config. > - The benefit is a clearer Apps workflow and a safer managed-worktree startup path. ## Linked Issues or Issue Description **What existing behavior does this improve?** This improves the Apps navigation, app connection management, managed git-worktree startup, and CLI worktree selection. **Subsystem affected** Cross-cutting. The change affects `ui/`, `server/`, `cli/`, and development documentation. **Current behavior** The `/apps` route opens the connections list while discovery uses a nested route. The connections list has no delete action. Some legacy managed worktrees can start runtime work before their pending seed operation runs. The CLI can also read an ambient Paperclip config instead of the repository-local config. **Proposed behavior** The `/apps` route opens Browse, and `/apps/connections` opens the connection list. Users can delete a connection after confirmation. Runtime startup seeds legacy managed worktrees when required. The CLI resolves the current worktree from the repository-local `.paperclip/config.json` file. **Reason and benefit** Users can discover apps from the canonical Apps route and can manage existing connections from a dedicated route. Legacy worktrees receive their required repository content before agent runtime starts. CLI worktree selection stays scoped to the current repository. **Breaking changes** The `/apps` and `/apps/browse` route behavior changes. Old Browse links redirect to `/apps`. The change does not modify an API schema or database schema. ## What Changed - Make Browse the canonical `/apps` page and move the connection list to `/apps/connections`. - Align Apps navigation, redirects, attention links, empty states, and connection actions with the new routes. - Add connection deletion with confirmation and clear failure feedback. - Seed legacy managed git worktrees before runtime startup when their seed status is pending. - Read the CLI worktree selection from the repository-local Paperclip config. - Update focused UI, server, CLI, and development documentation coverage. ## Verification - Ran 202 focused UI, server, and CLI tests. All tests passed. - Ran `pnpm -r typecheck`. All projects passed. - Ran `pnpm build`. All projects built successfully. - Ran `pnpm test:run`. The server and UI stages passed 7,168 tests. The CLI stage found one environment-sensitive secrets test because this workspace injects static AWS credentials. The isolated CLI file passed all 8 tests after those injected variables were unset. - Ran `pnpm check:token-gates`. It reports 12 existing color-token violations in the unchanged `PaperclipOrbit3D.tsx` file from the target branch. This pull request does not modify that file. - Ran focused regression coverage for repository-root CLI config resolution and connection deletion state. All tests and affected package typechecks passed. - Collected all 27 tests in the six changed Playwright specifications successfully. - GitHub Actions passed every latest-head CI gate, including all three e2e shards and the aggregate `e2e` and `verify` jobs. - Greptile reviewed the final commit at 5/5 with zero unresolved threads. ## Risks - Existing bookmarks for `/apps/browse` redirect to `/apps`. - Connection deletion changes visible connection state and requires user confirmation. - The legacy seed path runs only for managed git worktrees with pending seed state. Tests cover the startup condition. - The rebase preserves the target branch's direct OAuth policy for the Notion connection flow. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with the GPT-5 model family assisted this change. The agent used reasoning, repository tools, code execution, and test execution. The runtime does not expose the exact model snapshot 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> |
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3db2e6bdd2 |
feat(mcp) [split 8/8]: add e2e coverage and operator docs (#9563)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Governed MCP access spans contracts, runtime enforcement, adapters, UI surfaces, and operator verification > - The parity reference PR #9534 is too large for effective automated or human review > - The feature therefore needs a linear stack whose individual diffs stay below the 100-file review limit > - This pull request is split 8/8 and focuses on end-to-end coverage, operator docs, evals, and release notes > - The benefit is a standalone, testable review boundary while preserving byte-for-byte parity at the top of the stack ## Linked Issues or Issue Description - Related parity reference: #9534 - Problem: The complete stack needs discoverable browser scenarios, operator guidance, threat modeling, eval coverage, and a parity proof before merge. - Proposed solution: Adds MCP user-story and Smoke Lab e2e suites, docs/evals/release notes, the skill update, and the root e2e driver script registration. - Alternatives considered: keeping #9534 as one 403-file review, or rewriting the feature to manufacture seams; both were rejected in favor of path extraction plus compile-driven boundary moves. - Roadmap alignment: this advances the existing governed MCP/tool-access work already represented by #9534; it does not introduce a separate roadmap initiative. - Stack position: base branch is `pap10341-split/07-ui-apps-activation`. - Merge policy: merge bottom-up, in order, only after the complete eight-PR stack has been reviewed and the top-of-stack parity gate remains empty. - Requested review: QA for flag audit and e2e/browser acceptance; Greptile on every PR. ## What Changed - Adds MCP user-story and Smoke Lab e2e suites, docs/evals/release notes, the skill update, and the root e2e driver script registration. - Keeps this PR below 100 changed files and independently typecheckable. - Preserves the final tree from #9534 when combined with the other seven stack levels. ## Verification - `pnpm typecheck` - `node --check scripts/e2e-mcp-user-stories.mjs` - `pnpm exec playwright test --config tests/e2e/playwright.config.ts --list` — 43 tests discovered - `git diff pap10341-split/08-e2e-docs 6b40e3876d9297105d4ec306e47e46d351c86172` — empty (0 bytes) ## Risks - Browser suites depend on runtime services and environment setup; this PR validates discovery locally while QA owns full flag-on/flag-off execution. - Stack risk: merging out of order can expose incomplete layers; mitigate by following the documented bottom-up merge policy. - Parity risk: later edits to an intermediate branch can drift from #9534; mitigate by re-running the empty top-of-stack diff before merge. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context window; medium reasoning with repository, shell, Git, GitHub CLI, and code-execution tools enabled. ## 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] Internal references are omitted except the execution-plan link explicitly required for this coordinated split stack - [x] My branch name describes the change 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 - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge ## Stack Coordination - Internal execution plan: [PAP-13874](/PAP/issues/PAP-13874#document-plan) - Parity reference: #9534 - Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563 - Merge bottom-up only after full-stack review and an empty parity diff at #9563. --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |