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| Author | SHA1 | Message | Date | |
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 DottaandPaperclip
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0c9d10d695 |
feat(connections): complete saved setup guidance and coverage maps (#17739)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Product and agent access maps describe the same capability IDs. > - Agent connection management changes the callable operations and permission boundaries. > - Reviewers need an operation inventory that distinguishes API access, human handoffs, and fixture evidence. > - This pull request adds saved setup screens and updates the maps for #17737. > - The benefit is that users and contributors can inspect the coverage and remaining boundaries. ## Linked Issues or Issue Description **Subsystem affected** Product and permission documentation, saved authentication setup UI and consent metadata, and product/agent access maps. **Problem or motivation** The current maps describe board-only management paths. They need to match delegated connection management and distinguish administration from ordinary tool execution. **Proposed solution** Record route operations, required grants, responsible-user limits, transport, saved authentication handoffs, provider-fixture evidence, and explicit local-operator boundaries for every connection family. **Roadmap alignment** This is the documentation companion to #17737. It covers existing Connected Apps, governed MCP gateways, chat channels, and personal/shared AI accounts. It uses existing server setup operations and adds their saved handoffs to the existing UI. ## What Changed - Show saved AI sign-in and connection setup handoffs in the existing UI. - Open GitHub import and rotation links at the required human step. Resume a committed rotation after reload without asking for another secret. - Restore saved Google service choices for the addressed user while preserving newer consent. Successful direct/cloud consent records its own timestamp, independently of refresh or lease writes; existing refresh paths preserve it. - Update product, implementation, and permission-default documentation. - Reconcile app permissions, connection setup, chat channels, profiles/gateways, and model account coverage. - Use matching capability IDs in the product and agent access maps. - Label source-reviewed operations separately from fixture-tested operations and live provider setup. - Preserve catalog creator attribution under the responsible user, with the actual agent still recorded. This follow-up moved from the implementation to keep both reviews below 100 files. This companion now changes 38 files, including the preserved Vercel personal-credential and OAuth callback attribution follow-ups alongside consent and catalog ownership. - Name the addressed-human browser-session and consent step for Slack managed authorization and installation. Preserve source-only evidence for those individual operations. ## Verification - Current companion head: `04d40cdd605452d91cf4931476eb292a210825af`, including implementation `2ecd6451d0` and master `ea727dc3c2`, 38 files. All intended companion files survive: 35 are byte-identical to the previous companion; two chat maps and qualification add current evidence. Exact-head Superagent passed and Paperclip Review supplied an actual neutral5/5 assessment with no findings and explicit no-independent-runtime/live/current-CI verification limits. Exact-head Greptile also completed at5/5 with no findings; both formerly failed shards and their verification aggregate passed on attempt2; full exact-head Linux CI workflow40446969603 completed SUCCESS. All current checks and statuses are terminal clean, with no unresolved findings. This PR remains dependent on #17737 and needs fresh checks after its required post-squash replay. The preceding 605 head’s reviews are historical after this update. Older b0ea Linux workflow success after its single rerun also remains historical. - Earlier preserved-stack verification passed **2,165 tests**: 70 assembled-server actual-auth scenarios, 27 OpenAPI contracts, 2,022 native API tests and 46 saved GitHub wizard cases in fresh PostgreSQL. The parent also passed **141 existing gateway/policy tests**. Workspace typecheck/build, maps and token gates passed. The initial typecheck IPC denial and all material intermediate regressions remain in the qualification record; no full local sweep or live provider setup is claimed. - Operation maps now cover issuer/target gateway policy intersection and post-approval revocation, bounded activity pagination through private-only windows, and native local-login encrypted receipts. The companion preserves the Vercel OAuth callback ownership change with its existing credential ownership follow-up. - Parent CI has one retained connection-intent e2e failure from a periodic-recovery timing race. GitHub refused the first job-rerun attempt while its workflow was nonterminal. Once completed, the single failed-job rerun was accepted as attempt 2 and passed, including the full parent Linux workflow. - Companion Linux server shard 4/12 retained a cleanup-idleness timeout in `login-cleanup-work.test.ts` (active work was still 1 after its five-second wait). The same unchanged cleanup suite passed all 16 cases in the parent Linux job 121950185096 and all 16 cases locally against a fresh disposable PostgreSQL database. Relevant cleanup/reaper/scheduling runtime code is unchanged. The single unchanged-code failed-job rerun was accepted as **attempt 2** on the previous `b0ea3c940f` head (workflow 40431671705). The failed shard and complete Linux workflow passed on attempt 2; no additional unchanged-code rerun was used for this failure. The first local attempt failed the existing dedicated `_test` database-name guard before running tests; the correctly named fixture passed without weakening the guard. - **Earlier 82 GitHub UI tests passed**. All three new replacement cases were red before the fix. A confirmed unchanged generation preserves the earlier copy; a changed or unreadable generation blocks copying and reconnecting. An explicit status check can restore the copy when it is still current. All earlier import, rotation, verification, and retry states remain covered. - The complete stack passed **82 API/OpenAPI tests** in fresh PostgreSQL, including 55 scenarios with real agent keys, run JWTs, human sessions, production defaults, persistence, and deterministic providers. The parent also passed **60 Copilot installation tests**, preserving published v62 and binding combined guidance as v63. - **Earlier 10 focused Google/OAuth tests passed**: eight picker cases and two local-HTTP protocol cases proving consent metadata survives concurrent token refresh. The refresh and legacy UI cases were red before the fix. These protocol fixtures use the existing injected board actor and do not count as agent-authenticated proof. - Workspace typecheck/build passed after the consent change; normal migration generation reported no SQL changes for the additive JSON metadata. The parent's latest caller-authorization correction passed server typecheck/build. Map validation and token gates passed. Maps cover 35 areas and 192 capability IDs. The specification names migration `0380_broken_aqueduct.sql`. - The test-call operation maps now record the full caller/target tool access decision (profiles, policies, and explicit grants), credential identity for every auth label, approval, and rate checks. The profile-only precondition was removed after the new permitted-access cases failed; those cases and the no-auth identity regression now pass. Saved test status requires its originating principal and current linked-task access; actual key/JWT privacy-denial evidence is recorded. - Tool-connection activity is now operation-verified: 100 events over two tasks require two capability decisions and at most two run captures (previously 100/102), preserve private-event filtering, and deny the next request after audit revocation. The regression was red before the fix. - Cloud enrollment creation and callback entries now name instance-administrator and company/principal checks. The callback is a browser return with HTML or a 303 redirect. Status reads retain their separate board-actor rule. - Operation maps identify the API, transport, authorization, evidence, and human/operator boundaries. Structural checks do not establish live provider behavior. Earlier failures and fixture corrections remain in `doc/plans/2026-10-13-connection-api-parity.md`. - An earlier companion head (`26edbe17`) received an actual Paperclip Review assessment of 5/5 with no actionable findings, published with neutral status. That review did not run tests or confirm CI, and it is historical for this new head. The prior incomplete execution result is not counted as a passed assessment. Fresh review remains pending. The duplicate enrollment findings have explanatory replies and are resolved. - The latest implementation correction passed all 55 actual-auth scenarios and 27 OpenAPI contracts (separate commands). It repairs unavailable old credential material, preserves fresh import versus configured reconnect links, and distinguishes credential field sets/completion modes in handoff keys. The new fresh-link and collision cases were red before the fix. All 41 GitHub wizard tests now pass, including filling the fresh saved handoff and asserting App import rather than reconnect; UI typecheck, maps and token gates also pass. Qualification retains the earlier failures and an incorrect OpenAPI filename that selected only the integration module before the correct separate contract run. - Configured GitHub credential-entry links carry canonical requested fields and all/any mode. The form displays and submits those values through human reconnect while retaining other saved credentials. Two webhook/client-secret cases were red before the fix; combined all/any and legacy-link cases also pass. The current UI fixes the old |
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DottaandPaperclip
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4fdef9457f |
refactor(tools): isolate credential ownership (#17161)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections need durable credentials that survive authorization and token rotation. > - Storage, registration, refresh coordination and credential selection lived in the general tool service. > - Each has a different ownership boundary: secrets, process-wide registration, database leases and per-service refresh work. > - This pull request gives those responsibilities named modules and passes their narrow capabilities to consumers. > - The benefit is visible credential ownership while retaining current concurrency and failure behavior. ## Linked Issues or Issue Description Depends on #17159. Earlier stack: #17144 → #17146 → #17147 → #17155 → #17157 → #17159 → this PR. **What existing behavior does this improve?** Maintenance of OAuth credential persistence, refresh and provider credential access. **Current behavior** The 14,877-line service owns registration flights, refresh leases, secret writes and provider selection alongside app setup. **Proposed behavior** Dedicated owners handle credential storage, client registration, refresh leases, connection/grant refresh, GitHub continuity and Vercel credential access. Credential selection composes those owners. Authorization callbacks remain in the coordinator for the next extraction. **Reason and benefit** The entry point falls to 12,019 lines, a reduction of 2,858. Lease acquisition and cleanup can be reviewed together, independently of callback completion. ## What Changed - Extract credential owners and shared single-flight/connection-link primitives. The largest new module is 650 lines. - Preserve process-wide client-registration flights, per-service refresh maps and GitHub sweep state. - Preserve live cloud-connector lookup, options and environment reads; use the existing secret client and transaction-scoped clients. - Extend the real local HTTP/PostgreSQL OAuth fixture with concurrent refresh across two service instances and authenticated use of rotated credentials. ## Verification - The two extended HTTP integration cases pass before extraction for public and client-secret-basic clients. - After extraction, all 470 public service and HTTP integration cases pass, including refresh failure, abandoned leases, secret redaction and membership revocation cases. The fixture was then strengthened after review: a second expiry must use the persisted rotated refresh token, and the provider rejects the old token. Both cases pass before and after extraction; server typecheck also passes. - Server typecheck, module-boundary gate and diff whitespace checks pass. - All 233 pre-existing function/method bodies match by normalized syntax comparison. - Full typecheck/build will run at the stack handoff. The earlier interrupted local full suite remains unverified; all current-head CI gates pass, with Greptile 5/5 and no open review findings. - Prior-head CI failure retained: run 39708550066, general server shard 2/12, `native-session-executor.test.ts` case “preserves a real listening process and its marker when a health RPC times out” raised `runner_remote_process_identity_unavailable` / `process_identity_changed`. Both the fixture and runner implementation are unchanged. The isolated case passes without changing assertions or timeouts. The fresh full CI run passes for the test-only review fix; the prior failure remains recorded here. ## Risks - Changing state lifetime could permit duplicate refreshes or registrations. Existing concurrency cases and the real HTTP fixture exercise these paths. - A transaction-scoped secret write must stay inside its authority lock. Function bodies, await ordering and client arguments are preserved. - The fixture proves assembled local HTTP/database behavior, not live third-party qualification. - No schema, public API, policy or scheduling change is intended. ## Model Used OpenAI Codex, GPT-6 family, with repository tools and code execution. 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> |
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DottaandPaperclip
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4413bb262f |
refactor(tools): isolate OAuth protocol boundaries (#17147)
## Thinking Path > - Paperclip manages AI agents and their access to external tools. > - Tool connections use OAuth to obtain credentials from remote providers. > - The tool-access service mixed provider protocol parsing with database and secret writes. > - This made protocol changes hard to review without reading the full coordinator. > - This PR gives discovery, endpoint policy, and client exchange explicit owners. > - The coordinator keeps authorization, leases, persistence, and audit decisions. > - A real local provider fixture checks the boundary through public routes. ## Linked Issues or Issue Description **What existing behavior does this improve?** The ownership of OAuth discovery, registration, token exchange, and client metadata. **Current behavior** The tool-access service contains over 20,000 lines. Provider responses, endpoint policy, and stateful operations share the same closure. **Proposed behavior** Small protocol modules accept settings and named request capabilities. They return normalized results. The service owns durable state and existing public exports. This is part 3 of the stack: #17144, then #17146, then this PR. It targets #17146's branch. Review only this PR's diff. ## What Changed - Extract endpoint policy, metadata parsing/discovery, registration/token exchange, provider error normalization, and the public client metadata document. - Validate remote registration responses in the protocol module. Return client material to the coordinator for secret and connection writes. - Remove the unused raw provider response from the internal token result. Keep every consumed field. - Preserve process-wide registration single-flight, service-local maps, refresh leases, membership checks, callback checks, and transaction ownership. - Reuse connection-method URL normalization. Keep the endpoint setting and clock callbacks live. - Add a real local HTTP OAuth/MCP route fixture for public and Basic-authenticated clients. - Reduce `tool-access.ts` from 20,917 lines / 808,777 bytes to 19,293 lines / 749,158 bytes. The seven OAuth modules total 1,697 lines; the largest has 582 lines. The stack removes 2,232 lines from the original service. - Record the next profile-resolution and token-broker boundaries in the dated plan. ## Verification - Baseline: 466 service cases and 80 protocol/provider-policy cases pass. The new two-case HTTP fixture passes before moving production code. - After: `pnpm exec vitest run server/src/__tests__/tool-access-oauth-protocol.integration.test.ts server/src/__tests__/tool-access-service.test.ts server/src/__tests__/remote-mcp-connectors.test.ts server/src/__tests__/remote-http-rebinding.test.ts server/src/__tests__/oauth-client-metadata.test.ts` — 508 tests pass with one worker and disposable PostgreSQL. - The fixture drives connect, metadata discovery, DCR, PKCE code exchange, callback, catalog review, and finish. It checks persisted active state, secret references, issuer/auth-method binding, and wire-level authentication. - `pnpm -r --workspace-concurrency=2 typecheck` passes. The sandbox-only attempt could not open a local IPC socket; the same command passed with local process permissions. - `node scripts/check-module-boundaries.mjs` and `git diff --check` pass. - AST comparison confirms 37 moved bodies are unchanged. Registration protocol and persistence statements match their original halves. Token exchange only drops its unused raw result. Preflight uses explicit defaults and a clock callback. - Initial fixture authoring used a nonexistent catalog enabled field; the corrected assertion checks persisted status and reviewer identity. An initial typecheck found optional defaults at the new boundary; the caller now passes its already-validated defaults. - Final-stack local verification: `pnpm -r --workspace-concurrency=2 typecheck` and `pnpm build` pass. Remote CI is green at `3dc46c132408556ecb31038a9b9621ac20aacefc`. Greptile is 5/5 with no actionable findings or open inline threads. - Full local-suite limitation: `pnpm test:run` was interrupted after 79 minutes during the serial general-server phase, after CI had completed the full test matrix. Before interruption, it flagged the unchanged `company-search-service.test.ts` suite (26 database cases skipped). One isolated rerun passed all 28 cases without code changes. The original log and a pre-interruption copy are preserved. The original failure cause was not reproduced. The full local suite and its later groups are not claimed as passed; the complete CI matrix is green on this stack. ## Risks - OAuth endpoint checks and issuer/resource binding are security boundaries. Existing denial, redirect, scope, DCR, secret-redaction, and refresh tests cover the preserved paths. - A moved closure could capture stale policy or split registration/refresh ownership. The new modules hold no mutable state. Policy is read through the existing callback, and state stays in the service. - The local fixture proves real HTTP and database behavior. It does not claim a live third-party provider sign-in. - No schema, API, authorization policy, or persisted-data migration changes are intended. ## Model Used OpenAI Codex, GPT-6 family, with code execution and repository 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> |