Commit Graph
12 Commits
Author SHA1 Message Date
Devin FoleyandPaperclip ad1f7e98ea fix: retain diagnostic reasons for native runner failures (#14481)
Retain bounded reasons for runner identity, harness recovery, and provider-pack read failures. Preserve existing ownership and cleanup proofs and compatibility with receipt-gated chat recovery.

Verified with executor, recovery, diagnostic privacy, typecheck, build, and full CI checks.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-28 16:16:19 -07:00
DottaandPaperclip b0155a681a feat(slack): connect Paperclip conversations and scheduled messages (#13920)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack conversations use the same tasks and agents as the Paperclip
board.
> - A board reply must reach that Slack conversation and let the agent
continue the work.
> - An assigned agent also needs its Slack tools during normal tasks and
scheduled routines.
> - Both paths must keep the linked user's authority, delivery rules,
and conversation history.
> - This pull request adds those paths and reduces setup friction for
Slack bots.

## Linked Issues or Issue Description

**Subsystem affected**

Server orchestration, Slack connector tools, shared contracts, and chat
setup UI.

**Problem or motivation**

Replies entered in Paperclip did not provide a complete round trip to
the linked Slack thread. Slack and board wakeups could select different
model sessions for the same task. Agents also lacked their assigned
Slack tools outside Slack-origin work, which prevented a routine from
sending its responsible user a briefing. Inviting a bot could leave the
new channel disabled.

**Proposed solution**

Mirror human board messages with author attribution and route the agent
result to the same thread. Use the same session key across both entry
points. Supply Slack tools to the connection's assigned agent in normal
tasks and routines, using the current responsible user's verified link.
Enable newly invited channels while preserving explicit disabled
choices. Add a browser-agent setup prompt to the Slack wizard.

**Alternatives considered**

A separate Slack scheduler or task dispatcher would duplicate existing
Paperclip workflows. Reusing the connection owner's identity would grant
the wrong authority. Replaying old channel history could start
unintended work. This change uses ordinary task wakeups, routine
dispatch, and Slack's original invitation mention event instead.

**Roadmap alignment**

Extends the shipped Scheduled Routines and governed Apps capabilities.
It does not add a separate task lifecycle. Related work: #13828 and
#13809. Related test stabilization: #13877. The existing plugin
Slack-control proposals are separate from this built-in connector
change.

## What Changed

- Queue human Paperclip messages for the original Slack thread with
display-name attribution and stable delivery identities. Require the
author’s current linked Slack identity and recheck access before
delivering messages or agent replies.
- Apply pause, dependency, cancellation, and closed-workspace guards
before explicit Board sends request work and again when the durable
outbox dispatches it.
- Route agent results back to Slack and preserve model-session
continuity, including replies that reopen completed tasks.
- Resolve assigned Slack connections for normal agent tasks and
routines. Recheck the responsible user's link, membership, and
permissions at execution.
- Add `slack_open_dm` for the responsible user's bot DM and request the
`im:write` scope.
- Enable newly discovered invited channels. Keep explicit OFF choices
and normal admission and deduplication rules.
- Add a copyable Slack setup prompt for a computer-use agent, with
Storybook coverage. Share the prompt-button component with GitHub.
- Update Slack tool documentation and runtime instructions.
- Stabilize the mobile project browser test by waiting for the final
canonical route before editing, preserving all persistence assertions.

## Verification

- Live staging: invited the bot after the first mention. The channel
became enabled and the bot answered that original mention.
- Live staging: a normal Paperclip reply appeared in Slack with author
attribution. The agent completed the calculation and replied once in the
original thread and in Paperclip.
- Live staging: a codeword entered in Slack was recalled from Paperclip.
A following Slack calculation used the result from the Paperclip turn.
Run metadata confirmed the same model session for both entry points.
- Live staging: a scheduled routine used `slack_open_dm` and
`slack_post_message` to deliver one DM. The existing app was reinstalled
with `im:write`. The test routine was paused after verification.
- Before the master merge: 397 focused feature tests passed. The
continuity fix passed all 76 issue comment/update route tests and six
focused route/integration cases. Typecheck, build, and token gates
passed.
- Review fixes: 47 focused integration cases passed, covering link
revocation/replacement, private membership removal, guarded outbox
dispatch, concurrent workers, lost scheduler responses, a real
one-connection pool, exact reply provenance, and attachment retries. All
99 issue-comment route tests and the Slack catalog browser test passed.
- Full local typecheck, production build, token gates, and
module-boundary checks passed. The full local test command passed 25,915
tests before a 15-second timeout in
`issue-thread-interaction-routes.test.ts`; that entire suite passed on
isolated rerun (81 tests). Remaining serialized coverage is provided by
the current-head CI shards.
- An unchanged Cursor adapter test hit its 10-second limit in CI; all
five tests in that file passed on a local rerun in 3.11 seconds, and the
failed CI shard passed on its single retry.
- The preview-server readiness test passed a local rerun (28 tests). The
mobile-project readiness fix passed three repetitions of both browser
tests (6/6).
- Final commit `64ac0d9897f4353375996f1b1b38e5040bdeb0a0`: all CI gates
passed, including all eight browser shards, all server/chat suites,
typecheck, build, runner checks, and security checks. Greptile reviewed
this exact commit at 5/5; all review threads are resolved.

## Risks

- Human messages on a Slack-linked task now publish to its Slack thread.
The task banner states this behavior. Incoming Slack messages and
internal agent bookkeeping must not echo back.
- Normal tasks and routines can now use the assigned bot. Authority
remains bound to the current responsible user's link; it does not fall
back to the connection owner. Revocation, private-context limits, and
queued-write checks still apply.
- Existing Slack apps need `im:write` and a reinstall to open DMs. Other
existing capabilities remain available without that scope.
- New invited channels default to enabled. Explicit disabled choices
remain disabled. Channels created by bot tools still require a person to
enable responses.
- No database migration or new provider credentials are required.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, GitHub CLI,
and browser tools. The runtime does not expose a more specific model
build identifier 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>
2026-09-24 10:51:45 -05:00
DottaandPaperclip a10702a878 feat(slack): add governed tools for Slack-origin tasks (#13828)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors let people start and continue agent tasks from other
services.
> - A Slack conversation needs access to its surrounding discussion and
Slack collaboration tools.
> - The agent must use the linked requester's access and keep private
material within its permitted audience.
> - This pull request adds Slack tools through the existing connector
contribution and approval framework.
> - People can ask an invited bot to read a discussion, create follow-up
tasks, and collaborate in Slack.

## Linked Issues or Issue Description

**Subsystem affected**

Chat connectors, connector runtime, tool gateway, and connection
Settings/Access.

**Problem or motivation**

Slack-origin tasks can receive messages but cannot inspect the rest of a
channel or act through the originating bot. People must paste context or
configure a separate integration.

**Proposed solution**

Supply typed Slack tools and a bundled skill only to the originating
task and assigned agent. Resolve the linked requester on the server.
Check bot and requester access before reads and writes. Use existing
durable actions and approvals. Retrieved messages remain source
material.

**Alternatives considered**

Slack's user-OAuth MCP server does not replace the customer-created chat
bot. An unrestricted Web API proxy would not provide suitable permission
or publication boundaries.

**Roadmap alignment**

This extends the existing MCP Tool Gateway & Apps work with a provider
contribution. It does not add a task dispatcher or a separate Slack task
lifecycle. Related: #11144 covers generic per-user MCP grant execution;
this change binds Slack bot operations to chat-origin tasks.

## What Changed

- Add 39 typed Slack tools, a method/scope matrix, a bundled skill, and
shared native/HTTP execution.
- Bind tools to company, endpoint, task, run, assigned agent, and
admitted linked requester. Check membership and revocation on each call
and before queued writes.
- Add paginated reads, bounded history search, source links, messages,
file uploads, reactions, pins, bookmarks, topics, canvases, lists, and
approved channel operations.
- Restrict private-source publication, including automatic replies and
uploaded deliverables. Keep other people's bot DMs inaccessible.
- Reuse action receipts, idempotency, approvals, and reconciliation.
Suppress an identical explicit-send/final-reply duplicate. Return
governed results through their verified originating conversation.
- Add endpoint-bound personal search OAuth storage and lifecycle. Keep
native real-time search disabled until a runtime meets Slack's
transient-result requirements. Current runtimes use bounded history
search.
- Show capabilities, scope upgrades, and personal search authorization
in Settings/Access and Storybook. Document provider and runtime limits.

## Verification

- Current head `0eb21cba4`: CI checks pass and Greptile is 5/5 with no
unresolved findings. One unchanged rapid-callback timing test passed on
a single CI retry.
- Approval presentation regressions cover board-comment precedence and
exact Slack publication; the expanded database assertion passed in CI.
The local PostgreSQL startup probe later became unavailable, so that
final assertion was verified in CI. Slack setup and failed-run retry
browser tests also passed locally.

- Full workspace typecheck and build passed. Server typecheck/build
passed again after the approval routing fix.
- Broad local suites passed in separate groups: server 12,958 tests, UI
6,555, shared 770, skills catalog 20, and other workspace packages
2,652. CLI and serialized server checks passed after environment/timeout
retries. These are composite results, not one uninterrupted green
full-suite invocation.
- PostgreSQL authority regression covers admitted identity,
cross-company/task/agent rejection, recovery, retained-session
revocation, OAuth refresh/disconnect races, approval execution, exact
publication lineage, retries, uncertain sends, and duplicate
suppression.
- Gateway/response regressions cover separate-origin approval batches
and durable continuation. Focused provider, access, search, native
runtime, route, and AgentMail regressions pass.
- Storybook capability, missing-scope, OAuth configuration,
authorization, and disconnect states were inspected in the browser.
- Live staging: read a channel decision and full thread, create exactly
two assigned backlog tasks, add a reaction, paginate discovery to
exhaustion, and return bounded search matches with source links and
coverage.
- Live staging: create/edit/read a canvas and list, inspect the canvas
in Slack, post/edit one message, and create a channel only after
approval. New channels remain disabled for responses.
- Live staging: read a response-disabled channel from the requester's
DM; writes to that channel were denied. The test setting was restored.
- Final live retest passed: explicit file upload and exact content
read-back; approved deletion of only the disposable bot message;
continuation confirmation returned to the original Slack thread without
repeating the action.
- Optional OAuth, private multi-user boundaries, native RTS, and CLI
provider execution are not fully live-qualified. The staging agent
initially supplied malformed tool arguments; valid arguments succeeded,
and the tool/skill descriptions now emphasize UUID write keys.

## Risks

- Existing Slack apps must add scopes and reinstall for new
capabilities. Provider plans and document permissions can still restrict
operations.
- Instances need an independent `PAPERCLIP_TOOL_ACTION_SIGNING_SECRET`
for governed tool actions. The staging instance was configured with
explicit operator approval; fleet provisioning is a separate gap.
- Native RTS is not exposed on current transcript-retaining runtimes.
Bounded history scans are deliberately reported as incomplete. Inline
file reads support text/canvas content up to 256 KiB; other types return
metadata.
- Private document edits fail closed when the full audience cannot be
verified. Uncertain effects other than posts/uploads require inspection
instead of blind retries.
- Shared approval-delivery code now separates outcomes by source run to
preserve origin boundaries. No database migration is required.
- A separate completion-validator gap remains when the agent cites a
prior run's registered artifact during finalization. It asked for
registration again even though Slack delivery was confirmed. This change
does not add a connector-specific task-completion policy.

## Model Used

OpenAI GPT-6 through Codex, with repository tools, code execution, and
browser testing. The exact deployed model identifier and context-window
size were not exposed in the 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>
2026-09-22 15:29:07 -05:00
DottaandPaperclip 8725d6ce09 fix: make answered Slack conversations idle (#13809)
Settle published, successful Slack turns as Idle; resume the same conversation on an admitted message. Preserve unfinished work, delivery errors, and explicit dispositions.

Verified through focused lifecycle/API/UI tests, full CI, and a real staging Slack conversation in the embedded browser.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-22 10:35:33 -05:00
DottaandPaperclip 8813a50105 feat: run GitHub review bots through Paperclip agents (#13717)
## Thinking Path

> - Paperclip manages agent work as tasks and runs.
> - GitHub chat brings repository conversations into those tasks.
> - A review bot needs the assigned agent, its authority, and governed
provider tools.
> - The existing channel connection did not supply that review workflow
or a complete setup journey.
> - This pull request adds GitHub App setup, account access, event
prompts, task-bound review tools, and exact-commit checks.
> - Operators can inspect each review through the same task, run, and
activity systems.

## Linked Issues or Issue Description

**Subsystem affected**

GitHub chat, governed connection tools, task execution, shared/database
contracts, and connector setup UI.

**Problem or motivation**

Operators need a GitHub review bot that runs their assigned Paperclip
agent. Mentions and PR events must preserve task ownership and requester
authority. Provider publication must use the bot App identity and
enforce the configured permissions.

**Proposed solution**

Extend the existing GitHub chat connector with resumable App onboarding,
linked-member and sponsored-guest access, editable event prompts, and
governed review operations. Validate structured assessments on the
server and compute a stable Paperclip Review check for the exact head
commit.

**Alternatives considered**

A separate review scheduler would duplicate Paperclip execution and
permissions. Reusing personal GitHub credentials would change the bot
identity and credential boundary.

**Roadmap alignment**

This extends the existing Connected Apps and governed-tool
infrastructure. The project owner requested and approved this design.
Related PR #8645 imports external Codex review feedback; this change
runs an assigned Paperclip agent and publishes its results through the
existing chat connector.

## What Changed

- Include the current Paperclip instance origin in the copied setup
prompt. Storybook uses its configured Paperclip origin; callback
parameters and URL credentials are excluded.

- Add a Claude/Codex copy button in the real setup and Storybook opening
step. Its detailed prompt asks four setup questions and guides
embedded-browser setup, verification, and optional required checks.
Clipboard failure exposes selectable instructions.
- Add a tutorial that explains why App installation, review scheduling,
and required checks are separate choices.

- Add manifest registration, an existing-App path, separate installation
and repository selection, repository refresh, and explicit account
confirmation.
- Add low-trust agent guidance, effective capability verification,
member selection, and explicit restricted guests with a sponsor.
- Add configurable PR events, prompts, repository overrides, rating
thresholds, and separate formal-review permissions.
- Give the assigned agent governed App tools to read PRs, comment, begin
an assessment, submit findings, and optionally submit a formal review.
- Bind review history, root PR events, and inline replies to ordinary
tasks. Deduplicate deliveries/findings and reject stale publication.
- Link check Details to the underlying task on the current trusted
hostname, or to Reviews before task creation.
- Add schema migration 0283, API contracts, production UI, and 49
interactive Storybook states.
- Repair local lease recovery. Keep the Cloud Dockerfile identical to
master; no provider-pack layer or runtime-default environment variable
is added.
- Retry only rolled-back wake-admission transactions after transient
endpoint-lock contention. A deterministic held-lock regression proves
one accepted wake.

## Verification

- Current head: `7ba761fe007bb798400d3e62346fa964f607f0f8`, rebased on
master `d9b3a5653e41f2ee5a1345b97c86a238f7a5c8e9`. Dockerfile has zero
diff against master. Final workspace typecheck and build passed. The new
PostgreSQL migration regression passed and preserves existing relation
and constraint identities after replay.
- Greptile reviewed this exact head at 5/5. There are zero unresolved
review threads and no merge conflicts.
- All current-head checks are green: 54 passed and two conditional
Storybook jobs skipped. This includes complete server/workspace test
suites, build, typechecks, policy checks, Runner suites, browser suites,
and security status. One timing-sensitive callback-ordering test passed
in isolation and its CI shard passed one retry. The duplicate local
full-suite run was stopped after CI completed; it is not counted as a
local full-suite pass.
- Before the final Slack rebase and migration renumbering, 186 focused
GitHub tests, 14 native bootstrap cases, token gates, and Storybook
build passed. The final rebase retained the new Slack communication
guidance.
- The embedded-browser setup test copied the full detailed prompt,
including the configured Paperclip instance URL. Desktop and narrow
layouts were checked. Component tests cover successful copying and
clipboard failure with selectable text and retry.
- Live local and hosted GitHub acceptance evidence refers to application
revision `cb703ac959876a07ebf3d7a295847f9f351eb6fc`. Real agent tasks
exercised issue mentions, automatic PR reviews, inline findings,
repeated mentions, task continuation, and failing-to-passing checks
after a push. The Storybook agent generated, built, and browser-rendered
pages; missing acceptance text failed, matching text passed, and broken
JSX produced an incomplete result.
- Live cases also covered independently disabled push events, prompt
injection, duplicate signed deliveries, rapid pushes, stale-result
rejection, finding deduplication, and restart recovery. Formal reviews
were denied while disabled and published only after explicit enablement.
Check Details links pointed to the underlying task on the trusted
hostname.
- Those hosted native Claude runs used the provider-pack layer now
removed from this PR. They do not prove native Claude works on the
standard Cloud image. A replacement hosted native Codex run is not yet
verified: the disposable QA tenant has only an Anthropic AI connection.
No new staging or production deployment was made for the packaging
removal.
- Required-check merge enforcement could not be tested because the
private disposable repository's GitHub plan rejected the rules
configuration. Published success/failure/incomplete check states were
verified directly.

## Risks

- Latest master allocated migration 0282 to Slack. The GitHub migration
is regenerated as 0283 with replay-safe table/index/constraint creation;
a PostgreSQL regression verifies existing relations and constraints are
preserved. Existing preview tenants remain subject to the fleet
migration-history compatibility preflight; no bypass is introduced.

- Migration 0283 adds company-scoped configuration, registration,
review, and publication records. Existing connections retain their
behavior until reviews/tools are enabled.
- Signed webhooks and expiring registration state remain required.
Hosted installations also need the companion narrow Cloud gateway
exemptions.
- Agent assessments can be incomplete or wrong. The server enforces
coverage/result structure, current-head publication, rating policy, and
separate formal-review permission; it does not replace code-review
judgment.
- No Cloud image packaging changes are included. Remote native
ACPX/Claude and OpenCode retain their existing operator-supplied
provider-pack prerequisite. Native Codex and Codex with managed MCP
tools do not require that pack. Earlier staging deployment evidence
refers to its stated revision, not this packaging-removal head.
Production rollout and merging remain outside this change.

## Model Used

OpenAI GPT-6 through Codex, with repository, code execution, API, and
embedded-browser tools. The exact serving model ID and context-window
size were not exposed by the environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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>
2026-09-21 14:41:19 -05:00
DottaandPaperclip d9b3a5653e feat(chat): add initial Slack communication guidance and connection menus (#13760)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors let people use the same tasks and agent tools from
external conversations.
> - Agents need communication guidance that fits the conversation
medium.
> - That guidance belongs in the original task context, without repeated
instructions on each turn.
> - Connection owners also need clear settings and a consistent way to
remove a connection.
> - This pull request adds initial Slack guidance, optional connection
instructions, and chat connection menus.
> - The benefit is clearer Slack replies with the existing Paperclip
workflow and permissions.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Agent replies in Slack and chat connection management in the Apps
catalog.

**Current behavior**

Slack tasks do not carry a saved communication profile. The catalog
shows a separate Manage button and does not offer removal on every chat
connection row.

**Proposed behavior**

Save Slack guidance when a new conversation creates a task. Restore that
original guidance when a model session is rebuilt. Do not append it to
ordinary follow-ups. Expose optional additional instructions in Slack
Settings. Put Manage and Remove connection in a three-dot menu for all
chat providers. Keep Finish setup visible for drafts.

**Reason and benefit**

Small answers fit in Slack. Substantial deliverables use ordinary
document or artifact tools with a useful Slack summary. Connection
settings apply to new tasks and cannot change permissions. Users can
remove both active and unfinished chat connections from the catalog.

**Breaking changes**

Two additive database columns store endpoint preferences and the initial
conversation snapshot. Existing endpoints default to empty preferences.
Existing conversations keep their original behavior. Non-Slack guidance
is unchanged.

Related public context:
https://github.com/paperclipai/paperclip/pull/13741 improves native chat
recovery. This change adds communication context to those existing
execution paths. A search found no duplicate communication-guidance PR.

## What Changed

- Add a provider-guidance registry, enabled for Slack first.
- Persist optional endpoint communication instructions and capture an
immutable snapshot when a conversation creates a task.
- Resolve guidance from the verified company-scoped connection. Restore
it for fresh native and legacy sessions without per-turn reminders,
extra model calls, or extra context queries.
- Add the Slack Settings field, validation, audit coverage, and
Storybook save/error states.
- Add Manage and Remove connection menus for all seven chat providers.
Keep the draft setup button. Require removal confirmation and allow
retry after failure.
- Add regression coverage, an active/draft menu story, and connector
documentation.

## Verification

All CI checks are green for 5f48df4e0. Greptile scored this head 5/5
with no actionable findings. No review threads remain unresolved.

- Passed `pnpm -r typecheck` and `pnpm build` on PR head 5f48df4e0.
- Passed design-token checks, UI typecheck, and all 20 catalog tests
after rebase. Tests cover all seven providers, active/draft removal,
confirmation, cache refresh, errors, and cancellation.
- Verified the active/draft menu in Storybook. The interaction test runs
without browser console errors.
- Passed focused guidance, endpoint persistence/isolation, heartbeat
trust, native context, ACPX, adapter utility, and CLI recovery tests.
Full UI and CLI groups passed (6,512 and 502 tests).
- Tested real Slack conversations on staging: concise updates with
public links, a planning question with buttons, a saved plan, a saved
report, task creation and assignment, and explicit detailed output. Old
tasks retained original preferences after an edit; a new task used the
changed preferences. Restored the staging setting afterward.
- Existing safe progress remained visible without duplicate final
replies or private reasoning.
- Broad local tests found resource/time-sensitive failures that passed
targeted reruns. One Cursor archive-download fixture failed on both this
branch and the unchanged main checkout. The full local suite is not
claimed clean. All PR-head CI test shards passed, including general,
serialized, Runner, and browser suites. The redundant local full-suite
rerun was stopped after CI completed successfully.
- Live delegation was not tested because the staging company has only
one agent. Live testing also found separate latency and runner
task-editing capability gaps; this PR does not add connector-specific
workflow behavior to hide them.

## Risks

- Prompt guidance changes the form of new Slack replies. Explicit
requests for detail still take precedence.
- The additive migration is idempotent. Conversation snapshots remain
fixed when connection settings change.
- Native and legacy recovery must preserve the initial context without
duplicates; targeted tests cover these paths.
- Removing a connection stops new work through the existing lifecycle
action. It retains Paperclip task history and does not delete the
external app or bot.

## Model Used

OpenAI GPT-6 through Codex, with repository editing, shell tools, and
browser testing. The host does not expose a more specific model ID or
context-window size. No separate model calls were added to the product.

## 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 (targeted suites; broad
local limitations are 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>
2026-09-21 14:14:25 -05:00
DottaandPaperclip b193077582 fix: report Slack callback health correctly behind Cloud proxies (#13694)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack connections turn messages into governed agent runs and return
replies to Slack.
> - Remote runs must replace an incompatible sandbox runner with the
controller's packaged binary.
> - The fallback used a package-relative path that does not match the
vendored server layout.
> - Slack callback health also compared the internal proxy address with
the public callback address.
> - Master now contains the runner fallback fix; this pull request fixes
callback health and extends missing-runner regression coverage.

## Linked Issues or Issue Description

Refs #13677, #13680, #13691, and #13686.

**What happened?**

A packaged controller stopped a Slack-triggered remote run with
`runner_remote_artifact_unavailable` when the sandbox runner needed
replacement. Working Slack callbacks also showed a stale URL warning
behind the Cloud gateway.

**Expected behavior**

The controller stages its packaged runner when needed. Callback health
uses the observed public address and still detects real address changes.

**Steps to reproduce**

1. Run a packaged server with a sandbox that has an older runner or no
runner.
2. Send a Slack mention to an agent that uses that sandbox.
3. Route signed Slack callbacks through a claimed Cloud gateway that
rewrites the upstream host.
4. Check the run and the Slack callback health panel.

**Paperclip version or commit**

Reproduced on master at `aeef493f4a7603b7b1254421b80fb00212982390`. The
fix branch also includes #13691.

**Deployment mode**

Packaged server with a Cloud gateway and a Daytona sandbox.

## What Changed

- Extend the controller-owned runner fallback tests with a missing
sandbox binary case; retain the fix now merged in #13686.
- Prefer dedicated gateway diagnostic headers that survive provider
rewrites of standard forwarded headers. Use validated host hints only
for callback-health evidence on claimed Cloud instances after provider
acceptance. Preserve request bodies, routing, authentication, and
configured callback URLs.
- Cover current, stale, and missing sandbox runners, all Slack callback
surfaces, rejected callbacks, malformed proxy hints, real host and port
changes, and the existing self-hosted behavior.
- Document the artifact lookup and callback-health boundaries.

## Verification

- Native session executor and binary resolver suites: 379 tests passed
after merging current master (`45c99a0d0`).
- Targeted callback integration suite with disposable PostgreSQL: 4
tests passed before rebase.
- Full `pnpm -r typecheck` and `pnpm build` passed after merging current
master. The full local suite passed 12,668 tests; one suite failed to
start its disposable PostgreSQL. Rerunning that suite alone passed all
31 tests.
- The built server resolver selected the executable under
`server/dist/vendor/paperclip-runner/bin/`.
- Final callback regression: all 4 targeted integration tests pass,
covering provider header rewrites, default ports, uppercase/trailing-dot
hosts, and ignored self-hosted hints.
- Live staging proof of the runner fix: a previously failed Slack thread
recovered, a new mention received its requested response, and the
account-connect command succeeded. Unsigned callbacks returned 401.
- Live browser and Slack acceptance passed: generated callback URLs,
account linking, a new mention, an interactive question and answer, and
all three callback-health indicators. The connector was activated
through the onboarding UI.
- All 54 latest-head checks pass, two optional checks are skipped, and
Greptile is 5/5 with no unresolved threads.

## Risks

- Runner fallback must select a binary for the remote platform. This
preserves explicit remote artifact overrides and the existing capability
checks.
- Proxy headers are not identity proof. They are used only for
diagnostics on claimed Cloud instances after the provider accepts the
request. Self-hosted instances ignore them. Wrong public hosts and ports
still warn.
- No database migration or new public API contract.

## Model Used

OpenAI GPT-6 via Codex. Used reasoning, repository tools, code
execution, and browser/native-app testing. Exact model variant and
context window were not exposed by the 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>
2026-09-19 17:32:51 -05:00
DottaandPaperclip 20d26117c9 fix(chat): use the claimed Cloud origin for connector URLs (#13680)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors publish callback URLs and links to the board.
> - Cloud can assign a warm instance its final origin after the server
starts.
> - The signed runtime identity already tracks that change.
> - The chat service kept a copy of the startup origin and continued to
publish it.
> - This pull request resolves the trusted origin when it creates each
URL.
> - New connector setup uses the claimed hostname without a server
restart.

## Linked Issues or Issue Description

**What happened?**

Chat setup in a claimed warm instance used its old pool hostname in
provider callbacks. Account confirmation and task links could also use
the old hostname.

**Expected behavior**

Chat URLs follow the signed canonical origin after the claim. An
explicit webhook ingress override still applies only to provider
callbacks. Self-hosted URL precedence stays the same.

**Steps to reproduce**

1. Construct the chat service with a pool origin.
2. Apply the Cloud claim without restarting the service.
3. Open Slack setup or create an account-linking intent.
4. Observe the startup hostname in the returned URL.

**Paperclip version or commit**

Reproduced on master at `9335b7db1`.

**Deployment mode**

Paperclip Cloud warm-instance claim.

Related: #12766 introduced the signed canonical runtime identity.

## What Changed

- Resolve the signed Cloud origin when building chat setup, account
confirmation, and task URLs.
- Use the same callback origin for Telegram registration and GitHub
webhook recovery.
- Preserve explicit webhook ingress and self-hosted configuration
precedence.
- Add regression coverage for existing and new endpoints across Slack,
GitHub, Teams, and Telegram.
- Document the origin precedence and the need to update callbacks
already saved at a provider.

## Verification

- Reproduced both new regression cases against the original code.
- Full chat integration and signed Cloud identity suites: 1,015 tests
passed after the production-code correction.
- Five origin and ingress cases passed after review additions, including
Telegram registration and GitHub webhook repair after a live claim.
- Focused origin, ingress, callback, task-link safety, and
tenant-isolation checks: 67 passed.
- `pnpm -r typecheck` and `pnpm build` passed. Server typecheck and
compilation passed again after the task-link validation correction.
- A broad local `pnpm test:run` started before the correction was
stopped after the final-commit CI suite passed. It is not counted as a
passing local run.
- Final-commit CI: 54 successful checks; two optional Storybook checks
skipped. Greptile: 5/5 with all review threads resolved.
- No live deployment or Slack app mutation was performed.

## Risks

- Cloud chat URLs now follow the signed runtime identity. Request host
headers cannot set this value.
- An explicit webhook ingress override still takes precedence for
callbacks.
- Existing Slack app settings are external state. Operators must replace
an old callback URL in Slack.
- This change does not deploy the app or change gateway ingress policy.
No schema migration is required.

## Model Used

OpenAI Codex (GPT-6), with repository search, code execution, and
automated tests. The exact 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>
2026-09-19 09:41:40 -05:00
DottaandPaperclip 924f07be8c feat(chat): simplify Slack onboarding and account linking (#13638)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connections let people start and continue that work from Slack.
> - Setup mixed app creation, credentials, URL verification, account
linking, and testing on the same screens.
> - People also needed a safe way to link their own Slack identity after
the first operator finished setup.
> - This pull request gives each step a clear place and keeps membership
approval separate from identity linking.
> - It also makes connection details easier to use and fixes misleading
callback health behind HTTPS proxies.

## Linked Issues or Issue Description

**Subsystem affected**
Cross-cutting: chat routes and services, shared contracts, and the Apps
board UI.

**Problem or motivation**
Slack onboarding made users find settings without enough guidance. A
second user needed operator help to link their account. Activity stopped
at 100 records, and TLS termination could mark working callbacks as
stale.

**Proposed solution**
Use six setup steps with editable app names, a generated manifest,
credential guidance, URL verification, account linking, and an optional
message test. Send each Slack user a private, expiring confirmation
link. Require company membership or an approved access request before
linking. Add cursor pagination and tolerate the internal HTTP hop in
callback diagnostics.

**Roadmap alignment**
This improves the existing connected-app surface and supports CEO Chat
without changing the task-and-comments model. The maintainer requested
and reviewed the flow during a live Slack test drive.

**Additional context**
Related work: #7, #3349, #13000, and #13620. Those cover broader chat
capabilities, older webhook paths, or plugins. This PR improves the
existing native connector's setup and account-linking flow. HTTPS
documentation was published separately in
paperclipai/paperclip-docs#128.

## What Changed

- Split Slack onboarding into six clickable sidebar steps. Keep
secondary and primary actions on one row.
- Generate the Slack creation link and read-only manifest from editable
app, bot, and command names. Add credential prefix validation and direct
instructions.
- Add live account-link status and an optional mention-based message
test.
- Add private, single-use Slack account invitations and membership
access requests. Retain cloud authentication/bootstrap checks and
enforce the chat rollout flag in all identity APIs. Default new Slack
connections to linked users only.
- Put Settings, Access, Conversations, and Activity in the sidebar.
Simplify conversation rows and remove active header badges.
- Add 25-item activity pages, stable timestamp/ID cursors, and replay
safety across pages. Preserve the legacy array API for clients without
pagination parameters.
- Fix false callback warnings when HTTPS terminates at a proxy. Keep
host, port, and path drift detection.
- Document the setup flow, pagination, callback diagnostics, and shared
wizard footer rule.

## Verification

- Passed: `pnpm -r typecheck`, `pnpm build`, and `pnpm
check:token-gates`.
- Passed: focused Slack callback and pagination integration tests; UI
clipboard, wizard, pagination, and activity tests; OpenAPI route tests.
The final access-gate fix also passes 27 focused tests covering cloud
authentication/bootstrap, nonmember invitations, token validity, and the
server-enforced rollout flag.
- Passed: all 1,002 chat integration tests, 6,356 UI tests, and all 11
provider browser scenarios (including mobile light/dark navigation).
After rebase, the identity route, sidebar, and 25 clipboard tests pass.
- The full local `pnpm test:run` was attempted. The first run found 14
Slack fixtures that needed explicit guest access; those are fixed and
the complete chat suite passes. Unrelated embedded PostgreSQL
startup/resource failures and timeouts prevented a clean full local run.
All CI checks pass on `2d858b036`, including the full chat, server,
workspace, build, typecheck, and browser suites.
- Live test drive: Slack app creation, credential setup, URL
verification, private account confirmation, mention messages, and thread
replies. Verified the callback warning clears for the existing proxied
connection.
- Review: create a Slack connection, follow the six steps, link a second
user's account, and browse older activity with Next and Previous.

## Risks

- Identity invitations carry a temporary capability. Tokens are hashed,
expire after 15 minutes, work once, and require explicit confirmation by
a company member. Access requests do not grant membership.
- New Slack connections reject unlinked people by default. Existing
connection settings remain intact.
- Activity is a live ledger. Updated action rows can move forward in
time. Older pages do not poll.
- Proxy tolerance affects health display only. Slack signature checks
and proxy authentication settings remain unchanged.
- No database migration or package-lock changes.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser verification. The runtime does not expose an
exact model build 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 (targeted suites; full
local-run limitations documented 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>
2026-09-18 17:23:53 -05:00
DottaandPaperclip 4d317274ce feat(channels): add experimental iMessage Photon (#13299)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Channels connect external conversations to company tasks and agent
execution.
> - Slack, Discord, and AgentMail already provide durable delivery and
access controls.
> - People also need to reach an agent from Apple Messages and send
photos.
> - Photon provides shared Pro DMs, dedicated numbers, and authenticated
event recovery.
> - This pull request connects Photon to the existing channel services.
> - People can message an agent while Paperclip retains task ownership
and approval authority.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: channel services, shared contracts, database constraints,
Apps, and agent Channels UI.

**Problem or motivation**

Paperclip has no iMessage channel. A person cannot use Apple Messages to
start a task, send a photo, or answer an agent's pending question.

**Proposed solution**

Add experimental **iMessage Photon** with Pro-compatible shared DMs or a
dedicated Photon Cloud number per agent channel. Reuse channel
admission, identity links, task generations, publication, and
interaction continuation. Keep groups disabled for shared allocation.
Dedicated lines support groups that an operator explicitly enables.
Require a fresh linked message and a published agent response before
setup completes.

**Alternatives considered**

Shared allocation has no owned phone number, so it reserves one project
and allows DMs only. Dedicated allocation reserves one stable number.
Local Mac access needs a separate deployment model. The upstream Photon
Chat SDK adapter does not persist the poll mappings and send receipts
required here. This change uses the lower-level SDK without adding
another agent runtime.

**Roadmap alignment**

This extends Connected Apps and agent communication through the existing
channel subsystem. It does not add a parallel tool connection or agent
loop. GitHub searches for Photon and iMessage found no matching provider
implementation.

**Additional context**

This ships behind the existing experimental channel gate. Dedicated-line
release qualification remains incomplete. Real Photon Pro DMs passed
task/reply, native poll, text answers, confirmation rejection, media,
restart, pause, reconnect, revocation, and removal tests. An
operator-supplied iPhone camera HEIC also passed the full round trip.
Dedicated groups remain unqualified. See [the verification
record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) and [the
implementation plan](doc/plans/2026-09-11-imessage-photon.md).

## What Changed

- Add the provider catalog entry, shared setup contracts, and a forward
migration. A global partial index reserves the dedicated number or
shared project until its endpoint is archived.
- Add Cloud project inspection, vaulted project credentials,
selected-line token renewal, and a leased receiver. Persist checkpoint
updates under the receiver lease. Shared project replay accepts sparse
increasing sequences only after a complete recovery barrier.
- Connect DMs and enabled groups to existing task generations, sender
authorization, ordered delivery, and publication services. Keep each
iMessage conversation on its task after completion; only explicit `/new`
or `/close` releases the binding. Publish committed inbound comments
live and label their human bubbles “Sent from iMessage” in both
task-chat renderers.
- Persist immutable text/file send identities, upload receipts, poll
IDs, option IDs, per-person drafts, and canonical interaction
continuation proofs.
- Add source-bound file recovery, bounded HEIC/HEIF conversion, JPEG
previews, and related Live Photo companion video retention.
- Add the three-step setup flow and channel management surfaces with
official branding. Preserve the experimental gate and existing
pause/disconnect behavior.
- Add interactive production-component Storybooks for setup, access,
recovery, and ongoing conversations. Add provider, integration, catalog,
and browser regression coverage. Document setup, recovery, supported
boundaries, and qualification gaps.

## Verification

- Live Photon Pro, SDK 2.1.0: linked iPhone messages create a task and
receive native Codex replies in Apple Messages. Unlinked senders cannot
start work.
- Three real follow-ups each reopened the same completed task. Incoming
bubbles appeared on its open page without reload and showed “Sent from
iMessage.” The third follow-up ran after restarting the server on
`4d7222110`; the agent correctly repeated its previous reply from before
the restart.
- Native polls after restart, sequential text drafts, required-field
correction, explicit submission, approval rejection with a required
reason, and native continuation passed against Photon.
- PNG, text documents, synthetic HEIC, and a real iPhone camera HEIC
passed in both directions. The camera photo produced a 3024×4032 JPEG
preview. The native agent described it and returned the received HEIC
byte-for-byte.
- Pause/resume, reconnect, identity revocation, removal, `/status`,
`/new`, `/close`, and stale answers after close passed live. Messages
suppressed by pause did not become work on resume. Removal stopped
intake and removed credential bindings.
- All 304 focused tests passed on `4d7222110`. These cover Photon
unit/integration behavior, both task-chat renderers, live comment
hydration, completed-task continuity after restart, enabled groups,
duplicate delivery, and explicit reset/close. The selected Teams
completion-boundary regression also passed. Full workspace
typecheck/build and token gates passed for the conversation fix; the
final UI changes passed their affected typecheck/build and tests.
- All 26 new Photon Storybook Playwright cases passed in light and dark
themes, including the complete shared-DM setup journey and 390px mobile
follow-ups. UI typecheck and the Storybook build passed. These stories
use simulated Photon responses and do not replace the live evidence
above.
- The full chat-adapters browser suite previously passed all 39 cases.
Migration checks passed, and migration 0275 applied to the isolated live
instance with the earlier Photon migration already applied.
- The local full Vitest run was previously interrupted by the host's
embedded-Postgres shared-memory limit; it is not a full-suite pass. All
30 applicable CI checks passed on preceding head `7a5419cac`, with two
skipped checks and Greptile 5/5. Head `24f8e1aae` adds an explicit
required-story discovery guard to the 26 passing Storybook cases.
Greptile rates this final head 5/5 with no unresolved review threads.
All 30 applicable CI checks passed, with two optional checks skipped.
- A repeated live send key suppressed the duplicate but returned gRPC 6
/ SDK `internalError` without an original receipt. Paperclip keeps
unknown delivery unresolved. This provider behavior is covered by a
regression test.
- See [the verification
record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) for package
versions, redacted live evidence, deterministic coverage, and remaining
qualification gaps.

## Risks

- Dedicated group qualification remains unrun; groups are disabled for
the approved Pro scope. Real iPhone camera HEIC passed transport,
preview generation, agent inspection, and return. Keep the channel
experimental; the dedicated-line release matrix remains incomplete.
- Shared recovery and attachment aliases were verified against the live
gateway. Duplicate writes currently return an error without the original
receipt; unresolved sends require operator resolution. The
implementation fails visibly on invalid replay ordering, a reset cursor,
or changed identity.
- The HEIF converter passed on macOS arm64 and in Linux CI. Windows HEIF
binaries have not been executed in this work. Linux musl has no packaged
converter. Unsupported conversion retains the original and reports the
missing preview.
- The migration adds a global reservation across companies for Photon
numbers and shared projects. Paused and revoked endpoints keep that
reservation until removal.
- Integration touches shared channel services. Existing provider browser
coverage passes; broad repository verification is recorded above.
- `pnpm-lock.yaml` is intentionally excluded under repository policy.
The repository bot owns lockfile updates. The additional Superagent
supply-chain scan is neutral/inconclusive because these new dependencies
are not yet in the committed lockfile. Its security scan passed; all
required CI checks pass.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository inspection, code
execution, browser testing, and tool use. The exact served model
identifier and context-window size are not exposed in this session. No
sub-agents were used.

## 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 15:23:50 -05:00
DottaandPaperclip 2083bf6f9a feat(connections): add AgentMail inboxes and email tasks (#13256)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents controlled access to external services.
> - Experimental channels already map conversations to tasks and durable
work queues.
> - Email needs inbox ownership, recipient envelopes, delivery records,
and explicit sends.
> - This pull request adds AgentMail to that infrastructure and keeps
the provider key in the server vault.
> - Agents can receive and send email from local or sandbox execution
while the board follows each conversation in its task.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need dedicated email addresses. Incoming email should become
assigned work. Internal task comments and progress must never become
outgoing email by accident.

**Proposed solution**

Add experimental AgentMail connections, an inbox assignment wizard,
durable email intake and publication, task email cards, and
authenticated API, CLI, and native runtime actions. Agents use Paperclip
credentials to request sends. Paperclip owns the provider key and
enforces access and task authority.

**Alternatives considered**

A general mailbox MCP connector does not provide durable task binding or
publication boundaries. A separate mailbox application duplicates task
collaboration. The board instead directs the agent through the normal
task conversation.

**Roadmap alignment**

This extends the existing experimental connections and task
infrastructure. Product scope and interaction design were reviewed with
the maintainer. Related connection authority work: #11831 and #11818.
The duplicate search found no competing task-based AgentMail
integration.

## What Changed

- Add AgentMail catalog data, shared contracts, company-scoped email
records, and an additive migration.
- Add vaulted setup, inbox assignment, access grants, trust guidance,
and provider-side allowlist guidance.
- Support WebSocket and signed-webhook intake through a shared durable
pipeline, deduplication, catch-up, and task wakeups.
- Queue explicit new conversations and replies with immutable send
intents, idempotency, delivery state, and uncertain-send resolution.
- Show inbound and outbound email cards in normal task conversations.
Keep internal messages internal.
- Add task-scoped CLI actions and the sandbox callback routes required
for Daytona execution.
- Provide a dedicated AgentMail skill automatically only to agents with
active authorized inbox assignments. Keep email instructions out of the
universal Paperclip skill.
- Advertise connector-owned `agentmail_inboxes`,
`agentmail_read_thread`, `agentmail_send`, and `agentmail_delivery`
tools only in eligible native sessions. Recheck live authority on
execution.
- Isolate Codex CLI connector skills by agent and skill revision.
Deliver the assigned skill in the run prompt for adapters that use
shared skill directories, including resumed turns. Keep automatic skills
out of manual persistent sync. Show them as read-only and document the
pattern in the connector playbook.
- Fix AgentMail health checks that entered local-stdio validation and
optional missing Codex credential cleanup in sandboxes.
- Add API, pipeline, authorization, sandbox, browser, and Storybook
coverage.

## Verification

- Live AgentMail testing covered WebSocket intake, signed webhooks,
restart catch-up, and a full receive → task → Daytona Codex CLI →
explicit reply → Delivered round trip. The reply was verified in the
other inbox. The normal task composer also initiated an outgoing email
child task.
- The connector-skill change was verified in the browser: AgentMail
appears once as an automatic, read-only skill with its assigned address.
Disabling experimental chat connections removes it; re-enabling restores
it. A regression test covers assignment data arriving after library
data.
- Connector regression coverage passed 178 runtime utility, email
integration, skill-route, and heartbeat tests. All 17 Codex execution
tests passed, including per-agent skill isolation, model identity,
revision changes, removal, and prompt delivery without shared skill
files.
- After rebasing onto master, all 44 focused email, heartbeat, and
native-authority tests passed. All 313 native-session executor tests
passed. The UI regression suite passed all 3 tests. These test sets
overlap earlier focused runs.
- Full workspace typecheck and build passed after the rebase. Token
gates passed. Earlier focused Playwright task/setup coverage and the
Storybook build also passed.
- Native connector tool execution uses deterministic integration tests.
Live Daytona qualification used the Codex CLI adapter; the new
shared-home prompt fallback has deterministic coverage.
- The full repository suite is run by CI. The earlier unsharded local
full-suite attempt was stopped after the equivalent CI suites passed and
is not reported as a completed local run. Greptile reviewed
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb` at 5/5 with no unresolved
threads. All server, workspace, serialized server, and browser suites
passed in CI. The build job hit a five-second timeout in a runner
transport test; both variants and the full 80-test file passed locally
with unchanged timeouts. The build passed on retry on the same commit
without code or timeout changes. All required CI gates, including the
final `ci / verify` and `ci / e2e` summaries, are green on
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb`.

## Risks

- Email from external senders can start normal agent work. Setup
recommends a low-trust agent and AgentMail sender controls. Sender
addresses never grant board membership.
- Provider timeouts can leave uncertain sends. Retries retain their
idempotency key; expired windows require reconciliation or operator
resolution.
- Connector skills and native tools are assignment-dependent and require
current access. Revocation denies retained calls; assignment changes
select a new runtime context.
- Activation remains behind the experimental-channel setting. The native
runner path has deterministic coverage; live Daytona qualification used
the Codex CLI adapter.
- Schema changes are additive. Inbox ownership is unique across
companies. Disconnect preserves provider inboxes and task history.

## Model Used

OpenAI GPT-6 (Codex). Used 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>
2026-09-11 16:56:38 -05:00
DottaandPaperclip 889947c238 feat: add experimental native chat connectors (#13038)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People also ask agents for work in their existing chat tools.
> - Each external conversation needs one task and a current authorized
source.
> - Retries, Stop, and provider failures must not duplicate work or
expose private data.
> - The first chat PR establishes the opt-in provider and data
contracts.
> - This PR adds experimental channel integration and its durable
control plane.
> - Users can request work from connected channels and inspect delivery
in Paperclip.

## Linked Issues or Issue Description

Refs #13100 and #13092. This is the second of exactly two chat PRs.
Foundation #13100 is merged and changed 143 files. Runner prerequisite
#13092 is also merged. This PR changes 400 files against master, below
the 500-file review limit. It contains no wireframe images or HTML
galleries.

## What Changed

- Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat
connections. Keep chat disabled unless the operator enables experimental
chat connectors. Preserve the production GitHub tool connection and its
normal setup path.
- Bind each provider bot identity to one immutable Paperclip agent. Bind
each admitted external conversation to one task. Paperclip owns tasks,
runs, permissions, and audit records.
- Add durable admission, per-conversation queues, questions, task
controls, progress, final replies, images, files, and delivery receipts.
Board comments remain internal unless explicitly sent to the channel.
- Check current identity, provider reach, resource access, credentials,
runtime generation, and exact source before provider effects. Keep
private responses private. Never send raw reasoning, private logs,
credentials, or tool arguments.
- Hold uncertain sends for explicit audited resolution. Make Board
Send-to-channel atomic and idempotent. Keep reconnect and setup
credentials in Paperclip secret storage.
- Preserve current native-runner authority across retries, lost
acknowledgements, and recovery. Keep immutable input and completion
contracts separate from newer user input. Receipt reconciliation cannot
launch a provider.
- Reconcile chat close/new ordering and provider-effect lock order.
Audit resource access changes in the same transaction. Submit only the
selected resource from each UI toggle so stale pages cannot undo
unrelated access changes.
- Drain Codex stdout before certifying process exit. Bound the drain
with the existing shutdown grace. Preserve observed terminal authority
without treating an undrained process as successful or reusable.
- Incorporate master `018ca5da` with its ACP Stop, mobile task layout,
runner packaging, and official lock changes. Preserve dedicated
chat-answer continuations in both directions when ordinary queued
comments are adopted after Stop.
- Fence late adapter readiness behind an earlier Stop for the same run.
Preserve verified cleanup for registered adapters. Handle single Stop,
agent pause, duplicate Stops, and failure release without creating a
false cancellation receipt.
- Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact
failed-chat retry authorization and lineage, retired question-source
suppression, and the block on generic recovery that would discard the
admitted source. Fresh deferred input retains its separate promotion
path.
- Incorporate master `2a05b5ed3` and its queue-admission extraction,
simplified transaction ports, and separate runner CI job. Preserve exact
durable receipts, actor separation, and dedicated-answer isolation
through the new module. A failed receipt insert rolls back the
accompanying deferred-wake merge.

## Verification

Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating
master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are
resolved. This successor fixes two test-harness boundaries exposed by
CI: per-case route-module preparation and actual durable-save completion
before intentional runner termination. Production code and all existing
test/turn deadlines are unchanged. [Exact-head Greptile
review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594)
is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable
findings or open review threads. [Fresh exact-head
CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341)
passes **all 24 jobs**, including Build and both required aggregates.
Normal exact-head guarded merge was attempted and rejected by the
remaining branch approval policy: CODEOWNER review is required and no
human approval is present. Normal **squash auto-merge is enabled** as of
September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified;
no approval bypass or self-approval was used. Earlier-head results below
remain historical evidence, not qualification of this successor.

- Final exact-head Linux evidence: 995/995 chat integration cases; 36/36
agent-skills routes; 35/35 runner live-session cases, including real
process kill/resume; 1948 runner Vitest cases with three existing
benchmark/platform guards; 870/870 API-authority cases; and 104 browser
cases with four existing optional skips. Rust, conformance/replay, full
repository build, typecheck, canary, all server/workspace shards, and
both required aggregates pass with normal CI concurrency. Earlier failed
attempts remain recorded below.

- Latest test-only qualification: 141/141
route/permissions/authentication cases pass in separate cold forks, with
plain server types and independent review clear. The real-runner suite
passes 35/35, with plain runner types and independent review clear. A
controlled premature-save acknowledgement fails as expected; matching
ownership/effect/process evidence, rejected saves, real turn outcome,
test abort, and pre-kill liveness are covered. No local reproduction of
the original CI scheduling failure is claimed. The preceding [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34479680858)
passes 21/24 jobs, including all 995 Linux chat cases and browser
aggregate (104 passed, four existing optional skips); only Build, the
skills serialized shard, and the required verification aggregate fail.
Its exact-head Greptile review was 5/5. Both failed job logs are
retained.

- Final fixture qualification: all eight focused Discord cases and all
995 chat integration cases pass. The exact modal statement/PID is
observed before taking the real connection lock; the test then proves
its actual blocking relationship before mutation. Original SQL
execution, provider behavior, negative assertions, and 1s/15s timeouts
remain unchanged. Independent review is clear and test/production hashes
remain frozen. The preceding [CI
attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777)
passed 22 jobs, including Build/runner, typecheck, canary, all other
test shards, and browser aggregate (104 passed, four existing optional
skips); the two fixture failures and failed verification aggregate
remain recorded, not relabeled as a pass.

- Current queue-module composition: 308/308 recovery/batching/queue/Stop
tests; 995/995 full chat integration; 89/89 module tests, including real
PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary
tests; plain server and UI types. All four actual local process/ACP
browser paths pass in 1.4 minutes. Fresh databases, no skips or retries,
stable reviewed source hashes. The initial boundary failure is retained;
its no-op service wrapper was removed without changing recovery context
or weakening the check. An exploratory standalone test-directory
typecheck fails because its new upstream transformation config is not a
standalone typechecking project; standard CI/build does not invoke it,
and no configuration was weakened to suppress those diagnostics.

- The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed
[all 24 CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958)
and exact-head Greptile review at 5/5. Required CODEOWNER review
prevented its normal merge before master advanced again.

- Final extracted-module composition: 307/307 recovery, batching, queue
and Stop-control tests; 995/995 full chat integration; 49/49 module
tests including eight PostgreSQL adapter cases; and 19/19 issue-update
tests. Plain server types pass. All four actual local process/ACP
browser paths pass in 1.3 minutes. Fresh databases, no skips or retries
in these cohorts, frozen source hashes, and independent review clear.

- The preceding head `3e4e1c1c` passes [all PR CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820),
including Build and required `ci / verify` and `ci / e2e`. Both the
original Rust failure and the previously load-sensitive lineage fixture
pass with unchanged Linux concurrency. Master advanced afterward and
required this reconciliation.
- Final master composition: 448/448 focused UI tests, 186/186 adapter
tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI,
server, shared, and adapter types pass. Token gates and diff checks
pass. Independent server and UI reviews are clear.
- Stop-registration regression: both real-service cases fail against
exact `a95` source and pass with the fix. The full corrected
recovery/control suite passes 265/265. Duplicate-owner and failed-Stop
controls also pass. Plain server types pass. The readiness barrier
prevents provider startup without adding an acknowledgment to an already
terminal run.
- Final qualification strengthens terminal-field equality and repeats
both affected cases successfully on a fresh database. All four actual
local process/ACP browser paths pass again in 1.3 minutes, without skips
or retries. The final screenshot shows Cancelled, a paused subtree,
retained input, and no error toast.
- Two new actual-service regressions fail before the merge fix. They
prove that queued-comment adoption could consume a dedicated chat answer
or add unrelated input to that answer. The fixed four-case cohort
passes, including ordinary upstream continuation and adapter Stop
controls. Full recovery passes 257/257. All four actual local
process/ACP Stop browser flows pass in 1.4 minutes, without skips or
retries, on a fresh database.
- The unchanged runner artifact was qualified with 171/171 transport
tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11.
Six controlled reader tests prove the exit/drain repair. Its local
serial Rust workspace passed 546 top-level cases plus two invoked
helpers; the later passing Linux CI supplies default-concurrency
evidence.
- Prior exact-source full chat integration passes 995/995. Settings
regressions cover concurrent stale pages, 501 destinations, pending
state, rejected updates, and explicit retry. These deterministic tests
do not prove live provider behavior.
- Retained failed attempts and their causes are in the [qualification
log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md).
The first merge adapter run timed out while macOS slept for 290 seconds.
Its unchanged repeat passed with a temporary sleep guard. No assertion,
deadline, or CI gate was weakened.

Review commands include `pnpm --filter @paperclipai/server exec vitest
run src/__tests__/heartbeat-process-recovery.test.ts
src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec
playwright test --config tests/e2e/playwright.config.ts
tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh
disposable databases. See the [browser
runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md)
for provider setup and separate live acceptance steps.

## Risks

- This remains experimental. Deterministic tests and bounded live
evidence do not establish every provider feature, tenant, permission
layout, or media shape. Teams work-tenant qualification is still open.
- Failed and uncertain provider effects remain visible and can require
operator action. A transport receipt does not prove recipient
visibility.
- Native controller and runner artifacts must remain compatible.
Preserve lease ownership, terminal authority, source binding, and
quarantine during future changes.
- Access and audit rows commit together, but activity notifications
remain best-effort. This is not a new durable event outbox.
- The PR operation does not deploy a live server, replace its runner, or
change provider permissions. Remaining live qualification is documented
in the [temporary
handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md).

## Model Used

OpenAI Codex assisted with implementation, tool execution, testing, and
review. The work records `gpt-6-astra` assistance. The environment does
not report a context-window size. No private reasoning traces are
included.

## 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>
2026-09-10 10:06:45 -05:00