Commit Graph
15 Commits
Author SHA1 Message Date
DottaandPaperclip 43f391e807 refactor(slack): clarify browser setup prompt from live testing (#14965)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack chat connections let people start and continue agent work from
Slack.
> - The setup prompt guides an agent through the Paperclip and Slack
browser interfaces.
> - A live setup completed, but several instructions did not match the
current interfaces.
> - Those gaps can send users to the wrong connection flow or leave them
waiting for controls that do not appear.
> - This pull request updates the prompt with the steps observed during
the live setup.
> - The benefit is a clearer path from a fresh instance to a verified
Slack conversation.

## Linked Issues or Issue Description

Refs: #13920 and #14862. The first added the Slack conversation flow.
The second updated the shared setup prompt control. A search found no
duplicate open PR or matching public issue.

**Issue type**

Outdated instructions and missing setup guidance.

**Where is the issue?**

`ui/src/pages/apps/chat/SlackSetupPrompt.tsx`

**What's wrong?**

The prompt omits the Chat connectors setting on fresh instances. It uses
an old navigation label. It assumes an avatar crop dialog and a Save
button always appear. It also assumes the suggested bot username matches
Slack and that the Slack reply contains a task link.

**Suggested fix**

Use the current labels. Explain the feature prerequisite, avatar save
behavior, real mention selection, clipboard recovery, and the path to
task and run evidence.

## What Changed

- Add the Chat connectors prerequisite and current Connectors, resume,
and identity-link labels.
- Explain Slack's combined Create and Install action and how to continue
from its success page.
- Handle avatar uploads that save immediately. Require a reload to
confirm the saved icon.
- Select the real bot from Slack's mention suggestions, including names
with punctuation.
- Recover from an empty or stale clipboard without exposing credentials.
- Find the linked task through Conversations and inspect the agent's
Runs page.

## Verification

- `pnpm exec vitest run
ui/src/pages/apps/chat/SlackSetupPrompt.test.tsx`: 10 tests passed after
rebasing onto current master.
- `git diff --check origin/master...HEAD`: passed.
- `pnpm build`: passed.
- `pnpm -r typecheck`: passed.
- `pnpm check:token-gates`: passed.
- Full Vitest suite: passed in CI for this commit, including all server,
chat, workspace, and serialized test shards. The duplicate local `pnpm
test:run` was stopped after CI finished; it did not complete locally.
- Current-commit CI: all checks passed, including build, typecheck, E2E,
Runner verification, and canary dry run. Greptile rated the change 5/5
with no findings or unresolved review threads.
- Live browser test before the wording update: created and installed a
new Slack app, verified the callback, uploaded and reopened the avatar,
linked the configuring user's identity, and enabled the selected test
channel. The first mention received a reply. A follow-up without another
mention recalled the first message. Both agent runs succeeded.
- The wording update does not repeat Slack app installation. Existing
tests verify the complete copied prompt, clipboard fallback, and
instance URL handling.
- This is a prompt-text refactor. No runtime behavior changes, so the
existing tests cover the copied result without a new test that repeats
the wording.

## Risks

- Low risk. This change updates prompt text in one file.
- Provider interfaces can change. The prompt tells the agent to inspect
the current page and handle optional controls.
- The prompt handles the observed mention mismatch. This change does not
alter the generated suggested username.

## Model Used

- OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser automation. The session does not expose an exact
runtime model ID or context window size. The live test also used an
earlier model whose exact ID was not exposed.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 15:11:05 -05:00
DottaandPaperclip 6c1a75da49 feat(connections): make AgentMail a default connection with inline setup (#14772)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents access to external services.
> - AgentMail needs both a saved key and an inbox assigned to the agent.
> - Chat requests offered a setup link instead of an inline card and
could treat a saved key as complete.
> - Inbox setup also hid address conflicts behind a generic server error
and a separate review step.
> - This pull request makes AgentMail a default connection, adds the
inline card, reduces setup to two steps, and shows conflicts beside the
address.
> - Shared native dropdown styles also give every caret a consistent
inset.

## Linked Issues or Issue Description

**What happened?**

AgentMail requests in chat did not show a usable inline connection card.
Manual setup required extra screens, ignored saved account keys, and
could trap new-address setup in a locked inbox dropdown. Agent selectors
omitted the avatar from the selected value. A taken address could
produce an HTTP 403 from AgentMail and appear as an internal server
error. Native dropdown arrows also touched the right edge of their
fields.

**Expected behavior**

Make AgentMail available as a default connection. Ask for the API key
inline, with a direct link to its provider page. Default human access to
the company and agent access to the requesting agent. Resume the agent
only after an assigned inbox is active. Manual setup should ask for an
agent and email address, then finish. Address checks should run as the
user types. Taken addresses should show clickable alternatives. A domain
dropdown beside the name should prefer a verified custom domain. Setup
should suggest authorized saved AgentMail keys and show agent avatars in
the picker and selected value.

**Steps to reproduce**

1. Ask an agent to connect AgentMail when it has no assigned inbox.
2. Check that an inline API-key card appears and links to the provider's
API-key page.
3. Open AgentMail setup, choose an agent, and request an address that is
already taken.
4. Correct the inline error, refresh, and finish setup with the same
request ID.
5. Inspect native dropdown carets in light, dark, disabled, and
right-to-left states.

Uses the bounded provider-error parser merged in #14768. Related work:
#13256 introduced AgentMail; #14725 expanded connection search.

## What Changed

- Stop recurring email queries for tasks that have no email thread.
Share the query between the thread provider and activity view. Keep
email-task updates and invalidation-based discovery.
- Make AgentMail available without the experimental chat setting. Keep
the catalog, setup and management routes, agent Channels tab, task email
feed, receiving worker, and agent tools available by default. Other
experimental chat providers stay gated.

- Make the email address and copy icon a single clickable action with
the shared Copied! confirmation. Add View inbox linking directly to the
matching AgentMail console inbox, with the address encoded as one URL
path segment.

- Reorganize inbox Settings around the copyable email address, usage
instructions, and receiving status. Move reconnect credentials into a
disclosure and separate the Disconnect action. Add production Settings
stories for active, paused, unassigned-address, revoked, webhook,
long-address, mobile, and reconnect states. Show repair controls when
the inbox has an error. Keep usage instructions tied to an active inbox
with an address.

- Add AgentMail channel intents and an inline key field with the direct
API-key URL.
- Keep setup and retry state tied to the interaction. Require an active
inbox for completion. Preserve company and agent access checks.
- Reduce manual setup to agent selection and email selection. Put the
domain dropdown beside the address and default to a verified custom
domain. Preserve explicit choices across reloads. Keep receiving
settings under Advanced options.
- Check the initial address and edits after a 350 ms pause. Abort
superseded requests and ignore stale responses. Show clickable
suggestions and retain known creation conflicts across reloads.
- Add a company-scoped, manager-only address check using the saved
credential. Search the visible inbox list instead of fetching an
uncreated inbox: live AgentMail retains negative lookups that can break
subsequent access-key creation. Unlisted addresses remain unknown;
creation is authoritative.
- Suggest labeled saved AgentMail keys in both manual setup and the
inline card. Filter by company, provider, active credential, and
current-user grants on the server. Prefer an account key and preserve
the selected key or an explicit new-key choice across refresh. Use
verified scope metadata and bounded concurrent checks for legacy keys.
Never return secret values.
- Catch an inbox-only key before the email step. Allow its existing
inbox only after an explicit choice. Recover old locked drafts at the
key picker. Save the replacement key before retiring an empty draft,
then use a new setup URL so refresh preserves the switched account; stop
if cleanup fails. Preserve already allocated addresses and their
original accounts.
- Use the shared AgentSelect in email setup. Show the canonical agent
avatar in each option and the selected value, including other consumers
of the shared component. Add regression coverage for legacy and current
Lucide agent-mention icon formats.
- Start each catalog Add connection with a fresh setup identity. Honor
Finish setup's exact draft/account/address instead of resuming an
unrelated browser draft. Return Cancel and Done to Connectors and Email
settings to the inbox. Group the task/thread explanation in a How it
Works card.
- Route AgentMail catalog removal through the email inbox control API,
including unfinished drafts. Refresh both the catalog and inbox views.
- Render each inbox management tab separately. Access uses the saved
account grants and agent controls; Conversations and Activity use the
shared persisted email feed. Activity lifecycle actions use the email
API. Reconnect returns to inbox Settings. Conversation failures show a
retry instead of a false empty state. Email delivery recovery stays in
the task.
- Map documented provider address conflicts to a field error. Preserve
actionable messages for other failures.
- Preserve non-secret draft fields across refresh, scoped to the
requested agent. Never save API keys in browser storage. Resume partial
inbox creation with the original agent, address, and request ID.
- Show an already-created address with explicit retry and new-address
recovery instead of locked inputs. Preserve the original inbox and
resumable draft when choosing another address. Distinguish runtime-key
404 errors and log safe provider status/operation/code.
- Apply final agent access once within email setup authorization for a
new account whose original installs are unchanged. Preserve later
permission edits and reused account installs. Support in-place retry of
progress loading.
- Let a failed inline setup change keys after retiring an empty draft.
Persist its replacement setup identity without storing secrets. Recover
a server-saved account when refresh interrupts the save response, while
preserving intentional account changes.
- Render the production setup in Storybook and add error, recovery, and
mobile states.
- Inset native select carets in shared CSS. Preserve custom icons,
listboxes, keyboard behavior, and forced-color controls.
- Add browser regression coverage and an AgentMail Product E2E case with
persisted-state and rendered-card evidence.

## Verification

- Full `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, and
`git diff --check` passed after the default-availability change.
- All 485 focused tests passed. These cover setup, management, catalog
and route gates, connection intents, email authorization, Cursor
execution, and the OpenAPI contract. All 39 email integration tests run
with the experimental chat setting off.
- The shared polling change passed four behavioral tests, UI typecheck
and build, and token gates.
- `tests/e2e/agentmail.spec.ts` passed with the actual server setting
off. This full-stack browser test uses simulated provider responses. It
covers catalog entry, saved keys, editable address and domain controls,
creation, conflicts, retry, all management tabs, clipboard feedback, the
provider link, and task email rendering.
- In the live local browser, Add connection reached the editable email
step with the saved account key. The verified custom domain was selected
by default. Both domain choices worked. The existing inbox Settings page
remained available. Both active inboxes completed new mail checks with
the setting off. No new provider inbox or email message was created for
this pass.
- Earlier live provider acceptance covered creation on a verified custom
domain, Finish connecting on the reported draft, successful mail checks
after refresh, and catalog removal of disposable draft and active
connections. Clicking the email address copied the exact address and
showed Copied!. View inbox opened the same inbox in AgentMail’s console.
No email messages were sent.
- Production setup and Settings Storybook builds and interactions
passed. Settings states include active, paused, unassigned, revoked,
webhook, long-address, mobile, and reconnect. Receiving and
revoked-access stories had zero accessibility violations.
- Full local `pnpm test:run` on an earlier revision completed with
14,709 passing, 87 skipped, and four transient failures. All four failed
cases passed in focused reruns without product changes. That serial full
local command was not repeated after each follow-up. The latest-head
full CI suite is the final test gate.
- CI found an obsolete browser assertion that hid every channel when the
flag was off. Updated it to keep AgentMail and the Channels surface
visible while preserving the GitHub chat route gates. All 11 provider
browser tests passed locally after scoping the Channels selector to the
agent sidebar. Two initial local attempts stopped at temporary Postgres
initialization. The passing run used a separate disposable database on
the existing local Postgres server; it was removed after the test.
- Updated the remaining sidebar and aggregator discovery assertions for
default AgentMail availability. Ordinary task fixtures now return no
email thread. All 128 sidebar/task-page tests and all 42 aggregator
tests passed locally.
- Latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`: full CI
passed, with 54 successful checks including Snyk and two intentional
Storybook skips. The CI run is
https://github.com/paperclipai/paperclip/actions/runs/37020833647. A
fresh Greptile review scored 5/5 with no unresolved threads. Live model
evaluations and inbound/outbound email delivery were not run.

## Risks

- AgentMail no longer needs experimental opt-in. Setup still requires a
human to connect an account and assign an inbox. Inline setup creates an
inbox after a human submits a new or saved key. Company access, agent
access, inbox assignment, and completion checks remain enforced.
- AgentMail read APIs cannot prove global address availability. The
visible-list check is bounded to 100 entries and cannot see inboxes
outside the key’s scope. The UI reports this limitation, suggests
alternatives without claiming they are free, and keeps final creation
conflicts inline. Lookup outages show an error without preventing the
authoritative creation attempt.
- Native select CSS affects the whole app. Custom-icon selects and
multi-row lists are excluded. Forced-color mode keeps the browser caret.
- Saved-key discovery uses stored verified scope metadata and checks
authorized legacy credentials concurrently within a shared three-second
deadline. Provider outages mark legacy choices unavailable; users can
still enter another key. Final use rechecks authorization and provider
access.
- No database migration or transport default change. Live connection
remains the default.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, and code execution. The
exact served 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 (focused suites; full-suite
limitation documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (latest head
`b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 10:01:15 -05:00
DottaandPaperclip 527e146980 feat(ui): share animated agent setup prompts (#14862)
Use the shared animated prompt-copy control across setup, invitations, webhooks, and task handoffs. Preserve first-click copying, clipboard recovery, and logo continuity. Add Storybook coverage and restore mention icon masks for the current Lucide data shape.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-01 11:46:14 -05:00
DottaandPaperclip 33f2b3a159 fix: separate GitHub tools and code review bot connections (#14750)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Connectors catalog lets people give agents tools or connect
agents to conversations.
> - GitHub put these two uses behind one card and an extra choice.
> - People should choose the connection they need from the catalog.
> - This pull request keeps GitHub for tools and adds GitHub Code Review
Bot as a separate card.
> - Each card opens its setup directly. Both use the existing connection
code.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

GitHub connector discovery and setup.

**Current behavior**

With chat connectors enabled, GitHub opens a menu that asks whether to
use tools or create a bot. Saved tools and bots share the same catalog
entry.

**Proposed behavior**

GitHub opens tool account access. GitHub Code Review Bot opens agent
selection. Saved bots and drafts appear under the bot card.
Chat-disabled instances show only GitHub tools.

**Reason and benefit**

The catalog names the two uses and removes an extra setup choice. The
bot keeps the existing GitHub provider, credentials, endpoint IDs, setup
steps, and runtime.

**Additional context**

Related work: https://github.com/paperclipai/paperclip/pull/12843 and
https://github.com/paperclipai/paperclip/pull/14594 established GitHub
account identity. This change preserves that tool flow. No duplicate
catalog split was found.

## What Changed

- Split the generated app definitions into GitHub tools and GitHub Code
Review Bot. Reuse the existing GitHub logo and channel method.
- Open bot setup directly, including old resume and reconnect links.
- Put existing bot endpoints and drafts under the bot card. Hide
duplicate internal chat applications.
- Keep pasted GitHub URLs mapped to the tool connection.
- Add seven Storybook states for the catalog, saved connections,
disabled chat, both setup paths, mobile, and light mode.
- Fix narrow-screen bot rows so the label cannot overlap status and
setup actions.
- Update catalog, route, browser, and API tests, plus the GitHub
connector guide.

## Verification

- [Hosted
Storybook](https://d1p6rlowie26tp.cloudfront.net/storybook/branches/codex~2Fgithub-review-connection/?path=/story/connections-github-and-code-review-bot--catalog):
seven states built from this branch. The deployment passed its
public-file verification.
- All GitHub checks pass on `d13a2cd53561645bb2a15c6f8e75a61a936d6459`.
Two optional Storybook jobs skip under their normal trigger rules; the
manual Storybook deployment passes. The branch has no merge conflicts.
- Greptile: 5/5 on the current head, with no review comments or
unresolved threads.
- `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, and `pnpm
build-storybook` passed. The final Storybook fixture also passed UI
typecheck and the hosted build.
- Targeted catalog, URL matching, routing, grouping, brand, and chat UI
contract tests passed.
- GitHub provider browser tests: 2 passed. These cover direct tool setup
and the bot setup and management lifecycle with provider responses
mocked.
- Embedded-browser test on an isolated local instance: opened both
cards, selected an agent, saved a bot draft, and resumed the same
endpoint under the bot card after a reload.
- Storybook Tool Setup and Bot Setup assertions pass in the published
preview. Chat Disabled assertions pass locally. Inspected mobile and
light mode, including the draft-row layout and official GitHub marks.
- Local full-suite limitation: `pnpm test:run` was not clean. A
cross-company route assertion failed in the aggregate run and passed in
isolation; a workspace-runtime test reached its 30-second hook timeout.
Some isolated database reruns skipped when the embedded-PostgreSQL
availability probe failed. The local aggregate was stopped after CI
completed. The corresponding full CI suites pass all 360 tool-access
tests and all 162 workspace-runtime tests.
- No live GitHub authorization or installation was performed. The
isolated instance correctly stopped at the cloud enrollment or public
HTTPS prerequisites.

## Risks

- Low scope: catalog presentation and routing change. There is no
database migration or provider credential change.
- Existing GitHub bot URLs now open bot setup directly. The tool route
remains `/apps/connect?source=github`.
- The bot remains behind the existing chat-connectors feature flag.
Existing endpoints retain `provider: github`.
- Channel applications are represented by endpoint rows. Regression
tests cover legacy bot applications, tools, active bots, and drafts
together.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, and
embedded-browser tools. The exact deployed model ID, context window
size, and reasoning setting are not exposed to this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 17:15:02 -05:00
DottaandPaperclip b0155a681a feat(slack): connect Paperclip conversations and scheduled messages (#13920)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, GitHub CLI,
and browser tools. The runtime does not expose a more specific model
build identifier or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-24 10:51:45 -05:00
DottaandPaperclip a10702a878 feat(slack): add governed tools for Slack-origin tasks (#13828)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

OpenAI GPT-6 through Codex, with repository tools, code execution, and
browser testing. The exact deployed model identifier and context-window
size were not exposed in the session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-22 15:29:07 -05:00
DottaandPaperclip 8813a50105 feat: run GitHub review bots through Paperclip agents (#13717)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

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

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 14:41:19 -05:00
DottaandPaperclip d9b3a5653e feat(chat): add initial Slack communication guidance and connection menus (#13760)
## Thinking Path

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

## Linked Issues or Issue Description

**What existing behavior does this improve?**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 14:14:25 -05:00
DottaandPaperclip 57fd8b70d2 feat: add agent avatar download to Slack setup and settings (#13740)
## Thinking Path

> - Paperclip helps people manage AI agents for work.
> - Slack connections let a team talk to those agents in Slack.
> - Agents now have a saved avatar, but Slack setup did not offer that
image.
> - A matching avatar helps a team recognize its agent.
> - This pull request adds an optional avatar step and a download in
connector Settings.
> - Users download a PNG and upload it directly in Slack with clear
instructions.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Slack connector onboarding and its Settings page.

**Current behavior**
Setup does not offer the assigned agent's avatar or explain how to
upload it in Slack.

**Proposed behavior**
After Slack connection verification, users can download a 512 × 512 PNG
of their agent's saved avatar. They can upload it in Slack, confirm, or
skip. Settings keeps the download and upload instructions available
after onboarding.

**Reason and benefit**
The same avatar helps people recognize the agent across Paperclip and
Slack. Users who skip the optional step can return to it in Settings.

**Breaking changes**
None. No schema, authentication, Slack scope, or provider API change.
Completed connections keep their existing completion state. Searched
existing Slack avatar and Cliptoon PRs; no matching implementation was
found.

## What Changed

- Add an optional avatar step before personal Slack account linking.
Keep the numbered sidebar and shared footer.
- Resolve the selected agent's saved appearance for the preview and PNG
download.
- Add the same download and expandable upload instructions to connector
Settings.
- Remember uploaded or skipped per company and endpoint in browser
storage. Treat uploaded as user confirmation, not provider verification.
- Reject failed or non-PNG download responses and allow retry.
- Reuse the production avatar components in onboarding and Settings
stories.
- Test wizard progression, resume, Settings, download recovery, storage
isolation, and terminated assigned agents.
- Exercise real PNG downloads in the Slack browser flow and keep default
app names consistent with app creation.
- Fetch the assigned agent directly so its saved avatar remains
available after termination.

## Verification

- Focused chat suites: 48 passed; the two affected suites passed again
after the final naming fix (32 tests).
- Slack browser E2E passed through setup, avatar download, account
linking, and Settings download. PNG signature and 512 × 512 dimensions
verified.
- UI token gates passed.
- Browser: downloaded the real 512 × 512 PNG; checked confirmation,
return, mobile layout, and Settings instructions.
- Full workspace typecheck, application build, and production Storybook
build passed.
- All latest-head CI checks passed (54 passed, 2 skipped), including all
browser, chat, general, and serialized test groups. The unrelated Sentry
test failed once and passed on the single CI rerun; its suite also
passed locally.
- Local full-suite attempt encountered a rapid Slack callback ordering
failure under concurrent build load; that test passed in isolation, and
all three chat shards passed in CI. The remaining local run was not used
as the merge gate.
- Review the Connections / Slack / Add avatar and Avatar in Settings
stories.

## Risks

- Slack upload is manual. Confirmation does not claim to verify the
Slack icon.
- Optional step progress is browser-local. Clearing storage or changing
browsers can show it again. Setup still works when storage is
unavailable.
- The existing avatar API remains the image source. Download failures
show a retry message.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact deployment model ID and
context window are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 09:38:48 -05:00
DottaandPaperclip f589660ec0 feat(routines): add safe webhook setup and in-routine run management (#13637)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Routines turn scheduled work and external events into tasks for an
assigned agent.
> - Webhook setup was disabled, and actor authentication rejected valid
webhook bearer keys.
> - Operators need to connect and test a sending app before events can
start work.
> - This pull request adds a guided setup with durable connection tests
that cannot dispatch a task.
> - It keeps trigger management, execution tasks, and activity within
the routine.
> - The benefit is a webhook that can be configured, verified, and
operated from one place.

## Linked Issues or Issue Description

Fixes #11937.

Related: #13216 adds provider-specific Sentry support. This PR addresses
general routine setup and ingress. #6841 addresses legacy secret
bindings; this PR retains the existing secret service.

**Current behavior**

Webhook creation is disabled. Bearer deliveries can fail in agent
authentication before the routine checks its key. Setup has no safe
connection test. Runs and Activity send the operator away from the
routine.

**Proposed behavior**

Choose a schedule or a webhook. Follow the setup steps, copy credentials
or complete agent instructions, and test delivery without creating work.
Finish setup to allow future events to start tasks. Edit or remove
compact trigger cards, undo removal, and inspect tasks and activity
inside the routine.

**Reason and benefit**

An operator can verify credentials and delivery before enabling
automatic work. Durable setup state survives refreshes and restarts.
Retry receipts prevent an old test event from starting work after
activation.

## What Changed

- Add a production trigger wizard using reusable Slack setup navigation
and footer components.
- Add schedule and webhook choices, one-time credentials, agent
instructions, and live connection feedback.
- Persist pending setup, test delivery receipts, connection status, and
reversible trigger removal.
- Keep setup checks free of routine runs, tasks, and agent wakeups.
Preserve delivery idempotency after activation.
- Add compact trigger cards, inline editing, key rotation, pause
controls, removal, and Undo.
- Keep Runs and Activity in the routine. Use the shared task list and
compact activity rows.
- Permit only exact public delivery POSTs through actor authentication.
Retain webhook authentication, JSON-object validation, and log
redaction.
- Add production-backed Storybook states and focused server, database,
and UI coverage.
- Document signing modes, setup checks, retries, rotation, HTTPS
ingress, and navigation.

## Verification

- Full workspace typecheck, build, and token gates passed on the rebased
branch. Storybook also builds.
- Focused routine, middleware, logging, shared wizard, and UI coverage
passes on the rebased branch: 195 tests across 14 files. The migration
passed on a fresh PostgreSQL database and on two repeated applications.
- Browser testing used the real app, database, and a deterministic
process worker through Tailscale HTTPS and the current Cloud proxy code.
- Verified rejected keys, safe setup deliveries, persisted state after
restart, activation, retry deduplication, key rotation, schedule
editing, removal, and Undo.
- Fresh bearer and GitHub-signed deliveries created tasks that the
worker checked out and completed. Runs and Activity stayed within the
routine.
- Current Cloud ingress tests passed. Public delivery POSTs passed
through without a browser session; management routes remained gated.
- All 54 current-head PR checks pass, including general and serialized
tests, all eight browser E2E shards, typecheck, build, runner checks,
security checks, and the canary dry run. Two optional Storybook jobs are
skipped by workflow conditions.
- Greptile is 5/5 on commit `7ea63a61e`, with no unresolved review
threads. The stale connection-status finding is fixed and covered by a
regression test.
- No production deployment was performed.

## Risks

- Migration 0281 adds three trigger columns and a test-receipt table. It
is additive and safe to reapply. Apply it before running the new server.
Existing triggers remain live by default.
- Requests without delivery IDs are new events after activation. Senders
must reuse an event's delivery ID for retries.
- Completed webhooks keep normal dispatch behavior. Their management
connection check can start work; the UI states this.
- Removing a trigger archives it. Undo restores the URL and credentials.
Permanent deletion remains available through the existing API.
- Public ingress must remain restricted to the delivery POST route. The
tenant verifies credentials. Cloud sleeping-stack behavior is unchanged.
- Shared setup components also serve Slack. Existing setup contracts and
navigation tests cover that integration.
- Senders must use application/json with an object. Other media types
receive 415.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell
execution, and browser testing. The exact deployment model ID and
context-window size are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-19 10:49:05 -05:00
DottaandPaperclip 924f07be8c feat(chat): simplify Slack onboarding and account linking (#13638)
## Thinking Path

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

## Linked Issues or Issue Description

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

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser verification. The runtime does not expose an
exact model build ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-18 17:23:53 -05:00
scotttongandClaude Opus 5 8f69e0af9d fix(ui): confirm every copy action (#13603)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Much of the work means moving an opaque value somewhere else: an
agent id, a callback URL, a webhook secret, an error payload for a bug
report
> - Copy buttons all over the app do that, and most already say whether
it worked — an icon that flips to a check, a label that reads "Copied"
> - Eleven did not. They passed the promise to `.catch(() => {})` and
showed nothing at all
> - A copy that says nothing looks exactly like a copy the browser
refused, and the only way to tell is to paste somewhere and look
> - The clipboard really does refuse: over plain HTTP on a non-secure
host the async Clipboard API is unavailable, and the fallback can still
fail
> - This pull request gives every copy action an affordance, through two
shared hooks
> - The benefit is that a person can tell a copy from a failure without
leaving the page

## Linked Issues or Issue Description

**What happened?**

Eleven copy buttons gave no feedback. They called `copyTextToClipboard`
and discarded the result:

```
onClick={() => void copyTextToClipboard(robotEmail).catch(() => {})}
```

Nothing changes on screen, whether the write succeeded or failed. This
is the same surface where most other copy buttons do show a check or a
"Copied" label, so the silent ones read as broken.

**Expected behavior**

Every copy action says whether the clipboard took the value. A rejected
write says so rather than staying silent or claiming success.

**Steps to reproduce**

1. Open the connector setup flow for an app that shows a sharing email
or a callback URL.
2. Press **Copy** next to that value.
3. Before this change nothing on screen changes. Compare with the copy
button on a login panel, which flips to a check.
4. To see the failure case, open Paperclip over plain HTTP on a
non-localhost host, where the async Clipboard API is not available.

**Paperclip version or commit**

`45586170e` on `master`.

**Deployment mode**

Local.

**Agent adapter(s) involved**

Not adapter-specific (core bug).

**Additional context**

Commit `1fa36be35` moved every copy through `lib/clipboard.ts`, so the
call sites are findable. Of 62 call sites, 51 already showed feedback
and 11 did not.

## What Changed

- New `ui/src/lib/use-copy-action.ts` with two hooks:
- `useCopyAction` for a control that stays on screen. It returns
`copied` and `failed` for the inline swap the rest of the app already
uses, and resets itself.
- `useCopyToast` for a menu item, which unmounts with its menu before an
inline state could be read, so its confirmation goes to the toast
viewport.
- Both wait for the write to resolve before reporting success, and both
report a rejection as a failure. `AdapterLoginChrome.test.tsx` already
held that line for one button; the helper now makes it the default.
- The eleven silent sites now use one of the two: the connector setup
flow's sharing-email and callback-URL buttons, the runner inspector's
copy-value and copy-path buttons, the agent bubble and skill studio menu
items, annotation "Copy link" on both its hosts, both secret-error
detail buttons, the chat webhook secret, and the motion tweak panel's
export box.
- The chat webhook secret follows its own file's convention: a label
that reads "Webhook secret copied", matching the manifest buttons beside
it.
- The 51 sites that already had feedback are untouched. Converting them
would be a large diff with no visible change.
- `clipboard-usage.test.ts` gains a static check, sibling to the one
that already keeps copies on the shared helper. It fails if a new copy
site ships with no affordance.

## Verification

- `npx vitest run ui/src/lib/use-copy-action.test.tsx
ui/src/lib/clipboard-usage.test.ts ui/src/lib/clipboard.test.ts
ui/src/components/AdapterLoginChrome.test.tsx` — 18 tests pass.
- The new hook tests cover the three cases that matter: no confirmation
while the write is still in flight, a failure state on a rejected write,
and a return to rest after the reset delay. The toast hook is covered
for both tones.
- `npx vitest run ui/src/pages/apps/AppsConnect.test.tsx
ui/src/components/task-chat ui/src/components/RunnerInspector.test.tsx
ui/src/components/DocumentAnnotation` — the suites over the touched
components pass.
- `npx tsc -b ui` — clean.

## Risks

Low. Each change is additive at its own call site and the copy path
itself is unchanged. The static check is the only part that touches
future contributors: it is one assertion, and its pattern list is easy
to extend or drop.

## Model Used

Claude Opus 5 (`claude-opus-5`), 1M context, extended thinking, with
tool use and code execution.

## Checklist

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

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-09-18 14:32:19 -07:00
DottaandPaperclip 4d317274ce feat(channels): add experimental iMessage Photon (#13299)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

**Additional context**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 15:23:50 -05:00
DottaandPaperclip 2083bf6f9a feat(connections): add AgentMail inboxes and email tasks (#13256)
## Thinking Path

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

## Linked Issues or Issue Description

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

OpenAI GPT-6 (Codex). Used reasoning, repository tools, code execution,
and browser testing. The exact deployment model ID and context-window
size were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 16:56:38 -05:00
DottaandPaperclip 889947c238 feat: add experimental native chat connectors (#13038)
## Thinking Path

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

## Linked Issues or Issue Description

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

## What Changed

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

## Verification

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

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

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

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

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

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

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

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-10 10:06:45 -05:00