Commit Graph
4 Commits
Author SHA1 Message Date
DottaandPaperclip 9966f31bee fix(chat): keep permission failures scoped to the rejected operation (#16847)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - External channels deliver agent replies through a durable
publication queue.
> - A provider can reject one operation while other operations remain
allowed.
> - The shared error classifier treated generic 403 and permission
errors as failures of the whole connection.
> - Failure handlers then changed the user's enabled setting and removed
all assigned channel tools.
> - This pull request limits permission failures to the rejected
operation and preserves connection intent during authentication
failures.
> - Unrelated work can continue, while confirmed authentication failures
still stop endpoint traffic.

## Linked Issues or Issue Description

Refs #16137. Follows #16138, which distinguishes local authorization
errors from provider errors. This change also narrows provider
permission failures. Related #16806 handles a separate task-continuation
tool-binding defect.

A provider 403 or missing-scope response currently disables a connection
that may still support other operations. The expected behavior is a
visible operation failure with unrelated work preserved. Confirmed
authentication failures must stop sends without changing the user's
enabled setting.

## What Changed

- Classify generic 403, adapter permission errors, and Slack
missing-scope/no-permission responses as failed operations.
- Preserve rate-limit retries, known destination quarantine, and
confirmed authentication failures.
- Preserve connection status and enabled intent when publication,
provider-reply, or form-open authentication fails. The endpoint still
enters attention and its runtime stops.
- Add GitHub regressions for retained discovery and successful later
publication after 403, and no further sends after 401.
- Mark authentication health failed and fence persistent receiver
startup, background reconciliation, and receiver callbacks. Keep signed
GitHub lifecycle events available during an authentication stop. Verify
Discord reconciliation and Photon restart preserve the stop, while
transient Discord disconnects still recover.
- Update provider, publication, and modal regression expectations and
the execution contract and verification maps.

## Verification

- Red: five new classifier cases returned endpoint attention before the
repair. The signed-installation-removal regression also reproduced a
blocked lifecycle event after a 401 before narrowing the receiver guard.
- Green: all 35 classifier tests pass.
- Green: 19 PostgreSQL-backed cases pass through the production channel
services, including GitHub discovery/publication, Slack provider replies
and question modals, Telegram credential/destination failures, rate
limiting, and Discord/Photon authentication-stop persistence.
- Map structural checks and `git diff --check` pass.
- `pnpm -r typecheck` and `pnpm build` pass. All CI gates are green on
`7e379bcd98aa8363e42efe7f8a4b2589b7111ae6`; Greptile is 5/5 on that
exact commit with no unresolved findings.
- The monolithic local `pnpm test:run` was started, then stopped after
its revision passed the full CI matrix and was superseded by the
authentication-stop repair. Final full-suite verification passed in CI
shards; all 19 final local provider regressions pass.
- The tests run from this source checkout on macOS arm64 with isolated
PostgreSQL and controlled provider failures. They do not prove live
GitHub recovery or deployment. No live connection settings were changed.

## Risks

- Permission failures now leave unrelated work available. The rejected
operation remains failed and is not automatically replayed. Provider
authorization still applies to every request.
- Keeping a connection enabled must not bypass an authentication stop.
GitHub verifies blocked tool discovery and later sends; Discord and
Photon verify background reconciliation and restart cannot clear the
stop. Failed connection health is an execution gate while the endpoint
requires attention.
- Explicit disable, disconnect, signed installation revocation, and
existing destination-specific denial handling remain unchanged. No
migration or API schema change is required.
- Previously disabled connections are not automatically re-enabled
because an upgrade cannot safely infer the user's intent.

## Model Used

- OpenAI Codex, GPT-6 family. The runtime does not expose the exact
deployment model ID or context-window size. Used reasoning, shell tools,
repository edits, 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 (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>
2026-10-19 09:54:22 -05:00
Naeem Akhtar 0ed760ce9a fix(server): keep local authorization failures from disabling chat endpoints (#16138)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Chat endpoints publish agent replies to providers such as GitHub,
and a durable outbox classifies each send failure
> - A GitHub review run that fails posts a "review failed" reply. When
the run has no request binding, Paperclip throws its own `forbidden()`
before any GitHub request
> - The classifier reads that local 403 as a provider credential
failure. The endpoint goes to `attention`, its tool connection is
disabled, and new `pull_request` webhooks are dropped
> - One failed review can stop all reviews on that endpoint until an
operator reconnects it
> - This pull request classifies Paperclip's own 401/403 `HttpError`
without a provider status as a failure of that publication only
> - The benefit is that only real provider credential failures lock an
endpoint

## Linked Issues or Issue Description

Fixes: #16137

## What Changed

- `server/src/services/chat-publication-errors.ts`: an `HttpError`
(Paperclip's own class) with status 401 or 403 and no numeric
`details.providerStatus` returns `{ kind: "failed" }`. The check runs
before the credential branch.
- Provider errors do not change. Adapter
`AuthenticationError`/`PermissionError`, Octokit errors (named
`HttpError`, but not this class) and Paperclip-wrapped provider
rejections that carry `providerStatus` still return
`endpoint_attention`.
- `server/src/services/chat-publication-errors.test.ts`: a new test
covers a local `forbidden()`, a local `unauthorized()` and a wrapped
provider 403.

## Verification

- `pnpm --filter @paperclipai/server vitest run
src/services/chat-publication-errors.test.ts`
- I ran the classifier source with type stripping on Node 22: local
`forbidden("GitHub failure has no request binding")` → `failed`; local
`unauthorized()` → `failed`; `new HttpError(403, …, { providerStatus:
403 })` → `endpoint_attention`; an Octokit-shaped 403 →
`endpoint_attention`.
- I applied the same change to the built `dist` of a self-hosted install
and called its classifier with the same four errors. The results were
the same.

## Risks

- Low risk. The change applies only to Paperclip's own `HttpError` with
status 401/403 and no provider status. Such an error now fails one
publication and does not disable the endpoint. Code that throws a local
401/403 to report a provider credential problem must attach
`providerStatus`. I found no such caller in `server/src/services`.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`, Anthropic), in Claude Code with
tool use (shell, file edits, test runs). It helped to find the cause,
write the change and the test, and run the 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
- [ ] I have run tests locally and they pass (classifier checked with
type stripping; the full vitest suite runs in CI)
- [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
2026-10-19 08:57:18 -05:00
DottaandPaperclip 4d317274ce feat(channels): add experimental iMessage Photon (#13299)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

**Additional context**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 15:23:50 -05:00
DottaandPaperclip 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