Commit Graph
11 Commits
Author SHA1 Message Date
DottaandPaperclip 5f0da562db fix(server): wake chat lifecycle milestones from committed changes (#17606)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connected chats show safe notices when a run starts, waits,
finishes, or fails.
> - A recurring scan projected these notices even when no eligible work
existed.
> - Eligibility depends on committed run state, conversation lineage,
and current authority.
> - Existing database rows can reconstruct that work after restart.
> - This PR wakes a scoped worker from those writes and removes
lifecycle polling.
> - Native progress events keep their separate existing owner until the
next migration.

## Linked Issues or Issue Description

**What happened?**

The chat maintenance timer repeatedly scanned run lifecycle state. Empty
and settled instances still queried the database. A run-status event
alone cannot replace the scan: prompt receipts, continuation receipts,
identity changes, and restored authority can make a run eligible later.

**What did you expect?**

Committed changes wake projection. Startup reconstructs eligible work. A
completed pass stops until another relevant change arrives. Failed work
retains recovery without scanning settled history forever.

**Steps to reproduce**

Configure an automatic chat endpoint. Finish its work, or leave it
unused. Observe recurring lifecycle projection queries from the chat
maintenance callback.

Stacked on #17592. Related foundation: #15625. This PR owns lifecycle
milestones only.

## What Changed

- Preserve upstream coalesced Cloud membership writes together with
locked membership restoration and its committed chat notification.

- Signal milestone eligibility from the real Slack account-link
transaction.

- Register the lifecycle worker with the existing delivery coordinator.
Remove lifecycle projection from the periodic chat callback. Keep native
progress in a separately named lane and preserve the explicit combined
API.
- Reconstruct company/issue scopes from the existing selector. Drain
bounded batches with company fairness. Retry failures, retain writes
through drain/resume, and disarm settled work.
- Signal from supported run, presentation, interaction, receipt,
lineage, conversation, recovery, and authority writers. Preserve their
transaction ownership, including nested savepoints and uncertain
settlement. No new table is added.
- Preserve provider authorization, authored-final suppression,
responsible-user continuity, deduplication, the 24-hour selection
window, and raw-output restrictions. Keep provider interpretation in its
owner.
- Preserve PostgreSQL timestamp precision in lifecycle pagination.
Rejected submillisecond candidates must not repeat the same page and
starve later notices.
- Document producer coverage and alternate-writer dispositions in
`doc/plans/2026-10-25-chat-run-milestone-sleep-audit.md`.

## Verification

Published head: `1d056f68c5b1005933b9e12de8745bf1c4cbeeca`, targeting
master after #17592 merged at
`7d75ae0569e41786640cf09647ae8849411d2f22`. A normal merge integrates
the actual landed parent. The entire 77-path milestone patch is
binary-identical to the locally verified preparation across that
ancestry reconciliation; both unrelated master paths are preserved. The
four earlier producer/test integration conflicts retain scoped milestone
and voice notices, current onboarding completion admission, and expanded
identity query/read-scope coverage.

- **330 distinct selected cases pass on the verified unchanged patch:**
305 across 14 complete suites (all five milestone worker suites, run
identity, board claim, Cloud provisioning, auth session routes, Cloud
actor authentication, stale-lock recovery, GitHub credentials, project
Git authorization, and app admission wiring), plus 25 selected real chat
producer cases. The remaining 1,590 chat integration cases were skipped,
not passed.
- The real producer cases cover saved milestone discovery, GitHub and
Slack identity changes, account-link rollback/reconfirmation, ordinary
ingress reactivation, post-close action/delivery receipt settlement, all
ten authority-restoration paths including Cloud synchronization, and
changed native review metadata.
- Worker coverage verifies outer commit, rollback, uncertain-write
recovery, restart, bounded batching/fairness, timestamp precision,
retries, drain/resume, and settled SQL quiet. Authorization and existing
publication deduplication remain with their owning services.
- Server production typechecking, build, and module-boundary checks
pass. The tests above were executed separately. Production typechecking
excludes `src/__tests__` and does not replace those runs. Each database
owner uses its own newly created and app-migrated PostgreSQL fixture.
- [Current-parent acceptance and preserved failure
ledger](https://github.com/paperclipai/paperclip/blob/1d056f68c5b1005933b9e12de8745bf1c4cbeeca/doc/plans/2026-10-25-chat-run-milestone-sleep-audit.md#current-parent-integration-and-acceptance-october-28)
records commands, counts, producer scope, conflict dispositions, and
limits. Earlier combined-stack counts and failures keep their original
revision scope; local acceptance does not erase old CI failures.
- No new migration, queue table, dependency, workflow, or shared
scheduler contract is introduced. Parent migration 0397, bounded consent
recovery, voice cleanup/retention repairs, and runner checkpoint
restoration remain present.
- **Exact-head Greptile is 5/5 and all 55 current checks are clean.** No
Ponytail review is present, which is an explicitly authorized
nonblocker; no failing review is waived. Older reviews and parent checks
are not current passes. Actual failing Ponytail findings must be fixed;
an absent/stopped/paused turn without a verdict is an authorized
nonblocker. Active unfinished Ponytail uses its original request/start
timer, with a 25-minute monitor cutoff respecting the user's 30-minute
maximum.
- No complete local repository matrix, live provider tenant, external
alarm, physical host/database suspension, or fleet savings claim is
made. Native progress remains a separate following slice.

## Risks

- A future eligibility writer must notify the existing projection
boundary. Independent SQL writers or another active server process are
outside this process-local signal contract.
- Authority and lineage remain sensitive. The worker uses the existing
selectors and publication policy; it does not grant execution or
disclosure authority.
- Native progress and other publication maintenance still have recurring
work. This PR removes one reason, not the entire chat maintenance timer.
- Worker quiet does not prove database suspension, host sleep, or
external alarm coverage. Cloud sleep blockers remain unchanged.
- Merge eligibility requires passing current-head CI and Greptile 5/5
after this actual-master reconciliation. Subsequent stack slices retain
their own gates.

## Model Used

OpenAI Codex, GPT-6 family. The exact serving model ID and
context-window size are not exposed. Used repository inspection,
reasoning, shell execution, PostgreSQL tests, browser E2Es and GitHub
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 available in this session)
- [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 the documented focused 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>
2026-10-28 11:07:54 -05:00
DottaandPaperclip e93732c3d4 fix(server): deliver voice replies from commits and saved deadlines (#17578)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Phone calls receive approved answers from the existing chat
publication queue.
> - The chat maintenance timer checks for voice replies every second,
including when no reply is ready.
> - A reply can be saved before its publication commits. An early wake
alone can miss that final transition.
> - Existing session, reply, publication, and action rows already record
delivery and recovery work.
> - This pull request uses committed changes and saved deadlines to
drive phone reply delivery.
> - Empty reply queues become quiet while authorization, ordering, and
uncertain-send protection remain in place.

## Linked Issues or Issue Description

Stacked on #17576. Related delivery infrastructure: #15625. Related
voice connection work: #11418.

**What existing behavior does this improve?**

Background phone reply delivery and recovery of abandoned dispatch
intents.

**Current behavior**

Chat maintenance calls voice reply delivery every second. It also scans
old dispatch intents. Publication transport starts a direct push before
the final publication commit. The timer masks that timing gap.

**Proposed behavior**

Committed publication, reply, session, and configuration changes wake
the shared coordinator. Ready replies drain in bounded passes. Saved
rate-limit and dispatch-expiry deadlines retain recovery. An empty queue
or a permanent delivery barrier has no recurring reply scan.

**Reason and benefit**

Remove recurring SQL from idle phone reply delivery without dropping
replies, replaying uncertain sends, or adding a queue table.

**Breaking changes**

No API or schema change. Explicit manual recovery remains available.
Inbound admission cleanup, history retention, and reports remain on
their current paths for separate migrations.

## What Changed

- Extract ordered reply state and multipart policy within the voice
owner. Retain current authorization and atomic dispatch claims.
- Register a scoped reply worker with startup reconstruction, fair work
batches, failure backoff, drain/resume handling and shutdown ownership.
- Extend the existing shared dispatcher with normalized partial-page
results to preserve the bounded parent recovery contract. Existing
complete-array consumers retain their calls.
- Signal before relevant writes in their existing transactions. Both
normal publication completion and operator resolution wake the actual
conversation after commit.
- Bound reply inventory to 100 total headers per refresh. Preserve
partial scans, concurrent changes and newer denied-call restoration
obligations across reconstruction.
- Track abandoned dispatch actions independently of live calls.
Quarantine expired intents without resending them.
- Use existing active-call authorization checks to reactivate replies
that were previously denied. Healthy call inspections do not rescan
empty reply queues.
- Remove the periodic reply scan and the early direct publication push.
Keep provider requests outside database transactions.

## Verification

Published head: `1435cab10be3f95c38ab6672d2a890ae49e9d300`. Voice
recovery #17576 has landed at master
`e1ba77f06771a27114b3999004b0ca5e3c172dd4`. A normal merge reconciles
squash ancestry while preserving the complete reviewed 31-file reply
patch byte for byte and all unrelated master changes. The PR now targets
master; fresh exact-head CI and Greptile are required. The prior
449-case/typecheck/build results below cover the identical owned source,
not a new full-suite run.

- **449 distinct targeted cases pass**: 111 complete voice-store/reply;
19 complete parent recovery; and 319 complete tool-gateway,
secret-proposal, shared dispatcher/coordinator/batching/startup/hostname
cases. Production server typecheck and build pass. The policy checker
and its Node tests pass. Later edits record evidence only.
- Two real normal-publication/operator-resolution tests seed 105
unrelated calls and 105 future dispatches. Five publications selected
**1,065/1,060 inventory rows before repair**; both paths now pass the
same **125-row total budget** and deliver every answer once. This counts
selected SQL results, not physical tuple visits or host savings.
- Publication commits now signal their actual conversation. The voice
reader returns at most 100 total session/action headers per refresh,
preserves phase/cursor state and retries, and resets on worker
registration. Current-state checks and dispatch claims still own
provider effects. The 105-action case measures the page cap, restarts
the same owner during reconstruction, waits at saved future deadlines
and quarantines every abandoned action without resending.
- A real 403 fixture proves that an older broad scan cannot erase a
denied call first observed behind its cursor. Its owner callback still
emits the committed restoration wake after scan completion. The existing
actual-service authority-restoration and final-publication timing tests
remain in the full suite. They are not replaced by direct helper calls.
- Guarded removal of conversation scoping, cursor reset or the denial
revision fence fails the intended budget, 100-versus-5 restart or
missing committed-wake assertion; source is restored. An initial
shadowed fixture name and an inadequate due-action reset probe are
retained as failed attempts in the [current
audit](https://github.com/paperclipai/paperclip/blob/d2c0a7de8c3e9cac8382b1268f3f5d883a2067b3/doc/plans/2026-10-25-voice-reply-delivery-sleep-audit.md#publication-inventory-and-paging-acceptance-october-28).
- Parent recovery still passes paging, restart, behind-cursor insertion,
feature changes, actual disablement, quiet health observations, current
authority, exact-scope failure fences and wildcard-failure isolation
through the shared worker. Four existing array-based worker consumers
retain their API and pass their full suites.
- The two voice fixtures self-migrate separate empty databases. Legacy
tool-review/secrets suites use separate migrated clones. Earlier
full-local attempts remain limited by embedded PostgreSQL setup and are
not passing full-matrix claims. Older counts apply only to their stated
revisions. Fresh exact-head Greptile, Ponytail if present, security and
all CI remain merge gates. No live-provider, multi-writer,
external-wake, deployed-sleep or savings claim is made.

## Risks

- Missing a supported producer can strand work. Tests cover real
enqueue, retrieval, normal publication, and operator publication paths.
Startup reconstructs existing records.
- Signals cover the process-local database owner. Independent SQL
writers or other replicas need their own wake contract.
- Authority restoration relies on the existing live-call recovery check.
This dependency must be preserved if that owner changes later.
- A provider acceptance receipt does not prove speech. Unknown outcomes
remain blocked from automatic resend.
- This change does not extend Cloud alarms, allow sleep during live
calls, or prove deployed suspension or cost savings.

## Model Used

OpenAI GPT-6 via Codex, with repository inspection, reasoning, code
execution and test tools. The runtime does not expose a more specific
deployment identifier or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used with the available 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 described the issue in-PR following the relevant 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 identifier
- [x] I have run the selected 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 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>
2026-10-28 07:50:27 -05:00
DottaandPaperclip e1ba77f067 fix(server): schedule live voice recovery from session changes and deadlines (#17576)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Voice calls retain durable session state and provider identities.
> - The chat maintenance timer scans live voice sessions even when no
call exists.
> - Session writes, saved expiry and active-call inspection deadlines
identify real work.
> - This pull request moves live-session recovery to the shared
coordinator.
> - Idle session recovery becomes quiet without losing exact-call
cleanup or current authorization checks.

## Linked Issues or Issue Description

Refs #17572. This PR is stacked on receiver discovery. It owns only live
voice session recovery. Reply delivery, inbound admission cleanup,
inbound history retention and call reports remain separate migration
slices.

**What happened?**
The one-second chat maintenance lane reads voice settings and scans live
sessions even when an instance has no calls or only terminal history.

**What did you expect?**
Reconstruct live calls on startup. Wake on committed session or
configuration changes. Inspect active calls and retry cleanup at actual
deadlines. Stop querying when no live obligation remains.

**Steps to reproduce**
Start an instance with no live voice sessions. Let startup settle. The
old maintenance method continues to read settings and session inventory
every chat maintenance pass.

## What Changed

- Add a voice-owned bounded deadline reader and scoped worker on the
existing coordinator. Retain concurrent writes across pages and reset
partial scans on restart. No tables or migrations are added.
- Separate generic connection health observations from configuration
changes. Existing receiver and command consumers retain their
notifications. Voice eligibility and provider operations remain in the
voice owner.
- Signal existing session transactions and configuration/feature
changes. Keep provider calls outside database transactions. Standalone
session writes use one small transaction helper.
- Preserve saved expiry, the two-minute unknown-creation grace,
active-call authorization and missed-hangup inspection, and
exact-provider cleanup. Recovery never creates a provider call.
- Retry transient authority lookup failures instead of treating them as
confirmed revocation.
- Fence expiration against a provider identity bound after discovery. A
late known call remains eligible for cleanup.
- Preserve work through rollback, drain, restart, concurrent refresh,
backoff and shutdown. Page inventory and rotate bounded batches across
companies.
- Leave the four other voice maintenance duties in the periodic lane.
- Document producer coverage and the supported writer contract in
`doc/idle-voice-session-recovery.md` and the dated audit.

## Verification

Published head: `f0b2e3cc22a18e7d08b10d4fc02aae4a19a52f30`. Receiver
#17572 has landed in master at
`dce004259394486f6361d0c0dd5a33a5272acc0a`. This normal merge reconciles
squash ancestry; the complete 22-file voice recovery patch is
byte-for-byte identical to the reviewed and tested `ad79c7e805` patch,
while all unrelated master changes are preserved. The PR now targets
master. Fresh exact-head CI and Greptile are running; interrupted
Ponytail turns are not completed verdicts under the maintainer’s
clarified merge policy, and an actual failing verdict still blocks.

- **210 distinct targeted cases pass on the current repair**: 19
complete recovery lifecycle cases and 191 complete voice-store,
coordinator, batching, startup and hostname cases. Production server
typecheck and build pass. Later edits record evidence only.
- CI `40633667141` on prior head `1b6323c164` failed the feature-change
assertion with `34050 < 25000`; its verification aggregate also failed.
The test now disables automatically advancing fake time, drives 20
controlled scheduler turns and requires all 205 calls to close before an
unrelated inspection deadline can mask a lost wake. Removing generation
replay fails with missing closures. The repair does not benchmark
database/host speed or raise the elapsed-time bound.
- A real committed exact-call regression reproduces wildcard-backoff
starvation. The worker keeps the broad retry but processes independent
exact hints and cached due calls. Each check reloads current state and
authority. Failed exact scopes remain fenced. Removing wildcard
isolation fails the intended assertion; a successful broad retry then
leaves the worker SQL-quiet. Full-row and lean queries now share the
state/scope/cursor predicate.
- Earlier acceptance on `712f3862b5` passed 725 distinct targeted cases.
Its measurements remain useful history: five real metadata writes and
one health check over 205 future calls selected 1,230 rows before the
inventory repair and zero afterward, without changing the saved
deadline. Those older test counts are not added to the current 210-case
count.
- Both external voice fixtures self-migrate; the current full
voice-store run uses a separate initially empty database. Earlier
fixture/method/observer failures, source mutations and partial edit
attempts remain in the [current
audit](https://github.com/paperclipai/paperclip/blob/ad79c7e805367fc7e2df3ea53c942ca6c7d27365/doc/plans/2026-10-25-voice-maintenance-sleep-audit.md#wildcard-failure-and-deterministic-generation-acceptance-october-28).
Source is restored after guarded mutations.
- Older CI `40632057899` failed because its trusted policy script was
absent from the checkout, while build separately received a runner
shutdown signal. E2E shards succeeded but their aggregate failed on
policy. The current checkout includes the landed policy tooling and its
checker/tests pass locally. The shutdown cause is unproven; neither old
failed run is counted as passing. Earlier full-local attempts stopped on
embedded PostgreSQL setup failures and did not pass.
- Fresh exact-head Greptile, security and all CI must pass before merge.
A completed failing Ponytail verdict blocks; an interrupted turn without
a verdict does not. No full current local repository matrix, live
provider acceptance, multi-writer support, Cloud wake, host suspension
or savings is claimed.

## Risks

- Process-local hints cover the existing active writer and shared
clients. Independent SQL writers or another replica need explicit wake
integration.
- Membership, task binding, phone preferences and other authority inputs
remain checked on the existing 30-second active-call inspection deadline
and on use. This is not an instant cleanup guarantee for every authority
mutation.
- Unknown creation retains its existing maximum-duration grace. Cleanup
failures retain retries. A provider request is never replayed merely
because its creation response is unknown.
- Genuine configuration changes retain bounded reconstruction. Metadata
writes can probe parent eligibility, while health-only observations
leave voice recovery quiet. Paging state is process-local and
reconstructs from durable rows after restart.
- Active calls, the other voice maintenance owners and connector
transports remain real obligations. This does not expand Cloud alarm
coverage, relax sleep eligibility or prove deployed suspension.
- The receiver and Discord parents have landed. Current-master
compatibility and exact-head CI and Greptile remain merge gates.

## Model Used

OpenAI GPT-6 via Codex, with repository inspection, reasoning, code
execution and test tools. The runtime does not expose a more specific
deployment identifier or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either 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 identifier
- [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>
2026-10-28 07:38:48 -05:00
DottaandPaperclip 5bf0142d45 fix(server): schedule Discord command registration from saved deadlines (#17557)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connections register and verify provider commands in the
background.
> - Discord command recovery ran inside the recurring Gateway runtime
scan.
> - Its existing durable records already store verification and retry
deadlines.
> - This pull request gives command registration its own
shared-coordinator worker and scoped commit notifications.
> - Idle command work stops querying between real deadlines. Existing
command authority and recovery remain intact.

## Linked Issues or Issue Description

Refs #17554 and #17561. Both foundations have merged. This slice targets
master. Runtime discovery and the other chat maintenance duties remain
separate work.

**What happened?**

The chat runtime maintenance loop called Discord command registration on
every reconciliation. It repeatedly read durable command state even when
the next remote verification or retry was minutes away.

**Expected behavior**

Use committed producer changes and saved deadlines. Keep the existing
five-minute verification policy, Retry-After, uncertain-write
quarantine, namespace ownership, and credential fences. Do not add a
database table for the timer.

**Steps to reproduce**

Configure a Discord connection and let command registration settle. In
the parent revision, repeated runtime reconciliation still invokes
command recovery. This revision reconstructs command deadlines at
startup and removes that call from runtime reconciliation.

## What Changed

- Expose normalized deadlines from the existing registration store. Park
indefinite retries and invalid or foreign-owned records. Signal before
store-owned claims, receipts, and retry-result writes.
- Discover eligible endpoints in bounded pages. Refresh only affected
endpoint, connection, or company scopes after commits. Dispatch at most
25 due commands per pass with fair company rotation.
- Wire configuration, credentials, provider lifecycle/failure paths,
inbound activation, generic connection mutation/removal/health, access
revocation, and company deletion.
- Register the worker through the chat service and shared coordinator.
Preserve direct foreground setup calls. Refresh an existing local
Gateway through its current owner after command work.
- Preserve dirty work during drain and concurrent changes, back off
unresolved attempts, and join admitted provider work during shutdown.
- Document producer coverage, retained deadlines, supported writers,
verification failures, and remaining runtime/Cloud obligations in
`doc/idle-discord-command-registration.md` and its dated audit.

## Verification

Published head: `547fdf2139144e1e6484198278bf4bb0eade8794`. It normally
integrates master at `f8563d25077b17681ab6ef5949f7b07415a58ede`,
including landed health #17554 and company deletion #17561. Squash
ancestry caused merge conflicts; resolution applied this slice's exact
26-file owned patch from its recorded parent to pinned master. Every
other path matches master. Migration 0394 and the current lockfile are
preserved.

- **141 distinct targeted cases pass** on reconciled production source:
78 complete command-store, batching, coordinator and startup-timing
cases; 8 real automatic Discord and held-transaction Slack cases; and 55
complete startup/export and company-deletion cases. The 1,581 other chat
integration cases were deselected.
- Server typecheck and build pass. The company-deletion fixture
self-migrates an initially empty isolated database. The two Discord
fixtures use separate migrated clones; this is not a fresh-schema claim
for those fixtures. Signal-listener warnings remain recorded without
assertion failures.
- The parent integration preserves health and command notifications at
shared producer sites. It changes no provider behavior, schema or
coordinator contract. Prior producer, backlog, drain/resume,
malformed-hint, transaction, namespace, shutdown and retry regressions
remain in the complete command suite.
- [Landing compatibility
acceptance](https://github.com/paperclipai/paperclip/blob/547fdf2139144e1e6484198278bf4bb0eade8794/doc/idle-discord-command-registration.md#acceptance-after-the-company-deletion-parent-landed-october-27)
records current scope and the earlier failures. Older full-matrix or
combined-stack runs apply only to their stated revisions.
- Fresh exact-head Greptile, Ponytail if present and all CI are
required. No full local repository suite, live provider, Cloud alarm,
host suspension or savings claim is made.

## Risks

- Discord still has real five-minute verification and failure-retry
obligations. This does not prove host sleep or external alarm coverage.
- Runtime discovery, receipt-to-runtime projection, Gateway lease
renewal and persistent sockets remain separate. The remaining runtime
poll can still read command receipts; it no longer invokes the command
protocol.
- Process-local signals cover integrated writers. Independent SQL
writers and other replicas require an explicit wake contract. Existing
authorization and durable ownership checks remain authoritative.
- Refreshes coalesce with a 30-second minimum spacing. Saved work is
never discarded because a call returned without progress.
- No schema migration, new table, workflow or lockfile change is
introduced by this slice. Landed parent repairs are retained. The
receiver child must receive this integration before landing.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools, code execution, and
reasoning. The exact serving version 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
- [ ] 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>
2026-10-27 23:32:24 -05:00
DottaandPaperclip 94a780286f fix(server): schedule tool health from committed changes and deadlines (#17554)
## Thinking Path

> - Paperclip manages AI-agent work and its connected tools.
> - Idle hosted instances need their database and network activity to
stop.
> - The maintenance tick queries tool connections even when no health
check is due.
> - Existing connection rows already contain eligibility and the last
health observation.
> - This pull request reconstructs health deadlines and refreshes them
after committed changes.
> - The shared coordinator preserves retries, drain, and shutdown
without another private timer.

## Linked Issues or Issue Description

**What happened?**

The aggregate maintenance tick scans connection health every 30 seconds.
Empty instances and connections with fresh health observations still
cause SQL activity.

**Expected behavior**

No eligible connection means no recurring health SQL. Eligible
connections retain the existing 15-minute proactive check. Configuration
changes and health observations update the schedule after commit.

**Steps to reproduce**

Start a server with heartbeat scheduling enabled and no tool
connections. Let startup finish and observe two maintenance ticks. The
old code repeats the health inventory query. The new startup regression
verifies that those ticks do not invoke the health inventory.

**Paperclip version or commit**

This branch includes merged parent #17518 and master
`96727b3cfefb61f85ffe1fbc29a9b6dd6837efe8`. The 47 changed paths belong
to the single tool-connection health duty. No database file differs from
master.

Related: #14638 covers runtime-auth exclusions. #15448, #15325, and
#11910 concern MCP failure classification. This PR preserves those
provider policies and does not replace their work.

## What Changed

- Keep the GitHub error-projection unit fixture at the health-write
boundary and verify the real transaction path in the PostgreSQL
health-worker suite.

- Add a health schedule owned by tool access. Read lean eligibility
fields and saved observation timestamps.
- Register health work with the existing coordinator. Refresh only dirty
connection/application/company scopes using bounded inventory pages,
check due connections in fair company batches, continue concrete due
backlog after one second, and retain failures with backoff.
- Notify before supported eligibility and observation writes in their
owning transactions. Cover API/gallery setup, OAuth, catalog/gateway
observations, email, voice, access removal, deletion, and settings.
- Commit connection creation with grant, binding, and runtime-slot SQL
before its wake. Keep provider calls outside the new transactions.
- Keep provider-to-transport mapping in the chat catalog. SDK-only chat
changes do not wake health work.
- Replace aggregate health scans, retain the public manual sweep, and
document the producer audit and remaining sleep limits.
- Keep metadata-only example and Smoke Lab installs scoped. Lock and
re-read application type before publishing a real eligibility change.
- Keep failed inventory reads on their own retry deadline while healthy
due batches continue.
- Apply fixture migrations before using external disposable databases in
all six producer suites.

## Verification

Published head: `8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62`. Fresh CI and
reviews are required for this exact head.

- **623 distinct targeted cases pass.** The final four complete health,
fair-batching, GitHub health recovery, and startup suites pass 80 cases
after the retry fix. Five complete producer suites pass 543 cases: tool
access 469, access 18, email 45, GitHub events four, and Smoke Lab
seven. The earlier 26 health cases are part of this total, not
additional cases.
- The six producer suites first passed against separate, initially empty
PostgreSQL 17 databases at `acbf262843`. They apply their own
migrations. The subsequent repair changes only the health worker and its
regression; its complete final consumer suites pass on that integrated
parent. Server typecheck and build pass with the final repair.
- **Installer amplification:** five real installs with 205 unrelated
connections reproduced 1,035 example rows and 1,045 Smoke Lab rows.
Repeated metadata installs now load only changed fixture connections.
The same cases restore an excluded application through each installer
and require all 205 unrelated IDs to re-enter the schedule.
- **Concurrent eligibility:** a real PostgreSQL lock-wait case requires
the installer to notify after a concurrent type change. A mutation that
retains the lock but uses the old lookup fails the settled-hint
assertion; original source was restored byte for byte.
- **Retry isolation:** the failing baseline read one unavailable company
three times while another company's 60 due checks drained. Final tests
require one initial read, at least 30 seconds between failed reads,
prompt healthy progress, eventual recovery, and SQL quiet after
settlement.
- Real-service producer coverage includes AgentMail activation/pause,
GitHub installation changes, and member access removal. Lifecycle
coverage includes outer commit/rollback, startup reconstruction,
drain/resume, failure, and shutdown.
- Failure history and exact evidence scope: [health
acceptance](https://github.com/paperclipai/paperclip/blob/8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62/doc/idle-tool-connection-health.md#acceptance-follow-up-after-the-plugin-parent-merged-october-27),
[producer
audit](https://github.com/paperclipai/paperclip/blob/8c1d293d1ae2b7db753ab20f5a2a2edec1fb0a62/doc/plans/2026-10-24-tool-connection-health-sleep-audit.md).
Prior remote failures and earlier 706-case evidence remain historical.
Startup tests emitted listener-count warnings; all assertions passed. No
full local repository-suite, deployed sleep, fleet savings, or live
provider qualification claim is made.

## Risks

- Supported live writers must use the transaction signals. Independent
SQL writers and other replicas need their own wake integration.
- Configured eligible connections still have a real proactive health
obligation. This does not prove Cloud alarm coverage or host/database
suspension.
- Existing manual probes and catalog operations can overlap. This
migration does not introduce a credential-version CAS or change provider
failure policy.
- Voice remains eligible under the previous health policy. Its generic
probe can still report an unsupported transport; changing that behavior
is separate work.
- No database migration, new table, workflow, or lockfile change. This
PR includes its merged parent and current inspected master; later stack
PRs and all current-head acceptance gates remain separate.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools, code execution, and
reasoning. The exact serving version 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
- [ ] 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>
2026-10-27 21:37:50 -05:00
DottaandPaperclip 6e781e0ab2 fix(connections): preserve removed grants when saving installs (#17906)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents access to external tools through access
profiles.
> - Operators can remove a broad app profile and keep a limited profile.
> - Saving a connection's agent list restored the broad profile to
existing installation targets.
> - Those restored grants could permit write tools that the limited
profile omitted.
> - This pull request grants the app profile only to new installation
targets.
> - The benefit is stable permission choices when an operator edits an
installation list.

## Linked Issues or Issue Description

**What happened?**

`PUT /api/tool-connections/{connectionId}/installs` attached the app
profile to every target in the submitted list. An existing target
received the profile again if an operator had removed it. Adding an
agent, removing another agent, or saving the same list could therefore
restore broad tool permissions. The activity log recorded each restored
binding as `tool_connection.install_access_extended`.

**Expected behavior**

Targets that remain installed keep their saved profile assignments. A
removed app-profile assignment stays removed. New installation targets
receive the current app-profile defaults. Removing an installation still
removes its install-derived binding.

**Steps to reproduce**

1. Install a connection with read and write tools on two agents.
2. Give one agent a read-only profile and remove its broad app-profile
assignment.
3. Save the installation list, add an agent, or remove the other agent.
4. Check the first agent's permission to use the write tool.

Before this change, the write tool becomes allowed again. After this
change, it stays denied.

Related: #17422 adds an agent-edit permission check to direct profile
bind and unbind operations. This PR preserves removed assignments during
installation-list updates. The duplicate search found no open PR for
this defect.

## What Changed

- Attach app-profile bindings only for new installation targets.
- Preserve removed grants for existing agent and company installations.
- Keep legacy connection-wide include cleanup on every non-empty
installation save, including saves with no added targets.
- Add six PostgreSQL regressions. All six use the real install HTTP
route with a local operator fixture.
- Check effective read/write decisions, saved assignments, new-agent
defaults, uninstall cleanup, legacy-rule cleanup, and access-extension
audit records.
- Document the behavior in the connector runbook and both access maps.

## Verification

- Red: all four new regressions fail before the fix. The policy returns
`allow_profile` where the tests require `deny_default`.
- Review regression: the two legacy-rule cases fail before the review
correction. The original four cases still pass.
- Green after review: all six regressions and five existing
profile-precedence tests pass after the correction.
- Command: `pnpm exec vitest run
server/src/__tests__/tool-connection-installs.test.ts
server/src/services/tool-profile-binding-precedence.test.ts`.
- The local regression used `PAPERCLIP_TOOL_ACCESS_TEST_DATABASE_URL`
with a separate, fully migrated PostgreSQL 17 test database. Embedded
PostgreSQL could not start because the host had reached its semaphore
limit. Skipped tests were not counted as a regression pass.
- `pnpm -r typecheck` and `pnpm build` passed for the initial fix.
Server `tsc --noEmit` also passes after the review correction.
- `node scripts/check-maps.mjs`, `node
scripts/check-module-boundaries.mjs`, and `git diff --check` pass.
- `pnpm test:run` was started, then stopped after 16 tests in the
native-session suite failed during embedded PostgreSQL startup. A
focused rerun of its `collect` case confirmed the database startup
error. Direct `initdb` output reported `could not create semaphores: No
space left on device`. The full local suite is incomplete. All six new
regressions executed against the separate test database and passed.
- [Initial-fix
CI](https://github.com/paperclipai/paperclip/actions/runs/40541191695)
passed at `23253ee332b90f142e48df3f553aeaaa7f6fa298`. Greptile gave that
commit 5/5. Ponytail found the legacy cleanup gap; this revision
restores that cleanup and adds both regression cases.
- [Current-commit
CI](https://github.com/paperclipai/paperclip/actions/runs/40547366181)
passes for `729c487cf2ffaae261a820de0cf9a033a0365fd4`, including type
checks, build, test shards, and both `ci / verify` and `ci / e2e`
aggregate checks.
- The first CI attempt hit a 30-second module-import timeout in the
unchanged `issue-agent-mutation-ownership-routes.test.ts` suite. All 179
tests passed locally. One [job
retry](https://github.com/paperclipai/paperclip/actions/runs/40547366181/job/122349226221)
passed without a code change. The cause of the import slowdown was not
established. The failed attempt remains recorded in CI history.
- Greptile and Ponytail both give the current commit 5/5 with no
actionable findings. Ponytail confirms the legacy cleanup finding is
fixed. The review thread is resolved, and the PR has no merge conflicts.
Ponytail's advisory check has a neutral conclusion with a 5/5
assessment.

## Risks

- New installations retain the current app-profile defaults. Removing
and then reinstalling a target is a new installation.
- A repeated installation save no longer restores a missing profile
assignment. Operators must use an explicit profile assignment when they
want to restore that grant.
- Existing unwanted grants still require a separate access review and
repair. This PR does not change stored grants, reconnect identity
behavior, or the default access model.
- No database migration or API schema change is required.

## Model Used

- OpenAI GPT-6 in Codex, with reasoning, repository tools, and code
execution. The session does not expose the exact routed model 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>
2026-10-27 12:25:01 -05:00
DottaandPaperclip 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 bf760912
baseline referenced by the duplicate main review finding.
- After merging master baec3abd67 and regenerating migration0380, the
complete stack passed **128 tests** (55 actual-auth, 27 OpenAPI and 46
GitHub wizard cases), workspace typecheck/build, maps and token gates.
Eight current Google UI cases also passed. The two local-HTTP OAuth
cases could not initialize embedded PostgreSQL in this fresh attempt, so
that attempt is not a protocol pass; the earlier ten-case evidence is
historical and fresh Linux CI remains required.
- The reproduced Linux automatic-Slack challenge failure is fixed by
retaining verification only for the same signing fingerprint and
callback URL; all eight neighboring provider compatibility cases pass.
Qualification also retains the uncommitted GitHub field variant that
failed initial-secret compatibility before the extension was narrowed to
reconnect, and the first unmigrated external-database diagnostic.
Upstream 0379 remains intact; normal generation/pruning produced
additive/idempotent 0380, with repeated application verified.
- Both PRs must ship together. The user authorized merging when checks
pass. Merge #17737 first, replay only this companion's changes onto
master, retarget this PR, and require fresh current-head CI and review
before its squash merge.

- The updated maps distinguish authorized bot-token/API-key setup from
human verification-key entry and forbid generic channel secret-reference
replacement. Actual key/JWT security baselines were red before both
guards; all 82 API/OpenAPI cases, eight native receipt protections, and
49 policy-service tests now pass. The qualification record preserves the
initial lifecycle/fixture/union-assertion diagnostics and the preceding
Linux CI assertion failures. Maps pass on this updated stack. Fresh
exact-head CI and reviews remain required.

- The parent now preserves a per-field credential-change boundary before
retiring saved credential-entry cards. Old health, unchanged entry,
unrelated repair and retries cannot bypass it. Current authority is
checked before and inside credential persistence; a real provider-time
revocation regression was red before the fix. Final 82 API/OpenAPI
tests, four neighboring lifecycle cases, and server typecheck/build
pass. Maps pass, and qualification retains the hidden-metadata fixture
failure and the measured minute-boundary rate-test failure. Production
rate behavior is unchanged; only the relevant test Date clock is fixed.

- After the current master/parent refresh, all **341 affected UI
cases**, combined workspace typecheck/build, maps and token gates pass.
The updated parent also passed **97 actual-auth/OpenAPI cases**, **141
gateway/policy cases** and **61 profile installation cases**. Published
upstream Copilotv62/v63 remain unchanged; combined guidance is now v64
(`sha256:22e31f95ef972bcead98a4a707c9f33433558fd111e390e027a2bbb4346e112a`).
Qualification retains the initial source-identity failure and fixture
port/migration setup failures. No full local sweep, fresh local OAuth
protocol run or live acceptance is claimed; fresh Linux CI must qualify
this successor.

- Latest review follow-up: the parent fixes caller-policy bypass in
Slack tests/invitations and premature identity-handoff completion. The
maps now name caller/target Block/Ask/rate intersection, one charge for
a shared bucket, and the addressed human’s exact current identity link.
Parent verification passes all **99 actual-auth/OpenAPI tests**,
typecheck and build. The preserved combined companion passes the four
focused tests (including twelve Slack policy/recipient combinations and
the actual human OAuth confirmation path), workspace typecheck/build and
maps. The 50 embedded-PG continuation cases were skipped locally because
their database could not start; fresh Linux CI remains required. All
material red/intermediate results and corrected-fixture evidence are
retained in the qualification record.

- Current `04d40cdd60` CI workflow40446969603 retained two new failures:
server1/12 `workspace-runtime.test.ts` could not reach a fixture
subprocess’s health endpoint within its ten-second readiness window
(job122001926052), and chat2/3 `wakes Slack session sync from
publication commit and leaves settled action queues quiet` observed one
select after its idle predicate (job122001925936). Both same cases
passed in parent `2ecd6451d0` Linux jobs122001920494/122001920581. The
runtime and queue implementations are unchanged by this companion. Both
failing cases also pass unchanged locally: two real-subprocess runtime
readiness/reuse tests and the exact Slack quietness assertion against a
fresh migrated PostgreSQL database. Logs:
`/tmp/parity-04d-server1-failure.log`,
`/tmp/parity-04d-chat2-failure.log`,
`/tmp/parity-2ecd-server1-green.log`,
`/tmp/parity-2ecd-chat2-green.log`,
`/tmp/parity-04d-runtime-qualified.log`,
`/tmp/parity-04d-chat-quiet-qualified.log`. The single standard
unchanged-code failed-job rerun was **accepted as attempt2** on the
unchanged exact head at `2026-10-27T04:24:30.513973+00:00` after the
workflow completed. Both new failure retry allowances are now
**consumed**; both failed shards and the complete Linux workflow have
now passed on attempt2, including the verification aggregate. No
additional unchanged-code rerun will be requested for either failure. No
timing, assertion, idle-work guard or policy was weakened. If either
case fails again, investigate/fix rather than rerun again. The older
5b/b0ea rerun allowances remain consumed and separate.

## Risks

- Saved handoff links depend on the API changes in #17737, including the
nonsecret credential-generation metadata. Both PRs must ship together.
- A map can overstate operation coverage. Entries identify their
evidence and retain human authentication and trusted-host limits.
- Structural map checks do not prove live provider behavior.

## Model Used

- OpenAI Codex, GPT-6 family, with reasoning, repository tools, and code
execution. The runtime 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 UI/guidance and
map checks
- [x] I have added or updated tests where applicable — saved setup UI
tests and map validation apply
- [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 — exact `04d40cdd60` full Linux
CI completed SUCCESS on attempt2; all current checks/statuses are
terminal clean, with an actual neutral5/5 Paperclip assessment
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
exact `04d40cdd60` review completed with no findings
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 08:21:02 -05:00
DottaandPaperclip 13709b4c7a feat(connections): let agents configure connections within delegated authority (#17737)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections provide governed tools, chat channels, model accounts,
and gateways.
> - Several management routes require a human board actor even when an
agent has the required grant.
> - Default agents must configure these resources within the responsible
user's authority.
> - This pull request adds a shared authorization path to the existing
REST and native API surface.
> - Human authentication, execution approvals, and local host boundaries
remain enforced.
> - The benefit is that a standard agent can complete authorized setup
with a bounded human handoff.

## Linked Issues or Issue Description

**Subsystem affected**

Server authorization, connection services, shared contracts, native API
discovery, database schema.

**Problem or motivation**

Connection administration is available in the web app but often
unavailable to agents. Agent grants, responsible-user authority,
credential ownership, and actor attribution need separate checks.
Opening gateway-token creation also requires preserving the issuing
agent's delegated authority during token use.

**Proposed solution**

Use the existing authorization evaluator for every connection family.
Enforce current responsible-user authority, effective trust, grant
scope, resource visibility, and target-agent access. Keep existing agent
grants unchanged. Expose authorized configuration through default
`search_api` and `call_api`. Save human authentication steps and let
agents continue after completion.

**Roadmap alignment**

This change completes the API access path for the existing Connected
Apps, Personal & Shared AI Accounts, and governed MCP Gateway
capabilities in `ROADMAP.md`. It follows the maintainer's requested
design. Related work: #11899 enforces connection execution access and
creator/manager rules; this PR extends agent management across
connection families. It does not replace that execution-policy work.

## What Changed

- Add shared connection management context and mandatory
responsible-user, trust, scope, and target checks.
- Allow authorized agents to configure tool, chat/email, GitHub/Slack,
AI, profile, and gateway resources through existing routes.
- Preserve human credential ownership and record the actual agent,
responsible user, and run or key in audit data.
- Preserve saved browser authentication handoffs and callback session
checks.
- Bind agent-issued durable gateway tokens to their responsible user and
recheck delegated authority at use.
- Add explicit REST transport and management capability metadata,
built-in guidance, and sensitive-response handling.
- Intersect caller and endpoint-agent Slack test/invitation policies,
including independent and shared rates. Require the addressed human’s
current endpoint identity link before completing identity handoffs.
- Add production-authenticated integration scenarios. Companion #17739
contains the saved setup UI (including the required human
import/rotation step), product and permission documentation,
catalog/Vercel credential and callback ownership, and operation maps to
keep each review below 100 files. Both PRs must ship together; merge
this implementation first, then its companion.

## Verification

- Current implementation head:
`2ecd6451d0d0c8d82121a4e3fa4ce94c5befbbd6`, including master
`ea727dc3c2`, 99 files. The latest follow-up fixes the two valid
findings from the preceding f9 review. Exact-head Greptile has completed
at5/5 with no findings and Superagent passed. Full exact-head Linux CI
workflow40446606056 completed SUCCESS; only the queued external
Paperclip Review remains pending; earlier Linux passes do not qualify
this successor.
- Latest preserved-stack verification passed **2,165 tests** in fresh
PostgreSQL: **70 actual-auth scenarios**, 27 OpenAPI contracts, 2,022
native API tests and 46 saved GitHub wizard cases. **141 existing
gateway/policy acceptance tests** also passed. Workspace
typecheck/build, maps and token gates passed. The first workspace
typecheck was blocked by sandbox tsx IPC permissions; its authorized
rerun passed. This is focused local evidence; the full Linux CI matrix
is still required.
- Issuer/target gateway policy regressions were red before the fix. Both
decisions now intersect, including Block/Ask first/rates, same
credential identity and current token/user/agent authority after
approval. Invocations retain their token and actual requesting agent;
deleted tokens fail closed. Thirteen actual-auth cases cover revocation,
narrowed scope, approvals, shared rates and board compatibility.
Intermediate missing-token attribution, review-context and
implicit-session actor failures remain in the qualification record; all
final cases pass.
- Activity pagination now retains a bounded cursor across private-only
windows. The actual-JWT regression reaches three older readable events
after 27 private ones without exposing private details. A native
device-login regression was red for plaintext receipts; local check and
test-call results now use existing protected-response handling. The
passing actual-auth case proves encrypted persistence, exact replay,
redacted history and no response asset.

- Previous-head `5b55195593` Linux CI initially failed e2e shard 4/8 in
the existing connection-intent continuation test: periodic recovery
queued a repair at 01:21:47, the scripted journey completed the task at
01:21:48, and the extra queued run was cancelled at 01:21:49 because the
task was terminal. The assertion selected that latest cancelled run.
GitHub refused the first attempt while the workflow was nonterminal.
After completion, the single evidence-supported failed-job rerun was
accepted as **attempt 2** on the same head (workflow 40431202466). The
failed shard and final E2E aggregate passed on attempt 2, and the
complete Linux workflow for that head is successful. The original
failure remains part of qualification. No additional unchanged-code
rerun will be used for this failure.

- Companion CI also has an unchanged login-cleanup idleness timeout,
retained in its qualification record. That same 16-case suite passed in
this parent Linux run and a fresh local database. Both preceding
workflows passed after their single failed-job reruns as attempt 2; the
original failures remain recorded. No additional unchanged-code rerun
was used.

- Migration `0380_broken_aqueduct.sql` was regenerated through the
repository workflow after master took 0379 for project Git
authorization. It adds the responsible-user column with `IF NOT EXISTS`,
preserves upstream migrations, and satisfies snapshot retention and
migration safety checks.
- Upstream published Copilot v62 and v63 identities remain byte-for-byte
unchanged. The combined guidance is now v64, digest
`sha256:22e31f95ef972bcead98a4a707c9f33433558fd111e390e027a2bbb4346e112a`.
The normal shared TypeScript/Rust identity check and **61 Copilot
installation tests passed**. The old source-identity assertion first
failed against unchanged published v63; regenerating a new v64 preserves
the published release.
- Workspace `pnpm -r typecheck` and `pnpm build`, map validation, and UI
token gates passed on the final combined stack after the upstream merge.
Node 24.22.1 / pnpm 9.15.4 were used.
- **Earlier 82 API/OpenAPI tests passed** in fresh PostgreSQL 18: 55
assembled-server scenarios and 27 contracts. They use real persistent
agent keys, run JWTs, human sessions, production defaults, and
deterministic provider fixtures. No actor injection establishes access.
- The new email regression was red before per-account scope filtering.
The Arcade regression was red before human ownership and inventory-key
fixes; it also verifies actual-agent audit identity and a human-session
inventory read. The activity regression measured **200 authorization
checks before the fix and one afterward** for the same one-item page.
- **82 GitHub UI tests passed**, including all three new
failed-replacement regressions that were red before their fix. The UI
preserves an earlier copy only after confirming its committed
generation. Changed or unreadable results block copying and reconnecting
until reconciled. Human-only secret responses now include their
nonsecret committed generation.
- Private test status now rechecks the originating principal and linked
task, including mandatory agent/responsible-user privacy. Cross-agent
tests require the full caller tool access decision and the same
credential identity, regardless of auth label; caller and target
policies/approvals and rate limits apply before execution and after
human approval. A profile-only precondition was found to reject valid
allow-policy and scoped-grant access and has been removed. Both
permitted-access cases and a no-auth-label identity regression were red
before the correction; caller-specific Block still prevents provider
execution. The private-status regression was also red before its fix.
- The tool-activity regression measured 100 capability decisions and 102
run captures on a 100-event page before the fix. It now uses two task
decisions and at most two captures while retaining the same 50 visible
events, private-event filtering, and 403 after audit-grant revocation.
The regression was red before request-context reuse and task-decision
sharing; final server typecheck/build also pass.
- Generic chat configure/reconnect now hands agent-supplied verification
credentials to the addressed human before provider work or vault
changes. Actual key/JWT regressions were red for Slack signing-key
replacement and generic channel secret-reference rebinding. They now
prove unchanged refs and vaulted signing value, human setup, permitted
agent bot-token repair, and governed test messages. All 82 API/OpenAPI
cases pass in fresh PostgreSQL. Eight native receipt protections and
final server typecheck/build also pass.
- The preceding review found that old healthy state could retire a
credential-entry card before a human changed anything. The actual-JWT
regression was red. Saved field generations now change only with
protected values and commit with refs plus a verification fence; retries
retain the baseline. Old health, bot-token repair and unchanged entry
stay pending. New signing verification and current authority permit
continuation. A separate red race proved that user revocation during
provider authentication could return 403 after refs changed; authority
is now checked before persistence and inside the credential transaction.
The final 82 API/OpenAPI cases, four neighboring real-database
Slack/GitHub lifecycle cases, and final server typecheck/build pass.
- A preceding full run crossed a rate-window boundary. Database rows
prove one consumed slot at 23:35 and another at 23:36 for the same
policy/bucket. Only Date is frozen in the rate test cases; transport and
asynchronous timers remain real. Production rate behavior is unchanged,
and the final full run passes. An intermediate fixture failure that
overwrote hidden generation metadata with an API projection is retained
in the qualification record.
- Linux CI on an earlier head found two rate-admission assertions that
omitted the newly persisted bucket key. The failures were reproduced
locally; both assertions now verify the exact actor/tool bucket and all
49 policy-service tests pass. The companion qualification record retains
the initial and intermediate failures. Catalog creator attribution is
preserved in the companion to keep this implementation review at 99
files.
- The latest review reproduced three regressions before repair: complete
human replacements failed on unavailable old signing secrets, fresh
GitHub links incorrectly selected reconnect, and different
credential-entry requests shared an idempotency key. Each old protected
ref now has a narrow known-unavailable fallback; unexpected resolver
failures and company/scope violations still abort. Fresh imports keep
their credential form, configured endpoints keep reconnect, and
canonical field sets/completion modes distinguish handoffs while
matching retries retain their baseline. All 55 actual-auth scenarios and
27 separately run OpenAPI contracts pass, as do server typecheck/build.
Companion #17739 also passes all 41 wizard tests including actual
fresh-form submission, UI typecheck, maps and token gates. Earlier red
results and a mistyped OpenAPI filename are retained in qualification.
- The configured GitHub handoff regression was red in the
browser-component tests and actual-auth link/persistence tests. Saved
links now name requested fields and all/any completion mode; the
companion form submits those supplied fields through reconnect and
retains other saved credentials. Webhook/client-secret reconnect remains
human-only; first-setup secret restrictions remain. All 46 wizard tests
pass, including combined modes and legacy links. A duplicate review
referenced the older companion bf760912; the current form is already
fixed, linked in the reply, and its thread is resolved.
- Linux CI on bf760912 failed automatic Slack provisioning because vault
persistence cleared an already verified manifest-update challenge. The
same regression was reproduced locally. The provider-owned helper now
preserves proof only for the current signing fingerprint and callback
URL. Eight existing compatibility cases pass, including this case and
initial GitHub secret rejection. The first uncommitted GitHub-field
variant also failed that initial boundary and was narrowed to reconnect;
both failures remain in qualification.
- The upstream merge conflicted only in generated migration metadata.
Upstream 0379 is preserved, normal generation/pruning produced 0380, and
two repeated applications of the idempotent additive SQL passed. The
final combined stack passed **128 tests** (55 actual-auth, 27 OpenAPI
and 46 wizard cases) in fresh PostgreSQL. Eight Google UI cases also
pass; the two protocol cases could not initialize embedded PostgreSQL in
this fresh local attempt. Their earlier passing evidence remains
historical; fresh Linux CI must execute them. Vercel personal credential
attribution is preserved in companion #17739 with its other
ownership/consent follow-ups, keeping this PR at 99 files.
- The suite covers fresh defaults, restricted users/agents, scopes,
personal isolation, token revocation, human handoffs, callback replay,
execution approvals, authorized self-targeted policy changes,
self-approval denial, and current authority before commit. Reproduce API
checks with `pnpm exec vitest run
server/src/__tests__/connection-management.integration.test.ts
server/src/__tests__/openapi-routes.test.ts`, using a fresh database
through `PAPERCLIP_CONNECTION_MANAGEMENT_TEST_DATABASE_URL` or the
default embedded test database.
- Companion #17739 also records consent separately from token refresh so
saved Google choices survive refresh. Its eight service-picker and two
local-HTTP OAuth tests pass; both new UI cases were red before the fix.
Normal migration generation confirms no SQL change is needed for the
additive JSON metadata.
- The integration module shares one assembled server, authentication
factory, and provider lifecycle to preserve the
HTTP-to-vault-to-task-continuation proof. A reused external database
caused a Slack fixture identity conflict; the fresh final run passed.
Earlier fixture/transport and contract-update failures remain in the
companion qualification record.
- The broad local `pnpm test:run` attempt remains blocked by macOS
embedded PostgreSQL's host semaphore limit. It is not a clean pass. The
fresh Linux CI matrix must complete. Provider fixtures do not prove live
setup or an empirical LLM success rate.
- A current-head completed Paperclip assessment is not yet recorded. Its
earlier external recovery boundary has not been bypassed, and no
incomplete assessment is reported as passing. The user authorized both
merges when checks pass; merge this implementation first, then replay,
retarget, and requalify companion #17739 against the squash-merged
master.

- After the master refresh, local workspace typecheck/build, **97
actual-auth/OpenAPI cases** and **141 gateway/policy cases** pass. The
original fixed database port was occupied; Docker assigned a free
localhost port. The first neighbor setup command could not resolve root
`tsx`, leaving its schema uninitialized; the built database package
migrated the separate fixture and all unchanged cases passed. Both setup
failures are retained in qualification. Fresh Linux CI remains required;
no full local test-sweep pass is claimed.

- The f9 Greptile review scored **2/5** for two reproduced findings:
Slack test sends skipped the caller’s tool policy, and healthy App
credentials completed an unconfirmed identity handoff. Both are fixed in
this head and have resolved evidence threads
([Slack](https://github.com/paperclipai/paperclip/pull/17737#discussion_r4384927765),
[identity](https://github.com/paperclipai/paperclip/pull/17737#discussion_r4384927895)).
Actual key/JWT cases cover twelve Slack caller/target/recipient
combinations; the human-session GitHub OAuth callback alone remains
pending until explicit confirmation. All **99 API/OpenAPI tests** (72
actual-auth + 27 contracts), workspace typecheck and build pass. On the
combined companion, all four focused cases (including the twelve Slack
combinations), typecheck/build and maps also pass. The continuation
suite’s 50 embedded-PG cases were skipped because its database could not
start locally; fresh Linux CI must run them. Initial fixture
credential-collision and audit-projection assertion failures are
retained with the red reproductions in the companion qualification
record. No full local sweep or live consent is claimed.

## Risks

- The maintainer explicitly confirmed authorized policy administration,
including self-targeted changes that loosen controls. These writes
require management grants and the responsible user’s current authority.
Agents cannot approve their own governed action requests or edit their
own principal permission grants. The actual-auth regression exercises
both permitted administration and those denials.
- This is a broad authorization change. Incorrect scope or owner
resolution could deny permitted setup or expose another user's
resources. Integration cases cover both permitted and denied requests
with actual authentication.
- The additive nullable gateway-token column does not infer identities
for legacy clients or backfill agent grants. Legacy agent tokens without
a responsible user fail closed.
- Provider fixtures test supported setup and callback contracts. They do
not prove live provider availability.

## Model Used

- OpenAI Codex, GPT-6 family, with reasoning, repository tools, and code
execution. The runtime 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 suites above;
full local sweep remains blocked as documented
- [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 — exact `2ecd6451d0` Linux CI
completed SUCCESS; external Paperclip Review is still queued
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups —
exact `2ecd6451d0` review completed; both f9 findings have resolved
evidence replies
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-27 08:20:24 -05:00
DottaandPaperclip 4dfcb4c9b8 refactor(tools): isolate connection access and removal (#17167)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connection grants and installations control which identities and
agents can reach tools.
> - Removal must close those access paths and stop runtimes before
cleaning up owned secrets.
> - These responsibilities still shared the setup coordinator after
earlier extractions.
> - This pull request gives grants, installations, credential validation
and removal explicit owners.
> - The benefit is a smaller coordinator and focused access-lifecycle
modules with existing security ordering intact.

## Linked Issues or Issue Description

Depends on #17165. Earlier stack: #17144 → #17146 → #17147 → #17155 →
#17157 → #17159 → #17161 → #17162 → #17165 → this PR.

**What existing behavior does this improve?**

Maintenance of connection audiences, delegation, installation and
removal.

**Current behavior**

The 6,419-line service still owns grant mutation, installation reach and
resumable credential cleanup alongside app setup.

**Proposed behavior**

A grant owner manages audiences and delegation. An installation owner
manages reach and its profile bindings. A removal owner keeps access
revocation, runtime shutdown, secret classification and cleanup
together. The coordinator delegates through typed APIs.

**Reason and benefit**

The entry point falls to 4,821 lines / 198,065 bytes, meeting the
requested under-5,000-line target. Across the full stack it falls from
21,525 lines / 829,519 bytes. App setup remains together in the
coordinator.

## What Changed

- Extract credential validation (75 lines), grants (603), installations
(350) and removal (658).
- Preserve company boundaries, audience advisory locks, membership
locks, assignment locks and audit order.
- Keep the existing runtime supervisor and secret client. Retain live
HTTP options for provider shutdown.
- Keep Slack credential-mutation leasing and resumable owned-secret
cleanup with removal.

## Verification

- Removal, grant-resolution and the stronger real HTTP OAuth fixture
pass before extraction (13 cases); the existing service and publication
baselines also pass.
- The original combined targeted run passed 525 cases across seven
suites. After replaying onto master, 601 cases pass across nine suites,
including Braintrust lifecycle and connector-policy coverage, with one
database worker.
- Full repository typecheck and build passed before merge integration.
After integration, server typecheck, module-boundary and whitespace
gates pass; fresh CI covers the full repository gates.
- All 94 pre-existing function/method bodies match by normalized syntax
comparison. A full-stack TypeScript symbol audit preserves all 18
exports and 89 service methods.
- The earlier local full-suite run was interrupted after 79 minutes and
remains unverified. All current-head CI gates pass on
`d5307fcea2365e51a75d49db82deeed236d19951`, including the full sharded
test matrix, browser suites, typecheck, build and canary dry run.
Greptile is 5/5 with no open review threads after merge integration.

- GitHub canceled duplicate CI run
[39716841632](https://github.com/paperclipai/paperclip/actions/runs/39716841632)
during the atomic stack update. Replacement run
[39716843243](https://github.com/paperclipai/paperclip/actions/runs/39716843243)
passed on the same head; no failing test was retried.

## Risks

- Audience replacement must not erase an inactive member marker and
widen authority. Its advisory and membership locks remain in the grant
owner.
- Uninstall must remove only its own profile bindings. Existing
operator-authored bindings keep their current behavior.
- Removal must remain fail-closed and retryable after provider failures.
Its order, shared-secret retention, supervisor and cleanup references
are unchanged and covered by removal tests.
- No schema, public API, policy or scheduling change is intended. The
first eight PRs have landed; this PR follows the updated catalog
extraction.

## 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>
2026-10-21 22:39:00 -05:00
DottaandPaperclip f7210cd31f refactor(tools): isolate catalog ownership (#17165)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents receive reviewed actions discovered from their connections.
> - Transport, discovery, risk classification, publication and account
inventory lived in the same service.
> - Their ownership differs: transport guards requests, discovery reads
providers, and publication changes the catalog under locks.
> - This pull request gives those phases separate modules with explicit
capabilities.
> - The benefit is a visible discovery-to-publication path that
preserves permission and quarantine behavior.

## Linked Issues or Issue Description

Builds on merged #17162 and preserves the connector policy from #17141.
Earlier stack: #17144 → #17146 → #17147 → #17155 → #17157 → #17159 →
#17161 → #17162 → this PR.

**What existing behavior does this improve?**

Maintenance of tool discovery, catalog publication, health and upstream
account inventory.

**Current behavior**

The 8,988-line service handles HTTP guards, MCP sessions, provider
probes, risk classification, quarantine, cached reads and account sync.

**Proposed behavior**

Discovery returns descriptors through the existing credential and
transport owners. Publication owns catalog writes and default access. A
reader owns refresh deduplication. Health and aggregator inventory have
separate owners.

**Reason and benefit**

The entry point falls to 6,419 lines, a reduction of 2,569. Provider
discovery no longer shares a closure with connection setup and teardown.

## What Changed

- Extract guarded remote HTTP, descriptor policy, discovery,
publication, default access, cached reads, health, attention and
aggregator account sync.
- Keep the public descriptor/risk exports and existing service methods.
- Preserve database locks, transaction-scoped default-access writes,
quarantine decisions, current grant checks and failure classification.
- Preserve per-service catalog flights and aggregator jobs, lease
ownership and live remote-request options.
- New modules range from 39 to 492 lines.

## Verification

- Before and after the move, 470 public service/HTTP integration cases
and 44 publication, HTTP rebinding and aggregator sync cases pass.
- Server typecheck, module-boundary gate and whitespace checks pass.
- All 157 pre-existing function/method bodies match by normalized syntax
comparison.
- Before merge integration, the completed stack passed 525 targeted
cases, repository-wide typecheck and build. Its stronger rotating-token
fixture is included.
- After replaying onto master, the integrated stack passes 601 cases
across nine suites, including Braintrust lifecycle and connector-policy
coverage. Server typecheck and module-boundary checks pass. All 157
moved bodies still match the current master versions.
- The earlier local full-suite run was interrupted after 79 minutes and
remains unverified. All current-head CI gates pass on
`a21595f20809a514b7619d8a8748c56f8e546e2f`, including the full sharded
test matrix, browser suites, typecheck, build and canary dry run.
Greptile is 5/5 with no open review threads after merge integration.

## Risks

- Discovery must keep its current grant and session behavior;
publication must retain its locks and quarantine rules. Existing
authority, schema-drift and publication-race tests exercise these paths.
- Aggregator account observations must not become authorization. Lease,
freshness, failure and credential-fingerprint behavior stay unchanged.
- Live transport options must not be snapshotted. The HTTP owner retains
the same options object.
- No schema, public API, access-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>
2026-10-21 22:38:59 -05:00
DottaandPaperclip ba9e6e4bc5 refactor(tools): isolate authorization lifecycle (#17162)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Browser authorization binds a consenting identity to a company
connection.
> - Direct OAuth, managed-cloud claims and Vercel authorization have
different state and persistence rules.
> - Keeping all of them in the general tool service obscures those rules
and their cleanup owners.
> - This pull request separates state, initiation, provider completion
and explicit identity promotion.
> - The benefit is reviewable authorization flows with their existing
authority checks and ordering preserved.

## Linked Issues or Issue Description

Depends on #17161. Earlier stack: #17144 → #17146 → #17147 → #17155 →
#17157 → #17159 → #17161 → this PR.

**What existing behavior does this improve?**

Maintenance of browser authorization and credential-sharing lifecycle.

**Current behavior**

The 12,019-line service combines provider callbacks, actor-bound states,
authorization URLs and personal-to-company credential promotion.

**Proposed behavior**

Separate owners handle authorization state, start, direct/cloud/Vercel
callbacks, catalog completion and explicit access finalization. Shared
setup policy and identity checks have typed APIs used by the coordinator
and authorization owners.

**Reason and benefit**

The entry point falls to 8,997 lines, a reduction of 3,022.
Provider-specific state consumption and durable-write rules are visible
in their own modules.

## What Changed

- Extract authorization flows and their constraints; the largest new
module is 700 lines.
- Preserve direct/Vercel terminal state consumption and managed-cloud
retryability until claim persistence commits.
- Keep membership and grant locks, secret transaction clients,
interaction resolution and catalog ordering unchanged.
- Keep partial secret acquisition and cleanup together in access
finalization.
- Give shared organization-grant persistence, personal identity checks,
setup policy and response projections named owners.

## Verification

- All 470 public service and real local HTTP/PostgreSQL OAuth cases pass
before and after extraction.
- Coverage includes same-actor state binding, replay/denial, scope
selection, membership revocation, provider failures, refresh concurrency
and persisted usable credentials.
- Server typecheck, module-boundary gate and whitespace checks pass.
- All 182 pre-existing function/method bodies match by normalized syntax
comparison.
- The completed stack passes 525 targeted cases, full repository
typecheck and build. The earlier interrupted local full suite remains
unverified; all current-head CI gates pass; Greptile is 5/5 with no open
review threads.

- Original CI failure retained: [server shard
1/12](https://github.com/paperclipai/paperclip/actions/runs/39710536789/job/119600621627),
`workspace-runtime.test.ts` case “replaces a reused Paperclip dev
runtime whose 2xx health payload is unhealthy”. The fixture failed its
initial health readiness with `ECONNREFUSED` after 97 probes / 10
seconds. The fixture and runtime implementation are unchanged and do not
import this service. The isolated case passes without changing its
timeout or assertions. One retry of only that shard passed at the same
commit. All CI gates are now green; the original failure remains
recorded here.

## Risks

- Provider flows intentionally consume authorization state at different
points. This extraction preserves each flow rather than sharing its
completion algorithm.
- Promotion must remove partially created secrets on failure and retire
source secrets only after persistence. Both phases remain in the same
owner with unchanged ordering.
- Local HTTP fixtures prove assembled application behavior, not live
third-party qualification.
- No schema, public API or authorization policy 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>
2026-10-21 22:21:43 -05:00