75 Commits

Include renames

Author	SHA1	Message	Date
Leia MarshallandLeia Marshall	e4ce989099	Add opt-in Gmail archive capability (#16331) ... ## Thinking Path > - Paperclip separates Gmail capabilities by reviewed OAuth scope and tool policy. > - Existing Gmail connections support reading and draft creation but not bounded archiving. > - Gmail archive requires `gmail.modify`, so it must not widen existing read or draft grants. > - This change adds an opt-in archive profile and limits it to removing only the `INBOX` label. > - A final pre-dispatch check preserves that boundary for approved and replayed calls. ## Linked Issues or Issue Description **What existing behavior does this improve?** This improves the existing Gmail connection and tool-governance behavior. **Subsystem affected** Cross-cutting: `packages/shared` and `server`. **Current behavior** Paperclip can read Gmail and create drafts. It does not provide an opt-in, bounded action for archiving a thread. **Proposed behavior** Paperclip offers a separate Read & archive connection. It exposes `unlabel_thread` only for that connection and accepts only `threadId` with `labelIds: ["INBOX"]`. **Reason and benefit** Users can archive processed Gmail threads while sending, trashing, and other label changes remain disabled. **Breaking changes** None. Existing read and draft methods keep their current scopes and defaults. Related work: #15545 adds a unified Google Workspace connector and keeps Gmail draft-only. #15412 adds a separate Gmail REST server without label mutations. Neither PR adds this bounded archive capability. ## What Changed - Added the `gmail.archive` connector profile. - Added managed and customer-owned archive connection methods. - Added an Inbox-only schema and final pre-dispatch argument guard. - Classified archive as destructive and added Ask-first defaults for the archive methods. - Added permission-review records and focused tests. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server build` - `pnpm --filter @paperclipai/shared typecheck` - Focused Vitest suites: 42 tests passed. - App-definition ingestion: 103 definitions and 0 review flags. - `git diff --check` ## Risks The main risk is accidental scope or operation expansion. The new profile is opt-in. Existing profiles retain their scopes. The gateway validates the exact Inbox-only payload immediately before dispatch. Production rollout requires separate OAuth configuration and fresh consent. ## Model Used Unverified — reliable runtime model metadata was not available. Confirm the model attribution before publishing. ## Checklist - [x] I have included a concise design rationale - [x] I have specified that model attribution is unverified - [x] I have checked ROADMAP.md and found no Gmail archive entry - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have described the issue in this PR - [x] I have not referenced internal or instance-local issues - [x] My branch name describes the change - [x] Local tests and builds pass - [x] I have added or updated tests - [x] I have updated relevant documentation and permission records - [x] I have documented risks - [ ] All hosted CI gates are green - [ ] Greptile and human review are complete --------- Co-authored-by: Leia Marshall <leia@paperclip.ing>	2026-10-15 09:24:31 -07:00
DottaandPaperclip	3ea39f75c1	test: consolidate duplicate owner proofs (#16075) ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-14 23:17:13 -05:00
DottaandPaperclip	dabb8c5daf	test: remove repeated setup and strengthen regression proof (#16022) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its tests protect company boundaries, approvals, durable tasks, credentials and the board UI. > - Several owner suites repeat large database fixtures and render frames. > - Some tests repeat stronger proof or pass when the behavior they describe is broken. > - This pull request shares exact setup, removes proven duplicate cases and repairs weak observations. > - It preserves distinct security, lifecycle, concurrency and user-facing contracts. > - The benefit is 5,027 fewer test lines and stronger regression checks. ## Linked Issues or Issue Description Refs #15978. This continues the merged test-audit cleanup in [PR #15978](https://github.com/paperclipai/paperclip/pull/15978), which removed 11,976 test/support lines. The savings in this pull request are additional. Related open work: [PR #13460](https://github.com/paperclipai/paperclip/pull/13460) changes legacy OAuth parent/version lock ordering. This pull request retains those production paths and the existing lock-order test. Its secrets changes compact fixtures and repair the two AWS wrapper exclusion observations. Scoped title searches found no open duplicate audit or fixture-consolidation PR and no matching audit issue. The problem is described here using the enhancement template. **What existing behavior does this improve?** The maintenance and regression value of the existing server, UI, CLI, shared and wiki-plugin test suites. **Subsystem affected** Cross-cutting test code. Two UI modules also lose unused test inspection exports. **Current behavior** Owner tests repeat database rows, service inputs, HTTP setup and render frames. Some cases repeat stronger assertions. Two AWS lock tests record only cleanup events, so an AWS provider write can happen inside the held lock without failing those observations. Several other negative tests accept or do not observe the wrong result. Worktree fixtures also use a temporary path alias that conflicts with the existing canonical-path checks on macOS. **Proposed behavior** Use small local helpers that preserve exact inputs, fresh allocations, callbacks, query order and await positions. Remove only cases with named stronger keepers. Tighten negative assertions and observe actual AWS provider entry while a confirmed lock holder remains parked. Resolve temporary fixture roots to their canonical paths. **Reason and benefit** Remove 5,027 net test lines and 15 redundant registered executions. Remove 11 lines of unused UI inspection exports. Keep every distinct company, actor, approval, credential, persistence, stale-write and concurrency contract. No wall-time speedup is claimed for setup compaction. **Breaking changes** None for application behavior, APIs or stored data. The removed exports expose private UI test state and have no remaining callers. ## What Changed - Consolidate repeated runtime, workspace, portability, route, tool-access, policy, gateway and state-service fixtures. - Share repeated UI render frames and CLI/wiki-plugin setup while retaining the original actions and expected results. - Remove 15 repeated case executions only where the audit records an exact stronger keeper. - Repair weak HTTP/UI negative assertions and two AWS account-home lock observations. Keep the existing durable results and cleanup behavior. - Remove the unused `__inflightGetCount` and `__secondTickInternals` inspection exports. Keep observable request coalescing and ticker lifecycle checks. - Canonicalize temporary worktree fixture paths without weakening production path checks. - Record the owner decisions, savings, independent preservation reviews and validation in [the dated audit report](https://github.com/paperclipai/paperclip/blob/58c5c4aa241c85f4665a3159c192888bbb2a5cfa/doc/plans/2026-10-12-test-audit-rounds.md) and [the compact control evidence](https://github.com/paperclipai/paperclip/blob/58c5c4aa241c85f4665a3159c192888bbb2a5cfa/doc/plans/2026-10-12-test-audit-controls.json). ## Verification - Complete owner and retained-sibling baselines passed before each audit cutover. Independent reviewers checked the full original tests, actual helper bodies, exact inputs, receipt provenance, async order, fresh allocations and case registrations. - All 14 UI/route/wiki mutations failed at their intended assertions: ten UI/API/ticker controls, one route control and three wiki persistence/receipt controls. Each mutated production source was restored to its exact original bytes. - Both old AWS lock tests passed with their respective AWS-only lock bypass. Both repaired tests failed at the intended assertions with the same bypasses. These give 16 intended failures and two passing weak controls across 18 executions. Each source was restored exactly. - Final complete state-owner/sibling run: 329/329 passed at code revision `64370831ebe191e5ce092f85f79b6fb661df7e16`. - Final `pnpm -r typecheck`, `pnpm check:token-gates` and `pnpm build`: passed at the same code revision. - Delivery head `58c5c4aa241c85f4665a3159c192888bbb2a5cfa` includes the evidence commit and master `4b766b872993045a2e787404f0475503683e5ded`. All 27 audited test files and both application files match the locally verified code revision byte-for-byte. Current-head CI validates the integrated branch, including the incoming master changes. - All eight production-owner SHA guards for the 16 deliberate failing mutation controls still match the integrated delivery checkout. The mutation receipts therefore apply to those current owners. - Full default `pnpm test:run`: **failed** with exit 1 at frozen code revision `64370831ebe191e5ce092f85f79b6fb661df7e16`; HEAD and tracked source bytes remained unchanged. The first general-server group reported 878 passing files, four failing files and six skipped files; 17,846 passing cases, 24 failing cases and 105 skipped cases. Later groups did not run. Failures were `http-log-redaction` (socket hangup), `public-mcp` (initial 15-second timeout followed by hosted token “Refresh before subscribing” failures), `remove-test-home` (macOS `ENOTEMPTY` where permission errors were expected, plus cleanup failure), and `workspace-git-snapshot-streaming` (300-second timeout). All four failing test files and the relevant cleanup/MCP production owners are unchanged by this audit. Full local success is not claimed. - Focused complete-owner diagnosis at the same frozen revision: 149/152 passed, three failed, zero skipped. `public-mcp` passed 82/82 and `http-log-redaction` passed 66/66 unchanged. The two `remove-test-home` cases reproduced macOS `ENOTEMPTY` against an expected `EACCES`/`EPERM` contract; the 32 MiB workspace snapshot case reproduced its existing 300,000 ms timeout. HEAD and tracked files stayed clean. Exact blob comparison confirmed all four test files and the relevant cleanup/MCP owners match both inspected master `4b766b872993045a2e787404f0475503683e5ded` and the frozen local revision. The three remaining local failures are unresolved; no timeout, retry or assertion was weakened. - Current-head CI: [workflow 38299262149](https://github.com/paperclipai/paperclip/actions/runs/38299262149) has passed runner selection and created all downstream test/typecheck/build gates; those gates are queued, with no failures reported. Greptile completed successfully at `58c5c4aa241c85f4665a3159c192888bbb2a5cfa` with [5/5 and zero comments](https://github.com/paperclipai/paperclip/pull/16022#issuecomment-6131457592). All review threads are resolved or absent. This pull request will remain open after verification. Reviewers can reproduce the required workspace checks: ```sh pnpm -r typecheck pnpm check:token-gates pnpm test:run pnpm build ``` Browser suites were not run. Their sources and user journeys are unchanged by this audit. ## Risks - A fixture helper can hide a specialized input or change object freshness. Full-program expansion checks and independent reviews preserve the exact old inputs and execution order. - Removing duplicate proof can remove a distinct contract by mistake. The audit records the keeper for each deletion; all distinct security and lifecycle cases remain. - Concurrency checks can miss progress during a fixed delay. The AWS repairs record actual provider entry, confirm holder entry, use measured entry windows, require exact final event order and drain both operations in `finally`. - The full local default run failed. Focused diagnosis reproduced two macOS cleanup failures and one existing snapshot timeout in unchanged owners; these remain unresolved. Current-head CI is pending. No test deadline, retry policy, skip or CI shard was weakened to obtain a pass. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with GPT-6, reasoning, repository inspection, code execution and delegated audit/review. The runtime does not expose the exact served model identifier or context-window size; those values are unavailable and are not inferred from the model catalog. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-12 22:23:11 +00:00
DottaandPaperclip	1e0cfcb4fc	test: retire redundant suites and consolidate owner coverage (#15978) ... Retire duplicate ACPX and Codex proof after migrating unique assertions to their behavioral owners. Consolidate repeated fixtures and exact case matrices while preserving lifecycle, protocol, company, credential, approval, and ordering contracts. Remove the unused runtime-controls compatibility path and document test ownership and preservation evidence. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-12 10:44:02 -05:00
Devin FoleyandPaperclip	07f3536e37	fix(connections): discover Sentry OAuth through its MCP resource (#15837) ... Correct Sentry OAuth discovery and cover new and saved client registration. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-10 17:10:23 -07:00
DottaandPaperclip	0726a00e80	feat(apps): qualify Bitly, Context7, Hugging Face and Resend MCP (#15686) ... ## Thinking Path > - Paperclip lets people manage AI agents and govern their tools. > - Apps already supports provider-hosted MCP servers. > - Useful providers still need real setup and read proof before Browse exposure. > - Browser testing found a Bitly token-format failure and an OAuth callback that replaced an explicit empty agent selection. > - This PR qualifies four provider methods and fixes those shared OAuth paths. > - Providers that still need login or approval remain withheld from new Browse listings. ## Linked Issues or Issue Description Refs: #15621, the merged hosted MCP qualification batch. Searches found no duplicate Bitly or Context7 implementation PR. **What existing behavior does this improve?** Apps setup, provider MCP discovery, token exchange, and saved agent access through an OAuth callback. **Subsystem affected** Shared Apps definitions, the server tool-access service, and the UI setup/recovery route. **Current behavior** Bitly's callback can fail with `oauth_access_token_missing` when its token response is not JSON. Curated MCP callbacks can treat an explicitly saved empty install set as access for all agents. Context7 is hidden and Hugging Face lacks a curated anonymous method. Saved drafts for hidden providers cannot finish setup through their catalog wizard. **Proposed behavior** Request JSON token responses. Record explicit remote MCP install choices in the install transaction and preserve them at callback. Keep managed subject/default access when no choice was saved. Expose the qualified Bitly and Context7 methods, add anonymous Hugging Face Hub access, and record Resend qualification. Resume hidden providers only through an exact matching company-visible saved draft. **Reason and benefit** People can connect useful hosted tools through the existing Apps flow. An explicit zero-agent selection survives authorization. Public documentation lookups need no OAuth app, account, or key. **Breaking changes** Explicitly saved empty MCP install choices now remain empty. Existing managed defaults without a saved choice retain their behavior. No schema migration or API shape change. ## What Changed - Qualify Bitly OAuth, Context7 public MCP, Hugging Face public MCP, and Resend OAuth with real browser setup, useful UI reads, and reload checks. - Negotiate JSON OAuth token responses and preserve explicitly saved MCP agent reach with a transactional config marker. - Add durable provider overrides, permission reviews, dated text-only evidence, and official branding provenance. Remove all seven evidence images and their report references. - Restore Finish setup for hidden-provider drafts with company/application/provider checks; keep fresh setup withheld. Preserve success after the exact resumed draft becomes active, and restore valid completed URLs to that exact saved Permissions page; reject initially active, disabled, or archived resume targets. Align the Context7 route assertion with its new qualified availability. - Retain hidden ClickUp, Klaviyo, and monday.com research with exact login/approval gates. monday.com requires provider callback allowlisting. ## Verification - Connector service suite: 420 passed, including default/empty/agent/company reach and managed OAuth lifecycle coverage. - Shared catalog: 36 passed. Override tests: 3 passed. Brand checks: 101 identities passed. - Focused UI setup/recovery, Browse, and OAuth-helper suites: 306 passed. Actual hidden-draft resume/reload passed; a public Context7 draft seeded in the isolated app completed through the active-state refetch and persisted with zero agents after reload. The completed URL refresh and View connection open the exact saved Permissions page. Fresh hidden setup, normal initially active resume, disabled/archived status, and provider mismatch are rejected; a draft at the completion stage stays in setup. - Recursive typecheck and build passed again after rebase. The full local Vitest run began before rebase and was cancelled as superseded while still in the general-server phase; it is not a completed pass. Exact-head CI supplies broad coverage. The focused connector service suite passed against the final code. UI typecheck, build, and token gates passed again after the draft-recovery fix. - Targeted mock MCP Playwright journey: 1 passed (34.9s). It now verifies View connection reaches the exact saved Permissions route, both discovered actions, and reload persistence. This replaces the stale Browse expectation found by CI. - All CI gates passed on final commit `32bb4c6422411eee632486950e45e2735102d1b3`. The inherited-pause test timed out in the cleanup run and passed on one retry without code changes; the entire file also passed locally, 36/36. Its exact timing cause remains unresolved. A signoff timeout on the preceding production-code commit also passed on its single retry. Greptile reviewed the final commit at 5/5 with no open findings. - Actual UI reads: Bitly current-user read; Resend List Domains including a fresh setup after the final callback refinement; Context7 React docs; Hugging Face public docs search. No provider writes or real agent runtimes ran. - [Text-only qualification report](https://github.com/paperclipai/paperclip/blob/32bb4c6422411eee632486950e45e2735102d1b3/doc/connections/easy-mcp-batch-2-2026-10-09.md) include evidence limits and exact blockers. Account/profile/domain results are omitted. ## Risks - Bitly `mcp.all` and Resend `full_access` remain broad provider grants. Qualification kept writes Off and selected no agents. Read proof does not establish write behavior or refresh rotation. - The explicit-choice marker applies to new install saves; older unmarked flows keep their existing defaults. Its JSONB merge avoids overwriting concurrent config fields. - Public provider catalogs and rate limits can change. Unqualified providers remain withheld from new Browse entries; retained connections remain available for recovery. ## Model Used OpenAI Codex, based on GPT-6, plus OpenAI `gpt-6-luna` subagents for provider research, browser testing, and review. The exact primary serving variant and context-window size are not exposed by this runtime. Used reasoning, code execution, and browser tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 11:52:33 -05:00
DottaandPaperclip	2b688a8fe3	feat(connections): add verified MCP providers and setup fixes (#15621) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give agents governed access to external tools. > - Several provider MCP servers lacked a supported catalog entry or failed during setup. > - Real browser tests identified specific registration, session, and form defects. > - This pull request adds seven catalog entries and fixes the shared paths used by eleven verified providers. > - Users can connect these providers through the existing Apps flow and control each action. ## Linked Issues or Issue Description **What existing behavior does this improve?** The Apps catalog and remote MCP setup, discovery, and action tester. **Subsystem affected** Shared app definitions, the server tool services, and the Apps UI. **Current behavior** Seven providers lack a catalog entry. Airtable can select an advertised client-metadata flow that fails. Calendly rejects the registration name. Tavily needs an initialized session before a call. Firecrawl exposes invalid defaults for optional nested form objects. HTTPS setup can display a callback that differs from the server callback. **Proposed behavior** Add Calendly, Exa, Firecrawl, GSC Wizard, Parallel Search, Tavily, and Windsor.ai. Preserve Airtable, Linear, Make, and PostHog. Use reviewed provider options through the shared MCP and OAuth paths. Display the callback supplied by the server. Omit untouched optional object inputs. **Reason and benefit** Eleven providers passed bounded reads through the real Paperclip browser action tester. This PR includes that verified set and its required shared fixes. Unfinished providers remain outside this change. AgentMail keeps its existing integration. **Breaking changes** No database migration. Existing OAuth credentials and action policies keep their ownership and access rules. Airtable's reviewed method re-registers a retained client-metadata binding through DCR. Tavily's reviewed method initializes sessions before dispatch. The existing customer, managed, and Vercel OAuth gateway paths now refresh on upstream 401 and return `oauth_refreshed_retry_required` (409), requiring an explicit caller retry. They do not replay the rejected call automatically; the next invocation initializes a fresh credential-scoped session when required. Related catalog work: #15545. This branch preserves current master catalog entries and does not add another Google Workspace integration. Open and closed provider PRs and public MCP issues were searched. No duplicate for this verified set was found. The change extends the shipped Connected Apps roadmap item. ## What Changed - Add seven catalog entries with official provider branding and reviewed permissions. - Update Airtable, Linear, and Make metadata and show Make in Apps. - Add authoritative provider source overrides that use the existing generation and review checks. - Add the reviewed Airtable DCR option and compatible Calendly registration names. - Initialize Tavily sessions before discovery and calls, including retained connections. Keep credential-scoped session caching and single call dispatch. - Use the server's callback URL in the OAuth setup UI. - Omit untouched optional object defaults; keep supplied empty strings, false, zero, and object values intact in the action tester, with strict required-child validation. - Require an explicit retry after OAuth refresh instead of replaying a tools/call with missing session headers. - Record all eleven successful reads, write policies, auth-method limits, and qualification caveats. Omit credentials and private account data. - Find chat connector cards through catalog search in browser tests, so pagination does not hide Slack or other later entries. ## Verification - Real browser qualification: eleven bounded reads passed. Catalog refresh and reload proof are recorded in `doc/connections/verified-mcp-qualification-2026-10-08.md`. - Provider writes and actual agent-adapter sessions were not run. Alternative documented auth methods and expiry refresh remain unqualified. - `pnpm -r typecheck`: passed. - `pnpm build`: passed. - Focused shared/catalog tests: 41 passed. Source override tests: 3 passed. Catalog regeneration fixture suite: 9 passed. Latest form regression suites: 31 passed. Gateway suite: 38 passed. Other focused UI suites passed before these last fixes. - UI token gates and both token sync checks: passed. - The catalog regeneration fixture includes the authoritative provider overrides; its full suite passes. The focused OAuth socket case passed on isolated rerun. - Complete local UI suite: 7,866 passed. CLI suite: 511 passed, 6 skipped. Complete shared suite: 892 passed. - The unchanged AgentMail/ClickUp discovery fallback suite passes all 45 cases. An OpenAI login test passed on isolated rerun. - Local broad database coverage is limited by macOS PostgreSQL shared-memory exhaustion (`shmget: No space left on device`, not disk space). The broad run was interrupted after diagnosis; no host settings or other running services were changed. - CI found that the Slack browser test assumed its catalog card was on the first page. The test now uses catalog search; the Slack case passes locally. Adjacent GitHub and iMessage cases could not start locally because embedded PostgreSQL initialization failed before browser assertions. - Final commit [`febe4520e`](https://github.com/paperclipai/paperclip/commit/febe4520e13d4b3a4121eafc3d22540c2b11379d): all 54 checks passed, with none pending or failed. [CI run](https://github.com/paperclipai/paperclip/actions/runs/37847182065) passed typecheck, build, all general and serialized test suites, all eight browser shards, runner checks, canary dry run, and the aggregate verification gate. - Greptile reviewed that exact final commit at 2026-10-08 21:33 UTC and returned 5/5 with no outstanding findings or unresolved threads. - PR UI preview against the existing local test server: Calendly catalog/setup observed; Firecrawl read passed after expanding More options with nested optional inputs untouched. This retest proves frontend behavior, not the revised OAuth backend against a live provider. <details> <summary>Browser evidence</summary>    </details> ## Risks - Provider registration and consent behavior can change. Airtable's DCR option is explicit and keeps the existing issuer, resource, redirect, and PKCE checks. - Tavily uses initialized sessions without automatic call retries. After a successful OAuth refresh following 401, callers now receive a retry-required result. A later explicit retry can still require reauthorization if the provider rejects the refreshed token. Provider writes are not live-qualified. - Optional object cleanup affects the shared action tester. Regression tests cover absent objects, required children, defaults, and populated values. - GSC Wizard's underlying Google data scopes and Google flow completion were not independently verified. Its account reported paid/trial metadata of unknown origin. No purchase was performed. - No database migration, new AgentMail integration, or change to existing action grants is included. ## Model Used OpenAI GPT-6 through Codex assisted with implementation, research, tool use, and code execution. The root backend model ID and context window are not exposed in this session. The cheaper subagents used OpenAI `gpt-6-luna`. No model context size is inferred. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass — targeted checks and complete UI/CLI/shared suites passed; the broad local database run was blocked by the macOS PostgreSQL startup limitation documented above. The full database/workspace suite passed in CI. - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [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>	2026-10-09 08:10:46 -05:00
Devin Foley	53105d5830	feat(apps): add Gauge connection (#15596) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents reach external services through the Apps catalog. Each catalog entry is a reviewed `AppDefinition` that connects a provider's hosted MCP server to Paperclip's shared vault, grants, policies, gateway, and audit trail. > - Gauge (`withgauge.com`) measures how AI answer engines mention and cite a brand. Its hosted MCP server also gives SEO, analytics and ads reports, and runs a content pipeline that can publish to a connected CMS. > - Gauge is not in the catalog. Operators must use the generic "Connect your own MCP server" flow. That flow has no branding, no organization guidance, and no warning about live CMS publishing. > - The connector playbook supports this provider with existing definition fields. The server supports dynamic client registration with a reviewed `mcp` scope, and it accepts an organization API key as a bearer header. > - This pull request adds the Gauge definition, its artwork, the research and permission-review ledger rows, documentation, and deterministic tests. > - The benefit is a branded, governed Gauge connection with browser sign-in, an API-key option, and a clear publish warning. ## Linked Issues or Issue Description **Problem or motivation** Marketing and growth teams use Gauge to track their brand in AI answers and to run content workflows. They want their Paperclip agents to read visibility, keyword and traffic data, and to prepare content. Gauge is not in the Apps catalog. Operators must paste the MCP URL into the generic remote-MCP flow, which gives no branding, no method guidance, and no warning that content tools can publish live. **Proposed solution** Add a catalog-only Gauge connection built from the connector playbook. Browser sign-in uses Gauge's dynamic client registration and requests only the reviewed `mcp` scope. The user selects one Gauge organization on the consent screen. An optional method sends a customer-created organization API key as an `Authorization: Bearer` header. Both methods warn the operator to set publish actions to Ask first. Every discovered tool stays governed by the normal per-action policies. **Alternatives considered** A plugin was not needed because no custom UI, tables, workers, or webhooks are involved. The identity scopes that Gauge also advertises (`openid`, `profile`, `email`, `organizations`) are not requested, because Gauge selects the organization on its consent screen. A Gauge-specific `classifyRisk` rule was not added, because the tool names cannot be seen without an account. The generic rule already classifies `publish`, `create` and `update` tools as writes. **Roadmap alignment** This extends the existing self-serve remote-MCP connection catalog and does not overlap planned core work. ## What Changed - Added the `gauge` provider to `scripts/ingest-app-definitions.mjs` (category `analytics`, API-key placement, guidance, warnings, description) and regenerated `packages/shared/src/app-definitions/gauge.json` and the generated registry. - Added the Gauge row to the self-serve MCP research ledger with `dcr_or_api_key` auth and risk tier S3. - Added permission reviews for `gauge/mcp-oauth` (explicit scope `mcp`, from Gauge's live authorization-server metadata) and `gauge/mcp-api-key` (provider key), with evidence links. - Added Gauge's mark (`ui/public/brands/apps/gauge.png`, the avatar of Gauge's official GitHub organization) and the brand manifest entry. - Added gallery copy for the Gauge card. - Added `doc/connections/GAUGE.md` (endpoints, scopes, administrator setup, capabilities and policy, manifest, brand provenance, validation hook) and linked it from the connections README and the permission audit. - Tests: Gauge definition shape, store visibility and artwork, URL recognition, reviewed scope, bearer-header placement, the connect form's sign-in default and API-key gating, and the pinned catalog counts. ## Verification - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts packages/shared/src/app-definitions-url.test.ts ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx ui/src/lib/app-brand-assets.test.ts ui/src/pages/apps/AppLogo.brand-assets.test.tsx server/src/__tests__/tool-access-service.test.ts` — 738 passed. - `node scripts/check-app-brand-assets.mjs` and `node --test scripts/app-brand-validation.test.mjs` — passed. - `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter @paperclipai/server typecheck`, `pnpm --filter @paperclipai/ui typecheck` — clean. - `node scripts/ingest-app-definitions.mjs --definitions-only` produces no Gauge drift. - Manual: on a local instance, open Apps → Browse and confirm the Gauge card and icon. Open `/apps/connect?source=gauge` and confirm that sign-in is the default and that the API-key method is under Advanced. - Live metadata probe on 2026-10-08: an unauthenticated `initialize` on `https://app.withgauge.com/mcp` returns 401 with `resource_metadata`. Both `.well-known` documents return the recorded endpoints and scopes. Dynamic client registration succeeds. The authorize endpoint accepts `scope=mcp` and rejects an unknown scope with HTTP 400. ## Risks - Low risk to existing providers: the change is additive catalog data plus tests. The generated registry only gains one import. - Gauge content tools can publish to a connected CMS, including live, and a bulk keyword update replaces each prompt's keyword list. Both methods warn the operator, and the API-key helper text tells operators to set publish actions to Ask first. - Gauge API keys are not scoped and reach the whole organization. Paperclip cannot narrow an issued key. - The permission-review ledger records live proof for both methods as not run. The lifecycle checklist in `doc/connections/GAUGE.md` still needs a documented pass with a Gauge organization. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Claude Opus 5.5 (`claude-opus-5-5`, 1M context) in Claude Code, with tool use (shell, file editing, web research). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-10-08 12:37:06 -07:00
Devin FoleyandPaperclip	3d0e74e743	Keep proven external connection failures out of Sentry (#15590) ... Apply the reviewed change for Keep proven external connection failures out of Sentry. Validation: local typecheck/build and focused regression tests, passing exact-head CI, Greptile 5/5, and independent source review. The PR records full-suite evidence and any local environment limitations. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-08 10:19:40 -07:00
5 people	f77fcbf4bf	feat(apps): add Telem.AI web search connection (#15379) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Research agents need current web information. > - The Apps catalog connects agents to remote MCP tools through the normal access rules. > - Telem.AI supplies web search and page reading through one API key. > - This PR adds its catalog entry, optional search settings, artwork, and setup guide. > - The connection keeps an operator's saved header policy when they reconnect. ## Linked Issues or Issue Description Refs #15302. Related catalog work: #13881. This PR continues #15302 by Yifei Ai (@aiwen324). Thank you for the connector and its review fixes. All seven original commits are preserved. GitHub denied the attempt to push to the contributor's fork, so this branch retains the repair commit and merges current master. Master now includes the same test fix. For a squash merge, keep the original author in the final commit message: ```text Co-Authored-By: Yifei Ai <aiwen324@users.noreply.github.com> Co-Authored-By: Paperclip <noreply@paperclip.ing> ``` A search found no separate public Telem issue or competing Telem PR. The existing Apps path matches the roadmap. **Agent or provider** Telem.AI provides web search and page reading through a hosted MCP server. **Why this adapter is useful** Agents can use multiple search providers through one governed connection. Operators can set the search tier, auto routing, and provider lists. **How the agent is invoked** The remote MCP server uses Streamable HTTP at `https://mcp.telem.ai/mcp`. The API key uses an `Authorization: Bearer` header. See the [official MCP guide](https://docs.telem.ai/integrations/mcp/). ## What Changed - Add the Telem.AI definition, research entry, permission review, and generated registry entry. - Add four optional settings. Unset settings send no request header. - Add official light and dark artwork, source records, and a setup guide. - Forward company, issue, agent, run, project, and correlation IDs by default. Preserve a saved policy, including disabled forwarding, on reconnect. - Add catalog and connection tests. ## Verification Current head: `b4164477fb1b312a504789bf17b51c963244c0fd`. Merged master: `228f0e2807c5b59d2aa129cf2d80b9777ebabf07`. - Resolved five shared catalog conflicts after the Superagent connection merged. - Keep both providers in the research ledger, generated registry, generator, branding manifest, and connection guide index. - Correct the combined catalog totals: 52 self-serve candidates, 55 research entries, and 68 Apps entries. - The published Git tree exactly matches the tested local resolution. - Catalog and Apps UI suites: **295 tests pass** after the catalog count fixes. - Connection service suite: **387 tests pass** in the full run. Its only failure was the old catalog count. That test passes on a focused rerun after the fix. This gives **388 passing service tests** across the two runs. - Total focused coverage: **683 passing tests**. The first runs exposed four fixed-count assertions that needed the combined totals. - Shared package build and plugin SDK compile pass. Token gates and whitespace checks pass. - Generation with `--definitions-only` reproduces the Telem definition and registry. The unrelated AgentMail and Linear drift remains excluded. - Local UI typecheck ended with exit 137 at the container memory limit. Full local typecheck, test, and build are not claimed. Earlier runs also recorded missing Cargo and Node development headers. - GitHub reports a clean merge state against master `228f0e280`. - All 54 checks are complete: **52 passed and two Storybook checks skipped**. No check failed or remains pending. - [CI](https://github.com/paperclipai/paperclip/actions/runs/37545412406) passes on this head. This includes typecheck, build, tests, browser shards, Runner checks, and Canary Dry Run. - [Greptile](https://github.com/paperclipai/paperclip/pull/15379#issuecomment-6024519537) is **5/5 on this head**. There are no review threads, open P2s, recommendations, or follow-ups. - [Superagent](https://github.com/paperclipai/paperclip/runs/112548142930) passes. - Final recovery checks confirm all seven original commits and current master remain in history. Token gates and whitespace checks pass. - The final recovery run makes no source change. It verifies the published repair and retains the local check limits below. - [Commitperclip](https://github.com/paperclipai/paperclip/actions/runs/37545407943) passes with no failures. Its only informational note asks the merger to keep the author trailer above. - All seven original contribution commits remain in history. The diff against master contains the same 14 Telem files. It adds no dependency, lockfile, schema, or workflow change. - The managed GitHub CLI capability was missing in this run. The installed GitHub connection applied the base files, merged master, then restored the tested combined catalog. No history was rewritten. The previous head `2d32a0094` passed all remote gates and had Greptile 5/5. Those results do not verify this new head. The original PR reports live setup, discovery, settings headers, gateway calls, and context-header forwarding. This repair does not repeat those account-bound checks. The permission record still marks maintainer live qualification as outstanding. ## Risks - Telem.AI receives the six context IDs by default. The saved header policy controls forwarding. Search use is billed to the account that owns the key. - All agents on a connection share its search settings. - The merge uses master's route-test setup unchanged. The company-boundary assertions remain intact. - No schema, dependency, or workflow change is included. - Live provider evidence is attributed to the original contributor. Maintainer live qualification remains outside this CI repair. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Original contribution: Anthropic Claude Opus 5.5 (`claude-opus-5-5`), 1M-token context, through Claude Code with shell, editing, and test tools, as disclosed in #15302. - CI repair and review: OpenAI `gpt-6-astra`, through Codex with reasoning, shell, editing, and GitHub tools. The runtime does not expose the 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: Yifei Ai <aiwen324@gmail.com> Co-authored-by: Claude Opus 5.5 (1M context) <noreply@anthropic.com> Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 16:33:18 -07:00
Devin Foley	8cbd21b3e7	feat(apps): add Superagent connection (#15394) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents reach external services through the Apps catalog. Each catalog entry is a reviewed `AppDefinition` that connects a provider's hosted MCP server to Paperclip's shared vault, grants, policies, gateway, and audit trail. > - Superagent (`superagent.sh`) is a security platform. Its hosted MCP server lets agents read and triage security findings, start red-team reports, run Contributor Trust and dependency update jobs, and score web pages, email, files, skills, MCP repositories, and packages before an agent trusts them. > - Superagent is not in the catalog. Operators must use the generic "Connect your own MCP server" flow. That flow has no branding, no key guidance, and no warning about billable or destructive tools. > - The connector playbook supports this provider with existing definition fields. The server accepts an organization API key as a bearer header. It publishes no OAuth authorization-server metadata, so browser sign-in is not possible. > - This pull request adds the Superagent definition, its artwork, the research and permission-review ledger rows, documentation, deterministic tests, and one reviewed risk-classification rule. > - The benefit is a branded, governed Superagent connection with clear key guidance and a warning about tools that cost credits or delete data. ## Linked Issues or Issue Description **Problem or motivation** Teams that use Superagent for PR security, red teaming, and agent guardrails want their Paperclip agents to read findings, return structured reports, and score content before they use it. Superagent is not in the Apps catalog. Operators must paste the MCP URL and an `Authorization` header into the generic remote-MCP flow. That flow gives no branding and no provider guidance. It also does not tell the operator that the key reaches the whole organization, or that some tools consume credits or permanently delete findings. **Proposed solution** Add a catalog-only Superagent connection that follows the connector playbook. It has one method: a customer organization API key (`sk_live_...`), sent as an `Authorization: Bearer` header to `https://www.superagent.sh/mcp`. The field helper text explains that Superagent keys are not scoped. The method warning tells operators to set billable and destructive actions to Ask first before agents run unattended. All discovered tools stay governed by the normal per-action policies. **Alternatives considered** A browser sign-in method was not added. The server's protected-resource metadata names `https://superagent.sh` as its authorization server, but that origin publishes no `oauth-authorization-server` or `openid-configuration` document, so Paperclip cannot discover OAuth endpoints. A plugin was not needed because the connection needs no custom UI, tables, workers, or webhooks. Relying on the generic risk classifier was not enough. Several Superagent mutations (`triage_finding`, `scan_*`, `restore_agent_builtin_rule`) use names that it reads as reads, so a narrow reviewed Superagent rule was added instead. **Roadmap alignment** This extends the existing self-serve remote-MCP connection catalog. It does not overlap planned core work. ## What Changed - Added the `superagent` row to `packages/shared/src/self-serve-mcp-research.json` (API-key auth, risk tier S4). - Added the `superagent` provider to `scripts/ingest-app-definitions.mjs` (category, key placement and placeholder, console links, guidance, description). Regenerated `packages/shared/src/app-definitions/superagent.json` and the generated registry. - Added the `superagent/mcp-api-key` permission review to `doc/connections/tool-method-permission-reviews.json`, with key-permission text and evidence links. - Added Superagent's official mark (`ui/public/brands/apps/superagent.png`, the 460×460 avatar of the official `superagent-ai` GitHub organization) and the brand manifest entry. - Added gallery copy for the Superagent card. - Added a reviewed Superagent rule to `classifyRisk` in `server/src/services/tool-access.ts`. Only `list_*` and `get_*` tools, and tools that Superagent marks read-only, are reads. `delete_*` and `revoke_agent_client` are destructive. All other tools are writes, so billable and rule-changing tools can be set to Ask first. - Put the Ask-first advice in the API-key helper text, because the key form shows helper text and not method warnings. - Added `doc/connections/SUPERAGENT.md` (transport and auth, why there is no OAuth, administrator setup, capabilities and policy, manifest, brand provenance, validation hook). Linked it from the connections README and the permission audit. - Tests: definition shape, store visibility and artwork, URL recognition, the bearer header on discovery with the key kept out of connection config, read/write/destructive classification of fixture tools, the Superagent risk rule (including `triage_finding` and `restore_agent_builtin_rule`), the visible Ask-first advice and API-key gating of the connect form, and the pinned catalog counts. ## Verification - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts packages/shared/src/app-definitions-url.test.ts ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx ui/src/lib/app-brand-assets.test.ts ui/src/pages/apps/AppLogo.brand-assets.test.tsx`: 317 passed. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts`: 385 passed. - `node scripts/check-app-brand-assets.mjs` and `node --test scripts/app-brand-validation.test.mjs`: passed. - `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter @paperclipai/server typecheck`, and `pnpm --filter @paperclipai/ui typecheck`: clean. - Manual: in a local instance, open Apps → Browse and confirm the Superagent card and icon. Open `/apps/connect?source=superagent`. Confirm the single API-key method, and confirm that Connect enables only after a key is entered. - Live metadata probe on 2026-10-06: an unauthenticated `initialize` on `https://www.superagent.sh/mcp` returns 401 with `resource_metadata="https://www.superagent.sh/.well-known/oauth-protected-resource"`. That document returns 200. No authorization-server metadata exists at the named issuer. ## Risks - Low risk to existing providers. The change is additive catalog data plus tests. The generated registry only gains one import. The new risk rule runs only for Superagent connections. - A Superagent key reaches its whole organization. Some tools consume credits (`create_*_report`, `triage_finding`) or delete data permanently (`delete_finding`). Every action starts Allowed under the current product default. The key helper text tells operators to set these actions to Ask first. - The permission-review ledger records live proof as not run. No Superagent account was used. The lifecycle checklist in `doc/connections/SUPERAGENT.md` needs a documented pass before the entry is fully qualified. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Claude Opus 5.5 (`claude-opus-5-5`, 1M context) in Claude Code, with extended thinking and tool use (shell, file editing, web fetch, browser checks). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-10-06 15:57:16 -07:00
3 people	ea8e686197	fix(tools): distinguish requested from granted OAuth scopes (#14059) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps use OAuth connection grants to let agents reach external services. > - Paperclip stored a requested scope as a granted scope when a provider omitted `scope` from its token response. > - A live MCP connection showed why that matters: the provider reported scopes beyond the requested scope. Scope names alone do not establish write capability. > - This PR records whether a scope came from the provider or from Paperclip's request, and flags asserted extra scopes. > - The result is an honest scope record across authorization and refresh, including for self-hosted and Cloud instances. **Review order:** shared scope resolver and OAuth write paths in `server/src/services/tool-access.ts` → optional schema/types/validator fields → focused tests in `server/src/__tests__/tool-access-service.test.ts`. This PR changes the shared OAuth record. The Enterpret catalog definition is separate in **#13906**. ## Linked Issues or Issue Description No public issue covers this bug. Related: **#13906** adds the official read-only Enterpret connector with OAuth and organization tokens. **What happened?** The OAuth callback stored `normalizeOauthScopes(token.scope ?? requestedScopes)`. When the provider omitted `scope`, Paperclip recorded the request as though it were a verified grant. In the live case: ```text Paperclip requested mcp:read Provider token reply no scope field Paperclip recorded ["mcp:read"] Token introspection openid email profile mcp:read mcp:write ``` The access token is opaque. A negative introspection control returned `active: false` with no scope, confirming the wider scope belonged to the live token. The grants API could therefore present requested scopes as though the provider had asserted them. This observation did not establish access to write tools. **Expected behavior** Store the provider's asserted scope when present. When absent, identify the value as an inference from the request. Preserve that provenance through refresh and report extra scopes only when the provider actually asserts them. **Steps to reproduce** 1. Use an OAuth provider that omits `scope` from its token response. 2. Complete consent after requesting `mcp:read`. 3. Read the connection or grant: before this fix, the stored `scopes` looked like an asserted read-only grant. 4. The focused fixture tests reproduce the callback and refresh record without needing a live provider. **Deployment mode** The shared OAuth path affects self-hosted and Cloud. The live provider evidence came from an isolated self-hosted runtime. ## What Changed - Added `resolveGrantedOauthScopes`. It records `scopeSource: provider` when the token response asserts scope, or `requested_fallback` when it does not. `unrequestedScopes` contains only provider-asserted scopes outside the request. - Applied the resolver at initial authorization and refresh. A refresh without `scope` retains a previous provider assertion and warning; a fresh assertion can replace them. - Stored the actual authorization request per grant as `providerTenant.oauth.requestedScopes`. This keeps a multi-user connection's refresh baseline tied to the right grant. Generic MCP OAuth also records discovered scopes when it sends them; curated apps retain their reviewed request. - Carried provenance onto the connection and default organization grant. The organization grant does not receive token expiry, so its existing refresh/reconnect behavior remains intact. - Added optional fields to database JSONB schema types, shared types, and validation. Existing grants need no migration or backfill. This PR **does not change authorization decisions**, reject tokens, introspect providers, or show a new UI warning. If a provider hides an over-grant by omitting `scope`, Paperclip still cannot discover it. `unrequestedScopes: []` with `requested_fallback` means **unknown**, not least privilege. ## Verification **Current head:** `7fde922a8`. Reconciled with master `88ff98b83`; the final diff is six OAuth implementation, contract, and test files. Preserved master's generic `offline_access` consent and legacy callback baseline, and verified requested versus provider-asserted scopes on each grant. Removed four duplicated GitHub token-method fixture properties after fresh review. All 504 focused tests in seven suites pass on the final head. Local workspace build, recursive typecheck, build-gap typecheck, module boundaries, node-version, token gates, and runtime push-policy checks pass. The full local Vitest run completed with 15,610 passing tests, 91 skipped, and six failures in heartbeat/workspace suites; all six failures reproduced on unchanged master `88ff98b83` in an isolated baseline worktree. These suites and their runtime code are unchanged by this PR. Greptile is 5/5 on this exact head with no actionable findings. All current-head GitHub checks are green: 53 successful check runs, two intentional Storybook skips, and the successful Snyk status. The initially failed adapter-access and signoff-heartbeat shards both passed their single rerun. [CI run](https://github.com/paperclipai/paperclip/actions/runs/37521588330). The regression coverage includes omitted and explicit scopes, asserted extra scopes, refresh preservation, per-user request baselines, generic MCP discovery, and organization grants. No live provider token is needed to reproduce these recordkeeping cases. ## Risks - Existing records keep their scope list but have no source marker. Historical provenance cannot be recovered from them. - A refresh that omits `scope` preserves the last known assertion. A provider that silently narrows a grant will not update the record until it asserts a new scope. - A provider that omits `scope` leaves the actual scope unasserted. This PR cannot discover scopes omitted from the response or establish endpoint capabilities. Enterpret’s provider fixes are separate follow-ups. - Scope provenance is additive metadata. No policy path uses these new fields to allow or deny an action. ## Model Used Implementation and tests: Claude Opus 5 (`claude-opus-5`) through Claude Code with extended thinking, tools, and code execution. PR text cleanup: Codex GPT-6 (exact host model ID and context window were not exposed; tool use). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] Focused tests pass locally; full-suite baseline failures are documented above - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All current-head CI gates are green - [x] Greptile is 5/5 on the current head with no actionable follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge This shared scope-recording fix can be reviewed and merged independently of the Enterpret connector. --------- Co-authored-by: Claude Opus 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 13:25:20 -07:00
5 people	88ff98b83d	feat(apps): add read-only Enterpret MCP with OAuth and org tokens (#13906) ... ## Thinking Path > - Paperclip agents need governed access to Enterpret's hosted MCP tools for customer feedback. > - The official Enterpret MCP is read-only. Enterpret Agent’s beta write MCP is a separate service and is outside this PR. > - This PR supports both organization auth tokens and personal browser OAuth for the official MCP. > - Enterpret committed to fixing OAuth scope behavior and reducing its token-revocation cache window. The provider fixes will follow after connector deployment and do not gate this release. Paperclip functional validation remains required. New tools stay quarantined on refresh. > - This PR combines the original connector and Vivek's token-path work on current master, with live self-hosted QA recorded in the validation guide. ## Linked Issues or Issue Description No public issue covers this connector. This PR incorporates the work from #14737. The independent OAuth scope-provenance fix is #14059; it is not required for the organization-token path. #13890 is a merged connector precedent. #13692 provides the connector-authoring skill. **Problem or motivation** The generic MCP setup can reach Enterpret, but it has no reviewed Enterpret entry, method-specific setup, artwork, or policy defaults. The original connector branch had also fallen behind master. **Proposed solution** Publish the Enterpret catalog entry with an organization auth token as the selectable method. Support browser OAuth through instance-local DCR on the same read-only endpoint. Default `run_graph_query` to Ask first and quarantine tools newly found on refresh. ## What Changed - Added the Enterpret app definition, generated registry, official icon, Browse card, setup copy, tests, and Storybook states. - Combined #14737 and resolved the current-master conflicts, including the connector permission audit. - Preserved catalog quarantine on token reconnect and updated expiry guidance to follow the token's dashboard expiry. The QA token displayed three months, contradicting the former six-month copy. - Enabled personal OAuth for the official read-only MCP. Removed the write-capability inference and OAuth draft-only setup restriction. The beta Agent endpoint is excluded. - Preserved tool quarantine during token reconnect, with a regression test for existing quarantined and newly discovered tools. - Added OAuth scope and revocation-cache disclosures and an interactive Storybook retry check. - Merged master `d9f600043` into the existing PR branch without rewriting history. Resolved four conflicts, regenerated the combined registry, and retained the model-provider assertions with a catalog count of 66. - Recorded live QA and its limits in [doc/connections/ENTERPRET.md](https://github.com/paperclipai/paperclip/blob/950bacc52/doc/connections/ENTERPRET.md). ## Verification Current head: `6c73d3084202ccbb25080e7a4e9c3467bc1341dd`. All 513 focused connector, discovery, OAuth, policy, shared-definition, and UI-handoff tests passed across 11 suites. Full repository typecheck, build, Storybook build, token gates, module boundaries, Node policy, no-git-push policy, and typecheck-build-gaps passed. Release-registry tests passed 129/129 with modern Bash. The four failures with macOS Bash 3.2 also reproduced on untouched master. The full test suite passed in CI on this exact head, including every general-test and serialized-server shard and all eight E2E shards. The duplicate local `pnpm test:run` was stopped after these remote test lanes passed; it did not complete locally. The combined registry was regenerated. Regeneration also reproduces existing Linear and AgentMail definition drift on untouched master; those unrelated changes were excluded. On an isolated self-hosted Paperclip instance, an organization token connected and discovered eight actions. `get_organization_details` returned the intended organization before and after reconnect. Catalog refresh, invalid-token failure and valid-token recovery, activity logging, local disable, and local removal were exercised. No feedback quotes or graph query were requested. Paperclip revoked both QA connection secrets and archived the QA connections. The token-path agent access preview correctly showed an action Off, but the board Test endpoint still invoked it as the board user. This shared Test-path mismatch is documented; it is not evidence that a real agent can bypass policy. An actual token-path agent-session denial, a real agent process, expiry recovery, server/VPS, and Cloud remain unverified. Enterpret's dashboard confirmed the QA token was revoked, but the same token immediately reconnected and completed a safe read. Vivek explained this as a 24-hour validity cache and committed to reducing the window. The new maximum delay and deployment remain unverified. The earlier OAuth check reported `mcp:write` and `email` for an `mcp:read` request. This is a scope mismatch; it did not prove access to write tools. On 2026-10-01 the account holder relayed Vivek’s clarification that the official MCP is read-only and the beta Agent write MCP is separate. ## Risks The organization token can read the organization's customer feedback, and provider-side revocation did not immediately stop access. Operators should check each token's displayed expiry and remove Paperclip's local connection when retiring access. The account holder confirmed the provider fixes are fast follows after deployment. Release can proceed with the current scope reporting and up-to-24-hour revocation delay documented, once fresh OAuth authorization/refresh, real-agent allow/deny, CI, and review pass. Retest the reduced revocation window after Enterpret deploys it. Scope labels alone must not be used to claim write access. Greptile is 5/5 on head `6c73d3084` with no actionable findings. All current-head CI checks pass, including the canary dry run. Live agent-session denial and fresh OAuth refresh remain explicit deployment QA items. The board Test panel does not prove agent authorization. Provider scope-reporting and revocation-cache fixes are accepted fast follows after deployment. ## Model Used Original connector and validation record: Claude Opus 5 through Claude Code. Integration, current-master reconciliation, and token-path QA: OpenAI Codex, GPT-6 family (exact host variant not exposed), using repository tools and an isolated runtime. Contributor commits retain their authors. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked existing issues or described the issue in-PR - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal issue ID - [x] I have run relevant local tests and checks - [x] I have updated relevant documentation - [x] I have considered and documented the risks above - [x] All current-head CI gates are green - [x] Greptile is 5/5 with no actionable follow-ups If squash-merging, preserve contributor credit in the squash message: Co-Authored-By: Vivek Kaushal <kaushalvivek@users.noreply.github.com> --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 5 <noreply@anthropic.com> Co-authored-by: Vivek Kaushal <vivek@enterpret.com>	2026-10-06 14:35:51 -05:00
DottaandPaperclip	9f7057e122	feat(connections): configure custom model providers across agent harnesses (#14970) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use a harness, a model, and a credential to run tasks. > - Connections already store credentials and control who can use them. > - Custom providers also need an endpoint and a supported API format. > - A per-agent endpoint would duplicate credentials and access rules. > - This pull request stores routing on the connection and projects it into the harness. > - Isolated credentials and protocol checks keep the selected connection authoritative. ## Linked Issues or Issue Description Refs #37, #13083, #14104, #14565, #12692. #14016 is a reference only. This PR has its own schema, vault persistence, routing validation, runtime projection, and tests. None of the five commits in #14016 is an ancestor of this branch. We do not depend on or plan to merge it. #14967 addresses task-pinned account pools. #14422 addresses another provider integration. This is the first of two linked PRs. Merge this connection change before #15341, which refines agent setup and adds the qualification harness. The split keeps each review below 100 changed files. Provider catalog entries have usable setup forms in this PR. Local browser subscription sign-in is included. ## What Changed - Store non-secret routing metadata on AI connections. Vault provider API keys, including Bedrock bearer API keys. Reject general AWS access keys. - Enforce company, owner, human audience, agent access, connection status, and protocol checks before resolving credentials. Keep reconnect destinations immutable and retain connection identity during key rotation. - Project OpenRouter and compatible custom endpoints into Codex, Claude, OpenCode, and local Hermes. Carry these settings through both legacy and native runner transports. Clear conflicting host credentials and redact keys from diagnostics. - Preserve older OpenRouter accounts and native personal defaults. Add Google API-key accounts and migration `0306` for the two provider-default constraints. - Run local Claude and Codex subscription sign-in behind the existing browser sign-in card. Use private attempt homes and owner-bound completion instead of a copied terminal command. - Seed isolated Gemini authentication and preserve OpenCode workspace permissions. Keep the selected connection authoritative. The independent Gemini and Grok workflow fixes are in #15341. - Keep native OpenCode custom gateway keys in a runner-owned selected-model proxy; the harness config contains only a session-scoped capability. Honor runtime outgoing proxy and certificate settings. Preserve streamed responses and revoke the proxy on close or startup failure. - Allow ordinary members to connect native personal accounts before an agent exists. - Repair routed accounts from task cards using the saved provider destination, protocol, model aliases, and connection identity. - Add provider catalog definitions, model discovery, pinned logos, and complete native and routed setup forms. Allow a personal routed connection before a new agent exists. Keep endpoint authentication keys out of Hermes terminal children. - Recover cancelled or restarted browser sign-in with a clear restart action. Support no-auth endpoints without a vault credential. Add isolation and recovery regressions and runtime documentation. ## Verification - Updated with `origin/master` at `22a3ea341`. Migration `0306` follows the new master migration and passes migration and snapshot checks. - The integrated connection regressions passed 152 tests and 50 native OpenCode driver tests, including key-free child-shell configuration reads, authenticated/no-auth forwarding, streaming, model/path restrictions, cancellation, outgoing proxy routing, and NO_PROXY bypass. Provider setup has 14 passing tests. The pinned real OpenCode 1.18.34 executable also completed a turn through the proxy against a local synthetic provider; the reusable key was absent from its config. A second real-executable smoke passed with an HTTPS CONNECT proxy and runtime-specific synthetic certificate trust. Certificate-file and certificate-directory regressions pass. - Task-card repair passed 48 tests, including OpenRouter, Bedrock, and custom gateway reconnect cases. UI typecheck and token gates passed. - The prior core regression set passed 133 tests across new-agent setup, provider forms, browser sign-in, routing projection, and connection authorization. Token gates and UI typecheck passed. - Full workspace typecheck and production build passed again after the latest integration and credential-proxy fix. The merged deterministic runner E2E suite passed 1,400 Vitest tests and 128 Node tests. - Full workspace typecheck passed on the prior linked combined implementation. Production build, Storybook build, 1,316 browser-harness Vitest tests, and 128 Node tests passed. Head `9d964c8d9` includes the latest master integration and regenerated migration. This exact head passed 54 remote checks with four expected skips and Greptile 5/5; no review threads remain open. An unchanged server fixture had a random six-character issue-prefix collision on its first attempt. All 245 tests passed locally and the single CI retry passed. - A provider-free terminal check used the cited supported Hermes source and dummy keys. Gateway and OpenRouter terminal children could not read the selected key. - The broad local Vitest attempt passed 15,442 tests but was not green. It had an embedded-Postgres startup failure, an HTTP logger timeout, an origin socket error, and a browser cancellation wait timeout. The cancellation wait was corrected. The relevant connection tests and the full origin test file passed separately. Latest-head CI must pass before merge. - Prior credential-backed acceptance exercised task creation, tool use, artifact delivery, completion, and context-dependent follow-up. Claude legacy and native runners passed Bedrock with `us-east-1` and `us.anthropic.claude-sonnet-4-6`. - Historical local qualification retained 43 passing API/gateway cells out of 46. Those attempts span earlier builds. They do not qualify this exact commit or staging. All subscription combinations and staging remain unqualified. - Verify native subscription and API-key setup. Connect a regular provider catalog row. Verify an incompatible harness and a changed reconnect URL are rejected. Use #15341 for the complete browser campaign. ## Risks - Migration `0306` changes two check constraints. It preserves rows and is safe to reapply. It takes normal constraint-change locks. - Credential projection touches several harnesses. CLI upgrades can change provider configuration and session behavior. - The native OpenCode proxy adds a loopback hop, pins requests to the selected model, limits request bodies to 16 MiB, rejects redirects, and expires at session close. It prevents reusable keys in the child configuration; it is not an OS isolation boundary against a process debugger running as the same user. - Custom endpoints must be reachable from the agent environment. Saving a connection does not prove connectivity. Bedrock keys require rotation before expiry. - Gemini CLI 0.58.0 has an upstream ACP new-file error conversion defect. Provider overloads and an unresolved follow-up timeout also affect live Gemini qualification. We have not patched the installed CLI or marked those cases as passing. - OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore, Process, HTTP, and legacy ACPX local are excluded. Vertex, ambient AWS identity, arbitrary auth headers, and custom routing for other harnesses are excluded. - These PRs do not establish production or staging qualification for every provider and login method. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact deployment model ID and context window size were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 13:29:03 -05:00
DottaandPaperclip	4857799a88	feat(connections): deliver saved instructions to authorized agent turns (#15216) ... Persist optional connection instructions and deliver authorized snapshots to agent execution prompts. Keep provider templates with each app definition, preserve edits and opt-outs, and replace sessions when guidance or access changes. Use shared production settings across setup and Permissions, with source visibility in agent Instructions. Add the initial memory-provider defaults and managed Honcho workspace configuration. Include migration 0298 and regression coverage for generic providers, runtime delivery, authorization, and catalog regeneration. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-05 18:16:00 -05:00
Devin FoleyandPaperclip	5b8b2b38ca	feat(apps): add Neon connection (#14980) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents reach external services through the Apps catalog. Each catalog entry is a reviewed `AppDefinition` that wires a provider's hosted MCP server into Paperclip's shared vault, grants, policies, gateway, and audit trail. > - Neon is a widely used serverless Postgres provider with an official hosted MCP server, but it is not in the catalog. Teams that run their databases on Neon must use the generic "connect your own MCP server" path, which has no branding, no guidance, and no project or read-only controls. > - The connector playbook requires a catalog entry for a provider like this: the hosted server supports dynamic client registration and bearer API keys, and the common definition fields can express every option Paperclip can serialize. > - This pull request adds the Neon definition, its official artwork, the research and permission-review ledger rows, documentation, and deterministic tests, without any provider-specific runtime code. > - The benefit is a one-click, governed Neon connection with optional project pinning and read-only mode, and a documented path to live qualification. ## Linked Issues or Issue Description **Problem or motivation** Neon is a common Postgres host for the applications agents work on, but Paperclip's Apps catalog has no Neon entry. Operators who want agents to inspect schemas, run SQL, or manage branches must paste the MCP URL into the generic remote-MCP flow, which gives no branding, no provider guidance, no project boundary, and no read-only switch. **Proposed solution** Add a catalog-only Neon connection built from the connector playbook: browser sign-in through Neon's dynamic client registration with the reviewed `read` and `write` scopes, or a customer API key sent as an Authorization bearer header. Both methods expose Neon's documented `projectId` pin and `readonly` switch as optional Advanced fields. Every discovered tool stays governed by the normal per-action policies. **Alternatives considered** A plugin was not needed because no custom UI, tables, workers, or webhooks are involved. A separate read-only method was not added because the playbook treats read-only switches as advanced fields rather than methods. Neon's repeatable `category` query filter was left out because tenant fields serialize lists as one comma-joined value, so it cannot be sent correctly without new runtime code; per-action policies cover catalog narrowing instead. **Roadmap alignment** This extends the existing self-serve remote-MCP connection catalog and does not overlap planned core work. ## What Changed - Added the `neon` provider to `scripts/ingest-app-definitions.mjs` (category, API-key placement, methods, tenant fields, guidance, warnings) and regenerated `packages/shared/src/app-definitions/neon.json` plus the generated registry. - Added the Neon row to the self-serve MCP research ledger with `dcr_or_api_key` auth and risk tier S4. - Added permission reviews for `neon/mcp-oauth` (explicit scopes `read`, `write`, taken from Neon's live authorization-server metadata) and `neon/mcp-api-key` (provider key), with evidence links. - Added Neon's official tile icon (`ui/public/brands/apps/neon.png`, copied byte-for-byte from the icon linked by neon.com) and the brand manifest entry. - Added prosumer gallery copy for the Neon card. - Added `doc/connections/NEON.md` (service involvement, endpoints, administrator setup, capabilities and policy, manifest, brand provenance, validation hook) and linked it from the connections README and the permission audit. - Tests: Neon definition shape, store visibility and artwork, URL recognition, reviewed scopes with scope-widening rejection, URL projection of the project pin and read-only flag, invalid project ID rejection, the connect form's API-key gating, and the pinned catalog counts. ## Verification - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts packages/shared/src/app-definitions-url.test.ts` — 34 passed. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts` — 367 passed. - `pnpm exec vitest run ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx ui/src/lib/app-brand-assets.test.ts ui/src/pages/apps/AppLogo.brand-assets.test.tsx` — all passed. - `node scripts/check-app-brand-assets.mjs` and `node --test scripts/app-brand-validation.test.mjs` — passed. - `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter @paperclipai/server typecheck`, `pnpm --filter @paperclipai/ui typecheck`, `pnpm check:token-gates` — clean. - Manual: in a local instance, open Apps → Browse, confirm the Neon card and icon, open `/apps/connect?source=neon`, confirm both methods, the Advanced project pin and read-only toggle, and that Connect enables after an API key is entered. The operator completed a live connection against a Neon account on this build. - Live metadata probed on 2026-10-02: both `.well-known` documents at `mcp.neon.tech` return the recorded endpoints and scopes; an unauthenticated `initialize` returns 401 with `resource_metadata`. ## Risks - Low risk to existing providers: the change is additive catalog data plus tests. The generated registry only gains one import. - Neon's hosted server grants broad project and database management. The definition carries two warnings, recommends a development project, and keeps every write under the normal action policies; the read-only switch is enforced by Neon's server, not locally. - The permission-review ledger records live proof for both methods as not run; the full lifecycle checklist in `doc/connections/NEON.md` still needs a documented pass before the entry is considered fully qualified. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended thinking and tool use (shell, file editing, browser verification). ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [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 15:04:52 -07:00
DottaandPaperclip	4ac374103f	fix(connections): repair Asana MCP and add shared-app sign-in (#14756) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections let agents use provider tools through the permission gateway. > - Asana provides an official remote MCP server, but its v2 server requires a registered MCP OAuth app. > - Setup can discover retired v1 endpoints and send a callback that differs from the displayed URL. > - This pull request repairs custom app setup and adds sign-in through Paperclip's shared app. > - Users can choose their own app without enrolling with Paperclip Cloud. > - Agents can use Asana tools after the user connects their account and sets action permissions. ## Linked Issues or Issue Description Related: #14739 supplies the personal credential repair used by resumed Asana setup. No duplicate Asana authentication PR was found. **What happened?** Asana setup failed even with a user-created app. Root discovery metadata still points at v1. MCP v2 uses the Asana OAuth issuer and requires an MCP app with a client secret. Local setup also displayed a localhost callback while an Origin header could make authorization use a numeric loopback callback. **Expected behavior** Sign in with Paperclip's app when its broker profile is available. Keep custom MCP app setup available without Cloud enrollment. Use the correct issuer, callback, client credentials, and resource throughout setup. **Steps to reproduce** 1. Open Asana in the connection catalog. 2. Supply an Asana MCP app's client ID and secret. 3. Start OAuth on a local instance opened with a numeric loopback address, or resume a draft that cached v1 metadata. 4. Observe the wrong discovery endpoint or callback mismatch. **Paperclip version or commit** Reproduced from b54b2dc35c. Rebased onto master at `0829d94af` after the single-screen setup change in #14811. **Deployment mode** Local development from source. The managed path also supports enrolled self-hosted instances. ## What Changed - Add the `asana.mcp` managed profile and the default Sign in with Asana method. - Use Asana's reviewed v2 protected-resource metadata before cached endpoints. - Require a custom MCP app's client secret and retain saved credentials during setup or reconnect. Repair only the known Asana v1 issuer/resource binding, retaining company and callback checks. - Expose a boolean for the acting user's saved client secret. The form offers secret reuse only when that user has an active grant with the required reference. - Let users select their own app from the enrollment and shared-app-unavailable screens, or from Advanced on the single-screen setup page. - Canonicalize HTTP loopback callbacks even when the request includes an Origin header. - Extend signed broker claims and provider URL validation for Asana. Require refresh credentials on managed authorization. - Document setup, distribution, and shared-app rollout requirements. - Resolve permission-profile name collisions when finishing another account. The live staging test found this after renaming the first Asana connection; OAuth succeeded but profile finalization failed. ## Verification - Final live staging proof used app commit `c6053157c4e42ac017727117b754ae77fa5c45fa` and the real Cloud broker at `767b63835170f664542afd0df99a76615e204b62`. In the embedded browser, default shared sign-in required no client credentials, returned through the central Cloud callback to the tenant, and discovered 39 actions. Get me succeeded through the gateway as the selected QA agent (2.1 seconds). The custom-app connection also returned a real result on this final build (0.9 seconds). - Retried the shared draft that failed during the first staging test. It completed after the profile-name fix, retained the selected agent, and kept the existing custom connection intact. Two database regressions reproduced the collision before the fix and passed afterward. The updated transaction rollback test also passes. - Shared reconnect returned to the same staging connection with 39 actions. Earlier staging checks verified the custom-app fallback when the shared profile was unavailable, saved-secret reuse on reconnect, and Off blocking the action test. Allowed was restored after that check. - Local live-provider checks also repaired a saved Asana v1 issuer/resource binding without reentering the secret and verified that numeric-loopback setup uses the displayed localhost callback. Expiring the local managed access-token timestamp triggered a real Asana refresh and a successful Get me call. These early local broker tests used enrollment/authentication and storage fixtures; the final staging proof used deployed Cloud identity and persistent storage. - The new production app is registered and configured, but production sign-in has not been deployed or verified. Live provider revocation was not run because the existing staging test app is shared with other connections. - After rebasing onto the single-screen setup flow, full `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass. Focused verification passes 365 service and 36 broker-client tests. Broader checks pass all 833 shared-package tests and all 530 connector-page tests. The shared suite uses `TMPDIR=/private/tmp` to avoid macOS temporary-directory symlinks in its canonical-path tests. The UI tests verify the shared-app default and switching to a custom app with its required client secret. - Embedded-browser smoke on the current rebased build verified the shared sign-in default, Advanced → custom app (client ID and secret required), and switching back to Paperclip. Both existing Asana connections remained connected after restart. No new provider authorization was performed during this smoke. - The full local `pnpm test:run` was interrupted when the execution session restarted. Before interruption, it reported one runtime-slot restart test failure. That test passed on an isolated retry after clearing two unused PostgreSQL shared-memory segments. The full local suite did not complete; CI must pass on the current head before merge. - All 52 CI and security checks pass on `9318fd4e9b616cdc3de12f40cdb9bd32d865af4c` (CI run `36882064080`), including all eight browser shards, nine serialized-server shards, build, typecheck, and canary dry run. Two optional Storybook checks were skipped. Greptile review 4 reports 5/5 on this exact commit, with all review threads resolved. Its updated summary identifies the current SHA; this comment-triggered review did not publish a separate GitHub check run. - Provider revocation is unit-tested in the companion broker. Live provider revocation was not run because the existing test app is shared with other connections. ## Risks - The shared Paperclip Asana MCP app has been registered with its production callback and Any workspace distribution. Its secret is provisioned in the production secret store, and the runtime client ID and secret reference are configured. The production profile is enabled in the saved deployment configuration. The companion broker has merged and passed staging deployment; production sign-in still requires a production deployment and live verification. Custom setup remains available. - Asana MCP uses the provider's fixed `default` grant. Paperclip action policies limit agent tool use; they do not narrow provider consent. - The callback correction affects HTTP loopback OAuth flows. Public HTTPS callbacks retain their existing behavior. - Reviewed discovery URLs now override stale cached endpoints. Tests cover the Asana v1-to-v2 repair. - No schema migration. Connection removal retains the existing local-only revocation behavior. ## Model Used OpenAI GPT-6 through Codex, with code execution, browser testing, and GitHub tooling. The exact model variant and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-01 10:24:44 -05:00
3 people	467125fafb	feat(connections): one-screen connector setup with stated defaults (#14811) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents use Connections (the Apps catalog) to act in services like Notion, GitHub, Google Workspace and Railway > - Each connector asked the user to answer setup questions before it went to the provider. Most of the questions already had the correct answer selected > - ROADMAP.md lists "simpler setup" for Apps and Connections as ongoing work. This change continues that work > - This pull request removes the questions that Paperclip can answer itself. It states the defaults in one line and moves the choices behind "Change" and onto the Permissions tab > - The benefit is that most connectors take one click in Paperclip and then the provider's own consent screen ## Linked Issues or Issue Description No public issue exists. This is the description, from the enhancement template. **What existing behavior does this improve?** The setup flow for tool connectors in the Apps catalog. **Subsystem affected** Apps and Connections: `ui/src/features/connections`, `ui/src/pages/apps`, the `packages/shared` app definitions, and the OAuth routes in `server/src/routes/tool-access.ts`. **Current behavior** Every connector opened with an Access step. The step asked who can use the connection and which agents get it, and both answers were already selected. 18 connectors also asked "How do you want to connect?" when Paperclip could rank the methods. The Google apps and Postman also asked "What should Paperclip be able to do?" before sign-in. The four gateway connectors (Zapier, Arcade, Composio, Executor) used a separate two-step wizard. Asana was pinned to a customer-owned OAuth app, so the user had to register an app in Asana's developer console. The "Set all" control on the Permissions tab changed only one action. After the user approved access, Railway's consent page showed "you can close this window" and did not return to Paperclip. **Proposed behavior** One screen per connector, with one primary button. The screen states the defaults in one sentence, for example "Connects for everyone in your organization, available to all agents". A "Change" link opens one Advanced panel. When the provider's metadata allows dynamic client registration, Paperclip registers a client itself. Connecting lands on the Permissions tab. On that tab, "Set all" changes every action in the group. **Reason and benefit** The user makes fewer decisions before the connection exists. Most choices are easier to make after the connection, on the Permissions tab, where a change has an immediate effect. **Breaking changes** None. No schema or API change. Existing connections keep their settings. ## What Changed - **No Access step.** `ConnectionSetupFlow` no longer has the Access step. The flow shows the resolved default above the primary button and on the completion screen. The access controls moved into one Advanced panel. The panel opens automatically only when a setting in it is required. - **A default method for every app.** The flow always picks the ranked default method. Alternate methods are in the Advanced panel. The Google and Postman capability choice is not asked before sign-in. The write-capable method is the default. - **Gateway connectors.** `RemoteMcpProductionSetup` (Zapier, Arcade, Composio, Executor) no longer has its own Access step. Its commit path and the main commit path use one helper, `askFirstCatalogEntryIdsFor`, for server-suggested defaults. - **Dynamic registration from live metadata.** `canRegisterOAuthClientDynamically` now allows registration when the provider advertises a registration endpoint, even if the catalog entry lists only customer-owned clients. The Asana and Linear definitions and catalog text match live probes. Asana issues clients for loopback callbacks only, so a hosted deployment still needs an Asana app. - **Connection setup states.** New `packages/shared/src/connection-setup-state.ts` sorts each method into `instant`, `authorize`, `paste` or `register`. The gallery card verb ("Connect" or "Add key") comes from this resolver and the instance's ownership availability. - **Generic MCP.** The generic path no longer asks "Does it need a key?" first. A credential challenge from the server shows the key field. - **Permissions tab.** Each action row shows its risk level. Each group has a "Set all" control. The control sends one change for the whole group. Before, each row's save started from the same render, so the saves overwrote each other. The Zapier/Arcade/Composio/Executor setup screen had the same defect. - **OAuth callback interstitial.** A cross-site browser navigation to `/api/tools/oauth/callback` gets a small same-origin "Finishing your connection…" page. That page repeats the request, and the repeat does the code exchange. Railway's consent page replaces itself after about two seconds, and the code exchange plus tool discovery takes longer than that. The interstitial uses only a meta refresh, because the OAuth code is single-use. Requests without `Sec-Fetch-Site: cross-site` take the old path. - **Linear registers through its MCP server.** Linear pins the console endpoints at `linear.app`. Pinned endpoints now replace discovery only when the method cannot register, or when the connection has an operator-entered client. So a Linear connection now finds the registration endpoint at `mcp.linear.app`. - **Own-OAuth-app recovery stays on the one-click screen.** When the method also accepts a customer-owned client, the client fields are in the Advanced panel. The panel opens after a failed sign-in. "Try again" resumes the draft with the operator's client. - **E2E specs** follow the one-screen flow. The Access-step clicks are removed, the specs open **Change** before they pick agents, and they expect GitHub's **Add key** verb. - **Default permissions do not change.** New connections still allow every action. The user can set actions to Ask first or Off on the Permissions tab. ## Verification - `cd ui && npx vitest run src/pages/apps src/features/connections --no-file-parallelism` - `cd packages/shared && npx vitest run src/app-definitions.test.ts src/connection-setup-state.test.ts` - `cd server && npx vitest run src/__tests__/tool-access-service.test.ts src/__tests__/remote-mcp-connectors.test.ts` - `pnpm check:token-gates` - New tests: - `PermissionsPanel.group.test.tsx` checks that "Set all" sends one change for the whole group. It fails on the old code. - `action-permissions.test.ts` checks the group update. - `connection-setup-state.test.ts` checks the four setup states. - A server test checks that a cross-site callback gets the interstitial and does not use the OAuth state, and that the same-origin repeat completes the connection. - Manual check on a hosted staging deployment. GitHub, Google Drive, Composio, Notion, PostHog and Railway each connected from one screen and returned to the Permissions tab. On Railway, "Set all" changed all 65 write actions, and the change remained after a reload. - Visual changes: snapshot baselines are intentionally not updated. See the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - **Fewer confirmation clicks.** Organization-wide access is the default, and the user does not confirm it on a separate step. This was already the preselected answer. The flow shows the default before the user clicks and again after the connection. - **Google write scope.** Google apps now request the write-capable scope by default. A narrower scope needs a new sign-in. - **Dynamic registration from live metadata.** A provider can advertise registration and then reject a redirect URI. Asana rejects hosted callbacks, for example. In that case registration fails, and the customer-owned client path remains available for recovery. - **Callback interstitial.** The OAuth callback adds one same-origin step for cross-site browser navigations. Browsers without `Sec-Fetch-*` headers use the old direct path. - Chat and bot connectors (Discord, Telegram, Microsoft Teams, iMessage) do not change. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through Claude Code with tool use (shell, file editing, browser automation) and extended thinking. It wrote the code, the tests and this description. A human product owner directed the work and tested it by hand. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: scotttong <squadbot000@gmail.com> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>	2026-09-30 23:13:47 -07:00
DottaandPaperclip	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	ad55d0a281	fix(connections): repair personal credentials and request write access (#14739) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use Apps through a gateway that checks identity, company access, and action policies. > - Personal pasted credentials can point to company secrets. Setup can show success while the gateway rejects every call. > - Several OAuth methods also omit the scopes needed for their supported write actions. > - This pull request gives setup, health checks, and invocation the same credential rules. Owners repair existing connections by reconnecting. > - New connections request reviewed permissions for their supported actions. Read-only choices remain available under Advanced. > - Agents can use the connections people give them, while existing consent, identity boundaries, and action restrictions remain enforced. ## Linked Issues or Issue Description Refs #14009 and #14008. This addresses the personal-credential defect. The separate GitHub organization-identity selection defect is outside this change. Related work: #13942 fixed part of new personal-key setup. #14200 independently fixes legacy personal reconnect and protects managed-agent profile credentials during removal. This PR covers that ownership invariant across key and secret-URL setup, reconnect, health, discovery, and invocation, and keeps owner reconnect as the repair path. #14059 tracks requested versus provider-asserted OAuth scopes; it remains separate work. I searched open PRs and issues for Zapier, Airtable scopes, connector writes, and personal credential failures. **What happened?** A Zapier secret URL saved through personal setup can become a company secret referenced by a user grant. Health checks bypass the gateway's ownership check, so the connection appears healthy but calls fail with `grant_credential_invalid`. Custom-header paths can also receive a duplicate `credentials.` prefix. Omitted OAuth scopes make write access depend on provider defaults. **Expected behavior** Personal invocation credentials belong to the selected user. Setup, health, and actual calls enforce the same rule. New connections request documented permissions for supported read and write actions. Existing tokens gain no permissions without provider consent. **Steps to reproduce** 1. Connect Zapier or a generic secret URL with the personal identity. 2. Allow an agent to use the connection and complete setup. 3. Invoke a tool through a run-scoped gateway. The legacy layout fails ownership validation despite successful setup. **Paperclip version or commit** The implementation started from `44736c9c7c67b7b646ead9d51721db10f5b83835` and was rebased onto master at `94e8dec56`. **Deployment mode** Built from source. Regression tests use isolated PostgreSQL fixtures and controlled MCP transports. ## What Changed - Share credential writing, ownership validation, and canonical paths across initial setup, resume, reconnect, rotation, health, discovery, and gateway calls. Keep OAuth client-registration secrets separate from invocation credentials. - Existing personal connections with company-scoped credentials require owner reconnect with a fresh key or secret URL. Reconnect creates a correctly owned value and updates the existing grant and declarations. There is no automatic ownership backfill or new startup hook. - Preserve PostgreSQL timestamp precision when reconnect checks whether a grant changed. Previously, converting the timestamp to a JavaScript Date could reject reconnect with a false concurrent-change error. - Protect credentials used by other grants, connections, bindings, managed-agent profiles, routine triggers, or secret proposals from connection removal. - Review all 117 tool methods, including 84 OAuth methods. Record explicit scopes or documented provider-default exceptions with official evidence. Add Airtable's seven scopes, Hugging Face repository/job scopes, and other documented MCP permissions. - Prefer available write-capable methods. Put explicit read-only choices under Advanced. Explain pasted-key permissions and offer reconnect for missing OAuth consent. Preserve existing grants, policies, Google availability gates, and curated scope allowlists. - Reconnect generic secret URLs and custom headers using their stored credential fields. Refresh the catalog after setup, correct reconnect feedback and error guidance, and let Cancel exit invalid setup while Save & exit retains draft-saving behavior. - Apply ownership checks to the new GitHub repository/skill connection picker. Align the permission audit with the Google scope reductions merged on master. - Add run-scoped gateway, ownership, owner-reconnect, OAuth URL, insufficient-scope, UI, and catalog-wide regression coverage. Update the connector playbook and permission audit. ## Verification Latest commit `97bc0b86e0eae0ec892e4ac44beff1a66164b20e` passes all CI/status gates (55 completed check runs, no failures or pending checks) and has a completed Greptile review at **5/5 with no outstanding findings**. GitHub reports the PR as mergeable/CLEAN. - **Embedded browser:** used the actual server and built UI from this worktree, a fresh isolated database, and local HTTP MCP fixtures. Completed personal bearer-key, secret-URL, and custom-header setup; reproduced the legacy ownership failure; reconnected through the owner’s form; and completed writes afterward. Read-back was verified for bearer-key and secret-URL connections. Public organization-wide setup appeared immediately in Browse without reload. Zapier URL validation/Cancel and Google’s enrollment gate were also exercised. - **Persistence and invocation:** verified user ownership, canonical `credentials.authorization` / `remote.url` / `headers.X-Api-Key` declarations, and unchanged connection/grant identity. The old company secrets retain their ownership. Separate HTTP calls through an actual run-scoped gateway session completed a write and read-back. - **Backend coverage:** the final gateway suite passes all 82 cases, including catalog Zapier and generic inline reconnect. It checks company/user isolation, canonical declarations, same-endpoint URL validation, fresh credentials, retained restrictions, and real gateway read/write execution using fixture transport. A timestamp with PostgreSQL microseconds covers the former false reconnect conflict. - **Local checks:** 368 catalog, gateway, repository, and UI tests passed before the final extra Zapier case; 49 GitHub skill access tests also passed. All three Apps browser regressions pass, including reconnect through the actual form and catalog visibility without reload. Full `pnpm -r typecheck`, `pnpm build`, server typecheck after the final patch, and token gates passed. Full tool-access service runs hit varying 15-second Google fixture timeouts; both affected cases and the updated reconnect assertion pass in isolation (3 tests). The complete test matrix passes in CI on this head. - **Verification limits:** no live provider account was available for Zapier/Airtable/OAuth consent or account-bound write proof. Public metadata and local fixtures do not establish provider consent. The original development database clone failed on a pre-existing missing `tool_connections_transport_check` constraint; browser acceptance used a fresh isolated database created by the normal CLI onboarding flow. ## Risks - Existing broken personal connections stay unusable until their owner reconnects. Health, discovery, and invocation return an actionable ownership error; startup does not rewrite credential ownership. - Scope changes affect new authorization requests. Providers may still require resource selection, account roles, paid plans, or app verification. Existing consent and action restrictions remain unchanged. - Shared credentials are retained rather than reassigned or revoked. Provider-default exceptions and unavailable live checks are documented in `doc/connections/CONNECTOR-PERMISSION-AUDIT.md`. - No new endpoint, database table, lockfile change, or CI workflow change is included. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code editing, shell execution, web research, and browser tools. The exact deployment model ID and context window were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 14:32:34 -05:00
DottaandPaperclip	d72389bee2	feat: add Browser Use Cloud connector and live task browsers (#14627) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps gateway gives agents governed access to external tools. > - Browser Use Cloud can run browser work, but a tool result alone does not let a person watch or take over. > - A task needs a durable browser session, a visible viewer, and recorded costs. > - This pull request adds a Browser Use Cloud v4 connection and interactive browser tabs on tasks. > - People can follow the work, interact with the page, and retain the browser after the agent finishes. ## Linked Issues or Issue Description **Problem or motivation** Agents need governed access to Browser Use Cloud. People need to see and interact with the same browser from the task. A browser must remain available after a run finishes and appear at the correct point in the task feed. **Proposed solution** Add a native REST connection for the v4 API. Bind each session to its company, task, agent, and credential grant. Open its interactive viewer in the task side panel. Record provider costs as financial events. Use `browser-use-cloud` as the app and connector key. Keep its skill with the connector and deliver it only with authorized connection tools. **Alternatives considered** A v3 MCP connection would expose tools without the v4 lifecycle integration. An external viewer link would leave the task. A fixed viewer size would prevent pages from responding to changes in the task pane. **Roadmap alignment** This extends the governed Apps gateway and Connected Apps roadmap. It uses the existing task, grant, secret, approval, and financial records. The work was requested by the maintainer. A search found no duplicate Browser Use connector PR or issue. ## What Changed - Add the Browser Use Cloud app, brand asset, API-key connection, and profile settings under the `browser-use-cloud` key. - Bundle the `browser-use-cloud` skill with the connector. Keep it out of global `skills/` discovery. Deliver it only with authorized task/run connection tools. Remove retired connector skill keys from runtime overlays and preserve unrelated browser skills. - Expose seven v4 tools through the governed gateway and deliver them to native and CLI agents. - Persist sessions, browsers, runs, event and recovery cursors, shutdown leases, and cumulative cost accounting. Recover uncertain paid starts without replaying them. - Enforce task ownership, credential grants, approvals, revoked access, and budget limits. - Add interactive task browser tabs and compact chronological feed entries. Retain the viewer across tab switches and keep visible idle browsers open. - Add debounced automatic viewport fitting, standard size presets, and a viewer ownership lease. - Add lifecycle, authorization, accounting, viewport, UI, and Storybook coverage. - Add an idempotent database migration after the current master migration. Preserve deployed migration hashes. Migrate pre-release Cloud connection and financial keys without replacing grants, credentials, or browser history. - Document provider behavior, live acceptance results, and the lack of documented passkey forwarding. ## Verification - Full workspace typecheck and production build pass on the updated branch. - Token gates, brand asset validation, module boundaries, and migration ordering pass. - Cloud tests verify global skill exclusion, authorized task/run delivery, unassigned agents, disabled connections, revocation, adapter isolation, and secret exclusion. The existing AgentMail connector assignment test also passes. - Migration replay runs twice against existing browser work and financial records. It preserves the records and avoids duplicate costs. - The focused provider, app catalog, OpenAPI, connection gateway, and migration regression suites pass. Recovery coverage includes lost replies, process crashes, provider rejection, and browser arrival acknowledgement. - All 54 checks pass on `2974b5f03641ad0cea3c941d8c02579316fa8c92`, including the full test matrix, browser E2E shards, build, typecheck, security, and release canary. Two optional Storybook jobs are skipped. - Greptile is 5/5 on the same commit, with zero unresolved review threads. The corrected review uses the actual master-to-head diff. - The local `pnpm test:run` started and was stopped after the full CI matrix passed. It did not complete locally; the full-suite result above comes from CI. - Earlier live acceptance used an isolated company with a capped provider credential. The agent opened paperclip.ing, the embedded viewer accepted navigation, and the same browser stayed available after completion and tab switches. - The local Storybook build passes. Stories cover the panel, footer, feed entries, settings, lifecycle failures, and viewport modes with an offline viewer fixture. ## Risks - Browser Use charges for hosted work. Provider caps and local budget checks reduce exposure; reported costs can arrive after work completes. - Viewer and CDP URLs grant access to the browser. The server validates and restricts them. They are excluded from agent results and durable event data. - Runtime resizing of v4 agent browsers uses a provider option confirmed by live testing but absent from its published agent schema. Resizing during a click may invalidate coordinates. Fixed presets remain available. - Viewport ownership is process-local and resets on restart. The lifecycle and accounting records remain in the database. - The original intermittent embedded-viewer stall has not been fully diagnosed. A bounded reconnect and active-session recovery cover the observed failure paths. - Live tests did not cover every revocation, approval, rate-limit, or restart case. Deterministic integration tests cover those paths. Passkey forwarding is not claimed. - Unknown create outcomes keep the credential available for cleanup. Run-list absence cannot prove a paid POST was rejected, so recovery stays pending until it can identify provider work. ## Model Used OpenAI Codex, GPT-6. Used reasoning, repository search, code execution, browser interaction, and test tools. The exact serving model ID and context-window size were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 07:13:16 -05:00
DottaandPaperclip	8781f06a87	feat(connections): enable MCP aggregators by default (#13964) ... ## Thinking Path > - Paperclip helps people manage AI agents for work. > - Connections let those agents use external services with explicit access rules. > - Zapier, Arcade, Composio Connect, and Executor already have setup and runtime support. > - Their experimental switch still blocks discovery and setup by default. > - This pull request removes those gates and the Settings toggle. > - Users can connect these providers without enabling an experiment. ## Linked Issues or Issue Description Refs #13755. Refs #13941. **What existing behavior does this improve?** Apps browsing, inline setup, and agent connection search for the four MCP aggregators. **Current behavior** An instance must enable the MCP aggregators experiment before users or agents can start setup. **Proposed behavior** All four providers are available by default on local and managed instances. Old stored and managed values still parse but cannot disable them. ## What Changed - Remove the aggregator gates from Apps, inline setup, server setup, and agent search. - Remove the Settings toggle and its UI hook. - Retain the old setting key only for upgrade compatibility. Normalize it to true and ignore managed overrides, as Apps already does. - Replace opt-in fixtures with default-on coverage. Test old false values, all four setup flows, provider choice, and the removed toggle. - Update current connector guidance and remove the opt-in from the runner acceptance fixture. ## Verification - 306 focused tests passed across eight files: shared remote MCP contracts; server remote MCP lifecycle, aggregator fallback, settings normalization, and managed overlay; UI Apps browsing, setup, and experimental settings. - Server and UI TypeScript checks passed. - UI token gates and `git diff --check` passed. - The full local suite was not run, per the maintainer's instruction. All 54 CI checks passed; two checks were skipped. One unrelated workspace-preview readiness timeout passed on one failed-shard retry. - The setup fixtures use simulated MCP responses. This change does not claim new live provider acceptance. ## Risks - Existing instances now show all four providers, even if the old flag was false. This is intentional. - External provider choice, credentials, company isolation, agent grants, and tool policies still apply. Showing a connector does not authorize an external account. - No data migration is required. The compatibility key keeps old managed configuration documents valid. - Historical Zapier live acceptance remains incomplete in the existing evidence report. The maintainer explicitly requested the default-on rollout for all four existing providers; the report records that scoped exception. ## Model Used OpenAI GPT-6 (`gpt-6-astra`) through Codex, with reasoning, repository tools, and test execution. The context window size is 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>	2026-09-24 17:31:32 -05:00
DottaandPaperclip	18dac1e1ef	feat(connections): add experimental memory providers and remote MCP access (#13942) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Connections give agents governed access to external tools. > - Agents need durable memory across tasks and execution environments. > - Mem0, Zep, Supermemory, Cognee, and Honcho provide hosted memory tools. > - This pull request adds their setup flows behind an experimental toggle. > - It also delivers assigned MCP tools through the native remote Codex runner. > - Operators can connect a provider once and use the same governed tools locally or in Daytona. ## Linked Issues or Issue Description **Problem or motivation** The Apps catalog lacks a complete set of memory providers. Remote native Codex agents also need access to assigned managed MCP tools without receiving provider credentials. **Proposed solution** Add five memory connectors behind the disabled-by-default Experimental memory connectors setting. Use the existing connection setup and permissions UI. Default their tools to Allowed. Preserve company boundaries, operator permission changes, provider scopes, and audit attribution. **Alternatives considered** Direct provider credentials in each sandbox would duplicate setup and bypass the managed gateway. The remote runner instead uses its existing protocol channel to call the gateway on the server. **Roadmap alignment** This maintainer-requested experiment supports the Memory / Knowledge and Connected Apps roadmap areas. It adds provider connections without introducing a separate memory UI. Related connector authoring documentation is tracked in #13692; no duplicate memory-provider implementation was found. ## What Changed - Add provider definitions, official branding, and the experimental setting for all five providers. - Use OAuth for Zep and Supermemory, API credentials for Mem0 and Honcho, and a bundled Cloud API bridge for Cognee with no runtime downloads or subprocesses. - Default memory tools to Allowed and classify destructive actions explicitly. - Fix personal remote credential resolution and propagate provider tool errors. - Relay assigned managed MCP tools to remote native Codex through the runner protocol. Recheck current authority for each call and rotate stale tool contracts. - Add 21 Storybook states and complete OAuth walkthrough fixtures. - Document provider research, sanitized tool inventory, and live local and Daytona proof. ## Verification - Passed workspace typecheck: `pnpm -r typecheck`. - Passed production build: `pnpm build`. - Full local `pnpm test:run`: 13,273 passed, with failures from process/readiness timeouts under parallel load. Reran all 16 affected suites with one worker: 456 passed, leaving two macOS `/var` versus `/private/var` path assertions. Both passed with `TMPDIR=/private/tmp`. No test failures remain unverified. Latest-head remote CI passes all 54 checks (two optional Storybook jobs skipped). Greptile is 5/5 with no unresolved findings. - Latest Cognee gateway regression: 71 passed, including public deployment without a runtime host and immediate recovery after a provider error. Bundled bridge tests: 25 passed. - Browser setup and real agent tasks exercised all five providers. Mem0, Cognee, Zep, and Honcho have successful store/retrieve proof. - Supermemory now has scoped read/write consent. Local storage and real Daytona write, document read, and semantic recall passed; indexing completion was verified before claiming success. - All five providers were exercised through a real Daytona sandbox and its native runner MCP relay. Provider credentials remained on the server. The final bundled Cognee bridge also passed a fresh Daytona store/recall run. All disposable sandboxes were removed and verified absent after testing. - Storybook is rebuilt and contains the experimental toggle, catalog, setup, permissions, and error states. The Zep and Supermemory access steps advance correctly. ## Risks - Provider OAuth scopes and plan limits remain independent of Paperclip tool permissions. An Allowed tool can still be rejected by the provider. - Providers can queue memory indexing; save acceptance does not prove that semantic recall is ready. - Remote tool contracts must stay synchronized with current connection authority. Regression tests cover revocation and stale contracts. - This change has no database migration. Existing connections remain usable when the experimental catalog toggle is disabled. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, repository edits, code execution, and browser automation. The exact context window size is not exposed in this session. Live acceptance agents used `gpt-5.6-sol`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-24 15:54:38 -05:00
DottaandPaperclip	24429024e7	feat: add Fireflies connector and summary-ready routines (#13890) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps gives agents governed access to external tools through stored credentials. > - Routines start work when an external service sends an event. > - Fireflies provides meeting transcripts and summaries through an official hosted MCP server. > - This PR adds that connection and accepts signed meeting events through the shared app webhook flow. > - Agents can review completed meetings with the same permissions and audit records as other work. ## Linked Issues or Issue Description **Problem or motivation** Operators need agents to read Fireflies meetings and start follow-up work when a summary is ready. The Apps catalog lacks Fireflies. The shared app webhook flow needs to accept its signed deliveries. **Proposed solution** Use the official Fireflies MCP endpoint with OAuth or a vaulted bearer API key. Extend the existing Another app or script flow with signed webhook support. Verify the raw-body signature and pass the JSON payload as external data. Select Meeting Summarized in Fireflies. Deduplicate identical signed deliveries, including setup deliveries. **Alternatives considered** A separate REST connector would duplicate the governed MCP path. Polling, legacy V1 payloads, and automatic provider-side webhook registration are outside this change. **Roadmap alignment** This extends the existing MCP Tool Gateway & Apps and Scheduled Routines surfaces. It adds a provider to those systems. It does not introduce a second integration framework. **Additional context** A GitHub search found no existing Fireflies issues or PRs. Provider references and verification limits are in `doc/connections/FIREFLIES.md`. ## What Changed - Add the official Fireflies catalog definition, generated registry, provider evidence, and branded artwork. - Reuse Access → Connect, dynamic discovery, Permissions, vault storage, policy, and audit behavior. - Classify Fireflies sharing, movement, and access revocation as writes. - Preserve Off and Ask first restrictions during OAuth reauthorization and API-key replacement. New actions retain normal defaults. - Add `app_webhook` authentication to the shared Another app or script flow. Accept bearer tokens or raw-body HMAC-SHA256. Preserve earlier `fireflies_hmac` triggers and revision snapshots for compatibility. Existing text columns need no migration. - Verify `X-Hub-Signature` or `X-Hub-Signature-256` against the exact request body. Preserve generic event payloads and deduplicate identical signed requests. - Keep the routine wizard generic. Show one webhook URL and secret in Another app or script. Keep all new app webhook event names provider-neutral. Keep provider setup instructions in the connector documentation. - Pass generic webhook JSON to the task in an explicit external-data block, capped at 16,384 characters. Keep strict meeting validation for existing legacy Fireflies triggers. ## Verification - Feature implementation commit `0882dc8a1`: all 54 CI checks passed; two conditional Storybook checks skipped. This includes full tests, typecheck, build, browser E2E, canary dry run, and security checks. Greptile rated this commit 5/5; all review threads are resolved. - Full local `pnpm -r typecheck`, `pnpm build`, and token gates passed on the final code. Targeted connector, gateway, webhook, revision, and UI suites passed during implementation. After the provider-neutral follow-up, all 84 app-webhook and routine-service tests passed; the final payload-to-task assertion also passed in the 72-test routine suite and a clean-config rerun. - The long local `pnpm test:run` invocation started before the final edits and was stopped after the final-commit CI suites passed. It reported one generic webhook test failure while those files were changing; that test and the entire routine suite passed on the final source, including a clean-config reproduction. The interrupted local run is not counted as a full-suite pass. - In the embedded browser, completed official OAuth consent and discovered 20 live actions. Real meeting listing, transcript retrieval, and summary/action-item retrieval succeeded as the selected agent. Turning a live read Off blocked its test; catalog refresh preserved the restriction. - Embedded-browser Another app or script setup, back/save/resume, narrow layout, and a signed synthetic Fireflies delivery succeeded. The UI reported authentication passed without creating a task. Fixtures cover signature tampering, malformed requests, ordinary app event names, duplicate/setup deliveries, rotation, revisions, pause/archive, and company isolation. - Existing MCP browser suite: 8 passed and 2 provider-dependent cases skipped. Branding checks passed; connector artwork and webhook setup were checked at desktop/mobile widths and in light/dark modes. - An unauthenticated POST to a correctly formatted public webhook URL reached the staging tenant verifier through the existing Cloud gateway. - A real Fireflies webhook delivery remains unverified. A staging callback is available for the operator walkthrough. Live API-key authorization, credential expiry, and a new meeting's summary completion were not tested against the provider. Fixtures cover these protocol and lifecycle paths where applicable. - Storybook follow-up `c54174faa`: 27 production-component stories cover every UI change, with a source-to-story map in the connector documentation. Static Storybook build, UI typecheck, token gates, and Playwright checks for all stories and the mobile footer pass. All PR checks passed for this Storybook follow-up; Greptile reviewed `c54174faa` at 5/5. ## Risks - Fireflies may change its hosted MCP tools or OAuth behavior. Tool discovery stays dynamic. Experimental search/fetch tools are not required. - Public webhook setup requires HTTPS and a separate signing secret. Fireflies normally emits events for meetings owned by the configuring account. - Reauthorization touches shared MCP permission code. Regression tests cover existing restrictions, new actions, connection removal, and other gateway callers. - Webhook receipt grants no tool access. The routine agent still needs an authorized Fireflies connection. - New generic triggers rely on provider event subscriptions. Without a sender-supplied idempotency key, changed request bytes count as a new event. Existing legacy Fireflies triggers retain summary-only filtering and per-meeting deduplication. ## Model Used OpenAI Codex, model `gpt-6-astra`. Used reasoning, repository editing, code execution, and embedded-browser testing. The runtime did not expose a 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>	2026-09-23 17:11:16 -05:00
DottaandPaperclip	a959e47508	fix(apps): reduce Google Chat scopes and block unread filters (#13820) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give agents controlled access to external services. > - Google Chat uses OAuth profiles and reviewed MCP tools. > - Those profiles request membership and read-state access that the supported feature set does not need. > - Removing read-state access also requires us to block unread search filters, including on existing connections. > - This pull request reduces both OAuth methods and enforces the reduced search contract before dispatch. > - Users retain conversation lookup, message history, ordinary search, and approved message sending. ## Linked Issues or Issue Description **What happened?** Both Google Chat profiles request membership and read-state scopes. The supported tool set does not include membership listing or read-state updates. Message search still advertises an unread filter. Related work: Refs #12619. **Expected behavior** Managed and customer-owned OAuth request only the scopes needed for supported features. Unsupported unread filters fail clearly before any provider call. Existing cached catalogs and broader grants must not bypass that policy. **Steps to reproduce** Start Google Chat OAuth from either connection method and inspect the requested scopes. Inspect the message-search tool schema, then submit a search with `searchParameters.isUnread` set to true or false. **Paperclip version or commit** The scope change is based on master at `110d176fc`. **Deployment mode** Managed Cloud and self-hosted instances with Google Chat Apps enabled. ## What Changed - Remove `chat.memberships.readonly` and `chat.users.readstate.readonly` from shared profiles and all four Chat connection methods. - Hide unsupported read-state fields and instructions in agent and board Test tool schemas. - Reject explicit unread filters, including false, null, snake-case fields, and encoded filter objects, before provider dispatch. - Recheck previously approved calls and support existing profile-bound and URL-only Chat connections. - Add scope, signed broker request, OAuth URL, allowlist, schema, and dispatch regression tests. - Document coordinated app/broker rollout, existing-grant reconnects, and the remaining deployment checks. ## Verification - All seven focused OAuth and Chat gateway test files pass: 498 tests on the rebased branch. - `pnpm -r typecheck` and `pnpm build` pass, using pinned pnpm 9.15.4. - The complete sharded CI test matrix passes, including general server, Chat, workspace, serialized server, Runner, and all eight browser e2e shards. The duplicate unsharded local `pnpm test:run` was stopped after CI passed; it did not complete locally. - `git diff --check` passes. - `node scripts/ingest-app-definitions.mjs` succeeds and leaves the branch unchanged. Google Workspace JSON is the durable reviewed input used by the generator. - All current-head CI checks pass at `7ee755371714dc036fff1c7da844776fee3f2ec1`, including typecheck, build, and canary dry run. Greptile is 5/5 with zero unresolved threads. The generator concern was withdrawn after review of the source and regeneration evidence. - No production deployment or live Google consent test was performed. After coordinated deployment, verify reduced consent scopes, normal search/history, message sending, and rejection of unread filters. ## Risks - Coordinate deployment with the companion Cloud broker scope change. Mixed versions can reject exact-scope requests. - Existing tokens are not narrowed or revoked. Grants with old scopes need new consent. Do not revoke a shared Google client to migrate one profile. - Explicit unread filters now return an error instead of being sent to Google. Ordinary search and the approved send tool remain available. - No database, UI, lockfile, or workflow changes. ## Model Used OpenAI Codex, a GPT-5-based coding agent, with tool use and code execution. The exact runtime model ID and context window were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-22 15:12:30 -05:00
Devin FoleyandPaperclip	c496acb570	Return client errors for known OAuth reconnect states (#13794) ... Map missing OAuth refresh credentials and terminal reauthorization to HTTP 422. Preserve reconnect instructions and reporting of unexpected provider failures. All 363 focused tests and server typecheck pass. Required CI and review checks passed; Greptile 5/5 with no unresolved comments. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-21 20:50:01 -07:00
Devin FoleyandPaperclip	a7d3b17a97	Explain disabled Slack MCP app access during discovery ... Recognize Slack's exact disabled-app response and return actionable setup instructions from catalog and health routes. Bound response parsing and keep unknown upstream errors reportable without exposing provider settings links. Verified 361 focused tests, server typecheck, and authenticated discovery. The three route regressions fail before this change and pass afterward. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-21 20:25:06 -07:00
Devin FoleyandPaperclip	878734a061	fix(tools): treat OAuth sign-in challenges as client errors (#13786) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connected apps can require OAuth sign-in before they list their tools. > - Remote discovery recognizes this condition as `oauth_challenge`. > - Discovery and catalog refresh currently return it as HTTP 502. > - The server error handler reports that response as a crash. > - This pull request returns HTTP 422 for the explicit sign-in challenge. > - The operator keeps the sign-in instructions, while unexpected upstream failures remain reportable. ## Linked Issues or Issue Description **What happened?** Connecting a remote MCP app that answers with a recognized OAuth challenge returns HTTP 502. Reading an empty catalog or explicitly refreshing it does the same. The server error handler then sends the expected sign-in condition to error monitoring. **Expected behavior** A known sign-in requirement returns HTTP 422 with the existing `oauth_challenge` code, message, and setup/reconnect links. An unexplained upstream HTTP 400 or an unavailable upstream service still returns 502 and reaches error monitoring. **Steps to reproduce** 1. Configure a remote MCP app that returns HTTP 401 with a Bearer challenge. 2. Connect the app, read its empty catalog, or request a catalog refresh. 3. Observe HTTP 502 and a server error report before this change. **Paperclip version or commit** Reproduced on `6de50ba594b15efaa3eae6ed869cd39b3a436456`. **Deployment mode** Server with remote MCP connections. The regression coverage uses local PostgreSQL and mocked upstream HTTP responses. Related: #9750 addresses MCP initialization and session recovery. It does not change the classification of this recognized sign-in condition. Targeted searches found no duplicate classification PR. ## What Changed - Return 422 for `oauth_challenge` from discovery and from catalog health-error normalization. - Preserve the existing structured error and remediation links. - Test automatic empty-catalog reads and explicit refreshes. Verify that OAuth challenges produce no Sentry capture and that upstream 400/503 failures still do. - Update the direct-connect and blocked-redirect expectations and document the monitoring behavior. ## Verification - Before the fix, three sign-in route regressions fail with 502 instead of 422; all four upstream-error controls pass. - After the fix, all 339 tool-access and error-handler tests pass, including authorization and redirect protections. - These suites ran against disposable Homebrew PostgreSQL 16.14 through the existing test-constructor seam. The temporary setup and config remain outside the repository. CI uses the ordinary embedded PostgreSQL setup. - Direct server `tsc --noEmit` passes. - Full build and recursive typecheck were attempted; the Runner Rust step cannot run because `cargo` is absent on this machine. - Full `pnpm test:run`: 8,211 passed, 14 failed, 4,759 skipped. The 36 failed files match the existing embedded PostgreSQL startup/cleanup and macOS runtime-cache `EACCES` limitations. The changed database-backed service suite passed separately with local PostgreSQL. - Greptile: 5/5 with no unresolved comments. Seven CI workers received a simultaneous shutdown signal; the failed jobs are being retried through the normal workflow. Other completed checks passed. ## Risks Low risk. Clients now receive 422 instead of 502 for the explicit `oauth_challenge` condition. The code, message, and remediation links remain available. No permissions, credential handling, OAuth discovery rules, retry policy, or schema change. Other upstream failures retain their existing behavior. ## Model Used OpenAI GPT-6 via Codex, with reasoning, repository inspection, code editing, and test execution. The session does not expose an exact model snapshot 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 (339 service and error-handler tests; full workspace limitations are documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] 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 00:34:45 +00:00
DottaandPaperclip	b82661b561	refactor(connections): retire the legacy Composio broker (#13758) ... ## Thinking Path > - Paperclip manages agents and their access to external tools. > - Connectors expose these tools through a governed MCP gateway. > - PR #13755 added a direct Composio MCP connection behind the experimental MCP aggregators flag. > - The old project API-key broker still created toolkit child connections and showed a separate Services tab. > - Keeping both paths leaves obsolete setup and session code in the product. > - This change removes the broker and preserves direct MCP setup, credentials, permissions, and execution. > - Saved legacy records fail closed and remain available for explicit removal. ## Linked Issues or Issue Description Related: #13755. This retirement supersedes the legacy-path fixes proposed in #12630, #12632, #12634, and #12906. It does not close those PRs. **What existing behavior does this improve?** Composio connector setup, management, and runtime dispatch. **Current behavior** Composio offers both direct MCP and a project API-key broker. The broker mints sessions and creates one child connection per toolkit. **Proposed behavior** Offer only direct MCP. Remove the toolkit Services UI, REST routes, API client, and session broker. Block saved legacy parent and child records from discovery, execution, health checks, reconnect, and OAuth. Preserve their records and credentials until the operator removes each connection. **Reason and benefit** The direct MCP connector becomes the single supported Composio workflow. Provider accounts remain managed in Composio. ## What Changed - Remove the API-key catalog method and its generated-source definition. - Delete Composio broker clients, session creation, account synchronization, child lifecycle, and toolkit routes. - Remove the Services tab, service rows, child provenance, and cascade-removal controls. Keep Vercel provenance intact. - Retain a shared retirement guard for stored legacy records. Show Retired status and replacement/removal guidance in the connection list and details; hide obsolete runtime controls. - Preserve the experimental MCP aggregators flag and direct MCP infrastructure. - Replace broker fixtures with retirement tests and extend direct Composio catalog/reconnect coverage. ## Verification - Focused shared, server, and UI tests passed with one worker. Server retirement tests use a name filter; no full local test suite was run, as requested. - Server and UI TypeScript checks passed. - Token gates and UI build passed. - Real browser: opened the saved Composio connection, refreshed all 11 tools, and ran the provider's read-only GitHub account-list operation through the standard Test dialog as an agent. The provider returned success using the existing OAuth credentials. - See `doc/connections/COMPOSIO-BROKER-RETIREMENT.md` for scope and live evidence. - Storybook build passed. A fresh real agent used `COMPOSIO_SEARCH_TOOLS` and `COMPOSIO_MULTI_EXECUTE_TOOL` to return the actual Paperclip DeepWiki hierarchy: one success, zero errors. Gateway audit records confirm both calls succeeded. - Browser retirement check: a credential-free legacy fixture showed the guidance, opened the direct MCP replacement flow, and was removed through the standard confirmation. - Focused regressions for the experimental settings copy and exact OpenAPI route coverage passed. All latest-head CI checks passed (54 successful, two intentionally skipped); Greptile scored 5/5 with no unresolved review threads. The PR has no merge conflicts. ## Risks This intentionally breaks the old Composio project API-key and child-connection workflow. Existing legacy records cannot run, even if their stored status is active. Operators must create a new direct MCP connection and choose access rules; credentials and grants are not migrated. Remove each old record separately to delete its credentials. No schema migration or data deletion runs automatically. Direct MCP connections keep their existing grants and secrets. ## Model Used OpenAI GPT-6 via Codex, with reasoning, code execution, and browser tools. The exact runtime variant and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-21 13:57:35 -05:00
DottaandPaperclip	e8c8ba3c19	feat(apps): add experimental MCP aggregator connectors (#13755) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its tool gateway applies company access rules and approval controls to connected apps. > - MCP aggregators expose many apps through one provider endpoint. > - Each aggregator needs its own credential, catalog, grants, and lifecycle in Paperclip. > - This pull request adds independent Zapier, Arcade, Composio Connect, and Executor setup with a common Access → Connect layout. > - A default-off MCP aggregators flag lets operators opt in while we complete provider acceptance tests. > - Agents use the normal Paperclip permissions, Test screen, and gateway after setup. ## Linked Issues or Issue Description **Subsystem affected** Apps, connection setup, shared contracts, and the remote MCP gateway. **Problem or motivation** Aggregator endpoints need clear provider setup and correct MCP sessions. Generic setup does not explain each provider's authentication or broad execution tools. Provider approval must preserve the original execution instead of replaying a write. **Proposed solution** Add four separate connectors behind Settings → Experimental → MCP aggregators. Start with human and agent access, then connect the endpoint and read its tools. Enable tools by default. Use the existing Permissions and Test screens after setup. Keep legacy Composio API-key and child connections intact. **Alternatives considered** A shared connection for all providers would mix credentials and access rules. Separate provider-specific permission and test screens would duplicate existing controls. Vercel Connect is outside this change. **Roadmap alignment** Extends the existing MCP Tool Gateway & Apps capability and the Connected Apps roadmap area. This work was requested and reviewed by the maintainer. Related work: #11894, #12630, #12632, #12634, and #12906 concern the legacy Composio broker. #13102 also covers remote MCP pagination. This change preserves the broker path and adds initialized sessions, response matching, and provider resume handling alongside pagination. ## What Changed - Add branded setup and interactive Storybooks for Zapier, Arcade, Composio Connect, and Executor. Use the existing access controls and normal action tests. Do not request a connection name or action choices during setup. - Add the default-off `enableMcpAggregators` flag to settings, managed feature metadata, the catalog, and setup guards. Hidden connections keep running. Legacy Composio connections remain unchanged. - Reuse the vault, grants, policy, and catalog models. Support OAuth discovery, bearer tokens, custom headers, and credential-bearing URLs. Add no database tables or migrations. - Initialize and retain Streamable HTTP sessions by connection and effective credentials. Read paginated catalogs and match streaming responses to request IDs. - Classify unfamiliar aggregator tools as writes despite upstream read-only hints; only exact reviewed read capabilities enter the read-only allowlist. Legacy Composio child behavior is preserved. - Preserve provider authorization links and execution IDs. Support Executor approve/resume, decline, and cancel without automatic replay of uncertain writes. - Preserve Off and Ask first choices during refresh and reconnect. Allow new tools and retire removed tools. Keep agent access updates atomic and preserve an empty agent selection. - Document connector UX rules, provider branding sources, and live acceptance results. - Stabilize the existing Sentry release fixture after its repeated CI failure by reusing one module mock; production Sentry behavior is unchanged. ## Verification - Final head `d11781970`: [CI run](https://github.com/paperclipai/paperclip/actions/runs/35633534900) passed, including broad typecheck, test shards, build, and E2E. All 54 checks pass; 2 optional checks are skipped. Greptile is 5/5, Security Scan passes, and all review threads are resolved. - Passed 27 focused connector Vitest checks and 18 connector-only Storybook browser checks before the flag change. All 85 stories rendered at desktop and narrow widths. - Passed 5 connector lifecycle/server checks and 7 selected flag checks after adding the flag. The latter cover settings, managed defaults, cached catalog visibility, and all four setup routes. - Review fixes passed 13 risk/handoff/lifecycle checks, dedicated session-expiration and transport regressions, 13 selected connector/gateway CI cases, and 10 selected setup/reconnect UI cases. A real Composio connection-list call also succeeded through the refreshed UI on `9ab115f71`. - UI and server TypeScript checks passed. UI build, Storybook build, token gates, and diff whitespace checks passed during implementation. - Real browser and real Paperclip agent tests passed for Arcade, Composio, and Executor. Tested action permissions, denied agent access, reconnect, disconnect, and isolation. Tested Arcade catalog additions/removal and Executor provider approve/resume, decline, and cancel. - Zapier live acceptance is incomplete. Its dedicated provider server is configured, but its credential-copy dialog returned an empty clipboard through browser automation. No live Zapier action is claimed. - The three isolated Sentry release cases pass after the CI fixture fix. - Local verification is deliberately narrow at the maintainer's request. The full local suite, recursive typecheck, and repository-wide build were not run. CI provides the broader checks. ## Risks - Shared MCP transport changes affect other remote MCP servers. Protocol fixtures cover initialized sessions, streaming response matching, pagination, and isolation. - Broad execution tools remain broad permissions. The provider governs actions inside those tools. - Provider handoff links are retained briefly in memory. After a server restart, a one-time link may require reopening the provider dashboard. Paperclip does not replay the original call. - Zapier remains unproven live. Custom-header imports and self-hosted endpoints have fixture coverage rather than a separate live account for every variant. - Turning the experimental flag off hides setup; it does not revoke existing credentials or stop existing connections. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, shell execution, and browser automation. The exact runtime model ID and context-window size are not exposed in this session. A separate Anthropic-backed Paperclip agent performed live gateway acceptance tasks. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-21 12:53:11 -05:00
mouse-value-add	fcdb3f2499	feat: add optional you.com search integration (#13555) ... <!-- Simplified Technical English (ASD-STE100). --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents that do research work need live information from the web > - Paperclip reaches external systems through governed, catalog-based MCP connections > - The Apps catalog is data-driven: a researched provider with a hosted remote MCP server becomes a connectable app with no runtime code change > - You.com operates a hosted remote MCP server for web search, content extraction, and research tools > - The server supports OAuth 2.1 with dynamic client registration, an API key in a bearer header, and a keyless free profile at a separate endpoint > - This pull request adds You.com to the self-serve MCP research ledger and generates its catalog entry with three connection methods: browser sign-in, API key, and the keyless free profile > - The benefit is that an operator can give agents live web search through the normal connection governance, and the free profile needs no account at all ## Linked Issues or Issue Description No public issue exists for this provider. The problem description follows the new-adapter issue template. **Agent or provider** You.com — web search and research tools over a hosted remote MCP server. **Why this adapter is useful** Agents that do research, monitoring, or fact-finding tasks need current web results. You.com exposes web search (`you-search`), live page extraction (`you-contents`), citation-backed research (`you-research`), and finance research (`you-finance`) as MCP tools. Any Paperclip company can connect it in a few clicks. The free profile offers `you-search` without an account, so a new company can try agent web search at zero cost and zero setup. **How the agent is invoked** Hosted remote MCP server (Streamable HTTP) at `https://api.you.com/mcp`. Three supported access paths, verified against the live server on 2026-09-16: - OAuth 2.1 browser sign-in. The server returns a `WWW-Authenticate` challenge with RFC 9728 protected-resource metadata and advertises a dynamic client registration endpoint, so Paperclip's automatic DCR path applies. - API key. Sent as an `Authorization: Bearer` header per the provider's official server manifest and docs. Keys come from you.com/platform and unlock higher rate limits plus the full tool set. - Keyless free profile at `https://api.you.com/mcp?profile=free`. Provides a reduced, read-only tool set. Official docs: https://you.com/docs/build-with-agents/mcp-server **Are you willing to implement it?** Yes. Implemented in this pull request. **Additional context** Research evidence collected 2026-09-16, from live protocol probes and official provider sources only: - Unauthenticated `POST https://api.you.com/mcp` returns HTTP 401 with `WWW-Authenticate: Bearer resource_metadata="https://api.you.com/mcp/.well-known/oauth-protected-resource" scope="Tools offline_access"`. - RFC 9728 metadata lists one authorization server with scopes `Tools` and `offline_access`. - The authorization-server metadata (RFC 8414) publishes authorization, token, and revocation endpoints, and advertises a `registration_endpoint`, so DCR is available. No registration was performed during research, per the runbook's non-registering preflight rule. - The keyless free profile answers `initialize` (server `You.com`, version `4.0.1`), lists the tools `you-search` and `you-discover`, and executed both tools successfully during the probe. - The API-key placement matches the provider's official `server.json` in the youdotcom-oss/mcp repository: header `Authorization`, value `Bearer <key>`. ## What Changed - Added You.com (slug `youcom`, wave 4, risk tier S2) to the self-serve MCP research ledger in `packages/shared/src/self-serve-mcp-research.json`, and refreshed the ledger verification date. - Added the You.com category (`ai`) and API-key header spec to `scripts/ingest-app-definitions.mjs`. - Added a You.com case to `specialMethodsFor` that emits three methods: browser sign-in (`mcp-oauth`, DCR), API key (`mcp-api-key`, bearer header), and keyless free profile (`mcp-free`, no auth). - Regenerated `packages/shared/src/app-definitions/youcom.json` and the generated registry via the ingestion script (`--definitions-only` mode; no unrelated provider churn). - Added the official You.com wordmark artwork (light and dark theme variants, taken from the provider's docs site) under `ui/public/brands/apps/`, with a manifest entry. - Updated `packages/shared/src/app-definitions.test.ts`: ledger counts (47 providers, 44 candidates), store count (48), verification date, and assertions for the three You.com methods and their endpoints. ## Verification - `node scripts/ingest-app-definitions.mjs --definitions-only` — passed. Generated the new definition and registry import only; no other provider JSON changed. - `node scripts/check-app-brand-assets.mjs` — passed (71 identities). - `node --test scripts/app-brand-validation.test.mjs` — passed. - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts ui/src/lib/app-brand-assets.test.ts ui/src/pages/apps/AppLogo.brand-assets.test.tsx` — passed (39 tests). - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts server/src/__tests__/tool-access-service.test.ts server/src/__tests__/generic-mcp-connection.test.ts server/src/__tests__/tool-connection-removal.test.ts ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx` — passed (181 tests). Two server suites that require embedded Postgres skipped on this machine by their own environment gate; the gate is unrelated to this change. - `pnpm --filter @paperclipai/shared typecheck` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/plugin-sdk ensure-build-deps` — passed; builds `@paperclipai/shared` with the new definition. - `pnpm test:run` (full Vitest suite) — 7,930 passed, 18 failed, 4,592 skipped. Every failure is environmental on this container: the embedded-Postgres suites refuse to start because the machine runs as root, the native runtime suites need the Rust runner binary that this container cannot build, and one media suite needs a native HEIC binary. No failure touches the app-catalog, connection, branding, or shared-package surface; those suites pass locally. CI is the authoritative gate for the full suite. - `pnpm --filter @paperclipai/server typecheck` — not completed: the script's `prepare:runner-vendor` prelude builds the Rust runner, which cannot build on this container. A direct `tsc --noEmit` reports only pre-existing errors from the missing vendored runner types; no error touches this change. No server code is changed. - Live You.com proof on 2026-09-16 (keyless free profile, real network calls): preflight 401 challenge with RFC 9728/8414 metadata and DCR endpoint ✓, `initialize` ✓, `tools/list` ✓, `you-search` call returned results ✓, `you-discover` call returned results ✓. - Live proof NOT run: an authenticated OAuth connect and an API-key call against the full server. This environment has no You.com account or API key. Per the runbook, this proof stays outstanding and must not be assumed from the keyless probe. Both paths match the reviewed `mcp_remote` patterns (DCR and bearer header) used by existing providers. - Browser e2e suites not run: opt-in per `AGENTS.md`, and this change adds catalog data only, with no UI code. ## Risks - Low risk. The change is catalog data plus generated output. It adds no runtime code and touches no existing provider. - The free-profile method is a fixed keyless endpoint. If You.com changes or removes `?profile=free`, that method breaks and the entry needs a ledger update. The OAuth and API-key methods do not depend on it. - The authenticated tool catalog is discovered live at connect time, so provider-side tool changes appear through the normal catalog refresh and quarantine flow, not through this definition. - Rollback is a single revert; no migration and no state are involved. ## Model Used - Provider: Zhipu AI, via OpenRouter - Model: GLM-5.3 (`z-ai/glm-5.3`) - Context window: 200K tokens - Capabilities used: tool use (shell, file edits, live HTTP probes), long-context repository reading - The change was produced with AI assistance and reviewed by a human before submission. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-09-17 10:01:49 -07:00
Devin FoleyandPaperclip	165b10bd98	fix: enable GitHub Actions MCP toolset (#13553) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The GitHub connector lets agents use repository tools through MCP. > - GitHub excludes Actions from its default MCP toolsets. > - Approval of Actions permissions therefore does not make workflow tools appear in Paperclip. > - This pull request adds Actions to the requested toolsets for discovery and execution. > - Users can refresh existing connections and use workflow tools under the existing access rules. ## Linked Issues or Issue Description **What happened?** GitHub Actions tools remain absent after the GitHub App receives Actions read/write access and the user refreshes actions in Paperclip. Paperclip does not request the Actions MCP toolset. **Expected behavior** Authorized GitHub connections expose workflow tools, including `actions_run_trigger` with `method: "run_workflow"`, so agents can dispatch an existing release workflow. **Steps to reproduce** 1. Connect GitHub to Paperclip with access to a repository that has a dispatchable workflow. 2. Grant the GitHub App Actions read/write permission and approve the installation update. 3. Refresh the connection's actions in Paperclip. 4. Observe that the workflow tools are absent. **Paperclip version or commit** Base commit: `fae698031`. **Deployment mode** Hosted instance with a managed GitHub connection. The same missing header affects PAT connections. No matching public issue or pull request was found in the duplicate search. ## What Changed - Send `X-MCP-Toolsets: default,actions` through the shared GitHub MCP header helper. This covers discovery, refresh, and execution for existing and new managed or PAT connections, including legacy rows identified through `transportConfig`. - Test catalog refresh, tool risk classification, and workflow dispatch through a mock MCP server. - Document tool names, workflow arguments, required GitHub permissions, and the refresh step. ## Verification - Passed both affected test suites: `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts server/src/__tests__/tool-gateway.test.ts` (391 tests). - Passed `pnpm check:token-gates` and `git diff --check`. - Live provider check: the default catalog returned 45 tools. `default,actions` returned 49 tools, with no tools removed. The four added tools were `actions_get`, `actions_list`, `actions_run_trigger`, and `get_job_logs`. - Live `actions_get` / `get_workflow` call succeeded. No workflow was dispatched during live verification. - Passed `pnpm -r typecheck` and `pnpm build` with the existing Rust toolchain added to PATH. - Rechecked server typecheck and build after the legacy-connection fix; both passed. - The full local test run has reported three skills-cache failures in `company-skills-service.test.ts`. All three reproduce on the untouched base commit (`fae698031`) on this macOS host: runtime-cache directory renames fail with `EACCES`. The full run remains in progress. - Greptile: 5/5 on `7d391e3c7`, with no unresolved review threads. - After deployment, use **Refresh actions** on an existing GitHub connection and verify the workflow tools appear. ## Risks - Refreshed GitHub catalogs expose more tools. Existing access, approval, and quarantine rules still apply. `actions_run_trigger` keeps GitHub's destructive classification because it also supports cancellation and log deletion. - GitHub still enforces token and installation permissions. Dispatch requires Actions write permission and a workflow with `workflow_dispatch`. - No database migration or saved connection edit is required. ## Model Used OpenAI GPT-6 through Codex, with code execution and tool use. The exact serving model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-16 17:10:34 -07:00
Devin FoleyandPaperclip	fae6980310	revert(apps): restore Google connector visibility (#13552) ... ## Thinking Path > - Paperclip helps people manage AI agents for work. > - The Connectors catalog lists services that agents can use. > - PR #13551 temporarily hid Google connectors. > - We now want to restore their catalog visibility. > - This PR reverts that change and restores the previous catalog behavior. ## Linked Issues or Issue Description Refs: #13551 Revert the temporary removal of Google connectors from the UI. ## What Changed - Restore Gmail and eight Google Workspace entries to the catalog. - Restore the matching branding flags and original catalog and service tests. - Remove the temporary-hiding documentation note. This is an exact revert of commit `cf1e873ab24277d55ffd3ab06074f77014dc4015`. ## Verification - Passed: 507 catalog, UI, and connection service tests. - Passed: `pnpm check:token-gates` and `node scripts/check-app-brand-assets.mjs`. - Passed: `pnpm --filter @paperclipai/ui... build` and `pnpm --filter @paperclipai/ui... typecheck`. - Full local build and typecheck stop at the Rust runner because `cargo` is not installed. - Full local Vitest was not repeated because the unchanged base has confirmed macOS skill-cache permission failures. The full CI suites passed. - Passed: all GitHub CI gates; Greptile 5/5 on commit `4e3dddef0ebfef1f99001e7735822ed4cba852ab`, with no review threads. - Reviewer check: open Connectors and confirm that Gmail and Google Workspace entries appear again. ## Risks Low risk. This restores the previous catalog visibility and setup entry points. Connector implementations and saved connection data are retained. ## Model Used OpenAI GPT-6 through Codex, with reasoning, tool use, and code execution. The exact deployment 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>	2026-09-16 15:35:16 -07:00
Devin FoleyandPaperclip	cf1e873ab2	fix(apps): temporarily hide Google connectors (#13551) ... ## Thinking Path > - Paperclip helps people manage AI agents for work. > - The Connectors catalog lists services that agents can use. > - We need to temporarily remove Google connectors from the UI. > - The catalog already separates visibility from retained definitions. > - This PR uses that setting so Google can return with a small change. ## Linked Issues or Issue Description **What existing behavior does this improve?** The Connectors catalog and its setup entry points. **Current behavior** The catalog shows Gmail and eight Google Workspace connectors. **Proposed behavior** Temporarily hide those nine entries. Keep their definitions and existing connections. **Reason and benefit** Make the temporary UI removal easy to reverse. **Breaking changes** Fresh catalog setup no longer offers Google. Saved connections keep the existing management and reconnect paths. ## What Changed - Add the nine Google connector slugs to the existing hidden list. - Match the branding manifest visibility flags. - Update existing catalog and service tests. Keep backend Google connection coverage and document how to restore visibility. ## Verification - Passed: 507 targeted tests covering catalog definitions, URL matching, setup routing, connector UI, branding, and the connection service. - Passed: `pnpm --filter @paperclipai/ui... build` and `pnpm --filter @paperclipai/ui... typecheck`. - Passed: `pnpm check:token-gates` and `node scripts/check-app-brand-assets.mjs`. - Full local build and typecheck stop at the Rust runner because `cargo` is not installed. - Stopped the full local Vitest run after skill-cache permission failures. Three failures in `company-skills-service.test.ts` also reproduce on the unchanged base branch. The final connector service suite passes all 319 tests. - Greptile: 5/5 on the current commit, with no open review threads. CI is retrying one unrelated preview-server readiness timeout. That test file passes all seven tests locally. - Reviewer check: open Connectors in a company with no Google connections. Gmail and Google Workspace entries should be absent. Existing saved connections remain manageable. ## Risks Low risk. This uses the existing catalog visibility mechanism. No connector implementation, credential, or database schema is removed. Restoring visibility requires updating both the hidden list and branding manifest. ## Model Used OpenAI GPT-6 through Codex, with reasoning, tool use, and code execution. The exact deployment 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 - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-16 15:04:46 -07:00
Devin FoleyandPaperclip	6fe8e30625	feat(apps): add Railway connection and governed deployment tools (#13415) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps gives agents governed access to external resources. > - Operators need to inspect Railway services, read logs, deploy code, and run container commands. > - Railway offers hosted MCP with OAuth, but broad remote actions hide their internal operations. > - This PR adds a branded connection and fixed direct operations through the existing gateway. > - Separate SSH keys enable container commands under the same grants and policies. > - Operators can require approval for an action and inspect the resulting audit record. ## Linked Issues or Issue Description **Subsystem affected** Apps catalog, connection setup, gateway execution, and connection documentation. **Problem or motivation** Agents need Railway access through Paperclip. Operators need to grant and revoke that access, inspect available actions, and govern deployment and container operations without giving agents provider credentials. **Proposed solution** Reuse hosted MCP OAuth, vault storage, catalog discovery, grants, and the gateway. Probe the actual credential before enabling fixed GraphQL operations. Use a dedicated grant-owned SSH key for bounded container commands. **Alternatives considered** A catalog entry alone cannot execute the missing operations. The hosted general agent has opaque internal effects. An unrestricted CLI runtime can bypass action policy and inherit ambient credentials. **Roadmap alignment** This extends the existing MCP Tool Gateway & Apps path and the Connected Apps direction in ROADMAP.md. It does not add a plugin or parallel connection service. Related PRs #311, #939, and #7861 concern hosting Paperclip on Railway. They do not add this outbound Apps connection. The separate shared agent-picker fix is #13414 and is not included here. ## What Changed - Add the generated Railway catalog entry, official marks, provenance, and OAuth setup guidance. - Add fixed service/deployment status, bounded logs, and redeploy/restart/rollback tools. Block source deployment until the provider can atomically bind the approved repository and commit. - Verify API access with an explicit workspace before exposing direct tools. - Add grant-owned SSH key setup and a bounded runner with host verification, target checks, isolated state, and cleanup. - Block the opaque hosted railway-agent and accept-deploy actions. Preserve normal Allowed defaults and Ask-first policies for other actions. - Quarantine new or changed Railway schemas after initial discovery, including reconnect. - Add provider, lifecycle, gateway, SSH, UI, and browser fixtures. Document setup, limitations, and the release checklist. ## Verification - Security follow-up: removed the unsafe source-deployment mutation. Direct calls and old active catalog entries are denied before any upstream request, including normalized aliases. Refresh marks retired entries disabled. All 386 focused Railway, catalog and gateway tests passed, and server TypeScript checking passed. Full [GitHub CI](https://github.com/paperclipai/paperclip/actions/runs/35139421144) passed on d86530ab9, including typecheck, build, all tests, runner checks, and browser tests. Superagent passed and confirmed the P2 fix. Greptile reviewed the same commit at 5/5 with no findings. - CI follow-up: fixed the missing Railway SSH operation in the OpenAPI document, including its request schema, operator-only authentication, and error responses. The failure reproduced locally before the fix; all 403 selected API, Railway, catalog, and artwork tests passed after it. Synced current master and resolved the catalog/artwork conflicts. - After rebase: 440 focused provider, lifecycle, gateway, catalog, and container-panel tests passed. AppDetail and AppsConnect passed another 196 tests. - Full typecheck, build, token gates, and the gallery browser check passed after rebase. - During implementation, full build and the gallery browser check passed. Shared generic-MCP fixtures covered OAuth callback/state/issuer binding and failure paths. - Local live consent and tools/list succeeded. There were 44 active hosted actions and two blocked actions. A workspace-bound API probe and direct project/service/environment reads succeeded. The inspected project had no deployed services. No provider mutation ran. - Full GitHub CI passed on commit 303340f19, including all server/workspace test groups, typecheck, build, runtime verification, release dry run, and browser tests. The original local full-run attempt was incomplete; the complete automated suite is now verified in CI. Manual review: connect Railway, review the actual actions, install for an agent, and run a resource read through the gateway. Choose Ask first before testing a deployment mutation. Configure a dedicated key only when container access is needed. **Release qualification is still open.** Live agent gateway reads/logs, rejected and approved deployment calls, refresh/revoke, public HTTPS consent, and SSH enrollment/commands/cleanup need an authorized disposable service. The passing API diagnostic does not replace those tests. See doc/connections/RAILWAY.md and RAILWAY-REVIEW.md. ## Risks Overall risk is medium. New runtime behavior is gated to Railway connections, but the PR changes shared catalog, credential lifecycle, and gateway code. A regression in those paths can affect other Apps connections. The highest-impact operations are Railway deployments and container commands. - Provider consent can authorize an entire workspace. Catalog labels are not local resource allowlists. Direct tools check target membership, and provider permissions still apply. - Shell commands have broad internal authority. Action policy cannot approve each internal shell step. Timeouts close the local connection but cannot guarantee remote child-process termination. - Log and command output may contain application secrets that pattern redaction cannot recognize. - Source deployment is unavailable until the provider supports atomic repository/commit binding. Existing deployments can still be redeployed, restarted or rolled back. - No database migration is required. Rollback can remove promotion and direct dispatch while preserving connection data and the generic MCP path. - Live Railway qualification must still pass before release acceptance. ## Model Used OpenAI Codex, based on GPT-6, with code execution and browser testing. An independent read-only security agent reviewed the local implementation. The exact serving model ID and context window were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-16 13:54:44 -07:00
DottaandPaperclip	9adeabb590	fix(connections): unblock personal MCP auth discovery (#13497) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections let people give agents access to external tools. > - A personal connection needs the current user's authorization. > - A new MCP URL must be probed before Paperclip can discover its sign-in method. > - Requiring a personal grant before that probe prevents sign-in from starting. > - This pull request permits the initial probe for a creator-owned draft with no credentials. > - People can complete personal setup while later requests retain authorization checks. ## Linked Issues or Issue Description **What happened?** Connecting an unknown MCP URL with "Just me" failed with HTTP 502 and "This connection needs the current user's authorization". Paperclip checked for a personal grant before contacting the provider. The health wrapper also changed the expected authorization error into a server error. **Expected behavior** Discover OAuth and start browser sign-in. Create a personal grant after consent. For a public endpoint, discover its tools and create the empty personal grant after a successful probe. Keep missing authorization on later health checks as HTTP 422. **Steps to reproduce** 1. Add an unknown remote MCP URL with no saved credentials. 2. Select "Just me". 3. Check the link. Before this fix, the request fails before sign-in or tool discovery. **Paperclip version or commit** The three original regressions fail against `6cfe4acff` with the service fix removed and pass with it restored. **Deployment mode** The defect was reported in production and reproduced in local server tests with isolated PostgreSQL. Related work: Refs #11831. Refs #11144. Searches found no duplicate fix. ## What Changed - Allow an initial credential-free probe only for the creating user's personal draft with unknown authentication and no supplied credentials. - Leave OAuth grant creation to the callback. Create an empty personal grant only after a public probe succeeds. - Preserve the personal grant for URLs that already contain a credential. - Make empty personal grant creation conflict-safe without overwriting a concurrent grant or duplicating its creation audit. - Commit the empty grant and audit atomically. Retain the established public draft identity after a later catalog failure, so a failed retry cannot remove a successful retry's grant. - Run the following catalog/default-profile step in its own transaction, so failures discard partial catalog, profile, binding, and audit changes without deleting the established identity. - Verify archived personal connections retain their owner: another user is rejected before probing, while the original owner can resume setup. - Preserve `user_authorization_required` and HTTP 422 in health failures. - Cover the connect and OAuth callback routes, real loopback HTTP, credential-bearing URLs, and later health checks. - Document personal setup and the test fixtures. ## Verification - Red/green: the original three tests failed with the exact reported error before the fix and passed after it. - The credential-bearing personal URL regression also failed before its guard was added. - Focused suite: `pnpm --filter @paperclipai/server exec vitest run src/__tests__/generic-mcp-connection.test.ts src/__tests__/tool-access-service.test.ts` passed all 385 tests across the two suites. An earlier run had a socket hang-up in an existing agent-permissions test; the unchanged suite passed on rerun. - The concurrent rollback regression failed before its fix because the successful retry's grant was deleted. It now verifies the grant and draft survive and a later normal health check succeeds. - Database fault injection during profile-entry insertion reproduced partial catalog writes before the transaction fix. The regression now verifies unchanged catalog rows, no partial profile/bindings, a retained grant, and successful retry. - CI's first serialized-server shard 3 attempt failed an existing peer-agent mutation test (the real run-context guard ran despite the test's mock). The test passed in isolation and all 108 tests in that suite passed unchanged locally. The single failed-shard rerun passed without code changes. - Final-commit CI: all 32 applicable checks passed on `639f037987352cab6084c4ebfa5dbf7b0aed6046`, including all 385 affected tests, the full test matrix, browser suite, build, typecheck, release checks, and security checks. The two Storybook-only checks were not applicable and skipped. Greptile is 5/5 with all review threads resolved. [Successful CI run](https://github.com/paperclipai/paperclip/actions/runs/35027478353). - `pnpm -r typecheck` passed. - `pnpm smoke:mcp-fixtures -- --require-paperclip` passed. - `pnpm build` passed. - Full local `pnpm test:run` was attempted: its general-server group finished with 12,372 passed, 4 failed, and 70 skipped tests. The run started before review edits; its two MCP failures used the old cached service (including an insert without the new conflict clause). All 385 focused tests pass on the final code. The other failures were existing workspace-cleanup and runtime-port tests; their unchanged suites passed on rerun (66 passed, and 25 passed/3 skipped). The local command stopped before later groups. The final-commit CI matrix is the full-suite merge gate; this local run is not claimed as green. ## Risks - The initial probe must not become a general authorization bypass. It is restricted to the creating user's draft. Normal health checks retain authorization enforcement. - Public endpoints get a personal grant with no secrets only after they answer successfully. Credential-bearing URLs keep their existing grant. - The concurrent-probe regression seeds the catalog and default profile to isolate grant creation. Existing first-time catalog/profile creation races are outside this change; this does not claim to make the entire setup flow concurrency-safe. - No database migration or UI change is required. OAuth tests use a simulated provider; the public endpoint test uses real loopback HTTP. ## Model Used OpenAI Codex, GPT-6-based assistant for regression tests and PR preparation; a GPT-5-based Codex assistant assisted with the initial implementation. Exact runtime model IDs and context-window sizes are not exposed in this session. Both used reasoning, repository tools, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-15 17:11:59 -05:00
Devin FoleyandPaperclip	c0fda8fac5	fix(apps): restore action test picker scrolling and agent eligibility (#13414) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps action tests let operators use an agent's permissions. > - The agent picker must scroll inside the test dialog. > - Its body portal sits outside the dialog's scroll boundary and blocks wheel input. > - Admin permission bypasses also skip agent lifecycle checks. > - This PR fixes scrolling and rejects agents that cannot receive assignments. ## Linked Issues or Issue Description **What happened?** The Act as picker does not scroll with the mouse wheel inside an action test dialog. Admins can also see terminated agents. **Expected behavior** The list scrolls normally. Terminated and pending-approval agents are absent. Direct requests cannot test an action as one of those agents. **Steps to reproduce** 1. Create enough agents to overflow the list. Terminate one agent. 2. Open a connected app's Permissions tab. Click Test on an action. 3. Open Act as and use the mouse wheel over the list. 4. Check whether the terminated agent appears as an admin. **Paperclip version or commit** Reproduced on master at f2c5e54dc. Rebased onto d351e08de. **Deployment mode** Local dev, built from source. This is a shared Apps bug and does not require Railway credentials. Related search result: #9918 added search to a separate secrets picker. It does not cover this action test dialog. No duplicate action-test picker PR was found. ## What Changed - Keep the action tester's agent popover inside its dialog's scroll boundary. - Check company membership and the shared agent lifecycle policy before assignment permission bypasses. - Reject terminated and pending-approval agents in lists, previews, and test calls. - Reuse company-scoped rows during listing to avoid extra per-agent queries. - Add route tests for both admin modes and a browser wheel-scroll regression. ## Verification - 335 focused tool-access and TestPanel tests passed after rebase. After the review cleanup, both admin regressions and writable-agent selection passed again (3 tests). - The browser regression failed before the fix because wheel input left scrollTop at zero. It passed after the fix, including search and selection. It executes no provider tools. - Full typecheck, build, and token gates passed during implementation. Token gates passed again after rebase. - The full test run reported a failure in the GitHub installation recovery chat test. That test passed in isolation. The full run was stopped after the failure, so later groups were not completed. Manual check: open an action's Test dialog, open Act as, scroll, search, and select an agent. Terminated agents must be absent. ## Risks The portal change affects only the picker inside the action test dialog. The browser test covers scrolling and selection. Paused agents remain eligible under existing assignment rules. There is no migration or provider policy change. ## Model Used OpenAI Codex, based on GPT-6, with code execution and browser testing. The exact serving model ID and context window were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-14 21:18:12 -07:00
DottaandPaperclip	13bae6fa21	fix: reject unsupported REST tool connections without stdio validation (#13346) ... ## Thinking Path > - Paperclip manages AI agents and their connections. > - Connection checks must use the configured transport. > - The tool service treated every remaining transport as local stdio. > - Anthropic's old REST method therefore failed with a templateId error. A REST connection with a valid stdio template could incorrectly pass. > - Anthropic now has a supported AI-account flow. This pull request removes its obsolete REST setup option and limits stdio checks to stdio connections. > - Users can connect an AI account, and existing unsupported connections receive an accurate error. ## Linked Issues or Issue Description Related: #13248 added the supported AI-account flow. Searches for related REST health and templateId bugs found no duplicate fix. **What happened?** The Anthropic REST API-key connection showed `Local stdio MCP connections must use an approved templateId`. Health checks and catalog discovery both fell through to the local stdio path. A REST connection with an approved template could report success and expose the template's catalog without a REST integration. **Expected behavior** Only local stdio connections use command templates. Unsupported transports return an accurate HTTP 422 error. New Anthropic accounts use the supported runtime authentication flow. **Steps to reproduce** 1. Check out the test-only commit `924e6e85a` in a separate worktree and install dependencies. 2. Run `pnpm exec vitest run packages/shared/src/app-definitions.test.ts server/src/__tests__/tool-access-service.test.ts -t 'unsupported REST|obsolete Anthropic'`. 3. The tests exercise saved Anthropic REST configuration and an unsupported REST connection containing an approved stdio template. They cover health checks and catalog discovery separately. 4. Run the same tests on the fix commit. They pass. The full affected files also pass. **Paperclip version or commit** Reproduced against master `6cef9743c`. **Deployment mode** Server transport handling. Reproduced with an isolated embedded PostgreSQL test database. No provider account or live credentials are required. ## What Changed - Restrict stdio health checks and tool discovery to `local_stdio`. - Return and audit `tool_connection_transport_unsupported` with HTTP 422 for unsupported tool transports. - Remove Anthropic's obsolete REST method from the generated catalog and its durable ingestion source. Keep its subscription and API-key AI methods. - Cover the reported error, false-success case, rejected obsolete setup, connection removal, and the UI's AI-account submission path. - Replace impossible reconnect forms for removed methods with supported setup, while preserving connection removal. - Preserve AI-versus-tool intent isolation for legacy requests and reject new unsupported Anthropic tool requests. - Document recovery for existing unsupported connections. ## Verification - Clean-worktree red/green: the same command failed all six regression cases at `924e6e85a` and passed all six at `4d3de9de0`. The failing run includes the reported templateId error. - Green: all 555 tests across the six affected test files passed. - Recovery UI red/green: three added cases failed before the recovery fix and passed afterward; all 200 tests across setup, detail, and advanced controls passed. - After the recovery UI update, UI typecheck/build and token gates passed again. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. - `pnpm check:token-gates` — passed. - Catalog regeneration — passed with the documented `PAPERCLIP_CONTENT_TEMPLATES` override for the local capture corpus. - Full CI on `69fb31fd4` — passed all general and serialized test shards, browser shards, typecheck, build, runner verification, and canary dry run: https://github.com/paperclipai/paperclip/actions/runs/34726975425. - The local serial `pnpm test:run` was stopped after the fixture correction superseded that run; full-suite verification above comes from CI. All 555 affected tests passed locally, including all 17 connection-intent tests after the correction. - Greptile — 5/5, successful check on final commit `69fb31fd4`, no unresolved findings. - No live Anthropic validation was performed. The UI regression uses a fake key and a mocked AI-account response. ## Risks Existing obsolete REST connections remain in needs-attention state. Users must add an account through the supported flow and remove the old connection. Credentials and grants are not transferred automatically. Removal remains covered. The specialized AgentMail and Composio paths keep their existing behavior. There are no schema or permission changes. ## Model Used OpenAI GPT-6 through Codex. The exact serving model ID and context-window capacity are not exposed in this session. Used reasoning, code editing, shell tools, and test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (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 19:26:58 -05:00
DottaandPaperclip	47ded8bf97	feat: manage AI runtime credentials through Connections (#13247) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs need credentials for a specific provider and sign-in method. > - Connections already owns accounts, grants, and access permissions. > - AI authentication should use those same boundaries. > - This pull request adds the storage, API, adoption, and runtime foundation. > - Legacy agents keep their authentication until they explicitly adopt a managed connection. ## Linked Issues or Issue Description **Problem or motivation** AI credentials are configured separately from Connections. Agents cannot consistently reuse a responsible user's account or a permitted shared account. **Proposed solution** Manage AI accounts with the existing Connections grants and permissions. Keep model and harness selection independent from credential selection. Preserve legacy authentication until validated adoption. **Alternatives considered** A separate credential registry would duplicate ownership and access policy. Automatic fallback would risk using the wrong account. **Roadmap alignment** This extends the shipped Apps, multi-user, secrets, and agent-runtime capabilities. The maintainer requested the feature and reviewed the UI. Related groundwork: #11899 (connection permissions), #10910 (connection wizard), #11692 (Claude subscription profiles), and #11854 (Codex account rotation). ## What Changed - Add AI-purpose/runtime-auth contracts and an additive, idempotent migration. - Add Claude, OpenAI, OpenRouter, and Grok provider capabilities and catalog entries. - Store credentials on grants. Resolve responsible-user defaults or explicit permitted grants. - Isolate managed credentials and provider sessions across accounts. Block missing credentials without ambient fallback. - Keep imported legacy secrets unchanged during reconnect. Use independent local Codex/Grok sign-in attempts for rotating credentials. - Add authorization, migration, concurrent refresh, retry, cancellation, and legacy-compatibility tests. This is part 1 of a two-PR stack. The app UI follows in #13248. Merge the foundation first. ## Verification - Updated against master `04e364236`, preserving upstream provider login and connector workflows. - Full workspace typecheck, production build, Storybook build, and token gates passed on the integrated branch. Final local-login changes passed 59 focused tests; new-agent and inbox regression suites passed 63 tests. - Browser checks verified automatic local Claude account detection, resumable Codex login commands, retry, focus restoration, and desktop/phone layouts. Commands create their isolated directory before invoking the CLI. - All current-head CI checks passed on `2a996560a`, including all server/workspace tests, browser shards, runner verification, typecheck, build, and canary dry run. Greptile reviewed that commit at 5/5 with no unresolved threads. Earlier local full-suite attempts hit the Mac PostgreSQL shared-memory limit; the complete suites passed in CI. - Renumbered the additive AI migration to `0276` after upstream migrations and regenerated its snapshot. Existing legacy agents retain their configuration. - Added local login status checks, owner-scoped retry, managed OpenCode remote homes, credential-aware model discovery, and task connection-repair delivery. ## Risks - Managed credential failures intentionally block execution. They do not restore legacy fallback. - Preview-era copied Codex/Grok subscriptions require independent reconnect. - The integrated branch has live provider acceptance coverage. This update verifies local Claude detection and Codex API-key task repair; it does not add a new subscription authorization/refresh or Daytona stress pass. - Runtime-auth connections must stay excluded from tool and channel handling. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact runtime model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 16:30:10 -05:00
DottaandPaperclip	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	8f40b4ad4b	fix(connections): repair and simplify Google Workspace setup (#13289) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - App connections give agents controlled access to external services. > - Managed Google Workspace methods depend on profiles enabled for each Paperclip instance. > - The catalog used those profiles, but connection creation used static availability and rejected enabled connections. > - Switching capabilities also reset personal ownership to company-wide ownership. > - This PR uses the same availability rules for catalog and setup, and preserves supported ownership choices. > - Paperclip is the default Google authentication method. A small link opens custom OAuth settings when needed. > - Local and cloud instances can start the selected Workspace connection without broadening its audience. ## Linked Issues or Issue Description **What happened?** A fresh enrolled instance showed managed Google Workspace apps as available. The issue was first found with Gmail. Selecting Continue to sign in returned HTTP 422 with “This app does not have an available connection method.” Changing from Read & create drafts to Read only also reset Just me to company-wide ownership. **Expected behavior** Start Google authorization for an enabled profile. Keep personal ownership when the selected method supports it. Reject profiles that the instance cannot use. **Steps to reproduce** 1. Start a fresh source test-drive and enroll the instance with Paperclip Cloud. 2. Open Apps and select Gmail. 3. Select Just me and choose the agents that can use the connection. 4. Continue to setup and select Read only. 5. Go back to inspect ownership, then continue to sign in. **Paperclip version or commit** Reproduced on master commit 250deab910. The fix is rebased onto current master. **Deployment mode** Local source test-drive. Regression tests also cover authenticated cloud mode, HTTPS callbacks, and instance credentials supplied through environment variables. Related PRs: #13098 preserves task context through enrollment and OAuth. #12619 introduced the managed Google Workspace rollout. This PR fixes availability validation and ownership changes in that setup flow. ## What Changed - Share instance-specific managed-method filtering between catalog discovery and connection creation. - Keep stored managed methods recognizable during callback, refresh, and revoke. - Preserve credential ownership when switching to another method that supports it. - Replace the Google authentication radio cards with a small Use your own Google OAuth app link. Reveal custom fields only when selected, with a Use Paperclip instead link to return. Associate the toggle with its labeled field region for screen readers. - Test all 16 managed Google Workspace profiles in local and authenticated cloud modes, including cloud environment credentials and unavailable profiles. - Test ownership across all nine Workspace app cards, including capability changes, authentication changes, and enrollment return. - Document the shared availability and ownership behavior. ## Verification - All 135 setup tests pass after the UI change. The focused connector and service suites also passed before this presentation-only change. - The expanded Workspace matrix includes 32 local/cloud callback cases, 16 cloud environment-identity cases, 32 unavailable-profile cases, and 18 UI ownership cases. - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass. UI typecheck and token gates also pass on final commit `2071002d6`. - Browser tests cover Gmail, Calendar, Chat, Docs, Drive, People, Sheets, Slides, and Workspace Search in an isolated source test-drive. - Each app reaches Google sign-in with its expected read-only scopes. Personal ownership persists after capability or authentication changes. Chat also resumes its saved setup with read-only access intact. - Browser verification of the new layout: custom fields start hidden, the small link reveals them, and keyboard activation of Use Paperclip instead hides them. Personal ownership and read-only selection persist. - Google consent was not granted. Live provider reads and a deployed cloud instance remain unverified. - The local repository-wide suite was stopped at the maintainer's request. Full CI verification passed for final commit `2071002d6`: 31 successful checks, two optional Storybook checks skipped. This includes repository tests, browser E2E, typecheck, build, and canary dry run. Greptile reviewed that commit at 5/5 with no outstanding findings. ## Risks - The shared availability helper affects all managed connectors. It filters methods by the instance's advertised profiles and does not mutate the static catalog. - Stored connections can resolve their managed method after availability changes. The broker still enforces current access during authorization and refresh. - No database migration or provider scope change is included. ## Model Used OpenAI Codex (GPT-6), with reasoning, code editing, shell tools, and browser automation. The session does not expose an exact runtime model ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-12 07:57:48 -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	a05b828bcd	Reduce run polling and workspace inspection amplification (#13174) ... ## Thinking Path > - Paperclip manages agent work and shows run progress to operators. > - Run lists, live events, transcripts, and workspace details must remain responsive as usage grows. > - Run-list redaction rereads the full context for every run. Hidden tabs can still trigger requests through live events and manual timers. > - Workspace detail reads repeat Git inspection even when concurrent callers request the same state. > - This pull request batches registry reads, pauses hidden-tab refreshes, and caches Git inspection for display. > - Cleanup keeps fresh Git checks, and redaction keeps company and run boundaries. ## Linked Issues **What happened?** Run-list responses perform one extra database read per run and parse full context JSON to obtain small secret registries. Hidden tabs continue transcript reads and event-triggered refetches. Workspace detail requests repeat Git scans. **Expected behavior** A run list reads registries once. Hidden tabs stop recurring run reads and reconcile when visible. Concurrent workspace detail reads share a short-lived Git result. **Steps to reproduce** 1. Open run lists and task transcripts in several tabs while agents run. 2. Hide some tabs and observe transcript and event-triggered requests. 3. Request a 200-run list and count redaction database queries. 4. Request the same workspace detail concurrently and count Git inspections. Related: #5255 adjusts polling cadence. This change addresses hidden-tab lifecycle, batched registry reads, and workspace inspection reuse. No duplicate with this scope was found. ## What Changed - Batch heartbeat and live-run redaction into one company-scoped registry query. Select only registry JSON for run and issue redaction. - Resolve duplicate secret values once per request. Preserve each run's registry and remove registry material from responses. - Suspend company event sockets and transcript reads while hidden. Refresh active queries and resume transcript offsets on return. - Prevent queued event invalidations and developer health polling from fetching in hidden tabs. Gate legacy run-log readers in both UI variants. - Exclude legacy plugin placeholder connections from remote health probes. Select only due connection IDs in SQL before the sweep limit. Preserve existing plugin records. - Cache concurrent Git display inspections for five seconds, with at most 256 entries. Leave close-readiness and cleanup checks uncached. - Add regression coverage and document the performance behavior. - Stabilize the existing Rust descendant-lineage fixture: allow a bounded 30 seconds for 300 durable notifications under concurrent test load, retaining every correctness assertion and adding timeout diagnostics. ## Verification - Regression coverage verifies one registry query for 200 runs, per-run isolation, request-local secret resolution, decryption failures, Git cache expiry/bounds, hidden-tab pause, and visibility recovery. - Real PostgreSQL redaction/run-route suites passed all 57 tests; workspace-service coverage passed. The health-sweep regression verifies plugin placeholders and chat connections remain untouched and do not consume the sweep limit. - Both legacy transcript viewers retain history and resume their byte offset after visibility changes. The related visibility/progress/chunk suites passed all 29 tests. Other focused UI suites and token gates passed. - Full `pnpm -r typecheck` and `pnpm build` passed. Affected-package typechecks/builds passed after review fixes. The concurrent Rust provider suite passed 84 tests (two ignored), and Rust formatting passed. - Full local `pnpm test:run` stopped after the general-server group: 10,538 passed, 65 skipped, four failed. Fresh chat-delivery and health-sweep reruns passed; building the debug runner fixture cleared the native-event test. One unchanged native-session recovery assertion still fails locally with a semantic-digest error instead of the expected settled-session message. The full local command is therefore not green. CI runs the later groups separately and skips the two native-session tests requiring a prebuilt runner binary (confirmed in its 37-test native-session suite). - All CI gates pass on final head `ee610e737`: typechecking, general and serialized tests, browser tests, runner verification, build, and canary dry run. One server shard passed on its single retry after exposure fixtures encountered port 42001 where they assumed 42000; that suite also passed locally (25 passed, three platform-specific skips). - Greptile reviewed the final head at 5/5 with no actionable findings. ## Risks - Workspace delivery display can lag local Git changes by five seconds. Destructive operations still inspect current state. - Hidden tabs do not receive company live-event notifications until visible. Active queries refresh on return. - This change preserves legacy plugin records and does not repair instance-specific workspace rows. There is no database migration. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser inspection. The exact model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (targeted regressions; full-suite limitation documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-11 08:34:24 -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
DottaandPaperclip	82f662656a	fix(runner): restore legacy Git access and independent networking (#13094) ... ## Thinking Path > - Paperclip runs agents for people with different GitHub accounts. > - Managed operations must use the intended person's eligible connection. > - A failed duplicate connection must not hide a healthy grant for the same account. > - Legacy hosts also need their existing Git configuration when managed access is not configured. > - Runner networking and local Git operations must not depend on GitHub broker availability. > - This pull request separates those policies and improves failure diagnostics. ## Linked Issues or Issue Description **What happened?** New runs always cleared host Git credentials and installed managed launchers. Network permission depended on GitHub environment variables. A launcher failure could stop even local `git status`. A newer unhealthy duplicate could take precedence over a healthy connection, and generic health errors were shown as reconnect requirements. **Expected behavior:** Use a healthy eligible managed connection for the intended account. Preserve host authentication only for unconfigured standard-trust local or SSH execution. Permit local Git during broker failures and keep network permission independent of GitHub credentials. **Steps to reproduce:** Configure healthy and unhealthy grants for one GitHub account, dispatch an agent, and execute Git commands. Separately run an unconfigured legacy host with existing GitHub CLI authentication. Stop the broker and run local `git status`. **Paperclip version or commit:** Master at 668110469. **Deployment mode:** Self-hosted. **Installation method:** Git checkout. **Agent adapters involved:** Native Codex runner and shared adapter execution setup. **Database mode:** Existing instance database; no migration. **Access context:** Responsible person's managed grant, or explicitly unconfigured legacy host. **Node.js version:** 26.4.0 locally. **Operating system:** macOS development and Linux execution hosts. **Relevant logs or output:** Previously `GitHub credential context unavailable` hid configuration, transport, and capability errors. New diagnostics identify these categories without credential values. **Additional context:** Refs #13005 and #13022. Dependency provisioning is addressed separately in #13093. ## What Changed - Prefer healthy eligible grants and retry credential acquisition once for the same principal and account before starting an operation. - Preserve host Git configuration only when managed access is unconfigured on a standard-trust local or SSH target. - Project authentication mode and validated Git metadata into native runner boundaries; refresh resumed provider settings when modes change. - Enable network access through an explicit standard-trust controller decision, independently of GitHub. Omitted or restricted decisions stay disabled; replace warm providers when that decision changes. - Run local Git with cleared credentials when the managed broker fails, with specific redacted diagnostics. - Retry access-refresh conflicts once without treating concurrency as expired authorization. - Show retry instead of reconnect for transient GitHub health failures. Add optional authorization and run-diagnostic fields without a database migration. ## Verification - All latest-head CI gates are green, including typecheck, general and serialized suites, browser tests, canary, native runner verification, and build. Greptile is 5/5 with no remaining findings; the security scan passed. - Full recursive typecheck and build passed. UI token gates passed. - Full general server run: 7,110 passed, one transient socket hangup; that file passed on retry. All remaining workspace groups passed, including 5,552 UI and 478 CLI tests. The complete serialized rerun passed all 144 suites / 2,179 tests after the initial isolated timeout passed on retry. - 195 final launcher and native session tests passed, including host/managed transitions, local/remote warm network-policy changes, broker rotation, and attempts to override validated controller filesystem roots. - GitHub gateway fallback, duplicate connection selection, refresh conflicts, per-user reauthorization, and native transport/security suites passed. - Additional live native fixtures passed SSH public-key authentication and a Git credential helper in fresh and resumed host-mode sessions. An unwritable managed configuration directory preserved local Git (exit 0) while GitHub CLI failed with `configuration_directory_unavailable` (exit 4). The temporary SSH listener and keys were removed. - Applicable Rust suites passed except two timing failures under load; each failed case passed in isolation. The final environment contract test passed. - Linux native runner acceptance passed in both managed and legacy host modes: DNS, HTTPS, npm package download, fresh-worktree Git status, authenticated GitHub user lookup, repository read, and a new run continuing the same provider conversation. Managed broker outage preserved local Git and rejected authenticated access without host fallback. - Matching Linux server/runner artifacts and the separate provisioning repair are deployed to the development instance. A fresh UI-dispatched task and a new run after a server restart both passed all six shell checks through the live controller and credential broker. Both runs selected the expected healthy connection/grant and retained the same provider conversation. Neither connection was repaired or reconnected. The sandbox roots are assigned from the validated execution-target probe **after** ordinary bindings are merged. Regression coverage supplies forged roots and verifies they cannot override the controller paths. Networking is enabled only for an explicit `PAPERCLIP_RUNNER_NETWORK_ACCESS=enabled` controller decision; omitted values remain disabled. ## Risks Unconfigured standard-trust local and SSH runs regain access to host Git authentication resources. Managed, sandbox, plugin, and low-trust runs do not gain this fallback. Revoked managed access never falls back to another account. Deploy server and runner artifacts together; already-started operations retain their captured identity. An unauthenticated command can still fail when it requires GitHub access. ## Model Used OpenAI GPT-6 through Codex, with code editing, shell execution, tests, and browser inspection. The exact model variant and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-09 10:15:10 -05:00
DottaandPaperclip	e200104727	feat: review connection actions from tasks (#13063) ... Bring governed connection reviews into task history and composer approvals. Share resolution with Connections, add scoped remembered permissions, and resume agents through durable outcome receipts. Keep cards compact, collapse raw results, isolate untrusted provider output, bound continuation payloads, and reconcile missed live events. Add Storybook coverage, browser journeys, and service regression tests. Verification: all PR CI gates passed, Greptile 5/5, security scans passed, five connection-review browser journeys passed, and real native Codex approval/continuation was verified against the local MCP fixture. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-08 19:37:13 -05:00
DottaandPaperclip	e095b84dab	feat(connections): connect services from native task feeds (#13058) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents use connections to reach external services. > - A fresh native task can have no service tools installed. > - The agent needs a way to discover services and ask the responsible person for access. > - This pull request brings the existing connection-intent flow into native task execution. > - The person can connect from the task, and the agent can continue with updated tools. ## Linked Issues or Issue Description **Subsystem affected** Native runner tool authority, connection intents, task interactions, and shared connection setup. **Problem or motivation** A task that needs an unconnected service cannot finish its work. Leaving the task to configure access also loses context. A resolved request must survive a restart and resume the correct agent once. **Proposed solution** Expose connection discovery and access requests as server-owned native tools. Render a durable task card and use the shared setup dialog. Persist outcome delivery and start a fresh provider session after access is ready. **Alternatives considered** Sending the person to the Connections page adds navigation and does not solve continuation. Polling for authorization consumes runs and can create duplicate requests. **Roadmap alignment** This extends the existing connection-intent runtime and setup experience. It reuses the shared access model and the native runner. Related: #12345, #12347. The service-slug fix in #12906 is related but separate. Companion evaluation PR: https://github.com/paperclipai/paperclip-evals/pull/21. ## What Changed - Expose `connections_search` and `connection_request` with server-bound company, task, agent, and responsible user. Preserve the legacy entry points. - Discover catalog services and authorized custom connections. Check installation, identity, health, and executable permissions before reporting ready. - Keep pending cards through ordinary messages. Reuse requests and retire stale ownership. Put Connect at the right of Not now. - Reuse the shared setup flow in a task dialog. Keep access additive and default to the requesting agent. Recover from cancelled or blocked OAuth windows with a new-tab fallback. - Persist outcome delivery with an idempotent wake key. Resume in a fresh session and recheck ownership before dispatch. - Add native browser fixtures, offline Storybook states, server contracts, and evaluation fixtures. Update guidance and documentation. ## Verification - `pnpm build`: passed after replaying the change on current master. - `pnpm -r typecheck`: passed. - `pnpm check:token-gates`: passed. - `pnpm --filter @paperclipai/ui build-storybook`: passed. - New continuation-policy regression cases: 16 passed. - Docker-backed PostgreSQL regressions passed for requester-only OAuth access, assignment-only expiry, terminal expiry, and credential-free setup metadata. - Shared setup and task-card UI tests: 121 passed, including configured MCP reconnect URL recovery and preserving user edits across refetch. - Storybook browser checks: all 119 passed on the latest reconnect fix. - `pnpm test:run`: 4,734 tests passed in the first server group, but embedded PostgreSQL startup failures and resulting cleanup errors prevented a complete local pass. All Linux CI lanes passed on the latest reviewed commit. One external-object route test returned an unexplained 500 on the first run; it passed twice locally and the failed shard passed on retry without code changes. - Earlier feature-checkout evidence: three deterministic native browser journeys passed, including restart delivery and an actual fixture tool result. Legacy scripted coverage also passed. All 59 added stories were inspected in light and dark themes. - Live Notion testing recorded successful provider reads. The manual test used a local-trusted instance. It does not prove authenticated/cloud deployment or every provider journey. - Native browser rerun reached the embedded PostgreSQL startup limit before bootstrap, so the latest checkout’s full native browser journey remains unverified. Both OAuth page/task regression cases passed against isolated Docker-backed PostgreSQL 17. They verify no premature task access, requester-only completion, additive retries, and reconnect preservation. - Applied both new migrations twice to isolated PostgreSQL 17. Foreign keys remained intact, duplicate active delivery keys were rejected, and failed delivery records did not block retries. Reviewer path: start a fresh test drive, enable the native runner, use an agent that can perform work directly, and ask it to summarize a Notion page. Connect from the card, then verify the resumed provider call and source-linked answer. The default test-drive CEO is instructed to delegate, so it can introduce an unrelated hiring step. ## Risks - Two additive migrations create durable deliveries and a partial unique wake index. They are idempotent. The wake index can require a maintenance window on large tables because migrations run in a transaction. - OAuth and continuation cross asynchronous boundaries. Tests cover ownership changes, retries, additive access, and restart delivery; live provider behavior still varies. - The latest requester-scope fix has not yet been exercised through live OAuth. GitHub, API-key, authenticated-user, and all recovery journeys are not claimed as verified. ## Model Used OpenAI GPT-6-based Codex assisted with implementation, tests, and review using tools and code execution. The runtime does not expose the exact model version, context window, or reasoning setting. Live evaluation used `gpt-5.6-luna`; manual native testing used `gpt-5.6-sol`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used and disclosed unavailable runtime details - [x] I have checked ROADMAP.md and confirmed this extends existing connection work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have described the issue in-PR following the feature issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [ ] I have run all required tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented risks - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-08 15:55:26 -05:00
DottaandPaperclip	1cc45086d3	feat: use the responsible person's GitHub for shared agent operations (#13005) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Several people can send instructions to the same agent and task. > - A fixed GitHub token in the provider process can keep the first person's access after another person's message is accepted. > - Task ownership cannot select credentials for each accepted instruction or preserve the identity of an operation already in progress. > - This pull request records ordered execution identity contexts and resolves credentials when managed Git, gh, or GitHub tools start. > - The benefit is automatic personal GitHub access for shared agents, with durable continuation rules and no teammate credential fallback. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: orchestration, connection grants, database, runtime adapters, native runners, and run details. **Problem or motivation** A shared agent must use the person whose instructions it has accepted. A queued message must retain its author. A retry or approval without new instructions must retain the originating identity. GitHub must remain optional for ordinary work. **Proposed solution** Persist execution identity separately from task ownership. Give new processes a run-scoped broker capability and token-free managed launchers. Capture identity at operation start. Keep an explicit dedicated-agent grant as an override. Show redacted diagnostics in run details. **Alternatives considered** Per-task ownership, fixed provider tokens, and mutable repository author configuration do not handle accepted steering or concurrent operations. A manual account-selection action would add unnecessary setup to each turn. **Roadmap alignment** This completes the existing Multiple Human Users, MCP Tool Gateway & Apps, Secrets Manager, and Self-healing Runs capabilities. The implementation follows the maintainer-approved plan. Related work: Refs #12843, Refs #12907. Existing proposals #4618 and #8945 cover per-agent or per-worktree author configuration. This change instead follows the accepted human instruction across runtime types. Refs #11831 for governed personal connection delegation; this change preserves connection audience checks and does not use standing delegation as a personal credential fallback. ## What Changed - Add durable, ordered identity contexts and active run references. Preserve message authors through consolidation, steering, retries, delegation, approvals, routines, and restart. - Add an authenticated operation-time GitHub credential broker and local/remote managed git and gh launchers. Keep personal tokens out of the long-lived provider process. - Resolve GitHub gateway and server-side Git operations through the same responsible-person or dedicated-grant selection rules. - Make absent and unavailable GitHub credentials non-blocking at generic startup. Clear host and prior-person credentials. Keep anonymous Git access where supported. - Add run-detail identity history and the dedicated-account warning. Keep task ownership and queue-versus-steer decisions unchanged. - Preserve personal OAuth declarations through connection edits. Retain exact selected grants in the gateway. - Fix continuation races found during real acceptance: verify a warm owner before credential rotation, and wait for bounded durable runner suspension before the next run starts. - Make migrations replay-safe. Retain identity through agent/run deletion, remove it with its company, and clean terminal launcher directories before releasing execution environments. Document coordinated release and rollback. ## Verification - Full workspace typecheck, build, and token gates passed. The complete local suite passed in its normal test groups: 17,120 passing tests, including all 143 serialized server suites. After integrating the newly merged runner API work, full local typecheck and build passed again, along with 890 focused integration tests. All 31 checks on the integrated revision passed, including build, browser E2E, release registry, canary dry run, typecheck, security and all test suites. Greptile is 5/5 with all review threads resolved. - Current focused checks passed: 142 native executor tests, 67 runtime lifecycle tests, 9 durable identity tests, 75 credential/routine tests, 19 low-trust/resumption tests, and the executable migration replay test. - Authenticated browser acceptance with two Paperclip users and two GitHub accounts on one shared native agent passed. Real commits and pushes followed A → B accepted steering → queued A continuation in the same saved conversation. GitHub commit author and committer identities matched all three operations. Both runs succeeded and task ownership stayed unchanged. - Real GitHub MCP calls switched from A to B after accepted steering. A delegated subtask retained its originating identity across a server restart. - Disabling B's GitHub connection left ordinary work successful. Managed gh was unauthenticated and the provider had no inherited GH_TOKEN or GITHUB_TOKEN. - The browser displayed run-detail diagnostics and the exact dedicated-account warning. A final controller-restart check followed by another-person continuation retained the conversation, selected the correct GitHub login and Git author, and removed each terminal launcher directory. - Company-lifetime migration and all five previously failing CI suites passed locally (167 tests). Same-token gateway A → B → A and six broker/launcher boundary tests passed. - Remote callback, launcher, sandbox, and runtime contract tests passed. Both native and legacy Codex completed actual Daytona executions on the integrated revision ([campaign results](https://github.com/paperclipai/paperclip/actions/runs/34155056509)). The remote package-manager shim staging regression also passed locally. ## Risks - Deploy the migrations, server broker, launchers, and runner artifacts together. Existing processes finish with their original contract. New managed processes need the broker endpoint for GitHub operations. - Finish or stop new managed executions before rolling application code back. Keep the additive schema and identity history during rollback. - Scripts that require a persistent raw GH_TOKEN must use managed git, gh, or GitHub gateway tools. Run capabilities authorize code executing within that run to acquire its current identity; this is not hostile-code isolation within one execution principal. Managed commands prevent automatic credential carryover; arbitrary code deliberately copying a credential is outside that boundary. - Uncertain steering acknowledgement deliberately holds new credential acquisition until reconciliation. Already-started operations retain their captured identity. - GitHub private access and provider outages can still fail the specific operation that needs them. Dedicated grant failure does not fall back to personal access. ## Model Used OpenAI GPT-6 through Codex assisted implementation, review, shell execution, and browser acceptance. The exact model variant and context-window size are not exposed in this session. Tool use included TypeScript and Rust tests, database integration tests, GitHub CLI, and authenticated browser control. ## 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>	2026-09-07 14:32:20 -05:00
DottaandPaperclip	bac60d9d31	fix: preserve GitHub sign-in and show connected repository access (#12993) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - GitHub connections give agents an account with selected repository access. > - Fresh local instances enroll with production Paperclip Cloud. > - Enrollment could finish while the GitHub OAuth profile remained disabled. > - Setup then switched to a personal access token form without explanation. > - This change preserves sign-in intent and shows the connected account and repositories. ## Linked Issues or Issue Description Related: #12907, #12943, #12947. Existing open GitHub connection work was checked. No duplicate was found. **What happened?** After Cloud enrollment, a fresh test-drive asked for a GitHub key. Production did not advertise the managed GitHub profile. Staging did. The permissions page also omitted the authenticated username and repository names. **Expected behavior** Continue with GitHub OAuth when available. Explain unavailable sign-in and allow retry otherwise. Show the GitHub username and complete accessible repository list. **Steps to reproduce** Start a fresh test-drive. Choose GitHub and complete instance enrollment while the Cloud GitHub profile is disabled. Open an existing GitHub connection's permissions page. ## What Changed - Preserve managed sign-in intent when the gallery omits its profile. - Refresh the selected gallery entry on retry without resetting the audience. - Fetch all pages of GitHub installations and repositories. - Store only repository IDs, full names, and installation IDs in grant metadata. - Show the GitHub username, repository list, management link, and refresh action. - Discard the repository snapshot after newer installation lifecycle events. Preserve snapshots verified after delayed events. - Lock and re-read grant metadata when applying installation events or saving refreshed access. Patch only webhook fields for other events. Reject snapshots if access changed during the external fetch, using unique access revisions even when timestamps collide. - Show repository installation recovery for managed OAuth even when the app also offers an advanced PAT method. - Update tests and the GitHub connection runbook. No SQL migration is required. ## Verification - Local typecheck, build, and token gates passed. All latest-head CI gates passed, including the complete test matrix and browser suites. Greptile is 5/5 with no unresolved findings. - All 382 focused setup, permissions, metadata, service, and webhook tests passed across final runs. One socket-hang-up test passed on rerun with the full service suite. Final service, metadata, and webhook checks passed all 230 tests. - The broad local suite was stopped after failures. Seven workspace-runtime exposure and control-conflict failures reproduce on base commit `54a99d884`. The broad run also overlapped local iteration; final focused tests and clean-checkout CI are tracked separately. - Browser: a fresh production-backed instance completed enrollment, retried after profile enablement, reached GitHub consent, recovered from a missing installation, and completed OAuth. - Browser: the permissions page showed the authenticated username and the selected private test repository. A real `get_me` call returned the same account. Reading the selected repository passed; reading an unselected private repository failed with 404. - Browser: a second fresh instance completed enrollment and OAuth without a PAT form or unavailable state. Its username and repository list survived reload and refresh. A real get_me call on the final code returned the displayed account. ## Risks - Repository names are now stored in company-scoped grant metadata and shown with that credential. They are display data, not authorization data. - Large selections require more GitHub API calls. A failed later page rejects the refresh rather than reporting a partial list. - Older grants and webhook-invalidated snapshots require Refresh access to load the list. - Cloud profile enablement is separate deployment configuration. This PR does not change OAuth scopes or GitHub App permissions. ## Model Used OpenAI GPT-6 (`gpt-6-astra`) via Codex. Reasoning, code execution, and browser tools were used. The exact context window size 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>	2026-09-07 09:07:09 -05:00
DottaandPaperclip	d2d647c34b	fix(connections): honor identity after reconnect (#12897) ... ## Thinking Path > - Paperclip is the open source app that people use to manage AI agents for work. > - Connections give agents access to external services with a selected credential identity. > - A removed connection keeps its database row so Paperclip can retain its history. > - A fresh GitHub setup can select a different identity from the removed connection. > - The retained row incorrectly kept its old credential policy after that new selection. > - The GitHub callback then could not save the new grant and returned the user to setup. > - This pull request applies the explicit identity selection when Paperclip revives an archived row. > - The benefit is a successful GitHub reconnect after the user changes from a dedicated agent account to a personal account. ## Linked Issues or Issue Description **What happened?** After a user removed a dedicated-agent GitHub connection, a fresh setup with “My GitHub account” returned to the setup page with `oauth=failed`. The Cloud claim succeeded, but the local connection still used the old `per_agent` policy. **Expected behavior** A fresh setup must apply the explicit identity choice. An interrupted draft or an explicit reconnect must keep its existing identity. **Steps to reproduce** 1. Connect GitHub with a dedicated agent identity. 2. Remove the connection. 3. Start a fresh GitHub connection with “My GitHub account.” 4. Complete GitHub OAuth. 5. Observe that Paperclip returns to the setup page instead of the permissions page. **Paperclip version or commit** `342c01fee` **Deployment mode** Local dev (`pnpm dev`) with embedded Postgres and the staging managed connector. **Additional context** This follows the GitHub access UI change in #12893. ## What Changed - Apply an explicit Access identity when a fresh gallery setup revives an archived connection row. - Preserve the identity for interrupted drafts and explicit reconnects. - Do not carry credential material across an identity change. - Apply the omitted organization default during a fresh archived-row recovery. - Restore the prior grants and credential policy transactionally if a revived setup rolls back. - Disable the connection and surface a specific failure if that restoration cannot complete. - Preserve newer concurrent grant changes with a row lock and optimistic version check. - Preserve newer concurrent connection identity/configuration changes with a locked state fingerprint. - Add regressions for dedicated-to-personal OAuth, organization-default recovery, rollback, rollback failure, and concurrent grant/connection changes. ## Verification - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts` — 222 tests passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - Browser proof on an isolated local instance: dedicated connection removed, personal setup selected, staging GitHub OAuth completed, permissions page opened, connection reported active and healthy, personal grant active, old agent grant revoked. ## Risks - Low migration risk. This change has no schema migration. - The behavior changes only when a fresh setup explicitly selects an identity for an archived connection row. - Existing draft resume and explicit reconnect behavior stays unchanged. - Connection-manager checks still protect changes to a retained credential identity. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5, with reasoning, browser control, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-05 10:58:12 -05:00