313 Commits

Include renames

Author	SHA1	Message	Date
DottaandPaperclip	a9a20fb5c6	feat(security): add read-only customer-success inspection APIs (#15405) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents need a persistent identity and a verified active run for governed access. > - Customer-success inspection needs broad reads without tenant writes or secret access. > - Ordinary board login and database credentials give more authority than this task needs. > - This pull request adds a dedicated inspection API and strict managed-run authority. > - Cloud owns short grants, human approval, replay protection, and audit records. > - The benefit is inspectable access that an operator can disable immediately. ## Linked Issues or Issue Description Refs: #15352. This change reuses the persistent Ed25519 identity from that PR. **Subsystem affected** Server authentication, pure resource readers, and the shared wire contract. **Problem or motivation** One internal Paperclip agent must inspect customer onboarding work. It must not receive owner login or database credentials. Reads must not create customer sessions, memberships, activity, or read receipts. **Proposed solution** Add disabled-by-default run authority and versioned tenant inspection endpoints. Require strict instance-bound managed-run JWTs on the home instance. Require exact-operation, single-use Cloud permits on tenants. Execute a reviewed company-scoped catalog in read-only transactions. Cloud applies seven-day stack-age eligibility and human exceptions. **Roadmap alignment** This is access support for Cloud deployments and governed agent identities. Bot creation, scheduling, scoring, and reports are separate work. The maintainer requested this implementation. ## What Changed - Reuse existing public identity reads and managed private-key injection. Reject unprovisioned keys, paused agents, ended runs, legacy signatures, and wrong instances. - Mount `/api/customer-success/v1` before actor/session synchronization. Verify Cloud permits and consume them centrally before reading. - Add explicit company-scoped database readers and bounded instruction, skill snapshot, run log, workspace, and asset reads. Preserve existing redactions and file protections. - Add protocol, security, database immutability, and managed-agent qualification tests. Add deployment and rollback documentation. ## Verification - Full `pnpm -r typecheck` and `pnpm build` passed. Server typecheck passed after review fixes. - The broad local `pnpm test:run` recorded 14,277 passes and four failures in unchanged suites: two timeouts and two PR-metadata mock assertions. All three affected suites passed on isolated reruns (36 tests). The complete CI matrix passes at the final head, including every test lane, typecheck, build, runner checks, canary dry run, and the security scan. - Focused inspection, JWT, and existing identity tests pass. The catalog test compares every public database table before and after reads. - Inspection and route-contract tests: 22 passed. The coordinated test runs a real managed process agent against separate home/customer PostgreSQL databases and a PostgreSQL broker over HTTP. It proves wake through the existing controller, bounded binary file reads, single challenge consumption across replicas, concurrent grants with a two-connection pool, scoped SQL audits, append-only runtime auditing, one-year retention, and unchanged tenant data/files. - Run the coordinated test with `PAPERCLIP_INSPECTION_CLOUD_DIST` pointing at the sibling Cloud build. Normal unit runs skip that optional private integration. - Final-head Greptile is 5/5 with no unresolved findings. - No production deployment or customer inspection occurred. ## Risks - This adds an authentication boundary. Keep both feature flags disabled until coordinated staging and canary qualification. - Cloud support must deploy after this API. Unsupported tenants fail closed. There is no owner-login or database fallback. - Existing redactions remain the content boundary. Arbitrary pasted secrets in readable prose or files may remain. - Remote files and suppressed provider traces remain unavailable. Wake can cause normal startup/background writes; test those separately. - Disable Cloud policy first during rollback. Preserve existing identity material and Cloud audit history. ## Model Used OpenAI GPT-6 (Codex), with reasoning, code execution, and browser testing. The session does not expose a more specific deployment 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 (focused checks and isolated reruns; broad-run flakes are 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>	2026-10-06 21:38:15 -05:00
DottaandPaperclip	b508a05c43	feat: add internal agent complaints and suggestions (#15367) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use legacy skills or native runner tools to work on tasks. > - Those agents can encounter friction that does not belong in the task thread. > - A complaint should preserve the raw reaction. A suggestion should describe an improvement. > - This pull request adds attributed local storage and both submission paths. > - Agents can submit feedback once and continue their primary work. ## Linked Issues or Issue Description **Subsystem affected** Server, database, shared contracts, runtime skills, and native runner tools. **Problem or motivation** Agents have no default internal channel for incidental complaints and suggestions. Sending this feedback through task comments adds noise and can alter task workflows. **Proposed solution** Store free-form feedback in the current instance database. Derive agent, run, company, and task attribution from active authority. Provide default legacy skills and provider-neutral native actions. Keep the instructions close to Warp's MIT-licensed originals. **Alternatives considered** Task comments and external Slack delivery add unwanted side effects. Mandatory suggestion fields and short editorial limits would discard useful feedback. This release has no listing API, UI, read tool, automatic triage, or external forwarding. **Roadmap alignment** This is a maintainer-requested addition to the existing runtime skills and runner tool paths. It does not duplicate a listed roadmap milestone. Searches for complaint tooling, suggestion-box, and agent commentary found no overlapping public PR or issue. ## What Changed - Add the company-scoped `agent_commentary` table, shared validation, and idempotent migration `0310`. - Add one transactional service and the agent-only POST route. Validate active authority before writes or replay. Redact known credentials. Commit a content-free audit with each new record. - Add `submit_complaint` and `submit_suggestion` to standard, ask, and planning modes. Keep review, revocation, and completion restrictions. Store replay identity on the commentary row. - Mount `complain` and `suggestion-box` by default for legacy agents. Bundle a dependency-free Node.js stdin helper in the operational skill and allow its POST through the sandbox bridge. - Preserve Warp's complaint voice and suggestion guidance, with attribution and local transport adaptations. Keep source attribution and MIT notices in each skill's LICENSE, outside runtime instructions. - Document custom-runtime HTTP use and database inspection. Add real-database tests and a repeatable live Codex smoke for local and Daytona execution. - Pin the lagging-source migration fixture before the identity-repair migration so later migrations preserve its regression coverage. ## Verification - Personally ran real Codex submissions in all four environments on 2026-10-06. Local runs passed at 20:35 UTC. Daytona native passed at 20:31 UTC; Daytona legacy passed at 20:33 UTC. Each stored exactly two rows with company, agent, run, and task attribution, wrote the continuation marker, exited zero, created no task comments, and left task status unchanged. Each recorded two content-free activity entries. - Daytona used production provider hooks, real remote execution and file transfer, the legacy queue callback bridge, and native private WebSocket ingress. The current Linux runner was built from `abf47b595`, staged, and verified against controller contracts. Both sandboxes were confirmed deleted. This is a focused feedback transport smoke; it does not claim full Runner E2E catalog or browser qualification. - The immutable base image and Linux binary digest are recorded in [the verification documentation](https://github.com/paperclipai/paperclip/blob/codex/agent-commentary/doc/agent-commentary.md#verification). The smoke script can save content-free JSON evidence. No credentials or feedback bodies are in these reports. | Environment | Runner | Complaint row | Suggestion row | | --- | --- | --- | --- | | local | legacy Codex | `59413a00-1de2-4bb1-bcc6-9c4b54c64aa6` | `3db2364d-3e15-4f47-846f-875d3902999d` | | local | native Codex | `5da22b5f-41df-4de5-8ba0-d9345ab01267` | `2d5abe17-dd41-403c-a5ee-4729f2d58921` | | daytona | legacy Codex | `27c9d0aa-8477-409f-9da0-e8ffa48dee50` | `209681c9-d1e9-4ce1-999e-48fa07692389` | | daytona | native Codex | `6eb001bb-4bcf-43f7-8717-f662f53dc7c3` | `77c383d8-a997-49e5-a33e-25c70e15c0b2` | - Run the local check with `node cli/node_modules/tsx/dist/cli.mjs server/scripts/verify-agent-commentary-live.ts`. The documentation gives the Daytona invocation. Both use disposable instance databases and normal Codex provider usage. - Repository `pnpm -r typecheck` and `pnpm build` passed after the test extension. The build includes runner generation, contracts, and replay checks. The smoke scripts also passed a separate TypeScript check. The lagging-source migration regression passed. All equivalent current-head Vitest CI shards passed. The local monolithic `pnpm test:run` invocation was stopped after CI supplied that coverage; it did not complete locally. - Focused tests cover company isolation, spoofing, revoked credentials, stale ownership, post-finish rejection, concurrent replay, conflicting keys, atomic rollback, and deletion through existing services. Boundary tests cover empty text, Unicode, text beyond 8,000 characters, and the 524,288-character ceiling without truncation. Mounting tests cover Codex, Claude, and sandbox staging. Helper tests cover standalone Node execution, stdin, invalid UTF-8, redirects, HTTP failure, and its deadline. Privacy and bridge tests cover successful and rejected requests. - Instructions were compared with Warp's originals. MIT notices and source credits live only in LICENSE files. Native tools preserve truthful disclosure when asked, without routine announcements. - [Full CI](https://github.com/paperclipai/paperclip/actions/runs/37508559190) and Greptile 5/5 passed on the earlier feature commit `5209c3501`. The later head found the migration-fixture assumption fixed in this update. On `8a4965164`, all 55 check contexts passed after one browser shard rerun. Its initial reviewer signoff failure also passed an isolated local browser run (1 test). Greptile scored that head 5/5 and identified one smoke cleanup gap. `6ecbafb0b` fixes failed-acquisition cleanup with four passing tests and a passing smoke-script typecheck. Fresh CI is pending for this final test-only fix. No commentary production code changed during verification. ## Risks - Feedback is internally attributed. It is not anonymous. Existing redaction removes known credentials, but agents must still omit sensitive content. Normal provider transcripts can include their submitted arguments. - Default skill availability changes for existing legacy agents. Runtime policy filtering still applies. The helper uses the existing Node.js runtime with no extra dependencies; custom runtimes can call the HTTP endpoint. - Feedback is removed with its run, agent, or company. Task deletion clears only the issue pointer. Normal database backups include the table. - The migration is additive and has no backfill. Writes serialize on the active run for replay consistency. No server suggestion quota is imposed. ## Model Used OpenAI `gpt-6-astra` through Codex, with `xhigh` reasoning effort and a reported 258,400-token context window. Capabilities used: repository inspection, code execution, and live runtime verification. No subagents 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 - [ ] 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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 16:14:06 -05:00
DottaandPaperclip	a590ab769d	Give managed agents persistent cryptographic identities (#15352) ... Give agents persistent Ed25519 identities encrypted with the existing instance master key. Create keys transactionally for new agents and lazily before supported managed runs, expose public identities in the API and agent UI, and protect private material during runtime delivery and output persistence. Preserve identities in recovery backups while giving imported and development-cloned agents fresh keys. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 13:57:03 -05:00
DottaandPaperclip	9f7057e122	feat(connections): configure custom model providers across agent harnesses (#14970) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use a harness, a model, and a credential to run tasks. > - Connections already store credentials and control who can use them. > - Custom providers also need an endpoint and a supported API format. > - A per-agent endpoint would duplicate credentials and access rules. > - This pull request stores routing on the connection and projects it into the harness. > - Isolated credentials and protocol checks keep the selected connection authoritative. ## Linked Issues or Issue Description Refs #37, #13083, #14104, #14565, #12692. #14016 is a reference only. This PR has its own schema, vault persistence, routing validation, runtime projection, and tests. None of the five commits in #14016 is an ancestor of this branch. We do not depend on or plan to merge it. #14967 addresses task-pinned account pools. #14422 addresses another provider integration. This is the first of two linked PRs. Merge this connection change before #15341, which refines agent setup and adds the qualification harness. The split keeps each review below 100 changed files. Provider catalog entries have usable setup forms in this PR. Local browser subscription sign-in is included. ## What Changed - Store non-secret routing metadata on AI connections. Vault provider API keys, including Bedrock bearer API keys. Reject general AWS access keys. - Enforce company, owner, human audience, agent access, connection status, and protocol checks before resolving credentials. Keep reconnect destinations immutable and retain connection identity during key rotation. - Project OpenRouter and compatible custom endpoints into Codex, Claude, OpenCode, and local Hermes. Carry these settings through both legacy and native runner transports. Clear conflicting host credentials and redact keys from diagnostics. - Preserve older OpenRouter accounts and native personal defaults. Add Google API-key accounts and migration `0306` for the two provider-default constraints. - Run local Claude and Codex subscription sign-in behind the existing browser sign-in card. Use private attempt homes and owner-bound completion instead of a copied terminal command. - Seed isolated Gemini authentication and preserve OpenCode workspace permissions. Keep the selected connection authoritative. The independent Gemini and Grok workflow fixes are in #15341. - Keep native OpenCode custom gateway keys in a runner-owned selected-model proxy; the harness config contains only a session-scoped capability. Honor runtime outgoing proxy and certificate settings. Preserve streamed responses and revoke the proxy on close or startup failure. - Allow ordinary members to connect native personal accounts before an agent exists. - Repair routed accounts from task cards using the saved provider destination, protocol, model aliases, and connection identity. - Add provider catalog definitions, model discovery, pinned logos, and complete native and routed setup forms. Allow a personal routed connection before a new agent exists. Keep endpoint authentication keys out of Hermes terminal children. - Recover cancelled or restarted browser sign-in with a clear restart action. Support no-auth endpoints without a vault credential. Add isolation and recovery regressions and runtime documentation. ## Verification - Updated with `origin/master` at `22a3ea341`. Migration `0306` follows the new master migration and passes migration and snapshot checks. - The integrated connection regressions passed 152 tests and 50 native OpenCode driver tests, including key-free child-shell configuration reads, authenticated/no-auth forwarding, streaming, model/path restrictions, cancellation, outgoing proxy routing, and NO_PROXY bypass. Provider setup has 14 passing tests. The pinned real OpenCode 1.18.34 executable also completed a turn through the proxy against a local synthetic provider; the reusable key was absent from its config. A second real-executable smoke passed with an HTTPS CONNECT proxy and runtime-specific synthetic certificate trust. Certificate-file and certificate-directory regressions pass. - Task-card repair passed 48 tests, including OpenRouter, Bedrock, and custom gateway reconnect cases. UI typecheck and token gates passed. - The prior core regression set passed 133 tests across new-agent setup, provider forms, browser sign-in, routing projection, and connection authorization. Token gates and UI typecheck passed. - Full workspace typecheck and production build passed again after the latest integration and credential-proxy fix. The merged deterministic runner E2E suite passed 1,400 Vitest tests and 128 Node tests. - Full workspace typecheck passed on the prior linked combined implementation. Production build, Storybook build, 1,316 browser-harness Vitest tests, and 128 Node tests passed. Head `9d964c8d9` includes the latest master integration and regenerated migration. This exact head passed 54 remote checks with four expected skips and Greptile 5/5; no review threads remain open. An unchanged server fixture had a random six-character issue-prefix collision on its first attempt. All 245 tests passed locally and the single CI retry passed. - A provider-free terminal check used the cited supported Hermes source and dummy keys. Gateway and OpenRouter terminal children could not read the selected key. - The broad local Vitest attempt passed 15,442 tests but was not green. It had an embedded-Postgres startup failure, an HTTP logger timeout, an origin socket error, and a browser cancellation wait timeout. The cancellation wait was corrected. The relevant connection tests and the full origin test file passed separately. Latest-head CI must pass before merge. - Prior credential-backed acceptance exercised task creation, tool use, artifact delivery, completion, and context-dependent follow-up. Claude legacy and native runners passed Bedrock with `us-east-1` and `us.anthropic.claude-sonnet-4-6`. - Historical local qualification retained 43 passing API/gateway cells out of 46. Those attempts span earlier builds. They do not qualify this exact commit or staging. All subscription combinations and staging remain unqualified. - Verify native subscription and API-key setup. Connect a regular provider catalog row. Verify an incompatible harness and a changed reconnect URL are rejected. Use #15341 for the complete browser campaign. ## Risks - Migration `0306` changes two check constraints. It preserves rows and is safe to reapply. It takes normal constraint-change locks. - Credential projection touches several harnesses. CLI upgrades can change provider configuration and session behavior. - The native OpenCode proxy adds a loopback hop, pins requests to the selected model, limits request bodies to 16 MiB, rejects redirects, and expires at session close. It prevents reusable keys in the child configuration; it is not an OS isolation boundary against a process debugger running as the same user. - Custom endpoints must be reachable from the agent environment. Saving a connection does not prove connectivity. Bedrock keys require rotation before expiry. - Gemini CLI 0.58.0 has an upstream ACP new-file error conversion defect. Provider overloads and an unresolved follow-up timeout also affect live Gemini qualification. We have not patched the installed CLI or marked those cases as passing. - OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore, Process, HTTP, and legacy ACPX local are excluded. Vertex, ambient AWS identity, arbitrary auth headers, and custom routing for other harnesses are excluded. - These PRs do not establish production or staging qualification for every provider and login method. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact deployment model ID and context window size were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 13:29:03 -05:00
DottaandPaperclip	22a3ea3414	Invite assistants from Connections with scoped browser and device consent (#14933) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Public MCP lets people use their organization from an external assistant. > - Operators need a visible control for this experimental access. > - Hosted users should select an organization once and then approve its permissions. > - This pull request adds the setting, invitation-first setup, and browser or device consent. > - Connections provides a copyable invitation with public instructions that grant no access. > - Users reach browser consent from their assistant and return to inspect or revoke access. ## Linked Issues or Issue Description Builds on merged foundation #14846. This PR now targets master. Related settings convention: #13905. **Current behavior** The preview uses an environment variable to enable MCP. Hosted consent repeats organization selection. Assistant access has no entry in Connections, so users must already know the endpoint and how to reach consent. **Proposed behavior** An administrator enables Settings → Experimental → Assistant connections (MCP). A hosted connection shows the selected organization and its icon, then asks for permissions. Requested write access starts checked when the user’s role permits it; the user can opt out before connecting. Direct instance connections show an organization picker with the first available organization selected. The selection stays fixed across refetches and still requires an explicit Connect action. Connections includes Assistant Connection (MCP). Its setup page explains the canonical endpoint, client configuration, browser authentication, and connected access. It connects as the current person and does not select or impersonate an agent. **Reason and benefit** Operators manage access with the other experiments. Users select one organization, and both the UI and server enforce that choice. **Breaking changes** The old enable variable has no effect. Preview operators must enable the setting once. Apply the additive consent-request migration before deploying the tenant, then deploy the compatible Cloud broker. Existing direct requests and grants keep their behavior. ## What Changed - Simplify OAuth and device consent: show the Paperclip logo beside “Connect {client} to Paperclip”, fall back to “your assistant”, and show the identifying origin plus its favicon below, with the callback URL also visible when different. Remove the hosted-organization creation action. Default to the first available organization without silently changing it on refetch; preserve company restrictions and write opt-outs. Keep the button row contained on narrow screens. - Make Copy invitation the primary action, using the shared animated AgentSetupPrompt and a collapsed manual setup section with icon-labeled line tabs. Remove redundant link actions, copy-status text, the extra first-prompt well and revocation explanation from the setup page. Serve shared version-aware HTML and Markdown instructions without private organization data. - Support guarded Client ID Metadata Documents alongside dynamic registration, and include authorization response issuer identification. - Add RFC 8628 device authorization with separately hashed codes, expiry, shared request quotas, persistent polling backoff and atomic redemption. Reuse human consent, role checks, scoped grants, audit and revocation. - Add CLI device login and a local stdio bridge. Store credentials separately with private permissions and serialize rotating refreshes. - Add device consent stories and five cold-start paid Product E2E cases with independent grant, configuration and durable-work assertions. - Add `enablePublicMcp` to the settings validator, normalizer, feature catalog, and toggle UI. Check it live for OAuth, tools, subscriptions, and event delivery. Keep connection management and revocation available while disabled. - Default the MCP origin to the existing auth public URL, with strict validation and an explicit override. - Persist the optional OAuth `company_id` restriction. Describe only that company and reject approval for any other company, even if the person belongs to both. Keep active-membership and role checks. - Show the Paperclip icon and a large organization icon during consent. Return the saved company logo through the company-scoped request response and reuse the standard fallback icon. Use the requested concise permission labels: “Read all of your Paperclip data” and “Allow write access and creating tasks as me”. Use concise permission copy, retain a compact client and callback-origin disclosure, and remove the footer link. - Default requested write access on for eligible roles. Preserve opt-out across organization changes and refetch, reset defaults for a new request, and submit read-only access when the request or role does not allow writes. Align the shared checkbox with its label. - Use organization wording in consent, management, settings, and walkthroughs. Keep the organization fixed for hosted requests and retain direct-instance choice. - Add an Assistant Connection (MCP) card to the Connectors catalog, a setup page in the app shell, and a return link from Experimental settings. Include Codex, Claude Code, OpenCode, and generic remote MCP instructions. - Read the live gate and canonical server URL through authenticated setup metadata. Show only the current person’s grants for the selected organization, refresh after consent, and support revocation. Surface catalog status failures with an explicit retry action; do not present them as an empty connection list. Opening setup grants no authority. - Start the eight guided chapters in Connections. Keep presenter notes and chapter controls around real product pages in the app shell. Explain the terminal, consent, delegation, retrieval, and revocation handoffs. Mark conversation examples as illustrative. Cover first use, client setup, connected, loading, and error states. Keep the existing consent and management stories. - Keep the paid-eval setup and browser helper aligned with the setting and consent button. ## Verification - Warm-standby integration fix `ec64ea05e`: public MCP ingress now follows the Cloud claim guard; MCP and discovery paths return 503 instead of SPA HTML while unclaimed. Event polling checks the in-memory claim before reading the persisted experimental setting. All 97 focused OAuth/Cloud tests and server typecheck pass, including new request and timer regressions for idle-before-claim and resume-after-claim behavior. Fresh review is 5/5 with no unresolved threads, and all security scans pass on this final head. All browser shards, typecheck, build, canary installation and other test groups passed on the first attempt. The unchanged Cursor sandbox default-command test timed out at 10 seconds; the exact test passed locally without edits in 587 ms. The single failed-job retry passed, with the original failure retained in workflow 37500711895. All 54 final-head checks pass on `ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs are intentionally skipped). - Final master integration `8457828fc`: merged foundation #14846 and current master, preserving the invitation changes and all 33 files from the two newer upstream changes. No migration renumbering was required. All 95 focused OAuth/Cloud integration tests, full recursive typecheck and token gates pass. All CI gates passed on that integration head; review identified the warm-standby issue fixed above. - Security-review fix `8c1d0b696`: commit shared global/per-source admission before outbound CIMD work, preserve failed-attempt receipts, and validate resource/scope before fetching. Added migration `0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive typecheck and production build pass. The security scanner passed that commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18 authorization requests sharing one proxy across two service instances use just two fetches. All 70 OAuth/metadata tests and server typecheck pass after that refinement. Final follow-up `8ebeae84c` reports admission-storage failures as retryable HTTP 503 instead of invalid client metadata. Its regression proves no outbound request before admission and successful retry after storage recovers. All 71 OAuth/metadata tests and server typecheck pass. Final-head security scanning passes; Greptile is 5/5 with no unresolved findings. CI passed all browser shards, typecheck, build, token gates and canary installation. One unchanged adapter-utils bridge test raced a response-file write (expected a JSON error, received the safe file-changed error). The exact test passed locally without edits. The single failed-job retry passed; the original failure is retained in workflow 37490609192. All 54 checks now pass on final head `8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final integration above now targets master. - Integration with current master: preserved the new Connections source filters and pagination, kept all eval suites, and regenerated the consent/device snapshots as migrations 0303/0304. All four MCP migration SQL hashes are unchanged from the staging versions. Full recursive typecheck and production build, 132 focused UI tests (including catalog filtering), 89 server authorization/settings tests, 26 migration tests, 120 eval calibration tests and token gates pass. Review follow-up `4820ce74c` also keeps active assistant grants in Installed, with pending/error recovery and revocation/company-isolation coverage. All 76 setup/catalog tests, UI typecheck and token gates pass after that fix. The unchanged signoff browser test timed out waiting for a heartbeat in CI at `4820ce74c`; the exact test passed locally without code changes, and the preceding CI head passed that shard. That same unchanged test failed at the reviewer stage in the next CI run. All five signoff tests passed three times locally (15/15), without test changes. All eight browser shards pass at final head `8ebeae84c`; no browser-test edits or failed-browser-job retries were needed. - Setup-page refinement at `9ab009178`: all 17 focused setup/consent tests pass, along with UI typecheck, production build, Storybook build and token gates. Browser exercised the shared prompt preview and client tab switching, and the updated InvitationCopied Storybook interaction checks its clipboard fixture. All final-head CI checks pass at `9ab009178`, with no unresolved review findings. Deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524. Verified the actual page, tab switching and line styling, removed actions/copy, and successful native copy/paste of the complete Butter invitation into a local-only test field. The existing Claude grant was left intact. - Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates pass. UI typecheck and production build passed again at `4e4d5e4d9`; Storybook build and eval-helper typecheck passed for `28101cf91`. Follow-ups let the primary button wrap on narrow screens, preserve a distinct callback URL, and use only bundled icons to avoid pre-consent requests to client-selected sites. Browser-verified the real consent component in desktop and 320px mobile stories, including default selection, write access and preserved opt-out. Updated E2E heading/default-selection helpers. All CI checks passed at `dc8e9fd11`, with review 5/5 and no unresolved threads. The Butter preview publication needed a retry because npm initially accepted the DB package before making it visible; the retry succeeded and `dc8e9fd11` deployed. Verified a fresh, unapproved native Codex CIMD request on Butter: default organization/write selection, known-client heading and icon, distinct callback origin, and removed creation action. No grant was approved for this UI check. Prior paid runs below retain their exact source provenance; this UI-only follow-up did not rerun paid qualification. - Source-pinned paid matrix at `2992ef2710f47230e7f484c709c6ba02524f884c`: **15/15 passed**, five cases each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign `local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config, unavailable host, denied consent and reconnect/later retrieval, with independent configuration/grant/task/run/document assertions. Original failures, transcripts, source fingerprints and billing remain retained. - Final instruction follow-up `cda8178af`: **3/3 cold starts passed** on Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`. Latest `0637b9f1c` shares that same guidance across HTML, Markdown and manual UI after review; generated Markdown is verified byte-identical to the paid-evaluated version. Shared build, server/UI typechecks, token gates and 63 auth/metadata tests passed again. Every CI gate passed at prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads. - Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval calibration tests, server/UI/eval typechecks, token gates and Storybook build passed. Full recursive typecheck and production build passed during implementation; CI also passed them at `2992ef271`. - Local full-suite limitations: a large-file Git streaming test times out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh MCP reruns passed, and the corresponding CI groups passed. No claim that the local full suite is green. - Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD consent; device CLI reaches verification/consent. New grants await human approval. Existing local OpenCode retrieved a saved result in a fresh conversation through its previously approved grant. - Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received the exact copied invitation, read public setup, configured its server and started PKCE consent. Its shell command timed out; background retry reached the client's own callback deadline while approval remained pending. Latest instructions cover that handoff. **No completed Butter read/delegation/result retrieval is claimed.** - Cloud companion https://github.com/paperclipai/paperclip-cloud/pull/672 passes checks/review and deployed. Anonymous setup and device-protocol routing verified. Core `2992ef271` deployed successfully and the actual Claude web flow now reaches consent. Its extra JWT-bearer metadata is filtered to implemented grants; unsupported token grants remain rejected. Final `0637b9f1c` deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300; live HTML and Markdown both contain the final guidance. The superseded instruction-only build was canceled before deployment. This is a core-only staging preview; private Cloud plugins are omitted. ChatGPT web is signed out, so browser connector use is unverified. - Screenshot gallery begins at Butter's dashboard and distinguishes real setup/pending consent from local reuse and fixtures. It records the timeout finding. New persistent access needs human confirmation before the remaining actual-client acceptance work. - Manual path: Connectors → Assistant Connection (MCP) → Copy invitation → paste into assistant → configure and start authorization → sign in and approve → verify `paperclip_connection` → delegate → retrieve the saved report later. - Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md` and `doc/public-mcp.md`. ## Risks - Apply additive, replay-safe migration `0304_curvy_shadow_king.sql` before using device authorization. The public setup link carries no credential. Device codes and tokens stay private; neither sharing instructions nor installing a plugin authorizes access. - Apply additive migration `0305_chubby_vin_gonzales.sql` before deploying the shared metadata admission gate. It retains at most 60 short-lived, hashed-source receipts per instance and rejects excess attempts with 429. - CIMD metadata fetching is a new external-input boundary. It requires HTTPS, exact client ID and redirect validation, bounded responses and guarded DNS/network access. Client names remain self-reported. - Device support is per-instance. The central Cloud broker retains its existing grant support. Host installation and tool reload capabilities vary by client; instructions describe manual settings and restart requirements. - Consent names the registered client in its heading and displays its identifying origin below. Known-origin icons are bundled; all other origins show a neutral site icon without contacting client-selected sites. Client names are self-reported; the callback origin is the recipient check. The Cloud chooser also displays the original client and receiving origin before tenant handoff. - A user who accepts the preselected write permission can create tasks and comments. Task creation and comments can start or wake agents and use execution budget; the consent label uses the concise wording explicitly requested by the maintainer. Scope requests, role checks, and the final Connect action still apply. - Migration `0303_supreme_garia.sql` adds one nullable UUID column with `IF NOT EXISTS`. Requests without a company restriction keep the direct-instance picker. The binding stays recorded if its company is deleted; consent then fails closed. - Deploy tenant support before the Cloud broker sends `company_id`. Unknown or inaccessible organizations must never fall back to a different company. - The setting defaults off. Disabling access does not cancel work already delegated. Existing tokens and unexpired subscriptions can resume when enabled again; revocation remains separate. - The catalog entry is visible for discovery while the feature is off. Setup instructions, OAuth, and tool execution remain gated. No access is granted by viewing the entry. - Assistant sign-in starts in the external client so it owns PKCE and callback state. Client command syntax can change and links to official setup documentation are included. - An authenticated instance and valid public URL are required. Hosting, paid execution, and store publication remain separate rollout steps. ## Model Used OpenAI GPT-6 in Codex, with tool use and code execution. The exact serving model version and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused checks pass; unrelated local full-suite timeouts are explicitly recorded 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>	2026-10-06 12:35:16 -05:00
DottaandPaperclip	e34abee670	feat(mcp): connect assistants to a team with user OAuth (#14846) ... ## Thinking Path > - Paperclip gives teams durable tasks, agent execution, budgets, and approvals. > - People also use assistants in Codex, Claude, and other MCP clients. > - Those assistants need a scoped connection that preserves the person’s permissions and attribution. > - Delegating a task must not turn the assistant into the assigned agent. > - This PR adds opt-in user OAuth, ten first-party tools, browser consent, and workflow packages. > - Paid product evals verify the resulting tasks, documents, attribution, retries, and access boundaries. > - The team keeps working after the assistant conversation ends. ## Linked Issues or Issue Description **Problem or motivation** A person cannot connect an external assistant to an existing team through browser consent and safely delegate durable work as themselves. **Proposed solution** Expose an opt-in `/mcp/paperclip` endpoint with individually described first-party operations. Bind every connection to a person, client, company, resource, and scopes. Reuse domain authorization and scheduling. Package shared team-review, delegation, and follow-up workflows for OpenAI/Codex and Claude. **Alternatives considered** Related PRs #9393 and #12549 cover earlier remote MCP and board-operator approaches. This change uses user OAuth and a bounded public catalog. It does not expose a generic executor, operator administration, static shared board credentials, or external agent execution. Registry listing work in #9851 is a separate distribution step. **Roadmap alignment** This maintainer-requested implementation extends the governed MCP gateway, activity attribution, durable work products, and hosted deployment direction in `ROADMAP.md`. It implements the first release of the saved design plan; external agent participation and granted third-party tools remain later releases. ## What Changed - Add MCP 2.0 discovery and task status/comment/document Events on the same authenticated endpoint. Persist subscriptions and delivery receipts, verify HTTPS callbacks, sign Standard Webhooks, encrypt callback material, recheck permissions/Cloud membership, and bound retries/expiry. Older MCP clients keep their existing tools. - Add discovery, dynamic client registration, S256 PKCE, resource validation, rotating refresh tokens, revocation, and company consent. Store credentials as hashes and recheck membership at execution. - Add tools for connection identity, agents/projects, task search/read/create, human comments, documents/deliverables, and pending-approval links. Preserve current domain permissions and scheduling. - Add durable mutation receipts across reconnects. Matching retries replay results; uncertain outcomes keep the same request ID and require inspection. - Add consent and connection-management pages, OAuth log redaction, shared plugin workflows, and separate OpenAI/Codex and Claude package outputs. - Add eight paid Product E2E cases across three models, independent durable-state grading, usage evidence, cleanup, and report integration. Add task-document guidance and regenerate the runner capability inventories. - Add migrations 0301 and 0302, the dated implementation plan, result notes, and direct-client setup instructions in `doc/public-mcp.md`. ## Verification - Merge integration `e180b1948`: resolved conflicts with current master, preserved both eval registries, regenerated capability catalogs, and regenerated migrations as 0301/0302 while keeping the original replay-safe SQL byte-identical. Local migration safety/snapshot tests (26), MCP/OAuth tests (38), redaction/OpenAPI tests (71), and eval catalog/grading tests (198) pass. Token and capability gates pass. Full recursive typecheck passed. Fresh Greptile review is 5/5 with no unresolved findings. CI is green on this exact head (55 successes, two intentional skips, one neutral result): one unchanged Cursor sandbox test timed out at 10 seconds, then passed locally in 856 ms. A single retry of that failed shard and the aggregate workflow passed. Merge remains blocked on the repository code-owner approval rule. Earlier checks passed at `6aa0962d4fb715f2190bb7bb22efacab2e58495d`: 55 successes, two intentional skips and one neutral result. [The earlier CI run](https://github.com/paperclipai/paperclip/actions/runs/36901592350) includes all test shards, browser tests, typecheck, build and canary dry run. Greptile was 5/5 on that commit with no unresolved review threads. GitHub still requires code-owner review under the repository merge rules; passing checks do not bypass that approval. Paid source fingerprints remain separate below and in the dated result note. - Paid Events qualification passes **3/3**: GPT-5.4 Mini, Claude Haiku 4.5 and Claude Sonnet 4.6. Each uses a real public HTTPS callback, signature verification and report retrieval in a fresh conversation. A final Mini regression passes after the quota/status fixes. All evidence validates. Bounded tunnel startup retries occur before provider calls and remain visible; failed earlier attempts retain their original grades. - The earlier complete seven-case matrix passes **21/21**, with a separate **3/3** delegation regression. Two preceding matrices also passed 21/21 each. A complete 24-cell matrix including Events has not been run. [The dated results](doc/plans/2026-10-01-public-mcp-paid-eval-results.md) retain exact source fingerprints, failures, model IDs and partial costs. - Node 24: repository-wide `pnpm -r typecheck` and `pnpm build` pass after merging master. Server typecheck passes after the final quota/status changes. Eval typecheck and all 892 eval-support tests pass. - All 33 real MCP/OAuth tests pass. The preceding combined MCP, redaction, private-address and DNS-rebinding run passed 129 tests; two later MCP regressions cover quota reuse and unchanged-status suppression. All 28 adjacent issue-tree/stale-lock route tests pass. CI then found a null checkout result in the existing concurrent-workspace path; logging now uses optional status access. All 12 closed-workspace tests and all 33 MCP tests pass after that correction. The exact-start event calibration exposed a timestamp gap; scanning now includes the subscription start, with all 33 MCP tests and server typecheck passing. These two narrow corrections follow the paid regression. - A real Core → Cloud → Core authority round trip passes OAuth, MCP 2.0 subscription/delivery, current membership loss, unsubscribe, legacy SDK tools, refresh and revocation. Its callback transport is a fixture with independent HMAC verification. The paid Events campaigns separately prove public HTTPS delivery. - Earlier component qualification passed UI 7,117 tests, CLI 502, shared 832, skills catalog 20, database 160 and OpenAPI 10. Token gates, module boundaries, migration order and plugin regeneration passed. CI covers general/serialized suites, eight browser shards, runner checks, typecheck, build and canary dry run. - **Local full-suite limitation:** the earlier monolithic run was not clean. It encountered overlapping schema rebuilding, Mac database shared-memory limits and isolated CLI/fixture failures. Targeted reruns passed. The existing >32 MiB Git filename stress test still hit its 300-second Mac timeout. The additional serialized sweep stopped after 62 passing suites once CI passed. Original failures and partial logs remain; this PR does not claim a wholly green local monolithic run. - Local Codex CLI and Claude Code OAuth login and MCP SDK interoperability were verified. Public-store installation, actual ChatGPT Work Cloud Events UI, staging HTTPS client behavior and hosted newcomer provisioning remain release gates. Enablement is moving to **Settings → Experimental → Assistant connections (MCP)** in the stacked follow-up [#14933](https://github.com/paperclipai/paperclip/pull/14933). Merge both for the intended setup experience. This foundation branch alone still uses `PAPERCLIP_PUBLIC_MCP_ENABLED=true`. After deployment, set `PAPERCLIP_PUBLIC_URL` to the authenticated instance's HTTPS origin, and connect to `/mcp/paperclip`. Select a team and allow writes in browser consent. Configure an available agent and budget, then delegate and retrieve results later. For Events, rescan the deployed plugin catalog in ChatGPT Work Cloud; the host supplies its webhook credentials when the user asks to watch a task. See [the setup runbook](doc/public-mcp.md). ## Risks - Events are at-least-once and may arrive out of order. No replay cursor is advertised. Clients must refresh finite subscriptions, read current state and avoid comment feedback loops. Callback material uses the instance secrets master key; hosted subscriptions require the updated Cloud broker and are bounded to five minutes/the access proof expiry. - ChatGPT Work Cloud/dot event UI, plugin rescan and a hosted staging subscription remain deployment gates. Local signed-webhook and paid model evidence does not claim those surfaces have been exercised. - Disabled by default. Merging adds schema and opt-in code; it does not deploy a public endpoint, publish a store listing, create a team, or start paid agents. - Migrations 0301 and 0302 are additive and idempotent. Their SQL is unchanged from the earlier preview numbers, so hash-aware upgrade reconciliation preserves prior staging applications. Normal instance upgrades must apply it before enabling MCP. - Task creation and comments can schedule paid agent work. Consent and tool descriptions disclose that effect. Revocation blocks future calls but does not undo delegated work. - Public deployments need edge rate limits and credential-safe logging. Internal dispatch is restricted to the closed catalog and carries a request-local verified actor. - Hosted onboarding requires the companion Cloud broker, encryption-key configuration, and tenant rollout. Self-hosted direct connections can use this PR alone. - Store acceptance and agent-mode participation are not claimed. Checked-in plugin endpoints are development defaults; rebuild packages for a real deployment before installation. ## Model Used OpenAI GPT-6 in Codex, with reasoning, tool use, and code execution. A more specific serving version and context-window size were not exposed by the session. Paid eval models: `gpt-5.4-mini-2026-03-17`, `claude-haiku-4-5-20251001`, and `claude-sonnet-4-6`. ## 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/component checks; full local-run limitations are recorded 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>	2026-10-06 11:48:53 -05:00
DottaandPaperclip	0e0b63e5a5	feat(connections): add experimental task-pinned AI routing (#14967) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - AI Connections separate account access from models and harnesses. > - A pool must act as one connection while retaining each task’s account. > - Core must enforce member access and preserve session and recovery rules. > - A plugin supplies rotation policy without receiving credentials. > - This change adds durable routing and native connector setup and management. ## Linked Issues or Issue Description **Subsystem affected** AI Connections, Connectors, plugins, run dispatch, and session compatibility. **Problem or motivation** Operators need to rotate new tasks across saved accounts while each task keeps its account and session. Pool setup must fit the existing connector catalog and account workflow. **Proposed solution** Add an experimental router binding, a capability-gated plugin hook, and transactional task pins. Plugins declare native pooled connectors through `aiConnectionRouter`. Core hosts the existing-account picker, ordering step, and account settings. Related usage contract: #14936. Companion private plugin: https://github.com/paperclipai/paperclip-cloud/pull/643. **Roadmap alignment** This extends Apps and AI Connections. Core supplies generic enforcement and native connector UI; the private plugin owns rotation and quota policy. The prior duplicate search found no matching router implementation. ## What Changed - Add a router binding without changing existing concrete bindings. Keep the instance flag and new pools disabled by default. Require manual operator configuration. Show no routing toggle in Experimental settings on either open-source or Cloud installs, even after routing is enabled. - Persist company-scoped pools, one shared cursor per pool, and pins keyed by company, pool, agent, and task. Commit pins and cursor advances together with revision checks and bounded retries. Persist run-ID affinity before allocation. - Pass only authorized metadata and normalized usage to plugins. Core retains credential handling, member access checks, runtime qualification, and recovery evidence. Probe outside locks with a shared 15-second budget and freshness cache. - Resolve routing before credential preparation and backend selection. Preserve pins through turns, session resets, removed members, and quota waits. Retain admitted recovery after disable or uninstall. - Separate credential session epochs from token generations. Verified refresh preserves the epoch; reconnect and manual replacement change it. Include the credential slot ID in session and usage-cache identity, so reconnecting an indexed legacy account invalidates its old session even when both epochs are zero. - Validate pool member installations before accepting saved-agent bindings and recheck compatibility when the harness changes. Install only authorized members in the new-agent transaction and record their IDs in local activity. Pool membership cannot install a restricted shared connection. - Preserve pool bindings when agents hire teammates through either creation API or native caller runtime inheritance. Block stale manager credential references; retain explicit child authentication precedence and reject incompatible inherited pools. - Add native connector registration through plugin metadata. Reuse the Connectors catalog, setup header, account header, sidebar, dialogs, and usage display. Setup selects and orders saved connections. Advanced settings hold usage rules and member runtime defaults. New-account setup opens in another tab. - Use revision-checked pool archival from the Connectors catalog and account page. Keep task pins, cursors, recovery evidence, and underlying connections. Reject ordinary connection updates or removals that bypass pool revisions. - Add pool selectors, composer models, override notes, quota status, run details, activity records, and local run-log records. Keep session-adoption copy minimal. - Show **Used by** below the pool connections. List current company agents with shared avatars and profile links. Include paused agents; exclude terminated agents and agents using another pool. - Add Core stories for the generic connector workflow and runtime surfaces. Cloud stories reuse these production routes and tokens through a preview-only alias. ## Verification - Final head `73cb953bca30ed83e4505dd820edd9b5edffd28b`: full workspace `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass locally. - All 422 focused connector/settings/shared-contract/migration tests and all 156 database-backed AI connection, hiring, reconnect, and durable-routing cases pass (69 hiring cases rerun after the final auth-precedence fix). The merged shared contract retains connection instructions and pool metadata. The pool migration is generated at sequence 0299 after the latest upstream migrations; this PR makes no lockfile changes. - All four full-app Playwright tests pass on the final head after a cold restart and migration, against the installed private plugin and isolated database, with no route or pool-API mocks. They cover hidden routing controls after manual opt-in, native pool creation, ordering, membership edits, rename, paused defaults, enabling/save/refresh persistence, stale edits, cancellation/removal, preserved underlying accounts, unavailable routers, and Used by avatars and profile links. Exact command: `PAPERCLIP_CONNECTION_POOL_E2E=1 AI_CONNECTIONS_TEST_COMPANY_ID=a37b9625-5ecf-4e29-8081-04df3d6e7d6f AI_CONNECTIONS_TEST_URL=http://127.0.0.1:3108 pnpm exec playwright test --config tests/ai-connections-app/playwright.config.ts connection-pools.spec.ts`. - [Native setup, ordering, and management screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-6006976278) address the review follow-up. [Earlier selector, quota, and run-detail screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-5971537316) show the runtime surfaces. Core previews: `pnpm --filter @paperclipai/ui storybook`, then **Connectors / Pool host** or **AI Connections / Connection pools**. Cloud owns its host-backed plugin stories; both repositories’ Operator Setup Required story assertions pass. - Live acceptance used OpenAI/Codex and Anthropic/Claude ACPX, resumed both exact sessions after restart, preserved pinned accounts through explicit reset and controlled quota deferral/recovery, and committed only two allocations across fourteen runs. A later UI-created task test again rotated OpenAI then Anthropic and resumed OpenAI through follow-up/restart/quota recovery. That later Anthropic execution was blocked by its saved OAuth token expiring (provider 401). No live usage probes ran. - The full local `pnpm test:run` was attempted earlier and did not complete because of macOS embedded PostgreSQL bootstrap/shared-memory failures and the 40,000-file Git fixture timeout. The focused database suites above now pass; full-suite verification is provided by the split CI lanes. The preceding CI run had one runtime readiness timeout; it passes locally both alone and inside the larger runtime suite. That larger local suite also encountered an embedded PostgreSQL setup failure and two macOS temporary-path alias assertions; those two assertions pass with canonical TMPDIR=/private/tmp. All final-head CI checks are terminal green, including full general/serialized server suites, Runner checks, browser E2E shards, canary verification, build, and typecheck. Greptile is 5/5 on that exact head with no unresolved threads. ## Risks - The migration adds routing tables and a credential epoch column. Install the private plugin only with the compatible Core contract. - Routing and each pool require opt-in. Production distribution and fleet defaults remain unchanged. - Unknown usage stays eligible. Known pinned exhaustion waits; revoked access requires operator repair. - Legacy adapters require compatible members. Runner model and effort overrides remain limited by qualified backend support. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository editing, code execution, and browser testing. The exact deployment model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes:` / `Closes:` / `Refs:` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [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 (targeted suites; full-suite limitations are reported 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>	2026-10-05 20:44:37 -05:00
DottaandPaperclip	4857799a88	feat(connections): deliver saved instructions to authorized agent turns (#15216) ... Persist optional connection instructions and deliver authorized snapshots to agent execution prompts. Keep provider templates with each app definition, preserve edits and opt-outs, and replace sessions when guidance or access changes. Use shared production settings across setup and Permissions, with source visibility in agent Instructions. Add the initial memory-provider defaults and managed Honcho workspace configuration. Include migration 0298 and regression coverage for generic providers, runtime delivery, authorization, and catalog regeneration. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-05 18:16:00 -05:00
DottaandPaperclip	b43073d11f	feat(connections): sync and group accounts managed by aggregators (#15254) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents governed access to external tools. > - Aggregator gateways can expose accounts that users already connected upstream. > - The Apps catalog did not show those accounts or their current provider status. > - Separate cards and setup tasks also made account ownership unclear. > - This pull request discovers upstream accounts and groups them under one app card. > - Users can find connected apps while each provider keeps control of its accounts. ## Linked Issues or Issue Description **Subsystem affected** Connections across the database, shared contracts, server, and board UI. **Problem or motivation** Users cannot see which apps are connected through a saved aggregator gateway. Native and upstream accounts need one app card. Discovery must preserve company, user, gateway, and credential boundaries. **Proposed solution** Sync account metadata from Composio, Arcade, and supported Executor gateways. Keep upstream account management in each provider. Use source chips and search to browse the catalog. Preserve native setup and the gateway's existing access policy. **Alternatives considered** Creating a local executable connection for each upstream account would duplicate authorization state. Using an agent task for routine Composio setup would add an unnecessary step. The board now calls the saved gateway directly for that setup. **Roadmap alignment** This extends the shipped Connected Apps and MCP Tool Gateway features in ROADMAP.md. The duplicate search found no open PR for managed account discovery. Related work: Refs #13755, Refs #13941, Refs #14725, Refs #13855. Open PR #12906 covers adjacent toolkit routing work. ## What Changed - Add provider-neutral discovery, sync, and refresh APIs. Preserve the Composio API paths. - Cache observations by company, saved gateway, viewing user, and credential version. Retain stale observations after failed or incomplete scans. - Add optional Arcade account sync credentials in the vault. Discover Executor accounts through its supported inventory interface. - Group native and upstream accounts in one app card. Imported account menus open their provider. Gateway menus own refresh and sync setup. - Add Paperclip, Composio, Arcade, Installed, and All chips. Show 50 catalog entries per page. Keep connected accounts above discovery. Keep explicit provider searches scoped. - Simplify Composio app setup and refresh its connected app list on the gateway Permissions page. - Add a compact agent access card and task creation defaults for connection setup. Preserve explicit blocks and approval policies. - Add two replay-safe migrations, service and UI tests, Storybook journeys, and acceptance stories. ## Verification - Passed the repository typecheck, full build, token gates, and migration ordering check. - Passed the focused provider adapter, connection interaction, and catalog tests after rebasing onto master. - Passed all nine database sync and migration replay tests using a disposable database on the test-drive PostgreSQL cluster. Removed that database after the run. - Verified Arcade cursor pagination against its official Go SDK and passed all eight adapter tests, including short and incomplete pages. - Passed all 45 interaction tests after making the exact requested tools and their Allowed/Ask first permissions visible before granting access. Verified the compact card in Storybook. - Passed the complete UI suite on the final code: 683 files and 7,432 tests, including the corrected Composio destination assertions. Passed 130 focused tests for the UUID, management-link, and health-status corrections. - Passed 22 Composio setup/sync tests, 23 connection-intent service tests, and the connection migration test in separate disposable databases. Database startup alone was substituted; the suites exercised their real SQL and services. - Passed all 10 OpenAPI route checks and the full-stack connection-intent browser test, including scoped consent, agent continuation, and task completion. - The local full runner encountered embedded PostgreSQL startup failures on this loaded macOS host. The earlier in-flight run also held the pre-fix Arcade transform; a fresh run of the final provider suite passes. The final-head CI is queued during GitHub’s active Actions incident: https://www.githubstatus.com/. The previous run also lost several runners simultaneously; its real catalog assertion failures are fixed and the fresh complete UI suite passes. - Tested the real test-drive server in the embedded browser with a live Composio gateway. Detected Airtable and Circleback. Verified refresh progress, account rows, source chips, search scope, and 50-entry pagination. - Arcade and Executor coverage uses provider fixtures. Live credentials were unavailable. - Storybook builds successfully and includes grouped native/provider accounts, stale and unavailable discovery, optional Arcade setup, and mobile states. The acceptance document records the simulated and live coverage separately. - Greptile reviewed final commit `217b024c27b5933e773ce9419c4e92b1032042c6` at 5/5. All six review threads are resolved, security scans pass, and the PR has no merge conflicts. The outstanding remote checks are `ci / Select trusted runner` and `review`, queued by GitHub. They need to complete before merge. ## Risks - Provider response changes can break inventory discovery. Failed scans retain observations and show stale status. - Composio scans only the supported catalog and can take time. Large inventories run in the background with progress and a bounded lease. - Arcade requires a project API key and user ID when the gateway cannot supply them. This key is used only for discovery. - Executor discovery depends on the server's exposed inventory tools. Unsupported servers report unavailable discovery. - Cached account rows do not grant access or create executable connections. Gateway policies still govern tool use. Account deletion and per-app authorization remain upstream. - The migrations add tables and one nullable column. Replay preserves existing rows and company-scoped foreign keys. ## Model Used OpenAI Codex, based on GPT-6. The session does not expose a more specific serving model ID or context limit. Used reasoning, repository tools, code execution, and browser verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 14:57:04 -05:00
DottaandPaperclip	a65ca09508	fix(runner): settle accepted results after shutdown failures (#15217) ... ## Thinking Path > - Paperclip manages AI agents and the tasks they perform. > - The native runner saves tool results and completion reports before it releases a session. > - Large project discovery responses can exceed the durable command limit. > - A shutdown failure can leave a saved answer waiting for workspace repair. > - Recovery reused the old assessment for a different status decision, which violated a database constraint. > - This pull request bounds discovery responses and lets recovery commit the saved result after workspace repair. > - The benefit is a task that reaches its correct final status without another provider turn. ## Linked Issues or Issue Description **What happened?** A native run can save its final answer, fail during shutdown, and leave the task In Progress after workspace repair succeeds. Reconciliation tries to reuse the failed-workspace assessment for a new decision. The one-decision-per-assessment constraint rejects the write. Replaying the old decision can also retain a fresh coordinator lease. Separately, retained session cleanup only recognizes the old `adapter_failed` label. The project-list tool returns full project records, including large descriptions and workspace configuration. A large response exceeds the runner's durable command limit. The settlement diagnostic previously recorded only a failure flag. **Expected behavior** Project discovery stays within the command limit. Recovery finishes the saved result after workspace repair, releases its lease, and preserves the original error for inspection. It does not repeat provider work or relax session ownership checks. **Steps to reproduce** 1. Return large project records from `list_projects` and observe an oversized semantic result. 2. Persist an accepted native completion result, then record a shutdown failure. 3. Finalize with a failed workspace, repeat that attempt, then record successful workspace repair. 4. Reconcile the run. Before this fix, the issue stays In Progress. **Paperclip version or commit** Reproduced on `a386a599983519eb1d399f8b770bfccdb2a74762`. **Deployment mode** Self-hosted server with Paperclip Runner. Related transport work: #12208 drains queued events; #12241 resumes interrupted semantic calls. This change addresses bounded project discovery and accepted-result finalization. ## What Changed - Read bounded project summary projections from the database and return at most 50 authorized summaries with a continuation cursor and explicit description truncation. Agent and run trust boundaries narrow the database candidates; project-specific policies still receive full authorization. Only visible projects determine continuations. The default project-list API remains unchanged. - Record bounded, content-free settlement failure causes for command limits, storage errors, and rejected dispatch. - Include workspace state in assessment identity. Preserve the initial assessment for interrupted finalization, and commit replacement assessment and decision references together. - Release the coordinator lease when an existing decision is replayed, without repeating its effects. - Clear stale errors when recovery succeeds and retain them in `recoveredExecutionFailure`. - Accept both current and legacy close-failure labels in the existing exact-state cleanup path. - Add regression tests and update the tool contracts and recovery documentation. ## Verification - Red: the new project paging, settlement diagnostic, current cleanup label, and repaired-workspace regressions failed on the original implementation. - Green: protocol/catalog/tool checks (117 tests), the full project-tool and finalizer suites (47 tests), cleanup ownership cases (70 tests), and cleanup sweep cases (4 tests) pass. Database-backed pagination covers large descriptions/configuration, complete enumeration, uppercase cursors, agent/run restrictions, project-policy scope contributions, and identical results/cursors when hidden projects are added. - The initial CI failures in interrupted Board waits, contended endpoint proof, and semantic schema validation were reproduced and fixed; all affected cases pass locally. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm test:run` — started before the review corrections; it spanned several source revisions and was stopped after reporting old-behavior and timing failures. It is not claimed green. Fresh project and recovery suites pass; the recovery suite also passes all 25 cases with the broad runner’s isolated home/config. The Slack timing case passed in isolation. Latest-head CI is the authoritative complete test matrix. - Existing authorization suite — 66 tests passed. - Latest-head CI on `8e5763d915aa6f375bdab6601996899ea01496fc` — 55 checks passed, 4 intentionally skipped, no pending or failing checks. - Greptile — 5/5, zero unresolved threads on the same commit. - `git diff --check` — passed. ## Risks - `list_projects` now returns summaries. Callers must follow `nextCursor` and use the authorized project API for full records. Candidate narrowing is only an optimization: project policy and responsible-user authorization remain authoritative. - Assessment identity changes for workspace finalization. Existing evidence remains intact; no migration is needed. - Cleanup still requires matching identities, settled tool evidence, and verified process ownership. Unknown tool outcomes remain blocked from session reuse. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code execution, and GitHub tools. The exact serving model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 10:31:11 -05:00
DottaandPaperclip	d034ba7491	fix(interactions): derive question storage from canonical forms (#14946) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents request human input through durable issue interactions. > - A question form has a canonical presentation and a compatibility storage format. > - The creation API required agents to write both formats. > - Tool guidance told agents to split text and choice questions across those formats. > - This pull request accepts one complete canonical form and derives storage fields on the server. > - The benefit is a complete question card with stable answer and retry behavior. ## Linked Issues or Issue Description Related work: Refs #13630 and #14430. PR #13630 addresses the display of historical partial forms. This change fixes creation and keeps the check that rejects conflicting new forms. **What happened?** A question save supplied three compatibility questions and one canonical text question. The API correctly rejected the incomplete canonical form. The Runner's tool description encouraged this split. Sending only a complete canonical form also failed because the API required compatibility questions. **Expected behavior** An agent sends one complete `payload.questionSet` with every text and choice question. Paperclip derives `payload.questions` for storage and answer compatibility. Existing legacy requests remain valid. Explicitly conflicting dual forms remain invalid. **Steps to reproduce** 1. Call `paperclip_request_human_input` with `interactionKind: "questions"`. 2. Send `payload: { version: 1, questionSet: ... }` with a required text question and a required choice question. 3. The old API rejects the missing compatibility questions. With this change, it stores both questions and preserves the canonical form. 4. Retry with the same idempotency key. Confirm that only one interaction exists. 5. Submit both answers. Confirm that the normal resolver and continuation rules apply. **Paperclip version or commit** The branch is based on `cf8ad63c8`. The problem affects the native Runner and the interaction creation API. **Deployment mode** Server deployment with the native Paperclip Runner. Integration tests use the real interaction service and an embedded test database. ## What Changed - Add one shared canonical-to-storage projection. Reuse it for native harness question requests. - Accept canonical-only question creation at the shared validator and server boundary. - Export the input type and update the plugin SDK and its RPC contract. - Advertise a typed, complete question form in the live and scenario tool schemas. - Enforce canonical text and custom-answer constraints before ordinary or native resolution. Preserve harmless display whitespace. - Run regex matching in isolated workers with a deadline and resource limits. Both answer paths await the result before persistence. Saved native delivery uses the validated answer without taking another worker slot. - Update agent guidance and generated Runner contracts. - Test mixed forms, option-ID collisions, retries, answers, legacy requests, and conflicting forms. ## Verification - Interaction service, HTTP route, native bridge, and Runner authority suites: 221 tests passed after correcting an obsolete tool-description assertion. - Shared validator, plugin SDK, CLI, and UI compatibility suites: 67 tests passed. - Runner core tool-contract suite: 20 tests passed. AJV validates live and scenario schemas. - Final review regressions: 172 shared, service, native bridge, and authority tests passed. These cover text length, pattern, numeric limits, whitespace, custom option IDs, and historical pending cards. - Runner session suites: 67 tests passed. Published example tests: 4 tests passed. - Server typecheck and the shared/server builds passed after the compatibility fixes. - Final delivery verification: 35 response-delivery tests passed. The native delivery regression proves saved answers do not enter pattern workers; server typecheck and build passed. - Pattern security and answer-flow verification: 205 tests passed after repairing the child fixture loader. These cover pathological matching, event-loop responsiveness, worker concurrency, slot cleanup, HTTP routes, native delivery, and the full helper in a child process. - `pnpm -r typecheck` passed on the bounded-worker revision. - `pnpm build` passed on the bounded-worker revision. - All 55 GitHub checks passed on `fe457af`; four optional jobs were skipped. An unchanged Cursor adapter test timed out once in CI, passed locally, and passed on one failed-job rerun. - Reviewers can send the canonical-only mixed form above and verify that the saved interaction contains both canonical and compatibility questions. ## Risks - The creation API accepts a new input shape. Stored rows and answer contracts keep the existing shape. - The shared projection must preserve synthetic free-text option IDs. Collision and native round-trip tests cover this behavior. - Historical partial rows remain readable. New conflicting dual forms, including written-answer mismatches, remain rejected. - Existing pending cards retain the written-answer paths offered by their stored options. Canonical text constraints still apply. - Ordinary answers now enforce declared canonical constraints before persistence. Invalid answers leave the card pending. - Regex validation has a one-second deadline and a four-worker capacity limit. A complex pattern or capacity error leaves the card pending with a validation error. - No database migration or change to company authorization is required. ## Model Used - OpenAI GPT-6 through Codex. The session exposes the GPT-6 model family; its exact runtime model identifier and context window size are not exposed. 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 (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-02 14:21:11 -05:00
DottaandPaperclip	7d59de6113	feat(connections): probe provider usage limits on demand (#14936) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections store the AI accounts used by legacy and native runners. > - Subscription accounts can reach session, weekly, model, or paid usage limits. > - Operators need to read these limits for a specific stored account before making a routing decision. > - This pull request adds an on-demand usage probe to the connection service and account detail. > - The result preserves provider limits, reset times, paid usage, and unknown values for later consumers. ## Linked Issues or Issue Description **Subsystem affected** Shared contracts, the connection service and API, and the account detail UI. **Problem or motivation** Managed AI accounts lack a common operation to read their current usage limits. A local harness probe can read a different login from the account selected for an agent. **Proposed solution** Add `aiConnectionService.probeUsage()` and a board-only connection usage endpoint. Probe the selected credential grant on request. Support Codex, Claude, and Grok subscriptions, plus OpenRouter API key limits. **Alternatives considered** Harness-specific automatic polling would couple the read to execution and can read ambient credentials. This change uses the managed connection credential and leaves scheduling and admission decisions to later work. **Roadmap alignment** This extends the existing Personal & Shared AI Accounts capability. It adds no routing or quota enforcement. Related: Refs #14459 for managed OpenAI quota reads; Refs #14781 and Refs #13379 for downstream pacing and budget work. This operation reads one requested account across all three subscription providers. ## What Changed - Add typed usage snapshots and a probe capability flag to managed AI connections. - Normalize Codex, Claude, Grok, and OpenRouter responses. Keep model scopes, provider admission, reset periods, and paid allowances separate. Preserve unknown values. - Enforce company membership, credential audience, grant identity, and connection lifecycle before reading the stored secret. - Add a board-only `GET /api/companies/:companyId/ai-connections/:connectionId/usage` endpoint with `no-store` responses. - Add manual **Check usage** and **Refresh** actions to account details. Show compact usage bars, resets, admission and overage status; remove repeated descriptions and account-default copy. Clear previous results during a new request or error. - Add Storybook previews using the production account components for all four providers, initial checks, loading, and permission errors. - Add provider, authorization, runner selection, API, and UI coverage. Document provider sources and live qualification. ## Verification - Initial provider, authorization, selection, API, and UI validation passed (96 focused tests): `pnpm exec vitest run server/src/services/ai-connection-usage.test.ts server/src/__tests__/ai-connections.test.ts ui/src/components/ai-connections/AiConnectionUsagePanel.test.tsx server/src/__tests__/openapi-routes.test.ts`. - `pnpm -r typecheck` passes for the initial implementation. After simplifying the UI, 9 usage-panel and date-helper tests, UI typecheck, token gates, and Storybook build pass. The initial feature module boundary check also passed. - Real Codex, Claude, and Grok credentials were saved to encrypted disposable connections. The actual usage HTTP route returned 200 with `status: ok`. Legacy and native runner selection checks passed. The tests started no model turn and exchanged no refresh token. The disposable databases and vaults were removed. - Live Claude responses added structured scoped limits. Live Grok responses omitted included-plan usage. Tests now cover both shapes and preserve the Grok omission as unknown. - The full workspace build passes. A full local test run hit a heartbeat feedback timeout. That case passes in isolation. The duplicate local run was stopped after all remote checks passed. The Slack ordering and OpenCode transport CI flakes also pass in isolation and on the CI rerun. - Current head: `ff3d479029a1c4248190323e221b2803cfb0d79d`. All 54 active checks pass. Two Storybook checks are intentionally skipped by the workflow. Greptile is 5/5 with no unresolved review findings; the branch is mergeable. ## Risks - Subscription usage endpoints can change. Credentials can lack usage-read permission. The probe returns explicit errors without fresh limits in these cases. - A successful probe can contain partial data. Missing utilization or admission remains unknown. An enabled paid-usage switch does not prove a funded balance. - This change adds no migration. It does not change runner admission or automatic provider selection. Provider requests use fixed endpoints, disabled redirects, bounded response sizes, and a 15-second deadline. ## Model Used OpenAI Codex, GPT-6, with reasoning, file editing, shell execution, and HTTP tools. The session does not expose the exact runtime model variant or context window size. Real provider credentials were used only for the authorized live checks. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-02 11:47:14 -05:00
DottaandPaperclip	4ac374103f	fix(connections): repair Asana MCP and add shared-app sign-in (#14756) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections let agents use provider tools through the permission gateway. > - Asana provides an official remote MCP server, but its v2 server requires a registered MCP OAuth app. > - Setup can discover retired v1 endpoints and send a callback that differs from the displayed URL. > - This pull request repairs custom app setup and adds sign-in through Paperclip's shared app. > - Users can choose their own app without enrolling with Paperclip Cloud. > - Agents can use Asana tools after the user connects their account and sets action permissions. ## Linked Issues or Issue Description Related: #14739 supplies the personal credential repair used by resumed Asana setup. No duplicate Asana authentication PR was found. **What happened?** Asana setup failed even with a user-created app. Root discovery metadata still points at v1. MCP v2 uses the Asana OAuth issuer and requires an MCP app with a client secret. Local setup also displayed a localhost callback while an Origin header could make authorization use a numeric loopback callback. **Expected behavior** Sign in with Paperclip's app when its broker profile is available. Keep custom MCP app setup available without Cloud enrollment. Use the correct issuer, callback, client credentials, and resource throughout setup. **Steps to reproduce** 1. Open Asana in the connection catalog. 2. Supply an Asana MCP app's client ID and secret. 3. Start OAuth on a local instance opened with a numeric loopback address, or resume a draft that cached v1 metadata. 4. Observe the wrong discovery endpoint or callback mismatch. **Paperclip version or commit** Reproduced from b54b2dc35c. Rebased onto master at `0829d94af` after the single-screen setup change in #14811. **Deployment mode** Local development from source. The managed path also supports enrolled self-hosted instances. ## What Changed - Add the `asana.mcp` managed profile and the default Sign in with Asana method. - Use Asana's reviewed v2 protected-resource metadata before cached endpoints. - Require a custom MCP app's client secret and retain saved credentials during setup or reconnect. Repair only the known Asana v1 issuer/resource binding, retaining company and callback checks. - Expose a boolean for the acting user's saved client secret. The form offers secret reuse only when that user has an active grant with the required reference. - Let users select their own app from the enrollment and shared-app-unavailable screens, or from Advanced on the single-screen setup page. - Canonicalize HTTP loopback callbacks even when the request includes an Origin header. - Extend signed broker claims and provider URL validation for Asana. Require refresh credentials on managed authorization. - Document setup, distribution, and shared-app rollout requirements. - Resolve permission-profile name collisions when finishing another account. The live staging test found this after renaming the first Asana connection; OAuth succeeded but profile finalization failed. ## Verification - Final live staging proof used app commit `c6053157c4e42ac017727117b754ae77fa5c45fa` and the real Cloud broker at `767b63835170f664542afd0df99a76615e204b62`. In the embedded browser, default shared sign-in required no client credentials, returned through the central Cloud callback to the tenant, and discovered 39 actions. Get me succeeded through the gateway as the selected QA agent (2.1 seconds). The custom-app connection also returned a real result on this final build (0.9 seconds). - Retried the shared draft that failed during the first staging test. It completed after the profile-name fix, retained the selected agent, and kept the existing custom connection intact. Two database regressions reproduced the collision before the fix and passed afterward. The updated transaction rollback test also passes. - Shared reconnect returned to the same staging connection with 39 actions. Earlier staging checks verified the custom-app fallback when the shared profile was unavailable, saved-secret reuse on reconnect, and Off blocking the action test. Allowed was restored after that check. - Local live-provider checks also repaired a saved Asana v1 issuer/resource binding without reentering the secret and verified that numeric-loopback setup uses the displayed localhost callback. Expiring the local managed access-token timestamp triggered a real Asana refresh and a successful Get me call. These early local broker tests used enrollment/authentication and storage fixtures; the final staging proof used deployed Cloud identity and persistent storage. - The new production app is registered and configured, but production sign-in has not been deployed or verified. Live provider revocation was not run because the existing staging test app is shared with other connections. - After rebasing onto the single-screen setup flow, full `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass. Focused verification passes 365 service and 36 broker-client tests. Broader checks pass all 833 shared-package tests and all 530 connector-page tests. The shared suite uses `TMPDIR=/private/tmp` to avoid macOS temporary-directory symlinks in its canonical-path tests. The UI tests verify the shared-app default and switching to a custom app with its required client secret. - Embedded-browser smoke on the current rebased build verified the shared sign-in default, Advanced → custom app (client ID and secret required), and switching back to Paperclip. Both existing Asana connections remained connected after restart. No new provider authorization was performed during this smoke. - The full local `pnpm test:run` was interrupted when the execution session restarted. Before interruption, it reported one runtime-slot restart test failure. That test passed on an isolated retry after clearing two unused PostgreSQL shared-memory segments. The full local suite did not complete; CI must pass on the current head before merge. - All 52 CI and security checks pass on `9318fd4e9b616cdc3de12f40cdb9bd32d865af4c` (CI run `36882064080`), including all eight browser shards, nine serialized-server shards, build, typecheck, and canary dry run. Two optional Storybook checks were skipped. Greptile review 4 reports 5/5 on this exact commit, with all review threads resolved. Its updated summary identifies the current SHA; this comment-triggered review did not publish a separate GitHub check run. - Provider revocation is unit-tested in the companion broker. Live provider revocation was not run because the existing test app is shared with other connections. ## Risks - The shared Paperclip Asana MCP app has been registered with its production callback and Any workspace distribution. Its secret is provisioned in the production secret store, and the runtime client ID and secret reference are configured. The production profile is enabled in the saved deployment configuration. The companion broker has merged and passed staging deployment; production sign-in still requires a production deployment and live verification. Custom setup remains available. - Asana MCP uses the provider's fixed `default` grant. Paperclip action policies limit agent tool use; they do not narrow provider consent. - The callback correction affects HTTP loopback OAuth flows. Public HTTPS callbacks retain their existing behavior. - Reviewed discovery URLs now override stale cached endpoints. Tests cover the Asana v1-to-v2 repair. - No schema migration. Connection removal retains the existing local-only revocation behavior. ## Model Used OpenAI GPT-6 through Codex, with code execution, browser testing, and GitHub tooling. The exact model variant and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-01 10:24:44 -05:00
3 people	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>	2026-09-30 23:13:47 -07:00
DottaandPaperclip	018993140f	feat: let agents name prompt-only tasks (#14761) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Users create tasks with a title and a description. > - A required title adds work when the prompt already explains the request. > - An agent can name the task once it reads that request. > - This pull request accepts prompt-only tasks and starts them with a short prompt slice. > - A scoped title tool lets the assigned agent replace that slice early without changing execution state. > - A live browser eval checks the real agent call, saved title, audit entry, and preservation of user titles. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: task creation, shared contracts, database, server, runner tools, and board UI. **Problem or motivation** Users must currently write a title before they can submit a detailed task prompt. The agent has enough context to write a useful title itself. **Proposed solution** Make the title optional when a description is present. Save the first 120 characters of the normalized prompt as a provisional title. Ask the assigned agent to call `set_task_title` early. Use an atomic provisional-title guard to preserve titles supplied or edited by users. Keep explicit titles supported. Related: #14543 and #14556 concern empty-title submission. This change intentionally enables that submission when a prompt is present, instead of requiring a title. ## What Changed - Add the `titleNeedsGeneration` field with an idempotent migration. Keep existing titles unchanged. - Add `PUT /api/issues/:id/title` and the native and legacy `set_task_title` tool. Enforce company access, active-run ownership, shared, bounded retry receipts across native/HTTP calls, and transactional audit logging. Refresh external-object links after commit, with the same feature gate and plugin detectors as ordinary title edits. - Add early naming guidance in Standard, Ask, and Plan task context. Preserve the description, status, and assignment. - Allow prompt-only root and child task creation, plus draft restoration in the New Task dialog. Keep user titles supported. - Add an opt-in Product E2E suite for prompt-only Standard and Ask tasks, plus an explicit-title control. It checks actual provider calls within the first five tools, persisted state, audit attribution, and the reloaded UI. - Preserve a closed vocabulary of API key maintenance phrases in declared prose while rejecting opaque credential suffixes. Add one bounded naming retry after wording is rejected, without treating the rejected call as a saved title. - Repair the native cleanup receipt check exposed during full verification: accept matching input digests, retain legacy input checks, and reject conflicting receipts. ## Verification - Live Product E2E on `f43478473800e3a46b85c5ee79677efdb15108e7`: **3/3 passed** with native Codex `gpt-5.4-mini`, first attempts only, automatic retries disabled. Standard and Ask each saved “Rotate expired API key” on their first tool call, with matching persisted state and a single same-run audit entry. The explicit-title control retained its user title with zero title writes. All three verified the reloaded browser UI. - Campaign: `local-2026-09-30T21-30-11-021Z`. Earlier failed campaigns are retained separately; they exposed credential-prose handling and prompted the naming recovery fix. No failed result was regraded or deleted. - Reproduce with `pnpm test:e2e:runner -- --id task-titles.runner-codex-mini.local.prompt-title-standard --id task-titles.runner-codex-mini.local.prompt-title-ask --id task-titles.runner-codex-mini.local.preserve-explicit-title --max-automatic-retries 0` and an authorized provider key. - Full `pnpm -r typecheck` and `pnpm build` passed on the latest commit. The runner build used the configured external eval source tree. - Product E2E unit suite: **61 files, 818 tests passed**; E2E typecheck and UI token gates passed. - Title API/native regressions cover prompt-only and explicit child creation, user edits, ownership/company isolation, external reference refresh, cross-surface retry replay, and the 64-key limit without receipt eviction. All passed. Prompt-context coverage: **44 tests passed**. - Rust credential regressions: **35 tests passed**, including benign maintenance qualifiers and opaque credential rejection in every declared prose field. Catalog/report reconciliation: **28 tests passed**. Native recovery: **560 tests passed**. - Broad local `pnpm test:run`: **14,555 tests passed** in the general server group; two suites failed to initialize embedded PostgreSQL and the existing 40,000-file Git streaming stress test exceeded its 300-second macOS timeout. All three suites then passed in isolation (**5 tests passed**) without code or timeout changes. The original full local command exited nonzero and is not being represented as a clean full run. - Latest-head GitHub checks are green: **53 passed, 4 skipped, zero failed or pending**, including all test shards and the canary packaging dry run. Greptile reviewed the same commit at **5/5**, with zero unresolved review threads. ## Risks - The additive database field must reach the server and UI together. The migration uses `IF NOT EXISTS` and defaults existing tasks to a final title. - Title generation depends on the assigned agent running. Tasks without a run keep their provisional title. - Live qualification covers the native Codex path in Standard and Ask modes. API/legacy and Plan behavior have deterministic coverage. - The credential-prose exception validates the entire suffix against a closed maintenance vocabulary. Unknown suffixes, assignments, quoted values, credential prefixes, and diagnostics retain strict checks. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, tool use, and code execution. The exact deployment ID and context window are not exposed in this session. The live eval uses the native Codex `gpt-5.4-mini` profile. ## 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>	2026-09-30 16:48:24 -05:00
DottaandPaperclip	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>	2026-09-30 14:32:34 -05:00
DottaandPaperclip	d432dc7fa3	Add GitHub-synced skill sources (#14713) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Company skills supply instructions and files to those agents. > - GitHub imports already exist, but users cannot manage repositories as skill sources. > - Repository refresh also needs caller-authorized access and complete local packages. > - This pull request adds Sources inside Skills and reuses GitHub connections from Apps. > - Installed snapshots let agents use skills without fetching GitHub during a run. > - Manual refresh preserves skill identity and leaves failed imports on their last good version. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: skills UI, server, database, shared contracts, and runtime materialization. **Problem or motivation** Users keep skills in GitHub repositories. They need a clear way to select, import, and refresh those skills. Existing imports do not expose repository management or consistently preserve supporting files. **Proposed solution** Add company-scoped skill sources. Browse repositories from all accessible GitHub connections, or paste a public repository or branch URL. Select whole skill packages, inspect included files and reference warnings, and install complete, immutable snapshots. Refresh each source manually. **Alternatives considered** Project repository settings hide the workflow from Skills. A second GitHub connector would duplicate credentials and grants. Upstream editing and PR creation are separate work. **Roadmap alignment** This implements the Skills Manager direction in ROADMAP.md. The maintainer requested this scope and reviewed the component and full-app journey stories before implementation. Related reports: Refs #10285, Refs #10949, Refs #13464. Related work: #14356, #13656, #9268. ## What Changed - Add source and entry records, an idempotent migration, company-scoped APIs, and legacy GitHub import adoption. - Reuse current caller grants and credential refresh. Combine and deduplicate repository inventories across accessible connections. Pasted public URLs also prefer the active user’s authorized connections. Tokens stay in the Git child environment, never argv or disk. - Fetch a shallow Git snapshot at one immutable commit. Scan the full local tree, including hidden and nested folders. Read Git objects without checkout or archive transformations and enforce nested package boundaries. - Bound Git downloads to 128 MiB and three minutes. Cancel active process groups and remove incomplete downloads. Preserve cancellation and deadlines while progress drains; close stalled HTTP progress streams after 30 seconds. Reuse caller-scoped temporary snapshots for preview/import after reauthorization. - Index repository package boundaries once and cap expanded work at 1,000 packages, 10,000 files, and 100 MiB, including repeated copies of shared blobs. Bound path depth and the shared path index. Discovery keeps audited manifests without retaining all package bodies. - Resolve moving branches before fetching so unchanged discovery reuses caller-scoped snapshots. Limit active scans, scan frequency, and new downloads per caller and company; quotas apply before metadata reads and across connections, and cached scans do not consume the download quota. - Store complete versions with script content, binary bytes, and executable modes. Preserve these through copies, runtime caches, and runner packaging. - Stage downloads before publication. Use source leases, revision checks, and transactional activity records. Keep installed versions after failures, upstream deletion, deselection, and disconnect. - Add the approved import flow, Sources page, selection tree, provenance, read-only Studio behavior, and saved return from GitHub setup. - Add package manifests, commit-pinned file previews, and separate runtime requirements and reference warnings. Supporting files are included together; nested skills remain independently selectable. Preview requests reauthorize the caller and re-audit package content. - Show installed skills as compact links beneath each source. Repository titles open GitHub. Keep Refresh, Select skills, and Disconnect source in a three-dot menu. Source rows omit the branch, imported count, and refresh timestamp; action alignment and repository titles work at narrow widths. - Stream discovery metadata over an opt-in NDJSON response. Show measured Git download progress and real package/file counts, animate newly checked skills, support cancellation, and require a complete scan before selection. Keep the existing JSON API. - Retain component stories and add a separate full-app journey story group. Include fixed progress states and interactive scan, large-repository, interruption, and saving stories. - Update Skills documentation and product contracts. Suppress private GitHub skill references in telemetry. Privacy review requested for the telemetry changes. ## Verification - Local repository typecheck, full build, token gates, and Storybook build passed during this work. Focused transport, authorization, scanner, persistence, route, and UI tests pass. The final UI refinement passes all eight focused UI tests, UI typecheck/build, and token gates. The scanner resource and repeated-discovery fixes pass 132 focused scanner, transport, authorization, source-service, route, and rate-limit tests, plus server typecheck/build. Full-suite verification comes from CI; the older full local Vitest run was stopped after unrelated chat failures and a font-test failure, all of which passed in fresh focused runs. At commit `1098d5996`, all 54 active checks pass; two optional Storybook jobs are skipped. CI covers repository typecheck, build, the full test suites, browser shards, and the canary dry run. Greptile is 5/5 with no open findings; the security scan also passes. - Adversarial scanner tests verify repeated-blob byte accounting with and without declared sizes, package/file/path caps, one-time repository indexing, metadata-only discovery audits, and nested package boundaries. Additional tests cover branch movement, snapshot reuse, caller/company quotas, isolation across connections, active-lease cleanup, quota recovery, and rejection before any metadata API call. - Real Git tests verify hidden paths, exact binary bytes, executable modes, export-ignore preservation, symlink/submodule reporting, pinned commits, caller-scoped cache reuse, cancellation, cleanup, and credential isolation. Regression tests hold both download slots with permanently blocked progress callbacks, verify timeout/cancellation cleanup and retry, and exercise HTTP backpressure cancellation. Access tests cover automatic public-URL connection selection and revoked grants. Database tests verify company and grant audiences. - Live isolated browser test: the public `anthropics/skills` scan now completes and discovers all 20 skills without connecting an account. Imported canvas-design with all 83 files, opened it from Sources, and verified the installed binary-font preview/download control. Package previews also expose the complete file inventory before import. Cancelled an active Git download and retried successfully to all 20 discovered skills; the browser displayed measured download progress. The current audits reject four other packages; eligible selections remain importable. - Browser checks verify the simplified source rows at desktop and narrow widths, keyboard navigation into the actions menu, Refresh from the menu, selection, and fixture disconnect with installed skills retained. Storybook includes a menu-open checkpoint and a 320px layout. - Storybook includes receiving/preparing download checkpoints and a timed full-app import journey, plus cancellation, retry, large-repository, and saving states. Streaming tests cover split UTF-8 frames, incomplete streams, late responses, cross-company requests, HTTP errors, and JSON compatibility. - Earlier live acceptance on this PR imported `stitch-skill` with `DESIGN.md`, assigned it to an agent, disconnected its source, and ran a successful Studio test that read both installed files. An editable copy changed independently. Both Skills variants, mobile selection, and return from GitHub setup were exercised. - Private access, revoked credentials, OAuth success return, binary/script preservation, concurrent refresh, transaction rollback, version pins, and legacy adoption have automated coverage. A real private-repository OAuth grant was not created during this test. ## Risks - The migration groups recognizable legacy imports without provider calls. Their first successful refresh completes the local package snapshot. - Reference checks are advisory. They cover Markdown links and explicit relative resource paths, not arbitrary runtime dependency graphs. Preview text is capped at 64 KiB; imported bytes remain complete. - Git must be installed on the server. Shallow fetches still download the branch snapshot, including files outside selected packages. Downloads have size/time/concurrency limits. Temporary caches are bounded and caller-scoped. GitHub API quota still applies to repository metadata and the connection picker; content no longer uses per-file API requests. Failed scans retain installed content. - Sources depend on the current caller's GitHub access. A saved connection does not grant access to another person's token. - GitHub script support and immediate manual refresh are explicit maintainer-approved requirements. The operator trusts the selected repository and accepts upstream script and executable-mode changes on refresh. Static audits are not a sandbox or a guarantee of safe code; agents may later invoke installed helpers under their runtime permissions. Import and refresh do not execute scripts, hooks, package installation, or builds. Raw URL and skills.sh imports keep their prior script restrictions. - Source originals remain read-only. Refresh affects subsequent unpinned runs; explicit pins and active runs retain their versions. - The telemetry change removes source-managed GitHub identifiers from skill-reference events. It introduces no event or field. Please review the privacy boundary. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code execution, and browser tools. The exact serving model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 13:32:58 -05:00
DottaandPaperclip	3c561642b4	fix(chat): resolve approvals and preserve unanswered questions (#14613) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents ask for decisions and optional details through cards in chat. > - A clear approval in a message can leave the matching card pending. > - An unanswered question can also block an unrelated later reply. > - Decisions need a saved source message, while optional questions need to remain answerable in history. > - This pull request records conversational decisions and lets users move on from questions and answer them later. ## Linked Issues or Issue Description **What happened?** Native Claude and Codex could act on approval in chat while the original approval card stayed pending. Pending question forms stayed above the composer, were absent from history, and could suppress later chat replies. A late native question answer could wait for a finished run to reconnect. **Expected behavior** The active agent records a clear approval or refusal against the exact card and user message. Ambiguous replies do not grant consent. Users can send another message without answering a question. The question remains pending in history and can be reopened and answered later. The saved answer reaches the agent. **Steps to reproduce** 1. Ask an agent to propose work with a confirmation card, then approve it in chat. 2. Check that the original card records that approval before work starts. 3. Ask an interactive question, send an unrelated message, and reload. 4. Open the unanswered question from history and submit an answer. Related work: #14408 added completion delivery. #14607 tests completion reporting turns. Neither records conversational answers on approval cards. ## What Changed - Add a confirmation endpoint backed by a user comment, with schema validation, OpenAPI discovery, and native Plan-mode access. Ask mode remains read-only. - Check company, active run, actor, current session, message provenance, revision, and resolver policy. Save the decision and audit in one transaction. Retries do not repeat effects. Emit resolution telemetry after commit. - Give fresh and resumed chat turns the actual pending confirmation identities. Teach agents to save clear conversational decisions before acting and to clarify ambiguity. - Keep unanswered Agent Chat questions as compact history entries. A newer user message closes the old form. Question cards never contribute to composer pending counts or navigation, including after dismissing a fresh form. The history card is the sole reminder; clicking it restores that exact form and draft. - Preserve Agent Chat questions when later messages or questions arrive. Historical ordinary inputs no longer gate later chat replies. Current-run requests, task execution, and governed approvals keep their gates. Remove the special acknowledgement-publication proof helpers that this rule replaces. - Route answers to finished native runs through durable fresh-wake delivery, with existing idempotency and source-question context. Settle late replies against contiguous completed conversation turns and freeze their history replay; failed, unhandled, and newly arriving messages remain actionable. - Add real-component Storybook scenarios, database and UI regressions, and a three-turn native Claude/Codex E2E case. Capture distinct, UI-ready screenshots and report the individual assertions. ## Verification - Focused decision/publication/UI regressions after merging master: 288 passed; subsequent UI draft, failed-send, and conversation checks: 199 passed. - Native question and durable delivery regressions: 106 passed, including all four terminal run states and exactly-once late delivery. Seven targeted regressions fail against the original implementation and pass with the fix. - Latest conversation/decision/native-delivery regressions after the master merge: 121 passed. Covers completed progress, missing or failed intervening turns, new messages during a late reply, stale sessions, and frozen retry/replay boundaries. Four new assertions fail before the ordering fix. - E2E support suite after the master merge: 792 passed. Negative controls reject expired cards, wrong questions/answers, stale or missing replies, unrelated clarification forms, and unexpected tasks. - The embedded-browser walkthrough caught one additional defect: dismissing a fresh question still showed a composer badge. Both Cancel and close-button regressions failed before the fix. The fix at `65f2ade12` passes 170 chat-thread tests and 792 E2E support tests. After merging master, 232 chat-thread/confirmation tests, server/UI typechecks, and token gates pass. The preview and two-provider live E2E pass at `e5512a206`; Greptile is 5/5 with zero unresolved threads at that commit. All 55 checks are now successful at `e5512a206` (four conditional checks skipped), including the aggregate verification gate and clean-install canary test. The first attempt was interrupted by simultaneous CI worker shutdowns; one failed-job rerun passed without code changes. - [Published Storybook](https://d1p6rlowie26tp.cloudfront.net/storybook/branches/codex~2Fchat-approval-resolution/?path=/story/chat-comments-agent-chat-unanswered-questions--moved-on): nine real-component scenarios. Manually exercised move on, reopen, preserve draft, answer later, answer one of multiple questions, and a custom mobile answer in the embedded browser. Retested fresh Cancel and close-button dismissal in the updated build, then reopened and submitted the preserved Green selection and inspected its answered receipt. Static preview has no live model/backend; its callbacks are fixture responses. - [First live campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36714504406-1/) reproduced the late-answer completion-state defect on both providers despite correct saved answers and acknowledgements. It also exposed a valid imperative clarification rejected by the old oracle. Both issues are fixed with regression controls; this failing run is retained as evidence. - [Four-cell qualification](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36717804064-1/) passed 4/4 at `2bf8a1009`: unanswered-question return and ambiguous confirmation, each on native Claude and Codex. Inspected saved state, source-message decisions, visible cards, and agent replies. Both late-answer chats settled to waiting; no unrequested tasks were created. [Final branch rerun](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36719666238-1/) passed 2/2 at `142630720`: the same unanswered-question journey after merging master, plus an additional screenshot and browser assertion for the actual late-answer acknowledgement. - [Composer-reminder E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36727006818-1/) passed 2/2 at `5b62c52d9`: native Claude and Codex, three turns each, with explicit no-badge assertions before and after reload. Inspected saved pending/answered state, both screenshots with a clear composer, and actual Blue acknowledgements; all five behavioral matchers passed per provider and neither created tasks. Cost coverage is partial; this is bounded workflow qualification. - [Fresh-dismissal E2E](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36742773318-1/) passed 2/2 at `e5512a206`: native Claude and Codex, including fresh Cancel, clear composer, reopen, unrelated message, reload, late Blue answer, and actual agent acknowledgement. All five behavioral matchers pass per provider. Inspected the fresh-dismissal screenshots and saved pending/answered identity; neither created tasks. Cost coverage is partial (4/6 runs). - Prior evidence remains available in [the earlier campaign](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-36642252725-1/). Its early loading screenshot and overwritten final capture prompted the UI-ready, distinct screenshot fixes. ## Risks - The model interprets intent. The server verifies permission and provenance; it does not infer consent from text. Ambiguous and unrelated replies are not approvals. - Historical questions can accumulate. They remain visible, pending, and answerable; no automatic answer or expiry is invented. - The change to completion gates is scoped to Agent Chat and ordinary historical inputs. Current-turn and governed approvals retain their existing controls. - Live qualification is limited to the selected stories. Broader native onboarding finalization remains separate work. - No database migration. Telemetry adds no fields or values; the contract and README document the commit boundary. Privacy review was requested on the PR. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser-test orchestration. The exact model ID and context-window size are not exposed to 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>	2026-09-30 11:46:46 -05:00
DottaandPaperclip	a36cbffa9e	fix(connections): broaden natural-language and aggregator search (#14725) ... ## Thinking Path > - Paperclip manages agents and the services they need for work. > - Agents use connection search to discover a setup path before they request access. > - Tool-only filtering hid channel and AI methods from this search. > - Requiring every query word to match rejected normal task descriptions. > - A small aggregator index also omitted supported apps such as Circleback. > - This pull request broadens retrieval and returns purpose-specific setup guidance. > - Agents can choose a relevant result while existing access and provider-choice checks still apply. ## Linked Issues or Issue Description **What happened?** A search such as “AgentMail create an email address and manage an agent mailbox” returned no usable result. “Help me find tools for circle back” also missed Composio's supported Circleback toolkit. Queries longer than 200 characters failed validation. **Expected behavior** Return useful native and verified aggregator matches from natural-language queries. Include channel/email methods when Chat connectors is enabled. Identify each method's purpose and the correct setup path. **Steps to reproduce** Use the queries above with `connections_search` from an active task. Enable Chat connectors for the AgentMail case. The regression suite reproduces these misses before the change. Related routing work: #13941. This change does not change the runner failure path or add channel setup to tool-only connection cards. ## What Changed - Rank name and capability matches. Accept extra words, split names, small spelling errors, and queries up to 4,000 characters. - Include tool, channel/email, and AI methods. Return company-prefix setup links for channel and AI flows. - Add a dated snapshot of 1,583 official Composio toolkit names and a refresh script. Merge duplicate MCP variants for search and link each support claim to official evidence. - Find authorized indexed aggregator namespaces within longer queries. Return multiple app matches when the agent needs to choose. - Prefer exact app names over fuzzy matches for other apps; retain existing AI readiness. - Preserve native preference, company and identity boundaries, administrative denials, and saved provider consent. - Add relevance and database regressions, extend native tool-authority coverage, and document search behavior. ## Verification - Red: 15 new assertions failed against the previous implementation; the existing baseline passed. Added red-green regressions for Motion versus fuzzy Notion and existing AI access during review. A further regression covers mixed ready/unconfigured AI results and their per-result setup guidance. - Green: all 103 tests in the eight focused shared, database, runtime-tool, fixture, and route suites pass on the latest commit. - `pnpm -r typecheck` and `pnpm build` passed. - Latest-commit CI passed: 54 successful checks and two skipped checks, including the full test matrix, browser E2E, typecheck, build, and canary dry run. - The long local `pnpm test:run` attempt began before the review fixes and retained transformed pre-fix search code; it also hit an unrelated timing failure. Fresh serial reruns of the affected search suites and three timeout cases passed all 124 tests. Parallel local route shards hit two additional database setup timeouts; both suites passed all 17 tests on a fresh serial rerun. The complete corresponding CI suites also passed. Duplicate broad local runs were stopped after CI completed. The local UI suite independently passed all 7,007 tests. - Greptile: 5/5 on `cc6a0180d`; all review findings resolved. - Browser verification passed in a disposable local instance through real process-agent search requests: AgentMail opened its setup flow with the requester selected; the saved Circleback choice produced the Composio setup card; a paragraph-length Notion query produced its setup card. No provider credentials or external accounts were created. - The browser test caught an invalid UUID-based setup URL. The fix uses the company prefix and has a regression assertion. - A 3,971-character catalog query found Circleback first in a local 10 ms spot check after sharing query preparation across the catalog scan. This is a single measurement, not a performance guarantee. ## Risks - Broader retrieval can return extra candidates. Named services rank first; agents must select the relevant method. - The public support snapshot can age. It proves catalog support, not account authorization or the availability of every requested action. - Channel and AI methods use existing setup links. The tool connection card still accepts tool methods only. - No schema, migration, credential, or runner lifecycle changes. ## Model Used OpenAI Codex (GPT-6). The session does not expose a more specific model identifier or context-window size. Used reasoning, repository search, code execution, tests, and browser tools. ## 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>	2026-09-30 10:20:50 -05:00
DottaandPaperclip	d72389bee2	feat: add Browser Use Cloud connector and live task browsers (#14627) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps gateway gives agents governed access to external tools. > - Browser Use Cloud can run browser work, but a tool result alone does not let a person watch or take over. > - A task needs a durable browser session, a visible viewer, and recorded costs. > - This pull request adds a Browser Use Cloud v4 connection and interactive browser tabs on tasks. > - People can follow the work, interact with the page, and retain the browser after the agent finishes. ## Linked Issues or Issue Description **Problem or motivation** Agents need governed access to Browser Use Cloud. People need to see and interact with the same browser from the task. A browser must remain available after a run finishes and appear at the correct point in the task feed. **Proposed solution** Add a native REST connection for the v4 API. Bind each session to its company, task, agent, and credential grant. Open its interactive viewer in the task side panel. Record provider costs as financial events. Use `browser-use-cloud` as the app and connector key. Keep its skill with the connector and deliver it only with authorized connection tools. **Alternatives considered** A v3 MCP connection would expose tools without the v4 lifecycle integration. An external viewer link would leave the task. A fixed viewer size would prevent pages from responding to changes in the task pane. **Roadmap alignment** This extends the governed Apps gateway and Connected Apps roadmap. It uses the existing task, grant, secret, approval, and financial records. The work was requested by the maintainer. A search found no duplicate Browser Use connector PR or issue. ## What Changed - Add the Browser Use Cloud app, brand asset, API-key connection, and profile settings under the `browser-use-cloud` key. - Bundle the `browser-use-cloud` skill with the connector. Keep it out of global `skills/` discovery. Deliver it only with authorized task/run connection tools. Remove retired connector skill keys from runtime overlays and preserve unrelated browser skills. - Expose seven v4 tools through the governed gateway and deliver them to native and CLI agents. - Persist sessions, browsers, runs, event and recovery cursors, shutdown leases, and cumulative cost accounting. Recover uncertain paid starts without replaying them. - Enforce task ownership, credential grants, approvals, revoked access, and budget limits. - Add interactive task browser tabs and compact chronological feed entries. Retain the viewer across tab switches and keep visible idle browsers open. - Add debounced automatic viewport fitting, standard size presets, and a viewer ownership lease. - Add lifecycle, authorization, accounting, viewport, UI, and Storybook coverage. - Add an idempotent database migration after the current master migration. Preserve deployed migration hashes. Migrate pre-release Cloud connection and financial keys without replacing grants, credentials, or browser history. - Document provider behavior, live acceptance results, and the lack of documented passkey forwarding. ## Verification - Full workspace typecheck and production build pass on the updated branch. - Token gates, brand asset validation, module boundaries, and migration ordering pass. - Cloud tests verify global skill exclusion, authorized task/run delivery, unassigned agents, disabled connections, revocation, adapter isolation, and secret exclusion. The existing AgentMail connector assignment test also passes. - Migration replay runs twice against existing browser work and financial records. It preserves the records and avoids duplicate costs. - The focused provider, app catalog, OpenAPI, connection gateway, and migration regression suites pass. Recovery coverage includes lost replies, process crashes, provider rejection, and browser arrival acknowledgement. - All 54 checks pass on `2974b5f03641ad0cea3c941d8c02579316fa8c92`, including the full test matrix, browser E2E shards, build, typecheck, security, and release canary. Two optional Storybook jobs are skipped. - Greptile is 5/5 on the same commit, with zero unresolved review threads. The corrected review uses the actual master-to-head diff. - The local `pnpm test:run` started and was stopped after the full CI matrix passed. It did not complete locally; the full-suite result above comes from CI. - Earlier live acceptance used an isolated company with a capped provider credential. The agent opened paperclip.ing, the embedded viewer accepted navigation, and the same browser stayed available after completion and tab switches. - The local Storybook build passes. Stories cover the panel, footer, feed entries, settings, lifecycle failures, and viewport modes with an offline viewer fixture. ## Risks - Browser Use charges for hosted work. Provider caps and local budget checks reduce exposure; reported costs can arrive after work completes. - Viewer and CDP URLs grant access to the browser. The server validates and restricts them. They are excluded from agent results and durable event data. - Runtime resizing of v4 agent browsers uses a provider option confirmed by live testing but absent from its published agent schema. Resizing during a click may invalidate coordinates. Fixed presets remain available. - Viewport ownership is process-local and resets on restart. The lifecycle and accounting records remain in the database. - The original intermittent embedded-viewer stall has not been fully diagnosed. A bounded reconnect and active-session recovery cover the observed failure paths. - Live tests did not cover every revocation, approval, rate-limit, or restart case. Deterministic integration tests cover those paths. Passkey forwarding is not claimed. - Unknown create outcomes keep the credential available for cleanup. Run-list absence cannot prove a paid POST was rejected, so recovery stays pending until it can identify provider work. ## Model Used OpenAI Codex, GPT-6. Used reasoning, repository search, code execution, browser interaction, and test tools. The exact serving 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>	2026-09-30 07:13:16 -05:00
Devin Foley	f38b5693f6	fix: always enable keyboard shortcuts (#14643) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The web UI has keyboard shortcuts for the inbox, task lists, cases, and task detail, plus global shortcuts such as `c`, `/`, `?`, `[`, and `]` > - Shortcut enablement was an instance-wide General setting until #14141 moved it to a per-user preference that defaults to off > - The move did not carry the old instance value over, so every existing user lost shortcuts on upgrade and had to find a new toggle under Profile settings > - A toggle that only turns off a standard, input-safe feature costs a setting, a database column, two API routes, and a React context for little benefit > - This pull request removes both the instance setting and the personal preference and enables keyboard shortcuts for every signed-in user > - The benefit is one less thing to configure, no silent loss of shortcuts on upgrade, and less code to maintain ## Linked Issues or Issue Description Refs #14141 (the change that introduced the personal preference). **What existing behavior does this improve?** Keyboard shortcuts in the web UI stay off unless each user turns them on in Profile settings. **Subsystem affected** Web UI shortcuts, Profile settings, instance general settings, the `/api/auth/preferences` routes, and the `user` table. **Current behavior** Shortcuts default to off per user. #14141 moved the toggle from Instance settings → General to Profile settings and did not carry the old instance value over. Users who had shortcuts on lost them after the upgrade and had to find the new toggle. **Proposed behavior** Keyboard shortcuts are always enabled for every signed-in user. There is no instance setting and no personal preference. Shortcuts already ignore key presses inside text inputs and modal dialogs, so an opt-out is not needed. **Reason and benefit** Fewer settings, no silent loss of shortcuts on upgrade, and removal of a database column, two API routes, a query hook, and a React context that existed only to gate this feature. **Breaking changes** `GET` and `PATCH /api/auth/preferences` are removed. `PATCH /api/instance/settings/general` no longer accepts `keyboardShortcuts`; that schema is strict, so the key now returns 400. `instance.general.keyboardShortcuts` is no longer a valid `PAPERCLIP_HIDDEN_SETTINGS` key; the parser ignores unknown keys with a warning. ## What Changed - Removed the Keyboard shortcuts section from Profile settings, the `useUserPreferences` hook, `queryKeys.auth.preferences`, and `authApi.getPreferences` / `authApi.updatePreferences`. - Removed `GeneralSettingsContext`. The inbox, legacy inbox, task list, legacy task list, cases, and task detail pages no longer gate their key handlers. - Removed the `enabled` option from `useKeyboardShortcuts`. The app shell always registers the global shortcuts. - Removed `GET` and `PATCH /api/auth/preferences`, their OpenAPI entries, and the `currentUserPreferencesSchema` / `updateCurrentUserPreferencesSchema` validators. - Removed `keyboardShortcuts` from `InstanceGeneralSettings`, the general settings zod schema, the settings service defaults, and `HIDEABLE_GENERAL_SECTIONS`. - Added migration `0289_drop_user_keyboard_shortcuts`, which drops `user.keyboard_shortcuts`. - Updated `AGENTS.md`, `doc/SPEC.md`, `doc/SPEC-implementation.md`, and `docs/deploy/environment-variables.md`. - Parsed the stored general settings row with `instanceGeneralSettingsSchema.strip()` in the feedback vote path, so a retired key left in the row cannot reset the sharing preference to `prompt` and overwrite the stored choice. - Kept every bare global shortcut (`c`, `?`, `[`, `]`, `/`) out of open modal dialogs in `useKeyboardShortcuts`; only `/` had that guard before. - Updated the affected tests and added a Profile settings test that asserts the toggle is gone, a hook test for the modal dialog guard, and a feedback service regression test for the retired-key case. ## Verification - Typecheck passes for `@paperclipai/shared`, `@paperclipai/db` (including the migration numbering and safety checks), `@paperclipai/server`, and `ui`. - `pnpm exec vitest run server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/openapi-routes.test.ts server/src/__tests__/auth-routes.test.ts server/src/__tests__/sentry.test.ts` → 119 passed. - `pnpm exec vitest run ui/src/components/Layout.test.tsx ui/src/pages/ProfileSettings.test.tsx ui/src/pages/IssueDetail.test.tsx ui/src/pages/Inbox.test.tsx ui/src/pages/Cases.test.tsx ui/src/hooks/useKeyboardShortcuts.test.tsx ui/src/pages/Agents.test.tsx ui/src/pages/InstanceGeneralSettings.test.tsx` → 286 passed. - `pnpm exec vitest run packages/shared/src/settings-visibility.test.ts` → 16 passed. - `pnpm exec vitest run ui/src/hooks/useKeyboardShortcuts.test.tsx` → 7 passed. - `pnpm exec vitest run server/src/__tests__/feedback-service.test.ts` (embedded Postgres) → the new retired-key test passes with the fix and fails without it. - Manual: sign in with no settings changed, open the inbox, press `j` and `k` to move the selection, press `?` to open the cheatsheet. Open Settings → Profile and confirm there is no Keyboard shortcuts section. ## Risks - The migration drops a column. It uses `DROP COLUMN IF EXISTS`, and the column has no readers after this change. If you roll back to a build from before this PR after the migration has run, re-add the column first: `ALTER TABLE "user" ADD COLUMN "keyboard_shortcuts" boolean DEFAULT false NOT NULL;`. The older build's ORM selects that column when it loads users. - Any external client that still sends `keyboardShortcuts` to `PATCH /api/instance/settings/general` receives a 400. No in-repo client does. - Stored `instance_settings.general.keyboardShortcuts` values are stripped on read and ignored. - Users who never turned the toggle on now get shortcuts. The handlers skip text inputs, contenteditable regions, and modal dialogs, so typing is unaffected. ## Model Used Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended thinking and tool use. ## 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	2026-09-29 21:28:06 -07:00
DottaandPaperclip	7636966452	fix(inbox): keep other users’ failed runs out of Mine (#14572) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Mine inbox shows work that needs the current user. > - Failed-run rows used the latest run for every agent in the company. > - A failure from another user therefore appeared in Mine and its badge. > - Run list responses also omitted the responsible user needed to filter these rows. > - This pull request uses run ownership for personal failure routing. > - Users see their own failures and can still inspect company failures in All. ## Linked Issues or Issue Description **What happened?** An agent run started for one user failed. Its row and failure badge appeared in another user's Mine inbox. **Expected behavior** Mine and its badge include failed runs for the current responsible user. Other users' failures remain available in All and run details. **Steps to reproduce** 1. Use a company with two human users. 2. Create a failed or timed-out run attributed to the first user. 3. Open Mine as the second user. Before this fix, the failed run appears there and increases the badge. **Paperclip version or commit** Reproduced in regression tests on master at `24beb0057`. **Deployment mode** Authenticated deployment with multiple users. Tests also cover the local single-user board. Related prior work: #933 addressed inbox dismissal and badge consistency. No duplicate ownership fix was found. ## What Changed - Return `responsibleUserId` in normal and summary run lists. - Share one ownership rule across both inbox versions and client/server badges. - Select the latest run per agent before applying the ownership filter. This prevents old failures from resurfacing on shared agents. - Keep unattributed historical failures in the local board's Mine view. Hide them from authenticated users with no matching owner. - Keep company health alerts outside the personal badge, consistent with the client. - Document the routing contract and add page, badge, and database regression coverage. ## Verification - Red: the new badge cases failed with three company failures instead of one personal failure; eight Mine page cases failed across both inbox versions. - Green: 113 focused tests pass in `ui/src/lib/inbox.test.ts`, `ui/src/pages/Inbox.test.tsx`, `server/src/__tests__/heartbeat-list.test.ts`, and `server/src/__tests__/inbox-dismissals.test.ts`. - `pnpm check:token-gates` passes. - Agent calls on behalf of a user have two additional red-to-green API regressions. - Full `pnpm -r typecheck` and `pnpm build` pass. Server typecheck also passes after the agent-call fix. - All CI test shards and browser tests pass on `243bfa681`. The duplicate local `pnpm test:run` was stopped after the CI test lanes completed; it did not finish locally. ## Risks - Authenticated users no longer receive unattributed legacy failures in Mine. Those failures remain visible in All. - The server badge no longer counts company health alerts, matching the existing client badge. - No migration, run state, retry behavior, or company access rules change. ## Model Used - OpenAI GPT-6 through Codex, with reasoning, terminal execution, and browser tools. The exact deployment variant 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>	2026-09-29 09:40:21 -05:00
DottaandFry	3ca196b0a6	feat(agents): persist agent files across tasks without revision history (#14420) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - An agent needs personal files across tasks and sessions. > - AGENTS.md is one file in that directory. Supporting files need the same persistence. > - The Instructions Editor and agent runs must share one current directory. > - Concurrent runs should apply only the files they change. The last sync of the same file wins. > - This pull request uses existing file transport and removes temporary copies after sync. > - Old instruction-only sessions keep their restore contract. New saves do not create revision history. ## Linked Issues or Issue Description Refs #14325. This replaces its revision-oriented design with persistent agent files. Keep #14325 unmerged. Transport prerequisite #14416 merged first at `d172197117a14b80a1eb2d2835a0e7cce2679656`. This PR now targets master and remains below 100 changed files. Related work: #4513 and #8798 cover instruction tooling. This change handles run synchronization, cross-task personal files, browser editing, and old-session restoration. ## What Changed - Keep one current directory per company and agent. Point AGENT_HOME at a temporary working copy for each active run. Keep task files and provider HOME separate. - Restore text, binary files, and nested folders through workspace transport. Exclude remote agent files from task Git snapshots with a self-ignoring file inside the reserved runtime directory; never write through repository-controlled Git metadata. - Collect after the provider and child processes have stopped. Keep resumable conversation state. - Apply changed and deleted files under the agent lock. The last sync wins for the same file. Unrelated concurrent changes survive. - Remove temporary copies after successful sync, rejected sync, and staging failure. Register ownership before copying so restart recovery can remove interrupted preparation. Retry transient synchronization up to three times. Preserve the original remote lease reference until deletion succeeds; restart cleanup never acquires a replacement sandbox. Do not create captured directories or a conflict-review queue for new runs. - Keep browser editing, stale-draft protection, and streaming binary downloads. Keep the instruction entry and text editor limited to 1 MiB. - Keep historical agent-folder sync failures on their affected runs instead of repeating them above current saved instructions. Preserve legacy candidate review and current browser-save errors. Avoid duplicate quota warnings while retaining separate sync failures when they describe a different problem. - Require target-scoped caller grants for peer instruction access, while preserving self edits, responsible-user checks, and protected-change consent. - Treat full storage as a nonblocking run warning, never an agent pause or run-admission failure. Restore already-over-quota saved folders so ordinary agent cleanup can recover; warn on each run until cleanup. The run detail view shows the warning. - Allow 256 MiB per file, 2 GiB per directory, and 100,000 entries. Hash large files as streams. Check editor-save quotas with metadata instead of hashing unrelated files. - Preserve old native inputs, instruction-only copies, paths, digests, and pending legacy candidates. Adopt old revision heads once. New writes do not append history rows. - Add idempotent migration 0287 and verify upgrades from the preview tables and receipts. - Add nine interactive stories under **Agents / Persistent files**, including automatic incoming edits, stale browser drafts, and storage-limit diagnostics. ## Verification - Merge candidate: `4f5390107ec6ffd80a76d1d2e85530e66f21d079`, after merging current master and the landed transport prerequisite. Integration required no manual conflict resolution; the feature remains 99 changed files. Full workspace typecheck, production build, token gates, and 715 focused tests passed on this merge candidate. Fresh Greptile review is 5/5 with no unresolved findings. All 55 checks passed, with four conditional skips, including the build, typecheck, browser E2E, and canary dry run. A single retry recovered four jobs interrupted by runner shutdowns; no source changes were required. - Historical-warning UI fix: all 6,834 UI tests across 640 files passed, including regression coverage for three old failures, legacy preserved edits, and warnings scoped to the affected run. Full workspace typecheck, production build, Storybook build, and token gates passed. Browser-verified Storybook playtests passed for Historical Failures After Successful Save, Storage Limit, and Full Storage Run Warning. - Review follow-ups at `4e20c9fb2`: all 18 focused tests passed, including external Git directories, linked worktrees, symlinks, hardlinks, and distinct I/O failures alongside storage warnings. Server and UI typechecks, token gates, and the production build passed. - Storage warning regressions at `0724f3012`: all 33 directory tests and all five heartbeat-list tests passed, with no skips in their successful runs. They cover repeated runs while full, an already-over-quota saved folder, cleanup, warnings retained after unrelated save failures, and bounded warnings in large result JSON. Server typecheck passed after the final warning fixes. - Full workspace typecheck, production build, and token gates passed during this follow-up. Product E2E harness: 631 tests passed across 52 files; harness typecheck passed. Earlier native session/context and directory/legacy collection suites passed 537 tests; Runner unit/transport suites passed 329 tests. - **Real E2E at `0724f3012` (before this follow-up):** legacy local Codex and native Daytona Codex each passed six tasks, one server restart, seven independent assertions, and cleanup verification. Both prove browser-to-agent edits, agent-to-browser edits, nested/binary restoration, per-file last-sync-wins, a successful run after an oversized save rejection, and cleanup clearing the warning. - Native local Codex also passed the six-task quota flow before the final warning-retention fixes. That pass began at `918d1ed02` while the bounded-result warning fix was being edited, so it is not claimed as exact-final-head evidence. Its final-head rerun failed during embedded PostgreSQL bootstrap before any provider run: the macOS host had 87,365 of 87,381 SysV semaphores occupied. No unrelated services or kernel limits were changed. - The final-source report intentionally records **2/3 cells passed**, preserving the blocked native-local attempt: `tests/runner-e2e/results/agent-files-quota-final-20260928-report/`. Earlier failed attempts and provenance notes remain under `tests/runner-e2e/results/agent-files-quota-final-20260928-input/` and the original campaign directories. - Daytona used immutable image `ghcr.io/paperclipai/paperclip-daytona-runner@sha256:5643f0d801417cae3581833a1a3bc6715b325e028602738d2652c44cac5dc6bf` and its exact Linux runner binary. Controller source is `0724f3012`; image source is recorded separately. - Legacy-session compatibility and all three ACP Stop/resume browser regressions passed on the prior validated feature head `169fab46d5af21caa2269b4c1b29b69c933a6951`. They assert the same provider session is retained and interrupted writes are not replayed. Migration upgrade tests also passed earlier. - Nine interactive stories are under **Agents / Persistent files**, including **Full Storage Run Warning**. Its playtest and visual browser inspection passed; the warning states that runs continue and the editor remains available. - Prior-head checks on `4e20c9fb2`: 55 passed, two conditional jobs skipped, no failures or pending checks. All eight browser E2E shards and their aggregate passed. Fresh Greptile review is 5/5 with no findings; all review threads are resolved, the security scan passed, and GitHub reports no merge conflicts. - The broad local follow-up test run was interrupted after host semaphore exhaustion affected isolated PostgreSQL instances. It also encountered the existing macOS long-path fixture failure and two timeout failures. This is not a claim that the full local suite passed. Logs are retained; focused storage/warning tests passed. ## Risks - A later sync can overwrite an earlier edit to the same file, including a saved browser edit. There is no text merge or retained version. This is the intended last-sync-wins policy. - A save that exceeds a storage limit is rejected and its temporary copy is discarded. The run itself continues normally, and later runs restore the last saved files with a warning until cleanup. Transient sync failures get bounded retries. An I/O failure partway through a sync can leave some files updated; a failed receipt does not claim whole-folder success. - Larger folders increase copy time, network traffic, and temporary disk usage. Active runs still need working copies. Terminal runs do not accumulate archives. Operators must provision disk for agents and configured concurrency; these limits are not company-wide quotas. - A restored old native session remains instruction-only until a fresh session starts. Its original conflict fence and existing pending candidates remain compatible. - Provider processes close at the collection boundary. Conversation resume remains available, but warm process reuse is lost. - Backups must include the instance filesystem and database. External bundles keep their existing behavior until explicitly moved to managed storage. ## Model Used OpenAI Codex, GPT-6 family. The session does not expose a more specific model ID or context-window size. Reasoning, code execution, and browser tools assisted this change. Real provider E2E uses `gpt-5.6-sol`. ## 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: Fry (Paperclip) <noreply@paperclip.ing>	2026-09-29 08:25:56 -05:00
DottaandPaperclip	14795136f5	fix(runtime): finalize and recover sandbox workspace exports safely (#14402) ... Serialize native workspace finalization, validate streamed archives within bounded limits, and quietly recover unsafe exports from saved results. Preserve exact allocations for exhausted transient failures and provide export-only retry without rerunning the provider. Consolidates #14314, #14315, #14329, and #14334 while preserving the already-merged finalization label changes. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-28 10:57:32 -05:00
DottaandCodie	01d9a12185	fix: make keyboard shortcut enablement a personal preference (#14141) ... Store keyboard shortcut enablement per user and expose it in Profile settings. Co-Authored-By: Codie <Codie@users.noreply.github.com>	2026-09-26 11:50:04 -05:00
Devin FoleyandPaperclip	bd6caf51bb	fix: preserve restore failure results and stop unsafe retries (#14035) ... Preserve agent output and earlier execution errors when workspace restore fails. Report the restore phase and confirmed saved-plan links. Require verified repair before retrying unsafe archives, while preserving approval states and the retry budget. Verified with full CI, 506 focused regression tests, and Greptile 5/5 with all review threads resolved. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-25 11:34:31 -07:00
Devin FoleyandPaperclip	e2f1a66aa7	feat: support default-hidden experimental settings (#13980) ... ## Thinking Path > - Paperclip is the open source control plane for AI-agent companies. > - Operators can hide settings that their users must not change. > - The server shares the effective restrictions with the UI and settings API. > - An explicit list must change whenever a new experimental flag is added. > - This pull request adds a wildcard with named exceptions to the existing setting. > - Core applies the policy to its current catalog, so new flags stay hidden automatically. ## Linked Issues or Issue Description Related: #11823 introduced settings visibility. #13907 added workspace isolation visibility. I searched related PRs and issues and found no duplicate wildcard implementation. **What existing behavior does this improve?** Operator control of experimental setting visibility through `PAPERCLIP_HIDDEN_SETTINGS`. **Subsystem affected** Shared settings policy and its existing server health and mutation consumers. **Current behavior** Operators must name every hidden experimental toggle. A new Core flag can become visible until the operator updates that list. **Proposed behavior** `instance.experimental.*` hides current and future experimental toggles. Entries such as `!instance.experimental.enableEnvironments` leave named controls available. Explicit hidden keys and the hidden parent page take precedence over exceptions. **Reason and benefit** Operators can maintain a short list of allowed controls instead of a second copy of Core's full feature catalog. **Breaking changes** Existing explicit lists and unset configuration keep their behavior. The new syntax is opt-in. Older images ignore it, so operators must retain explicit restrictions until those images are upgraded. Visibility does not change feature values. ## What Changed - Expand the wildcard into concrete catalog keys in the shared parser. - Limit exceptions to known experimental controls and preserve explicit restrictions in either input order. - Test a synthetic future catalog addition, duplicate and invalid entries, API rejection, same-value echoes, and the effective health payload. - Document the syntax and the transition for deployments with mixed image versions. ## Verification - Targeted parser, future-catalog, health, and settings-route tests pass: 95 tests across four files. - `pnpm -r typecheck` passes, including Rust checks, with the installed Cargo directory on PATH. - `pnpm build` passes. - All current-head CI gates pass, including the full test shards, Rust, build, browser E2E, and canary dry run: https://github.com/paperclipai/paperclip/actions/runs/36083292578. One unchanged runtime-exposure cold-start test passed on its first retry. - The full local `pnpm test:run` did not pass on macOS/Node 25: the first server group reported 13,356 passed, 18 failed, and 99 skipped, with six failed files (including two failed suite setups). Failures were in unchanged runtime/company skill cache, chat/email connector fixtures, embedded-Postgres setup, and workspace cleanup tests. A standalone filesystem probe reproduced the read-only-directory rename permission failure. Missing connector fixture paths, database startup failures, and two integration assertions also occurred; the remaining local groups were not reached after this group failed. The corresponding CI lanes all pass. These local failures are not claimed as fixed by this PR. - Browser suites were not run because this changes the shared policy, not UI rendering or browser workflows. Health payload and route tests cover the shared UI/API contract. ## Risks A malformed exception remains hidden and is reported as unknown. Exceptions cannot override an explicit hidden toggle or parent page. Older images ignore wildcard syntax; keep their explicit list during a mixed-version rollout. No schema or feature-value changes are included. ## Model Used OpenAI GPT-6 through Codex, with reasoning, tool use, and code execution. The exact runtime variant 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>	2026-09-25 08:07:50 -07:00
DottaandPaperclip	aa8fc86331	feat(connections): prefer native apps and ask users to choose external providers (#13941) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents governed access to external services. > - Native connections should remain the first choice for a supported app. > - Other apps may be available through an external MCP provider. > - The user must know which external provider handles the connection and choose it before setup. > - This pull request adds ranked alternatives and server-authored instructions to connection search. > - Agents can follow the returned instructions while Paperclip validates saved choices and access. ## Linked Issues or Issue Description Related: #13879, which fixed inline MCP provider setup. This PR adds discovery and provider selection on top of that work. **Subsystem affected** Cross-cutting: shared connection contracts, server search and intent services, native runtime, CLI, inline setup UI, and evals. **Problem or motivation** An agent cannot offer a clear external-provider choice when Paperclip has no native connection for an app. Adding provider-specific branches to the core prompt would make those instructions harder to maintain. **Proposed solution** Prefer a native connection. Otherwise return verified alternatives in Composio, Arcade, Executor, Zapier order. Include an external-service disclosure, a question with None, and the next instruction in the search result. Validate the saved human choice before creating a selected fallback setup card. Reuse existing provider accounts and verify underlying app access separately. **Alternatives considered** Do not silently choose a provider. Do not claim that broad execution tools prove support for every app. Reuse existing questions and connection intents rather than add another connection model. **Roadmap alignment** Extends the existing MCP Tool Gateway & Apps and Agent evals & feedback capabilities. The MCP aggregators experiment remains the gate. No duplicate provider-routing PR was found in the public search. ## What Changed - Add a dated support index and authorized cached-tool evidence for external routes. - Return provider questions and next-step instructions from `connections_search`. - Preserve pending choices and declines across continuation. Validate company, task, agent, human, app, and current route eligibility. - Carry the selected app into new setup and account reuse, validate explicit provider requests against persisted human messages, and distinguish provider readiness from app authorization. - Sync native, MCP, REST, and CLI contracts. Keep core agent instructions provider-neutral. - Add production-component Storybooks, focused database tests, and three real-agent browser eval cases. - Record the plan, observed failures, fixes, passing evidence, and acceptance limits. ## Verification - Latest head `586f0e6cd`: 54 checks passed, 2 skipped; Greptile 5/5 and all review threads resolved. - After rebasing on master `18dac1e1e`: 64 focused shared, validator, route-contract, and database tests passed; server typecheck passed. - Embedded-browser test drive on the rebased head: native Jira card, HubSpot external-provider question, Arcade account reuse, one actual MCP read against a local synthetic fixture, reload persistence, and None preventing further calls. A real OpenAI-backed agent performed discovery and continuation. - UX observation: the agent initially combined mutually exclusive request fields; the server rejected it and the agent recovered without changing access. This extra retry remains visible in the transcript. - After rebase: 23 focused eval grader/catalog tests, affected TypeScript checks, token gates, production UI build, and Storybook build passed. Full local tests are intentionally excluded at the maintainer's request. - Before rebase: four browser/real-agent attempts passed: native Jira, None, and reuse of the second provider on two Codex profiles. - Browser evals used an isolated deterministic MCP fixture through the real Paperclip gateway. They do not prove production compatibility with all four providers. - Review `Apps / Connections / Provider choice` in Storybook. Choose Arcade, continue through Access, and verify the app name, external-service disclosure, and URL configuration. - The detailed verification report is `doc/connections/2026-09-23-aggregator-routing-verification.md`. ## Risks - The public support index is finite and can age. Account capability and app authorization still require verification after selection. - Existing installed-tool permissions remain in effect. Provider choice is not a new execution permission boundary. An early Mini attempt skipped search; clearer provider-neutral instructions made the targeted rerun pass. This is not a measured reliability rate. - Explicit requests skip provider confirmation only when a clear persisted human message or saved provider choice supports them. Other phrasing falls back to confirmation; the agent query alone is not consent. These routes do not add tool permissions. - No database migration or legacy Composio broker is added. Real-provider acceptance remains separate from fixture proof. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser tools. The exact deployment variant and context-window size are not exposed in this session. Product evals separately used the repository's primary Codex and Codex Mini profiles; those agents supplied test behavior, not independent provider compatibility proof. ## 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 16:36:49 -05:00
DottaandPaperclip	18dac1e1ef	feat(connections): add experimental memory providers and remote MCP access (#13942) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Connections give agents governed access to external tools. > - Agents need durable memory across tasks and execution environments. > - Mem0, Zep, Supermemory, Cognee, and Honcho provide hosted memory tools. > - This pull request adds their setup flows behind an experimental toggle. > - It also delivers assigned MCP tools through the native remote Codex runner. > - Operators can connect a provider once and use the same governed tools locally or in Daytona. ## Linked Issues or Issue Description **Problem or motivation** The Apps catalog lacks a complete set of memory providers. Remote native Codex agents also need access to assigned managed MCP tools without receiving provider credentials. **Proposed solution** Add five memory connectors behind the disabled-by-default Experimental memory connectors setting. Use the existing connection setup and permissions UI. Default their tools to Allowed. Preserve company boundaries, operator permission changes, provider scopes, and audit attribution. **Alternatives considered** Direct provider credentials in each sandbox would duplicate setup and bypass the managed gateway. The remote runner instead uses its existing protocol channel to call the gateway on the server. **Roadmap alignment** This maintainer-requested experiment supports the Memory / Knowledge and Connected Apps roadmap areas. It adds provider connections without introducing a separate memory UI. Related connector authoring documentation is tracked in #13692; no duplicate memory-provider implementation was found. ## What Changed - Add provider definitions, official branding, and the experimental setting for all five providers. - Use OAuth for Zep and Supermemory, API credentials for Mem0 and Honcho, and a bundled Cloud API bridge for Cognee with no runtime downloads or subprocesses. - Default memory tools to Allowed and classify destructive actions explicitly. - Fix personal remote credential resolution and propagate provider tool errors. - Relay assigned managed MCP tools to remote native Codex through the runner protocol. Recheck current authority for each call and rotate stale tool contracts. - Add 21 Storybook states and complete OAuth walkthrough fixtures. - Document provider research, sanitized tool inventory, and live local and Daytona proof. ## Verification - Passed workspace typecheck: `pnpm -r typecheck`. - Passed production build: `pnpm build`. - Full local `pnpm test:run`: 13,273 passed, with failures from process/readiness timeouts under parallel load. Reran all 16 affected suites with one worker: 456 passed, leaving two macOS `/var` versus `/private/var` path assertions. Both passed with `TMPDIR=/private/tmp`. No test failures remain unverified. Latest-head remote CI passes all 54 checks (two optional Storybook jobs skipped). Greptile is 5/5 with no unresolved findings. - Latest Cognee gateway regression: 71 passed, including public deployment without a runtime host and immediate recovery after a provider error. Bundled bridge tests: 25 passed. - Browser setup and real agent tasks exercised all five providers. Mem0, Cognee, Zep, and Honcho have successful store/retrieve proof. - Supermemory now has scoped read/write consent. Local storage and real Daytona write, document read, and semantic recall passed; indexing completion was verified before claiming success. - All five providers were exercised through a real Daytona sandbox and its native runner MCP relay. Provider credentials remained on the server. The final bundled Cognee bridge also passed a fresh Daytona store/recall run. All disposable sandboxes were removed and verified absent after testing. - Storybook is rebuilt and contains the experimental toggle, catalog, setup, permissions, and error states. The Zep and Supermemory access steps advance correctly. ## Risks - Provider OAuth scopes and plan limits remain independent of Paperclip tool permissions. An Allowed tool can still be rejected by the provider. - Providers can queue memory indexing; save acceptance does not prove that semantic recall is ready. - Remote tool contracts must stay synchronized with current connection authority. Regression tests cover revocation and stale contracts. - This change has no database migration. Existing connections remain usable when the experimental catalog toggle is disabled. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, repository edits, code execution, and browser automation. The exact context window size is not exposed in this session. Live acceptance agents used `gpt-5.6-sol`. ## 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 15:54:38 -05:00
Devin FoleyandPaperclip	94a0aa7726	fix(ui): hide workspace isolation controls for managed hosts (#13907) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Workspace isolation keeps task checkouts separate. > - Managed hosts can enable isolation and hide its experimental toggles. > - Project, task, and routine forms still expose choices that override that policy. > - This pull request adds an operator visibility key for those controls. > - Workspace access stays available, and execution keeps its existing policy. ## Linked Issues or Issue Description **What existing behavior does this improve?** Operator control over workspace isolation settings in the UI. This follows the settings list cleanup in #13905. **Current behavior** Hiding the experimental isolation toggles leaves project policy editors, task selectors, routine and pipeline overrides, recovery actions, and workspace configuration visible. **Proposed behavior** Set `PAPERCLIP_HIDDEN_SETTINGS=workspaces.isolation` to hide these controls. Keep workspace navigation, status, files, and runtime access. Hide experimental toggles separately. Instances that do not set this key keep their controls. **Reason and benefit** Users on managed hosts should use the host's isolation default. A hidden form must not submit a stale draft that overrides it. ## What Changed - Add the UI-only `workspaces.isolation` key to the shared visibility registry. - Hide project workspace policy, task and subtask selectors, routine and pipeline overrides, and isolated re-issue actions. - Hide the workspace Configuration tab and redirect direct links to workspace issues. - Omit hidden new-task and routine overrides. Keep explicit task/subtask workspace launch context, saved policies, and automatic branch values for workspace routine runs. - Wait for the health visibility policy before showing controls. Keep workspace access and all execution APIs available. - Document the key and test visibility, form payloads, deep links, and unchanged workspace access. ## Verification - All 52 CI checks pass on `50cc770d33` (two expected skips). The branch is mergeable. Greptile is 5/5 with no unresolved comments. - `pnpm -r typecheck` passed. - `pnpm build` passed. - `pnpm check:token-gates` passed. - Targeted UI checks passed: 346 tests across 14 suites, including hidden project/task controls, stale task drafts, routine branch defaults, recovery actions, configuration deep links, and workspace access. - Shared settings-visibility tests passed: 11 tests. - `pnpm test:run` was run and stopped after reproducing five failures in unchanged server tests: two `chat-channels.integration` cases (linked-request provenance and direct external-chat finals) and three `company-skills-service` cases (runtime refresh, concurrent download, and explicit update). The earlier local run for #13905 showed the same failures. The full local suite is not claimed green. Targeted UI/shared checks pass. All PR CI shards, including the affected chat and skills suites, pass. - Reviewed the diff for secrets, private links, and run artifacts. ## Risks This key changes UI visibility only. It does not reject API calls or change feature values. Operators must enable isolation and its default through their existing policy mechanism. Older app versions ignore the new key until upgraded. Removing the key restores the controls. No schema changes. ## Model Used OpenAI GPT-6 (Codex), with reasoning, repository tools, and test 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 existing issues or 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 ticket id - [x] I have run tests locally; targeted checks pass (full-suite limitation 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>	2026-09-23 19:38:07 -07:00
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	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	b82661b561	refactor(connections): retire the legacy Composio broker (#13758) ... ## Thinking Path > - Paperclip manages agents and their access to external tools. > - Connectors expose these tools through a governed MCP gateway. > - PR #13755 added a direct Composio MCP connection behind the experimental MCP aggregators flag. > - The old project API-key broker still created toolkit child connections and showed a separate Services tab. > - Keeping both paths leaves obsolete setup and session code in the product. > - This change removes the broker and preserves direct MCP setup, credentials, permissions, and execution. > - Saved legacy records fail closed and remain available for explicit removal. ## Linked Issues or Issue Description Related: #13755. This retirement supersedes the legacy-path fixes proposed in #12630, #12632, #12634, and #12906. It does not close those PRs. **What existing behavior does this improve?** Composio connector setup, management, and runtime dispatch. **Current behavior** Composio offers both direct MCP and a project API-key broker. The broker mints sessions and creates one child connection per toolkit. **Proposed behavior** Offer only direct MCP. Remove the toolkit Services UI, REST routes, API client, and session broker. Block saved legacy parent and child records from discovery, execution, health checks, reconnect, and OAuth. Preserve their records and credentials until the operator removes each connection. **Reason and benefit** The direct MCP connector becomes the single supported Composio workflow. Provider accounts remain managed in Composio. ## What Changed - Remove the API-key catalog method and its generated-source definition. - Delete Composio broker clients, session creation, account synchronization, child lifecycle, and toolkit routes. - Remove the Services tab, service rows, child provenance, and cascade-removal controls. Keep Vercel provenance intact. - Retain a shared retirement guard for stored legacy records. Show Retired status and replacement/removal guidance in the connection list and details; hide obsolete runtime controls. - Preserve the experimental MCP aggregators flag and direct MCP infrastructure. - Replace broker fixtures with retirement tests and extend direct Composio catalog/reconnect coverage. ## Verification - Focused shared, server, and UI tests passed with one worker. Server retirement tests use a name filter; no full local test suite was run, as requested. - Server and UI TypeScript checks passed. - Token gates and UI build passed. - Real browser: opened the saved Composio connection, refreshed all 11 tools, and ran the provider's read-only GitHub account-list operation through the standard Test dialog as an agent. The provider returned success using the existing OAuth credentials. - See `doc/connections/COMPOSIO-BROKER-RETIREMENT.md` for scope and live evidence. - Storybook build passed. A fresh real agent used `COMPOSIO_SEARCH_TOOLS` and `COMPOSIO_MULTI_EXECUTE_TOOL` to return the actual Paperclip DeepWiki hierarchy: one success, zero errors. Gateway audit records confirm both calls succeeded. - Browser retirement check: a credential-free legacy fixture showed the guidance, opened the direct MCP replacement flow, and was removed through the standard confirmation. - Focused regressions for the experimental settings copy and exact OpenAPI route coverage passed. All latest-head CI checks passed (54 successful, two intentionally skipped); Greptile scored 5/5 with no unresolved review threads. The PR has no merge conflicts. ## Risks This intentionally breaks the old Composio project API-key and child-connection workflow. Existing legacy records cannot run, even if their stored status is active. Operators must create a new direct MCP connection and choose access rules; credentials and grants are not migrated. Remove each old record separately to delete its credentials. No schema migration or data deletion runs automatically. Direct MCP connections keep their existing grants and secrets. ## Model Used OpenAI GPT-6 via Codex, with reasoning, code execution, and browser tools. The exact runtime variant 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>	2026-09-21 13:57:35 -05:00
DottaandPaperclip	e8c8ba3c19	feat(apps): add experimental MCP aggregator connectors (#13755) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its tool gateway applies company access rules and approval controls to connected apps. > - MCP aggregators expose many apps through one provider endpoint. > - Each aggregator needs its own credential, catalog, grants, and lifecycle in Paperclip. > - This pull request adds independent Zapier, Arcade, Composio Connect, and Executor setup with a common Access → Connect layout. > - A default-off MCP aggregators flag lets operators opt in while we complete provider acceptance tests. > - Agents use the normal Paperclip permissions, Test screen, and gateway after setup. ## Linked Issues or Issue Description **Subsystem affected** Apps, connection setup, shared contracts, and the remote MCP gateway. **Problem or motivation** Aggregator endpoints need clear provider setup and correct MCP sessions. Generic setup does not explain each provider's authentication or broad execution tools. Provider approval must preserve the original execution instead of replaying a write. **Proposed solution** Add four separate connectors behind Settings → Experimental → MCP aggregators. Start with human and agent access, then connect the endpoint and read its tools. Enable tools by default. Use the existing Permissions and Test screens after setup. Keep legacy Composio API-key and child connections intact. **Alternatives considered** A shared connection for all providers would mix credentials and access rules. Separate provider-specific permission and test screens would duplicate existing controls. Vercel Connect is outside this change. **Roadmap alignment** Extends the existing MCP Tool Gateway & Apps capability and the Connected Apps roadmap area. This work was requested and reviewed by the maintainer. Related work: #11894, #12630, #12632, #12634, and #12906 concern the legacy Composio broker. #13102 also covers remote MCP pagination. This change preserves the broker path and adds initialized sessions, response matching, and provider resume handling alongside pagination. ## What Changed - Add branded setup and interactive Storybooks for Zapier, Arcade, Composio Connect, and Executor. Use the existing access controls and normal action tests. Do not request a connection name or action choices during setup. - Add the default-off `enableMcpAggregators` flag to settings, managed feature metadata, the catalog, and setup guards. Hidden connections keep running. Legacy Composio connections remain unchanged. - Reuse the vault, grants, policy, and catalog models. Support OAuth discovery, bearer tokens, custom headers, and credential-bearing URLs. Add no database tables or migrations. - Initialize and retain Streamable HTTP sessions by connection and effective credentials. Read paginated catalogs and match streaming responses to request IDs. - Classify unfamiliar aggregator tools as writes despite upstream read-only hints; only exact reviewed read capabilities enter the read-only allowlist. Legacy Composio child behavior is preserved. - Preserve provider authorization links and execution IDs. Support Executor approve/resume, decline, and cancel without automatic replay of uncertain writes. - Preserve Off and Ask first choices during refresh and reconnect. Allow new tools and retire removed tools. Keep agent access updates atomic and preserve an empty agent selection. - Document connector UX rules, provider branding sources, and live acceptance results. - Stabilize the existing Sentry release fixture after its repeated CI failure by reusing one module mock; production Sentry behavior is unchanged. ## Verification - Final head `d11781970`: [CI run](https://github.com/paperclipai/paperclip/actions/runs/35633534900) passed, including broad typecheck, test shards, build, and E2E. All 54 checks pass; 2 optional checks are skipped. Greptile is 5/5, Security Scan passes, and all review threads are resolved. - Passed 27 focused connector Vitest checks and 18 connector-only Storybook browser checks before the flag change. All 85 stories rendered at desktop and narrow widths. - Passed 5 connector lifecycle/server checks and 7 selected flag checks after adding the flag. The latter cover settings, managed defaults, cached catalog visibility, and all four setup routes. - Review fixes passed 13 risk/handoff/lifecycle checks, dedicated session-expiration and transport regressions, 13 selected connector/gateway CI cases, and 10 selected setup/reconnect UI cases. A real Composio connection-list call also succeeded through the refreshed UI on `9ab115f71`. - UI and server TypeScript checks passed. UI build, Storybook build, token gates, and diff whitespace checks passed during implementation. - Real browser and real Paperclip agent tests passed for Arcade, Composio, and Executor. Tested action permissions, denied agent access, reconnect, disconnect, and isolation. Tested Arcade catalog additions/removal and Executor provider approve/resume, decline, and cancel. - Zapier live acceptance is incomplete. Its dedicated provider server is configured, but its credential-copy dialog returned an empty clipboard through browser automation. No live Zapier action is claimed. - The three isolated Sentry release cases pass after the CI fixture fix. - Local verification is deliberately narrow at the maintainer's request. The full local suite, recursive typecheck, and repository-wide build were not run. CI provides the broader checks. ## Risks - Shared MCP transport changes affect other remote MCP servers. Protocol fixtures cover initialized sessions, streaming response matching, pagination, and isolation. - Broad execution tools remain broad permissions. The provider governs actions inside those tools. - Provider handoff links are retained briefly in memory. After a server restart, a one-time link may require reopening the provider dashboard. Paperclip does not replay the original call. - Zapier remains unproven live. Custom-header imports and self-hosted endpoints have fixture coverage rather than a separate live account for every variant. - Turning the experimental flag off hides setup; it does not revoke existing credentials or stop existing connections. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, shell execution, and browser automation. The exact runtime model ID and context-window size are not exposed in this session. A separate Anthropic-backed Paperclip agent performed live gateway acceptance tasks. ## 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 12:53:11 -05:00
DottaandPaperclip	f589660ec0	feat(routines): add safe webhook setup and in-routine run management (#13637) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Routines turn scheduled work and external events into tasks for an assigned agent. > - Webhook setup was disabled, and actor authentication rejected valid webhook bearer keys. > - Operators need to connect and test a sending app before events can start work. > - This pull request adds a guided setup with durable connection tests that cannot dispatch a task. > - It keeps trigger management, execution tasks, and activity within the routine. > - The benefit is a webhook that can be configured, verified, and operated from one place. ## Linked Issues or Issue Description Fixes #11937. Related: #13216 adds provider-specific Sentry support. This PR addresses general routine setup and ingress. #6841 addresses legacy secret bindings; this PR retains the existing secret service. **Current behavior** Webhook creation is disabled. Bearer deliveries can fail in agent authentication before the routine checks its key. Setup has no safe connection test. Runs and Activity send the operator away from the routine. **Proposed behavior** Choose a schedule or a webhook. Follow the setup steps, copy credentials or complete agent instructions, and test delivery without creating work. Finish setup to allow future events to start tasks. Edit or remove compact trigger cards, undo removal, and inspect tasks and activity inside the routine. **Reason and benefit** An operator can verify credentials and delivery before enabling automatic work. Durable setup state survives refreshes and restarts. Retry receipts prevent an old test event from starting work after activation. ## What Changed - Add a production trigger wizard using reusable Slack setup navigation and footer components. - Add schedule and webhook choices, one-time credentials, agent instructions, and live connection feedback. - Persist pending setup, test delivery receipts, connection status, and reversible trigger removal. - Keep setup checks free of routine runs, tasks, and agent wakeups. Preserve delivery idempotency after activation. - Add compact trigger cards, inline editing, key rotation, pause controls, removal, and Undo. - Keep Runs and Activity in the routine. Use the shared task list and compact activity rows. - Permit only exact public delivery POSTs through actor authentication. Retain webhook authentication, JSON-object validation, and log redaction. - Add production-backed Storybook states and focused server, database, and UI coverage. - Document signing modes, setup checks, retries, rotation, HTTPS ingress, and navigation. ## Verification - Full workspace typecheck, build, and token gates passed on the rebased branch. Storybook also builds. - Focused routine, middleware, logging, shared wizard, and UI coverage passes on the rebased branch: 195 tests across 14 files. The migration passed on a fresh PostgreSQL database and on two repeated applications. - Browser testing used the real app, database, and a deterministic process worker through Tailscale HTTPS and the current Cloud proxy code. - Verified rejected keys, safe setup deliveries, persisted state after restart, activation, retry deduplication, key rotation, schedule editing, removal, and Undo. - Fresh bearer and GitHub-signed deliveries created tasks that the worker checked out and completed. Runs and Activity stayed within the routine. - Current Cloud ingress tests passed. Public delivery POSTs passed through without a browser session; management routes remained gated. - All 54 current-head PR checks pass, including general and serialized tests, all eight browser E2E shards, typecheck, build, runner checks, security checks, and the canary dry run. Two optional Storybook jobs are skipped by workflow conditions. - Greptile is 5/5 on commit `7ea63a61e`, with no unresolved review threads. The stale connection-status finding is fixed and covered by a regression test. - No production deployment was performed. ## Risks - Migration 0281 adds three trigger columns and a test-receipt table. It is additive and safe to reapply. Apply it before running the new server. Existing triggers remain live by default. - Requests without delivery IDs are new events after activation. Senders must reuse an event's delivery ID for retries. - Completed webhooks keep normal dispatch behavior. Their management connection check can start work; the UI states this. - Removing a trigger archives it. Undo restores the URL and credentials. Permanent deletion remains available through the existing API. - Public ingress must remain restricted to the delivery POST route. The tenant verifies credentials. Cloud sleeping-stack behavior is unchanged. - Shared setup components also serve Slack. Existing setup contracts and navigation tests cover that integration. - Senders must use application/json with an object. Other media types receive 415. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell execution, and browser testing. The exact deployment 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 10:49:05 -05:00
4 people	1ef3b08714	feat(ui): integrate agent personas across the app (#13171) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A stable agent persona is useful only when the same identity appears across the app. > - Lists, task messages, selectors, and activity feeds need inexpensive static avatars. > - Onboarding and agent headers need a larger character with expressions and pointer tracking. > - This pull request connects the persona foundation to those existing views and preserves onboarding draft assignments. > - Full-page stories and Linux checks make the placements and performance contract reviewable. ## Linked Issues or Issue Description **Problem or motivation** Agents need a stable visual identity in lists, tasks, onboarding, and configuration. External tools also need an image URL for that identity. **Proposed solution** Assign each agent a permanent palette from a fixed ClipLab character library. Store the assignment on the agent. Render and cache preset PNG URLs on demand. Use static images in dense views and one animated character in larger placements. **Alternatives considered** A generated image bundle requires a separate asset build. A live renderer in every avatar adds unnecessary work in large lists. Arbitrary uploaded images do not provide the requested shared character system. **Roadmap alignment** This improves agent identity across existing control-plane views. It preserves agent permissions, company boundaries, and status labels. ROADMAP.md has no separate ClipLab persona milestone. Related approaches: #2422 adds configurable image URLs and DiceBear generation; #5578 adds optional uploaded avatars. This work uses a fixed, versioned character library and preset URLs. ## What Changed - Replace agent icons with static persona images across lists, the sidebar, org charts, tasks, comments, selectors, activity, and dashboard views. - Put one animated character in the agent header. Let it follow the pointer across the page, with reduced-motion and touch fallbacks. - Add larger padded characters to agent creation. Keep the palette stable across draft refreshes and connection retries, then reveal it after success. - Pass appearance through shared projections rather than fetching each agent separately. - Add real full-page Storybook examples for the agent list, overview, task, dashboard, new-agent dialog, and connection page. - Add Linux screenshot, clipping, density, and 500-avatar performance checks. ## Verification - `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased tree. Persona lifecycle tests pass. - The rebased feature passes 38 Linux screenshot/performance checks, including both display densities, corner pointer positions, and the no-WebGL/no-live-download contract for 500 avatars. - The final Linux persona suite passes all 38 visual, lifecycle, density, and full-page checks using the standard Storybook configuration and real on-demand avatar endpoint. - Final local focused verification: 45 avatar/native-recovery tests pass; UI identity/routine tests, typecheck/build, token gates, and Storybook build pass. - Current-head CI passes: full workspace/server tests, all serialized server groups, typecheck/release checks, build, canary validation, and end-to-end shards. The build passed after retrying a native-runner concurrency-test failure; its three targeted cases also pass locally. - Manual inspection covered stable identities in the app, header placement, full-page mouse tracking, onboarding size, and task/dashboard placements. ### Screenshots Linux captures use synthetic Storybook fixtures. Full-page captures use reduced motion. The live character, mouse tracking, and disposal are checked separately. <details> <summary>Agent overview with the character in its header</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png" width="900" alt="Agent overview with the character in its header" /> </details> <details> <summary>Task messages and assignee identity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png" width="900" alt="Task messages and assignee identity" /> </details> <details> <summary>Larger onboarding character with room for expressions</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png" width="900" alt="Larger onboarding character with room for expressions" /> </details> <details> <summary>Dashboard agent activity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png" width="900" alt="Dashboard agent activity" /> </details> ## Risks - This PR depends on #13170, the persona foundation. Merge the foundation first, then retarget this PR to master. - Many placements change from icons to character silhouettes. Human avatars and authoritative agent status labels retain their existing behavior. - Only one character can render live per view. Reduced motion, hidden/offscreen content, touch input, and renderer failures use the defined fallbacks. - The full-page stories use fixture data. They do not contact a real company or complete real provider sign-in. ## Model Used OpenAI Codex, GPT-6 family. The exact model identifier and context window are not exposed in this session. Used code editing, shell execution, browser inspection, and Linux visual testing. ## 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> Co-authored-by: Tonio <tonework@gmail.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>	2026-09-19 07:57:53 -05:00
Devin FoleyandPaperclip	6fe8e30625	feat(apps): add Railway connection and governed deployment tools (#13415) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps gives agents governed access to external resources. > - Operators need to inspect Railway services, read logs, deploy code, and run container commands. > - Railway offers hosted MCP with OAuth, but broad remote actions hide their internal operations. > - This PR adds a branded connection and fixed direct operations through the existing gateway. > - Separate SSH keys enable container commands under the same grants and policies. > - Operators can require approval for an action and inspect the resulting audit record. ## Linked Issues or Issue Description **Subsystem affected** Apps catalog, connection setup, gateway execution, and connection documentation. **Problem or motivation** Agents need Railway access through Paperclip. Operators need to grant and revoke that access, inspect available actions, and govern deployment and container operations without giving agents provider credentials. **Proposed solution** Reuse hosted MCP OAuth, vault storage, catalog discovery, grants, and the gateway. Probe the actual credential before enabling fixed GraphQL operations. Use a dedicated grant-owned SSH key for bounded container commands. **Alternatives considered** A catalog entry alone cannot execute the missing operations. The hosted general agent has opaque internal effects. An unrestricted CLI runtime can bypass action policy and inherit ambient credentials. **Roadmap alignment** This extends the existing MCP Tool Gateway & Apps path and the Connected Apps direction in ROADMAP.md. It does not add a plugin or parallel connection service. Related PRs #311, #939, and #7861 concern hosting Paperclip on Railway. They do not add this outbound Apps connection. The separate shared agent-picker fix is #13414 and is not included here. ## What Changed - Add the generated Railway catalog entry, official marks, provenance, and OAuth setup guidance. - Add fixed service/deployment status, bounded logs, and redeploy/restart/rollback tools. Block source deployment until the provider can atomically bind the approved repository and commit. - Verify API access with an explicit workspace before exposing direct tools. - Add grant-owned SSH key setup and a bounded runner with host verification, target checks, isolated state, and cleanup. - Block the opaque hosted railway-agent and accept-deploy actions. Preserve normal Allowed defaults and Ask-first policies for other actions. - Quarantine new or changed Railway schemas after initial discovery, including reconnect. - Add provider, lifecycle, gateway, SSH, UI, and browser fixtures. Document setup, limitations, and the release checklist. ## Verification - Security follow-up: removed the unsafe source-deployment mutation. Direct calls and old active catalog entries are denied before any upstream request, including normalized aliases. Refresh marks retired entries disabled. All 386 focused Railway, catalog and gateway tests passed, and server TypeScript checking passed. Full [GitHub CI](https://github.com/paperclipai/paperclip/actions/runs/35139421144) passed on d86530ab9, including typecheck, build, all tests, runner checks, and browser tests. Superagent passed and confirmed the P2 fix. Greptile reviewed the same commit at 5/5 with no findings. - CI follow-up: fixed the missing Railway SSH operation in the OpenAPI document, including its request schema, operator-only authentication, and error responses. The failure reproduced locally before the fix; all 403 selected API, Railway, catalog, and artwork tests passed after it. Synced current master and resolved the catalog/artwork conflicts. - After rebase: 440 focused provider, lifecycle, gateway, catalog, and container-panel tests passed. AppDetail and AppsConnect passed another 196 tests. - Full typecheck, build, token gates, and the gallery browser check passed after rebase. - During implementation, full build and the gallery browser check passed. Shared generic-MCP fixtures covered OAuth callback/state/issuer binding and failure paths. - Local live consent and tools/list succeeded. There were 44 active hosted actions and two blocked actions. A workspace-bound API probe and direct project/service/environment reads succeeded. The inspected project had no deployed services. No provider mutation ran. - Full GitHub CI passed on commit 303340f19, including all server/workspace test groups, typecheck, build, runtime verification, release dry run, and browser tests. The original local full-run attempt was incomplete; the complete automated suite is now verified in CI. Manual review: connect Railway, review the actual actions, install for an agent, and run a resource read through the gateway. Choose Ask first before testing a deployment mutation. Configure a dedicated key only when container access is needed. **Release qualification is still open.** Live agent gateway reads/logs, rejected and approved deployment calls, refresh/revoke, public HTTPS consent, and SSH enrollment/commands/cleanup need an authorized disposable service. The passing API diagnostic does not replace those tests. See doc/connections/RAILWAY.md and RAILWAY-REVIEW.md. ## Risks Overall risk is medium. New runtime behavior is gated to Railway connections, but the PR changes shared catalog, credential lifecycle, and gateway code. A regression in those paths can affect other Apps connections. The highest-impact operations are Railway deployments and container commands. - Provider consent can authorize an entire workspace. Catalog labels are not local resource allowlists. Direct tools check target membership, and provider permissions still apply. - Shell commands have broad internal authority. Action policy cannot approve each internal shell step. Timeouts close the local connection but cannot guarantee remote child-process termination. - Log and command output may contain application secrets that pattern redaction cannot recognize. - Source deployment is unavailable until the provider supports atomic repository/commit binding. Existing deployments can still be redeployed, restarted or rolled back. - No database migration is required. Rollback can remove promotion and direct dispatch while preserving connection data and the generic MCP path. - Live Railway qualification must still pass before release acceptance. ## Model Used OpenAI Codex, based on GPT-6, with code execution and browser testing. An independent read-only security agent reviewed the local implementation. The exact serving 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>	2026-09-16 13:54:44 -07:00
DottaandPaperclip	728f7185f6	feat: add native in-app announcements with persistent dismissal (#13403) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Self-hosted boards need a way to show occasional product announcements. > - An app release should not be required to publish or withdraw a card. > - Native card controls keep publishing consistent; the hero can use a static image or isolated HTML/CSS animation. > - This pull request renders a validated JSON feed with native components. > - It stores dismissals per account on each instance, so a closed card stays closed across companies and browsers. > - Named staging feeds let authors test content before production publication. ## Linked Issues or Issue Description **Subsystem affected** Board application shell, announcement delivery, and user preferences. **Problem or motivation** Operators need a small, optional announcement card. Users need reliable dismissal state. Authors need to test remote content without changing the production feed. **Proposed solution** Add one non-modal AnnouncementWell. Fetch validated JSON and content-addressed media through the instance server. Keep card controls native, with optional sandboxed HTML/CSS animation in the hero. Use stable announcement IDs for dismissal, an explicit empty manifest and quiet 404 handling. Provide a staged publishing helper and isolated test-drive guide. **Alternatives considered** Hosting the entire card as a page would move navigation and dismissal into remote content. This change limits HTML to a scriptless, isolated visual hero and keeps controls native. Browser-only storage would lose dismissals across browsers, so the instance stores account preferences. **Roadmap alignment** ROADMAP.md has no overlapping announcement feature. A GitHub title search found no related announcement pull requests. This work implements a maintainer-requested feature. ## What Changed - Add shared feed types, strict validation of every object, supported routes, expiration and version checks. - Add a board-only current-feed API, constrained media proxy, and idempotent dismissal API. Store the first dismissal and its company audit entry in one transaction. - Cache upstream data for one hour. Use conditional requests, request deduplication, response limits, public destination checks, and a three-second deadline. Treat a remote 404 as an empty feed with a fifteen-minute retry cooldown. - Keep announcement visibility stable when focus moves to browser chrome or another app pane; only tab visibility starts a return check. - Add a responsive native announcement card. Respect onboarding, dialogs and toast placement. Sync pending dismissals across tabs and retry after reconnect or return. - Add idempotent migrations for dismissals and validated publication IDs, design-guide examples, static and animated Storybook examples, and focused tests. The publication registry supports offline retries without accepting caller-invented IDs. - Add HTML/CSS animated heroes with static posters, automatic playback, reduced-motion handling, strict DOMPurify validation, an empty iframe sandbox and CSP that blocks scripts/network resources. - Add validated staging publication, content-addressed assets, an empty production manifest, preview fixtures, and authoring/operator documentation. ## Verification - The preceding implementation passed 98 targeted shared/server/publisher/route/OpenAPI/UI tests and 127 tests including the master rebase. The playback-control removal passes all 21 announcement UI tests, covering the rendered sandbox, fallback, reduced motion, dismissal and slow/stale state lookups. The preceding shared/server tests cover HTML validation and response sandbox headers. - The playback-control removal passes UI typecheck, production UI build, Storybook build and token gates locally. Browser verification confirms the animated card has only its dismiss button and two links, with no page errors. The full canonical CI matrix passed on current head `00e416431edb610861599d50490270bbd0f3c6b6`: 32 successful checks and two optional Storybook deployment checks skipped. This run needed no retries. Greptile reviewed this same head at 5/5 with no outstanding findings. - The local canonical general-server run passed 12,063 tests before reporting embedded-PostgreSQL startup failures in an unrelated fixture. All 31 tests in that fixture passed across isolated retries. The UI group passed 6,219 tests and other workspace groups passed 3,201; two CLI database-startup failures also passed individually. Serialized server suites were verified by the full CI matrix rather than repeating them locally. No source changes were needed for these environment failures. - The real S3/CloudFront staging manifest and both media asset headers were verified. Production remains empty/unpublished. The guide distinguishes the preview host's disabled edge cache from production cache requirements. - In the isolated test-drive, the animation visibly moves without playback controls. A 390×844 browser viewport keeps the card above navigation. Reduced motion makes no animation request. Both themes render correctly and browser page errors are empty. Browser fault injection verified that scripts cannot execute and CSS cannot make network requests; a missing animation leaves its poster and controls. - Refresh leaves the animated card visible. Closing it persists after reload and the API returns null. Earlier live checks verified dismissal across browsers, company-relative CTA navigation, modal deferral/restoration, and new-ID eligibility after restarting the same database. - The deployed empty feed and a real remote 404 return HTTP 200 with null from the board API, with a usable dashboard and no announcement popup or browser warnings. - Authoring documentation covers staging, animated HTML constraints, test-drive, withdrawal, ID reuse and cache-refresh steps. ## Risks - Animation supports self-contained visual HTML/CSS and inline SVG, without JavaScript or external resources. A static image is required. Older builds that do not recognize the optional animation field quietly hide that unsupported feed. - The default feed makes an outbound request from an instance when a board is used. Operators can disable it. Requests contain no account IDs, company data, cookies or interaction events. - Feed publication and withdrawal can take about 65 minutes to reach returning users because of CDN and instance caches. Expiration also removes visible cards locally. - Dismissals follow an account within one instance. No-login instances share the existing local-board identity. Separate installations do not share state. - Both tables are additive. A unique key prevents duplicate dismissals; the transaction prevents duplicate first-dismissal audit entries. The publication registry retains only validated IDs. AGENTS.md and the implementation spec document the required exception to company scope for these instance-level records. - Publication was limited to separate public staging prefixes on the existing preview host. Production remains empty/unpublished. No AWS policies or infrastructure were changed. ## Model Used OpenAI GPT-6 through Codex. The exact runtime model ID and context-window size are not exposed in this session. Capabilities used: reasoning, code editing, shell execution, tests, browser interaction, and tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-14 10:19:54 -05:00
DottaandPaperclip	47ded8bf97	feat: manage AI runtime credentials through Connections (#13247) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs need credentials for a specific provider and sign-in method. > - Connections already owns accounts, grants, and access permissions. > - AI authentication should use those same boundaries. > - This pull request adds the storage, API, adoption, and runtime foundation. > - Legacy agents keep their authentication until they explicitly adopt a managed connection. ## Linked Issues or Issue Description **Problem or motivation** AI credentials are configured separately from Connections. Agents cannot consistently reuse a responsible user's account or a permitted shared account. **Proposed solution** Manage AI accounts with the existing Connections grants and permissions. Keep model and harness selection independent from credential selection. Preserve legacy authentication until validated adoption. **Alternatives considered** A separate credential registry would duplicate ownership and access policy. Automatic fallback would risk using the wrong account. **Roadmap alignment** This extends the shipped Apps, multi-user, secrets, and agent-runtime capabilities. The maintainer requested the feature and reviewed the UI. Related groundwork: #11899 (connection permissions), #10910 (connection wizard), #11692 (Claude subscription profiles), and #11854 (Codex account rotation). ## What Changed - Add AI-purpose/runtime-auth contracts and an additive, idempotent migration. - Add Claude, OpenAI, OpenRouter, and Grok provider capabilities and catalog entries. - Store credentials on grants. Resolve responsible-user defaults or explicit permitted grants. - Isolate managed credentials and provider sessions across accounts. Block missing credentials without ambient fallback. - Keep imported legacy secrets unchanged during reconnect. Use independent local Codex/Grok sign-in attempts for rotating credentials. - Add authorization, migration, concurrent refresh, retry, cancellation, and legacy-compatibility tests. This is part 1 of a two-PR stack. The app UI follows in #13248. Merge the foundation first. ## Verification - Updated against master `04e364236`, preserving upstream provider login and connector workflows. - Full workspace typecheck, production build, Storybook build, and token gates passed on the integrated branch. Final local-login changes passed 59 focused tests; new-agent and inbox regression suites passed 63 tests. - Browser checks verified automatic local Claude account detection, resumable Codex login commands, retry, focus restoration, and desktop/phone layouts. Commands create their isolated directory before invoking the CLI. - All current-head CI checks passed on `2a996560a`, including all server/workspace tests, browser shards, runner verification, typecheck, build, and canary dry run. Greptile reviewed that commit at 5/5 with no unresolved threads. Earlier local full-suite attempts hit the Mac PostgreSQL shared-memory limit; the complete suites passed in CI. - Renumbered the additive AI migration to `0276` after upstream migrations and regenerated its snapshot. Existing legacy agents retain their configuration. - Added local login status checks, owner-scoped retry, managed OpenCode remote homes, credential-aware model discovery, and task connection-repair delivery. ## Risks - Managed credential failures intentionally block execution. They do not restore legacy fallback. - Preview-era copied Codex/Grok subscriptions require independent reconnect. - The integrated branch has live provider acceptance coverage. This update verifies local Claude detection and Codex API-key task repair; it does not add a new subscription authorization/refresh or Daytona stress pass. - Runtime-auth connections must stay excluded from tool and channel handling. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact runtime model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 16:30:10 -05:00
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	3bafac12f7	refactor: remove automatic productivity reviews (#13263) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its recovery loop keeps assigned work moving after execution failures. > - Productivity review used run counts, comment counts, and elapsed time to create management tasks. > - Infrastructure failures could satisfy those rules and create more tasks without evidence that the source work needed management review. > - This pull request removes that detector and its continuation holds. > - Bounded recovery, budgets, explicit blockers, and normal review stages remain in place. > - Existing task records stay readable and unchanged. ## Linked Issues or Issue Description Refs #5897. That request describes unwanted automatic productivity reviews and asks to preserve existing tasks. This change retires the feature instead of adding another configuration switch. Related prior approaches: Refs #9191, Refs #12489. Those changes excluded infrastructure failures or bounded review creation. This removal replaces the detector rather than tuning its thresholds. ## What Changed - Delete the scheduled detector, automatic task creation, evidence refresh, and productivity continuation holds. - Remove computed productivity fields, special attention items, badges, and Storybook fixtures. - Retain historical origin values, decision compatibility, and recovery recursion exclusions. Add no migration and change no existing task data. - Update the execution contract. Replace feature tests with regressions for legacy task reads, ordinary attention, and bounded continuation in the presence of an old review. ## Verification - Targeted attention, issue-route, startup, and UI tests: 4 files and 101 tests passed. - Updated issue-route and UI tests: 2 files and 61 tests passed. - Bounded continuation regression: 2 cases passed, including a legacy review plus pre-dispatch cancellation churn. - `pnpm check:token-gates`: all four gates passed. - `git diff --check`: passed. - `pnpm build-storybook`: passed. - Greptile: 5/5 on `a5a612eea`, with no actionable findings. - Scheduler and historical recovery regressions: 2 files and 28 tests passed. - Repository `pnpm -r typecheck` and `pnpm build`: passed. - The complete `pnpm test:run` suite passed across the CI server, serialized-server, and workspace shards on `a5a612eea`. Stopped the duplicate local monolithic run after the full CI suite passed; no completed local full-suite result is claimed. The targeted local suites above passed. - CI serialized shard 5 initially hit a 10-second timeout in the first interaction-route test. The complete file passed locally (78 tests), then the single CI rerun passed. - All CI gates are green, including the build and end-to-end suites. - A local merge check against current `master` (`ce09ea40b`) completed without conflicts. ## Risks - API responses no longer include the computed `productivityReview` field. Consumers must stop using it. - The scheduler no longer creates management work from elapsed time, run counts, or missing comments. This is the intended behavior change. - Existing review tasks and explicit dependencies remain in place. Historical origins still prevent recursive recovery treatment. No task cleanup or data migration occurs. - The native review handoff repair is separate from this removal. ## Model Used OpenAI GPT-6 through Codex, with reasoning, tool use, and code execution. The exact runtime model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-11 15:46:35 -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
Devin Foley	bce976d60d	feat: bind an agent to a Codex login whose account differs from the company default (#13067) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The `codex_local` adapter signs agents in to OpenAI, and a company keeps one default Codex identity in its shared company home > - A login with a DIFFERENT account than the company default is deliberately kept out of the shared home — one agent's sign-in must not switch every unbound agent's credentials — but that left the cross-account login inert: nothing connected the agent the operator was configuring to the credential the login stored > - The stored credential and its company secret already exist; only the last mile — an agent actually using them — was missing > - This pull request reports a non-secret binding claim on the authenticated login and lets the agent page bind that one agent's `CODEX_HOME` to the account's secret, exactly and only when the identities differ > - The benefit is that multi-account Codex becomes one click on the agent that needs it, with company-wide identity untouched ## Linked Issues or Issue Description **What happened?** On an agent's detail page, "Sign in with Codex" using a different OpenAI account than the company default succeeds but changes nothing for that agent. The credential lands in the per-identity store and a company secret names it, but the agent keeps using the company default. The Test keeps reporting that authentication is needed, and no repeat login helps. **Expected behavior** When the operator deliberately signs an agent's page in with a different account, that agent starts using that account. Agents that were not part of the action keep the company default. A same-account login keeps working through the shared company home with no per-agent pinning. **Steps to reproduce** 1. Configure a company whose Codex home holds account A. 2. Open a `codex_local` agent's detail page with a sandbox environment and complete "Sign in with Codex" using account B. 3. Press Test. Before this change the agent still resolves account A and the authentication-needed check returns. ## What Changed - `packages/adapters/codex-local` — the prerequisite shield: `isCodexAuthCachePath` recognizes per-identity credential-store entries, and `seedManagedCodexHome` refuses to symlink, heal, or API-key-overwrite an entry's `auth.json`. The seeding pass runs before every probe and execute; without the shield, an agent bound to an entry would have its stored login silently swapped for the host credential. Static shared config files still copy in. Rotation already survives binding: the sandbox copy-back writes rotated credentials into the identity-keyed store slot. - `server` — the promotion records whether the company default home ended on a different account than the login (any read failure degrades to `false`, so the client can never be told to bind wrongly). After the terminal commit, the routes layer remembers a non-secret claim — the opaque account-home secret id plus that verdict — in a bounded in-memory map, and merges it into the owner read of an `authenticated` `codex_local` session. A restart drops the claim; the panel then shows plain success. - `packages/shared` — `CodexAccountBindingClaim` on the owner session response. It carries no account identifier and no credential byte. - `ui` — the login panel reports the claim upward once. The edit-mode form binds the agent's `CODEX_HOME` to the secret and saves in one step, only when `companyIdentityDiffers` is true. Same-account logins bind nothing on purpose: the company-home refresh already carried them, and an unbound agent keeps following the company default across rotations. Create mode is unchanged. ## Verification - Adapter suite: 381 passed, 1 skipped (includes the new store-entry shield tests and the path-predicate cases). - Server suites (8 files): 130 passed, 15 skipped — including two new route tests that drive a login to `authenticated` and assert the claim with both identity verdicts. - UI render suite: 85 passed — including a panel test that the claim is reported upward exactly once. - `tsc --noEmit` clean in `packages/shared`, the adapter package, and `ui`; `server` clean for the touched file. ## Risks - The bind changes one agent's configuration through the normal agent-update patch, initiated by the operator's own login on that agent's page. The failure direction of every fallback is "offer nothing": a missing claim, a restart, or an unreadable company home all degrade to no bind. - The seed shield narrows what the seeding pass may touch; homes outside the credential store behave exactly as before, covered by the existing seed tests. - Builds on the sign-in credential-resolution fix (#13064), now merged; this branch is rebased onto master and the diff contains only the binding feature. Supersedes #13066, which GitHub auto-closed when its stacked base branch was deleted on merge. ## Model Used Claude (Anthropic) — Claude Fable 5 (`claude-fable-5`), extended thinking, agentic tool use in Claude Code (terminal). **Related PRs (searched; no duplicates found):** #12740, #12082, and #9621 touch adjacent Codex credential sync paths; #8495 is the standing hardening effort for probe auth seeding. ## 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 (no standalone docs cover this flow; the behavioral contracts are documented in-line at each changed site) - [x] I have considered and documented any risks above	2026-09-10 07:15:01 -07:00
DottaandPaperclip	018ca5daaf	fix: verify ACP Stop and preserve safe continuation (#13119) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Task controls coordinate provider execution and queued user messages. > - Stop could finish before an embedded ACP provider stopped its tools. > - A later request could be held for reconciliation without a clear task response. > - A restored provider could also retain the stopped run's API credential. > - This pull request verifies provider termination and preserves safe session continuation. > - Operators can continue known-safe work and see why uncertain work cannot start. ## Linked Issues or Issue Description **What happened?** Stop could leave an embedded ACP provider running. A queued follow-up followed by “go” could fail before it reached the provider. Task chat could show a generic missing-response message. Even a restored session could use the previous run's credential and fail its task update. **Expected behavior** Stop waits for confirmed provider termination. A later explicit wake continues the same compatible session only when recorded actions have known outcomes. It carries pending comments and the current run's environment. Uncertain actions retain a visible reconciliation hold. Composer Stop preserves the existing pause rule: conversation can continue while paused, but task work requires Resume. **Steps to reproduce** 1. Start an embedded ACP task. 2. Send a second request while the provider is running. 3. Interrupt the run, then send “go”. Also test composer Stop followed by Resume work. 4. Check that the request is delivered once and that the provider can complete the task through the current run's API credential. 5. Repeat with an unfinished write. Confirm that the write stops and that further execution stays blocked with a visible reason. **Paperclip version or commit** Built from source on master at `3bc60dd8b` plus this branch. **Deployment mode** Local source build with an isolated embedded PostgreSQL instance. Refs #11183. Refs #12552. Those changes address recovery after operator cancellation. This change also covers embedded ACP termination, session proof, pending-comment delivery, and task feedback. ## What Changed - Propagate Stop into embedded ACP and wait for bounded adapter cleanup and provider exit. Retain the actual ChildProcess object for forced termination on all platforms; never signal a recycled numeric PID. - Preserve interrupted checkpoints only for acknowledged, local, persistent sessions with settled reads or no tools. Keep writes, incomplete actions, and forced termination blocked. - Restore the same compatible provider session with the current run's environment. Reject fresh-session fallback for an interrupted checkpoint. - Adopt pending comments on the next explicit wake. Stop alone does not dispatch them. - Share the execution-blocker rule across dispatch, Resume, and task detail. Show Stopped or Couldn't start with the recorded reason. Resolve the stopped agent for the run link, including reviewer runs. - Keep execution reconciliation holds intact when generic recovery sees queued comments or healthy child tasks. - Add process, service, component, and browser regression coverage. Fix disposable database cleanup and React test settling exposed by the full suite. ## Verification - Passed `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`. - Passed all three `acp-stop-continuation.spec.ts` browser journeys. They use an actual ACP child process and require task completion through the agent API. - Passed 165 adapter execution, operator-stop, and child-process control tests, 17 queued-comment route tests, and 65 tests in the two adjusted UI suites. Earlier focused recovery, heartbeat, and task-control tests also passed. - Manually used the browser to queue a request, Stop, send “go” while paused, and Resume. The same session answered once and moved the task to Done with the current run's credential. - Manually interrupted an unfinished write. Its file size stayed fixed for five seconds. “Go” showed the reconciliation reason and did not start another provider prompt. - Separate live Claude ACP smoke checks confirmed that Stop ended a disposable local write and that a no-tool interruption could resume the exact provider session. The browser fixture does not call Drive or another external app. - Passed all 5,615 UI tests and 3,090 other workspace tests. The CLI and general server groups pass with targeted retries: two transient server failures passed together on retry, and two embedded-database startup failures passed after removing abandoned shared-memory segments from this task's completed browser fixtures. All 144 serialized server suites completed, with 2,189 tests passing after two transient HTTP socket failures passed on retry. - Passed all 135 heartbeat process/recovery tests, including a deterministic regression that failed before the recovery-sweep fix. - Passed 18 dispatch integration tests, including stopped-reviewer links, company boundaries, and malformed run IDs. - Greptile is 5/5 on `7dd170d83`, with zero unresolved review threads. The security scan and all required CI gates pass for the same commit. ## Risks - Safe continuation depends on complete tool reporting and a restorable local provider session. Unknown outcomes remain blocked and require reconciliation. - Provider cleanup can take time. A timeout does not grant replay permission. - The change adds optional adapter context fields and an optional issue projection. It does not change the database schema or require a migration. - Test cleanup truncates company data only in a disposable test database. ## Model Used OpenAI GPT-6, running as Codex with repository tools, code execution, and browser interaction. The runtime does not expose a more specific model deployment ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-09 22:06:06 -05:00
DottaandPaperclip	6abeb67334	feat: add opt-in chat provider and data foundation (#13100) ... Add dormant provider contracts, qualified patched adapters, tenant-scoped persistence and lifecycle ownership without activating chat routes. Preserve the experimental integration as dependent PR #13038. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-09 13:49:12 -05:00
DottaandPaperclip	8cfd30fb07	feat(ui): add composer Stop and simplify task controls (#13104) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The task composer is where operators direct running agents. > - Operators need to stop work without leaving the conversation. > - Existing pause controls already hold task trees and interrupt both runner types. > - This pull request connects the composer to those controls and removes repeated feedback. > - Operators can pause work quickly and still queue messages while agents run. ## Linked Issues or Issue Description **What existing behavior does this improve?** Task pause, resume, and cancellation in the task page and composer. **Current behavior** The empty composer cannot stop a running task. Task controls require extra confirmation and reason text. Pause can show several notifications for the task already on screen. **Proposed behavior** Show Stop while this task runs and the composer is empty. Text or attachments switch it to Send. Stop and the menu use the same manual pause hold. Parent pauses include descendants. Keep task cancellation in the menu with a compact confirmation. Show one quiet pause row and gray cancelled-run details. **Reason and benefit** Operators can interrupt execution with one click. Drafts and queued messages keep their existing behavior. The UI waits for actual termination, including native cancellation acknowledgment. **Breaking changes** No endpoint, schema, or task-status change. Pause no longer asks for confirmation or a reason. Resume now honors the existing wake-agents option. Task notifications are suppressed for the task and subtree currently in view. Related UI work: #8228 changes navigation and composer shortcuts. This PR covers execution controls. No duplicate Stop-button PR was found. The change improves existing controls and does not duplicate a roadmap milestone. ## What Changed - Add Stop, pending feedback, duplicate-click protection, and inline errors to the composer. - Share the pause mutation across the composer, active-run controls, and menu. - Poll affected runs after a pause request. Require native cancellation acknowledgment. - Remove pause confirmation and shared reason fields. Reduce cancel confirmation to its task count and actions. - Honor wake-agents for executable tasks only. Preserve the pause when recovery review is needed; show partial wake failures inline. - Preserve explicit legacy reconciliation decisions while their continuation waits for dispatch. - Suppress notifications for visible task trees. Use quiet pause and cancellation feedback. - Add interactive stories using production controls and native/legacy end-to-end tests. ## Verification - User reviewed the running feature and revised Storybooks in the browser. - Rebased focused checks passed: 295 original targeted tests, 161 updated route/page/notification/status tests, and 26 recovery integration tests. - Both isolated runner journeys pass on the final revision (1.7 minutes). Coverage includes queueing, parent and child interruption, persisted holds, no automatic continuation, reconciled resume, cancellation, terminal exclusions, and no Stop toast. - Native coverage uses real runnerd with a deterministic provider fixture. Legacy coverage checks actual process termination. Live hosted-provider execution was not tested. - Repository typecheck and build, Storybook build, and token gates passed after rebase. The final server typecheck/build also passed. - The broad local run completed its general-server stage with 7,219 passing tests, 48 skipped, and two failures from cached pre-fix source and a stale native provider fixture. Both failed tests pass in fresh final-head reruns after rebuilding the fixture; the script did not continue to its later local stages. CI runs all test groups on the final revision. - Final revision: all 31 applicable CI checks passed; Storybook visual regression was skipped by its workflow conditions. Greptile: 5/5, zero unresolved comments. - Review `Tasks / Execution Controls` in Storybook. Type and clear a draft, stop a run, expand cancellation details, and test the menu on desktop and mobile. ## Risks - Stop pauses descendants for a parent task. This is the existing pause contract. - A held task can remain active if interruption fails. The UI shows an error instead of claiming termination. - Resume can start multiple assignees when wake-agents is selected. Backlog, blocked, and terminal tasks stay excluded. Existing execution reconciliation remains mandatory where required; Resume never invents action-outcome evidence. - Notification suppression uses the visible task and cached subtree. Notifications for unrelated work remain enabled. ## Model Used OpenAI GPT-6 through Codex. The exact runtime snapshot and context-window limit are not exposed in this session. Used reasoning, tool calls, code execution, and browser inspection. ## 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>	2026-09-09 12:18:56 -05:00
DottaandPaperclip	6681104692	fix(runner): preserve provider identity and terminal failures (#13074) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The runner translates provider events into durable task execution. > - Provider notifications can refer to another thread or a descendant. > - Root validation treated these notifications as fatal, and later layers could lose the original failure. > - This pull request classifies event identity and preserves structured terminal failures. > - The server can then choose safe recovery without weakening tool authority. ## Linked Issues or Issue Description Refs #13038. This change incorporates the shared protocol-integrity and bounded-cleanup prerequisites from that PR. It does not include the chat feature. Related failure classification work: #13028. **What happened?** An informational provider notification for another thread could terminate the root session. A failed stream could then become a missing-result error and lose its cause. **Expected behavior** Ignore unrelated informational notices with bounded diagnostics. Reject invalid authoritative events. Preserve the original failure code and recovery meaning through cleanup. **Steps to reproduce** Run a native Codex task. Deliver a notification for an unrelated thread, or close the stream after a structured failure. Inspect the root outcome and recorded failure. **Paperclip version or commit** Reproduced before e20010472. This branch includes the current session-goal contract from that commit. **Deployment mode** Built from source. Native runner with Codex. ## What Changed - Classify root, provider-confirmed descendant, stale, unrelated, and invalid provider events. - Keep tool requests bound to their original execution authority. - Preserve typed failures through transport, session, and durable control-plane cleanup. - Keep bounded cleanup failures separate from the primary execution failure. - Add compatible shared contracts for continuation context, execution status, and explicit reconciliation. The dependent PR adds their server and UI consumers. ## Verification - Runner TypeScript and ACPX suites: 1,733 passed, 7 skipped. Node contracts: 38 passed. - Real provider-process fixtures cover 300 descendant identities across restart, the 4,096-identity capacity boundary, and rejection of continuation after terminal acknowledgement and restart. - Repository build, typecheck, and full `pnpm test:run` passed on the rebased stack (18,448 tests passed, 49 skipped). The full Rust workspace passed with `--test-threads=1`; parallel execution exposed an existing fixture port-reservation race. All latest-head CI checks passed. One unchanged artifact-document concurrency test failed on the first CI run and passed on its single rerun. - Added notification, streaming failure, protocol integrity, cleanup quarantine, and durable failure tests. ## Risks Provider event classification must retain the new session-goal behavior on master. Descendant notifications must never gain root tool authority. Shared contract fields are additive. This PR does not migrate data or start replacement provider work. ## Model Used OpenAI GPT-6 through Codex. The exact deployment ID and context window were not exposed. Used reasoning, tool use, code execution, and browser automation. ## 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>	2026-09-09 08:53:07 -05:00
DottaandPaperclip	7ed122911b	Add end-to-end session goals to Paperclip Runner ... Add capability-aware slash-goal controls, durable provider goal state, PRP v2 negotiation, autonomous goal execution, and safe local session recovery. Integrate with current master, preserve provider session identity, and verify the browser goal/chat/replacement/clear workflow and unsupported-agent rejection. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-08 16:18:47 -05:00
DottaandPaperclip	e095b84dab	feat(connections): connect services from native task feeds (#13058) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents use connections to reach external services. > - A fresh native task can have no service tools installed. > - The agent needs a way to discover services and ask the responsible person for access. > - This pull request brings the existing connection-intent flow into native task execution. > - The person can connect from the task, and the agent can continue with updated tools. ## Linked Issues or Issue Description **Subsystem affected** Native runner tool authority, connection intents, task interactions, and shared connection setup. **Problem or motivation** A task that needs an unconnected service cannot finish its work. Leaving the task to configure access also loses context. A resolved request must survive a restart and resume the correct agent once. **Proposed solution** Expose connection discovery and access requests as server-owned native tools. Render a durable task card and use the shared setup dialog. Persist outcome delivery and start a fresh provider session after access is ready. **Alternatives considered** Sending the person to the Connections page adds navigation and does not solve continuation. Polling for authorization consumes runs and can create duplicate requests. **Roadmap alignment** This extends the existing connection-intent runtime and setup experience. It reuses the shared access model and the native runner. Related: #12345, #12347. The service-slug fix in #12906 is related but separate. Companion evaluation PR: https://github.com/paperclipai/paperclip-evals/pull/21. ## What Changed - Expose `connections_search` and `connection_request` with server-bound company, task, agent, and responsible user. Preserve the legacy entry points. - Discover catalog services and authorized custom connections. Check installation, identity, health, and executable permissions before reporting ready. - Keep pending cards through ordinary messages. Reuse requests and retire stale ownership. Put Connect at the right of Not now. - Reuse the shared setup flow in a task dialog. Keep access additive and default to the requesting agent. Recover from cancelled or blocked OAuth windows with a new-tab fallback. - Persist outcome delivery with an idempotent wake key. Resume in a fresh session and recheck ownership before dispatch. - Add native browser fixtures, offline Storybook states, server contracts, and evaluation fixtures. Update guidance and documentation. ## Verification - `pnpm build`: passed after replaying the change on current master. - `pnpm -r typecheck`: passed. - `pnpm check:token-gates`: passed. - `pnpm --filter @paperclipai/ui build-storybook`: passed. - New continuation-policy regression cases: 16 passed. - Docker-backed PostgreSQL regressions passed for requester-only OAuth access, assignment-only expiry, terminal expiry, and credential-free setup metadata. - Shared setup and task-card UI tests: 121 passed, including configured MCP reconnect URL recovery and preserving user edits across refetch. - Storybook browser checks: all 119 passed on the latest reconnect fix. - `pnpm test:run`: 4,734 tests passed in the first server group, but embedded PostgreSQL startup failures and resulting cleanup errors prevented a complete local pass. All Linux CI lanes passed on the latest reviewed commit. One external-object route test returned an unexplained 500 on the first run; it passed twice locally and the failed shard passed on retry without code changes. - Earlier feature-checkout evidence: three deterministic native browser journeys passed, including restart delivery and an actual fixture tool result. Legacy scripted coverage also passed. All 59 added stories were inspected in light and dark themes. - Live Notion testing recorded successful provider reads. The manual test used a local-trusted instance. It does not prove authenticated/cloud deployment or every provider journey. - Native browser rerun reached the embedded PostgreSQL startup limit before bootstrap, so the latest checkout’s full native browser journey remains unverified. Both OAuth page/task regression cases passed against isolated Docker-backed PostgreSQL 17. They verify no premature task access, requester-only completion, additive retries, and reconnect preservation. - Applied both new migrations twice to isolated PostgreSQL 17. Foreign keys remained intact, duplicate active delivery keys were rejected, and failed delivery records did not block retries. Reviewer path: start a fresh test drive, enable the native runner, use an agent that can perform work directly, and ask it to summarize a Notion page. Connect from the card, then verify the resumed provider call and source-linked answer. The default test-drive CEO is instructed to delegate, so it can introduce an unrelated hiring step. ## Risks - Two additive migrations create durable deliveries and a partial unique wake index. They are idempotent. The wake index can require a maintenance window on large tables because migrations run in a transaction. - OAuth and continuation cross asynchronous boundaries. Tests cover ownership changes, retries, additive access, and restart delivery; live provider behavior still varies. - The latest requester-scope fix has not yet been exercised through live OAuth. GitHub, API-key, authenticated-user, and all recovery journeys are not claimed as verified. ## Model Used OpenAI GPT-6-based Codex assisted with implementation, tests, and review using tools and code execution. The runtime does not expose the exact model version, context window, or reasoning setting. Live evaluation used `gpt-5.6-luna`; manual native testing used `gpt-5.6-sol`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used and disclosed unavailable runtime details - [x] I have checked ROADMAP.md and confirmed this extends existing connection work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have described the issue in-PR following the feature issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [ ] I have run all required tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented risks - [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>	2026-09-08 15:55:26 -05:00
DottaandPaperclip	b97101893f	feat(projects): select multiple GitHub source repositories (#13010) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Projects give tasks a common source repository and execution context. > - The current project form asks for a raw URL and unrelated metadata. > - Teams need to select several repos from GitHub connections they can use. > - This pull request implements the reviewed project form and repository editor. > - The server checks credential ownership and shared audiences before discovery. > - Existing workspace URLs and runtime identity rules remain compatible. ## Linked Issues or Issue Description **Problem or motivation** Project creation accepts one raw repository URL. It does not help users select repos from their usable GitHub connections or attach several repos together. **Proposed solution** Add a shared GitHub repository picker to project creation and Configuration. Support multiple selections, transactional persistence, and the existing GitHub setup flow. Simplify the project form and Configuration tab as reviewed. **Alternatives considered** Keep a raw URL field or add a separate repository table. The existing workspace collection already supports several repositories and keeps legacy URLs compatible. **Roadmap alignment** This builds on the shipped MCP Tool Gateway and Apps capability. It does not change runtime credential delegation. Related work: #11662 addresses the existing dialog's viewport limits. #4552 addresses generic Git URLs; this change preserves those URLs in existing workspaces. ## What Changed - Add company-scoped repository discovery from usable personal and shared GitHub grants, with provider-ID deduplication, PAT pagination, and partial failure handling. - Document the repository endpoints and board access requirements in OpenAPI. - Validate new selections and save projects with multiple repository workspaces in one transaction. Preserve legacy URLs and existing selections whose access was lost. - Implement the reviewed Create project dialog, shared repository editor, scrolling, and mobile layout. - Move repositories above environment variables, remove Status and Goals controls and env help paragraphs, move Created to the bottom, and redirect Overview to Configuration. - Reuse GitHub setup in dialogs, preserve project drafts, and verify popup completion through the API. - Replace the configuration story's DOM adapter with explicit production composition. Keep the reviewed mobile and short-viewport stories. ## Verification - Passed: `pnpm build`, `pnpm -r typecheck`, `pnpm build-storybook`, and `pnpm check:token-gates`. - Passed: focused repository access, database persistence, configuration, and connection setup tests. - Passed: `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/project-repositories.spec.ts`. - The browser tests use a real temporary server/database. They cover create, forty persisted repos, mobile scrolling, save/reload, legacy URL editing, and rejection without a partial project. - GitHub responses and popup completion use deterministic fixtures. No real GitHub account was authorized by the test suite. - All CI general, serialized server, and browser test shards pass on the final commit. - The local full-suite run overlapped review edits and was stopped; fresh repository, OpenAPI, UI/CLI, and connection tests pass. Unrelated local worker, built-in-agent, and routine timing/socket failures passed isolated reruns. - Final commit `1b3308dca`: all CI gates pass, including build, runner verification, typecheck, canary dry run, and security checks. Greptile is 5/5 with no unresolved review threads. - Storybook visual regression is opt-in and was skipped by CI; the Storybook build passed locally. ## Risks - Repository discovery depends on provider availability. Failed connections are reported while successful results stay usable. - Selections identify source workspaces; they do not grant agents new credentials. The existing primary-workspace and responsible-user identity rules still apply. - No database migration is needed. Existing API status, goals, dates, and manual workspace URLs remain supported. ## Model Used OpenAI Codex, based on GPT-6, with repository inspection, code execution, and browser tools. The runtime does not expose a more specific model deployment ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-08 08:21:28 -05:00