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DottaandPaperclip 3b8324a233 fix(github): keep one main PR review comment and reconcile stopped work (#16901)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub connections send review requests to an assigned agent.
> - A PR needs one main comment that shows its current review state.
> - The response ledger used one comment per incoming request. Pushes
and follow-up messages created more placeholders.
> - Thread subscriptions also accepted requests addressed to external
bots. Recovery could leave an acknowledged request without a final
notice.
> - This pull request shares the main PR comment, filters other
recipients, and reconciles stopped work.

## Linked Issues or Issue Description

Related: #16874 showed the repeated placeholders. #15416 introduced the
per-request response path. The prior summary path used one PR-level
marker.

**What happened?**

Repeated pushes created new main PR comments. A subscribed `@greptile
review` message also woke the Paperclip bot. If execution stopped before
staging a milestone, its comment could keep claiming that work was
active.

**Expected behavior**

One bot keeps one main comment per PR. Progress and review results
update it. A message addressed to another recipient does not wake the
bot unless it also explicitly mentions this bot. Stopped work gets an
accurate notice.

**Steps to reproduce**

1. Accept two review requests in one PR conversation.
2. Add `@greptile review` to that subscribed conversation.
3. Fail the assigned run before it stages a milestone. Run channel
maintenance.

## What Changed

- Add a durable main PR response target. Keep per-request receipts and
the existing publication lease.
- Recover the target from App-owned provider markers. Adopt older
placeholders and point verified duplicates to the current review.
- Use a queued notice before a PR run starts. Preserve version ordering
and final responses.
- Filter leading mentions addressed to another recipient. Explicit
mentions of this bot take precedence. Incidental mentions keep normal
thread behavior.
- Reconcile acknowledged requests after terminal execution. Show paused
state for saved requests on a blocked task. Preserve newer work and
confirmed or uncertain tool delivery.
- Keep a request open when its stale acknowledgement is suppressed.
Close placeholders after replies published elsewhere. Retire old
coalesced placeholders before replacing their receipts. Resolve native
request identity when legacy wake fields are absent.
- Update guidance, connection documentation, and feature/access maps.

## Verification

- Red: all three behavioral regressions failed on the original code. A
second review created a second comment; an external-bot request was
processed; stopped execution retained its working placeholder.
- Green: the same three cases passed after the fixes.
- Review regressions also failed before their repairs: a delayed
acknowledgement closed a new request; normal and stored formal-review
receipts left a live placeholder; coalesced completion lost a duplicate
receipt; native terminal work without legacy wake fields stayed queued.
All 13 combined regression and safety cases passed after repair.
- The same legacy receipt-loss bug was also reproduced in the
superseded-acknowledgement branch. Its four affected cases passed after
adding retirement before that receipt replacement.
- A further review regression reproduced paused requests rejecting
resumed progress and skipping stopped-run cleanup. Four cases failed
before repair; all eight resume and neighboring safety cases passed
afterward. Both paused-notice branches keep the request open.
- Repeated paused maintenance reproduced two needless GitHub edits. The
writer now skips an identical complete comment body. Nine affected cases
passed, covering repeated maintenance, resumption, stopped work, final
assessment preservation, and main-comment reuse.
- Safety cases cover lost receipts, legacy adoption, newer progress,
published assessments, provider-verified mention aliases, and old
replies that must not complete new requests.
- `pnpm -r typecheck`, `pnpm build`, map validation, and module
boundaries passed. The server TypeScript check passed after the final
repair. The broader local GitHub workflow and policy run passed 188
tests. Full CI passed on the final commit
(`554979d79285b68bcbf90cd639e3d2d053f4ea4b`), including all three chat
shards, server/workspace/Runner suites, typecheck, build, and E2E gates.
Greptile is 5/5 with no open review findings. One serialized job
received a runner shutdown signal mid-test; its single retry passed.
- Preserved failure evidence: the first CI run exposed an overbroad
recipient filter and an old queued-text assertion. The next commit
passed all three CI chat shards. Greptile then found the receipt
transitions covered by the new regressions above. Local full-suite runs
were stopped when those defects required source changes; no clean full
local pass is claimed.
- Tests use real PostgreSQL and controlled provider responses. They do
not establish a live GitHub App rollout. The original instance needs the
fixed server before its comments change.

## Risks

- Leading mentions now select a recipient even when that account has no
Paperclip connection. A leading human mention also selects that person.
Mid-message incidental mentions retain normal subscription behavior.
- Existing comment adoption edits only comments proven by this
endpoint's request ledger or prior summary marker and App identity.
Deleted and replaced comments remain protected.
- Failure cleanup uses current authority and does not replace newer
progress or unresolved provider writes. It does not restart failed
execution.
- No schema migration is required.

## Model Used

OpenAI Codex, GPT-6. The exact serving model ID and context-window size
are not exposed in this session. The model used reasoning, tools, code
execution, and browser inspection.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 21:51:20 -05:00
DottaandPaperclip 1e731520bb fix(mcp): deduplicate discovered tool descriptors (#16281)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents receive governed app tools through the MCP gateway.
> - GitHub review tasks can contain a PR discussion and inline finding
threads.
> - Discovery repeated each tool for every conversation linked to the
task.
> - Native tool registration treated these repeated descriptors as a
fatal collision.
> - This pull request lists GitHub tools once and deduplicates identical
descriptors across providers.
> - Agents can continue work while conflicting definitions and normal
tool permissions remain enforced.

## Linked Issues or Issue Description

**What happened?**

A follow-up run on a GitHub review task failed with
`assigned_mcp_tool_name_collision` before the provider started. The task
had a main conversation and an inline finding thread. Discovery returned
the same seven tools twice. Repeated descriptors from other providers
could cause the same failure.

**Expected behavior**

Discovery exposes each identical tool once. Separate connection names
remain separate tools. Conflicting definitions remain an error. Every
call still passes the gateway's policy, approval, revocation, and audit
checks.

**Steps to reproduce**

1. Run a GitHub review and publish an inline finding.
2. Send a follow-up request on the same PR task.
3. Inspect the task-bound bot catalog and the next native startup.
4. Separately, return two identical descriptors from an assigned app or
plugin catalog.

Related: #13717 added the GitHub review workflow.

## What Changed

- Use a distinct GitHub discovery query across conversations that share
an endpoint and task. Keep both thread mappings.
- Deduplicate identical gateway descriptors by their full gateway name
across providers. Use this rule for MCP listings, plugin listings,
assigned-tool startup, and fresh assigned-tool discovery.
- Reject conflicting descriptors with `tool_name_collision`. Keep the
projected-name collision guard.
- Cover GitHub inline-thread discovery, repeated plugin/app tools,
direct and on-demand catalogs, revocation, conflicting bindings, and
separate connection names.
- Update the execution contract, GitHub documentation, and agent access
map.

## Verification

- Regression baseline: six new assertions failed on the original
implementation. GitHub returned fourteen entries, plugin discovery
repeated a tool, and native startup failed on repeated app tools.
- Focused verification passed: 272 GitHub cases, all 29 assigned-tool
cases, and all 88 gateway acceptance cases.
- `pnpm -r typecheck` passed.
- `pnpm build` passed.
- `node scripts/check-maps.mjs` passed.
- Current-head CI passed: 55 checks passed, two inapplicable checks
skipped. Greptile scored the current head 5/5 with no unresolved
threads.
- Full local `pnpm test:run` encountered a 15-second timeout in the
existing bearer-auth throttling test, before tool discovery. That test
passed in the separate 88-case gateway run and on one isolated rerun.
The duplicate broad local run was then stopped; the complete
current-head CI matrix passed.

## Risks

- Deduplication keeps the first identical descriptor and preserves
listing order. Same-name descriptors with different definitions fail
with HTTP 409 rather than selecting an ambiguous binding.
- The GitHub query changes result cardinality. It retains the existing
task/company/agent filters and leaves conversation rows intact.
- No schema migration or credential change. Live staging recovery
requires deployment and a new authorized run.

## Model Used

OpenAI Codex, based on GPT-6, with code inspection, editing, browser
investigation, and test execution. 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
- [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>
2026-10-14 07:39:54 -05:00
DottaandPaperclip 2c17d3ca52 fix(github): recover webhook verification in attention state (#16263)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub review bots require signed webhook delivery before
activation.
> - Cloud can deduplicate an old ping after a connection repair.
> - A fresh event could verify active connections, but an
attention-state connection discarded it before authentication.
> - This pull request allows signed delivery verification while the
connection needs attention.
> - It discards ordinary work until the manager completes the existing
reconnect and activation checks.

## Linked Issues or Issue Description

Refs #16259. Related: #16138 addresses the separate classification of
local authorization failures.

**What happened?**

Live verification of #16259 found that a GitHub App already marked as
needing attention remained stuck waiting for a signed ping. The Cloud
relay had already delivered that ping. New signed events were discarded
by the attention-state ingress gate before they could verify delivery.

**Expected behavior**

A fresh valid event from the bound installation verifies delivery. It
does not activate the connection, change repository access, or start
work. The manager can then complete the normal reconnect flow.

**Steps to reproduce**

1. Put an existing App connection into attention state with webhook
verification cleared after repair.
2. Deliver a fresh signed comment event for its bound installation.
3. Continue setup. Before this fix, webhook verification remains missing
and reconnect cannot proceed.

## What Changed

- Use a content-free verification path for signed ordinary GitHub events
while the connection needs attention.
- Allow a fresh signed event from the same installation to verify
webhook delivery.
- Verify delivery even from disabled or unavailable repositories.
Discard the event before content storage, resource reconciliation, or
runtime creation.
- Keep newly verified connections in the provider-setup step. Later
installation events cannot activate them before reconnect. Preserve
normal installation recovery for existing qualified connections.
- Extend recovery regressions to cover attention state, foreign
installations, invalid signatures, missing installation IDs, unchanged
resources, no wakeups, and successful reconnect after verification.
- Document the recovery behavior.

## Verification

- The targeted regression reproduced the attention-state failure before
the change.
- All ten recovery cases pass after the change. The tests cover disabled
and unavailable repositories, content-free verification, and
installation events after verification.
- Server typecheck passed.
- All 260 GitHub integration tests passed after the review fixes. Final
server typecheck also passed.
- `pnpm -r typecheck` and `pnpm build` passed.
- The full local suite is running. One unrelated workspace-runtime
conflict-reference test failed and then passed on its isolated rerun.
Final totals and CI/review outcomes will be updated before merge.
- Live verification will use the existing advisory review bot after
deployment.

## Risks

- Attention-state ordinary events authenticate under the current
credential lease without creating a durable content record. They return
before resource reconciliation or runtime creation.
- Verification is still bound to the current credential lease, runtime
generation, valid signature, and installation ID. It does not activate
the bot or replace normal setup checks.
- Paused, revoked, archived, and unconfigured connections retain their
existing ingress rules. No schema changes or permission expansion.

## Model Used

OpenAI Codex (GPT-6), with code inspection, editing, test execution, and
browser verification. The exact deployment model ID and context window
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-14 05:23:42 +00:00
DottaandPaperclip a8b652b085 fix(github): preserve review delivery through reconnect (#16259)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub review bots turn authorized repository events into agent
tasks and publish the result on the pull request.
> - Cloud Apps send callbacks through a relay, but the direct callback
recovery worker reported that URL as broken.
> - Reconnecting the same App then prevented a new authorized
publication from updating its existing working comment.
> - Report-only runs could also produce an action-required check when no
complete assessment was available.
> - This pull request preserves comment identity across reconnects,
verifies fresh signed delivery after repair, and keeps report-only
results neutral.
> - Users can receive the review without changing repository access or
making an advisory bot block their pull request.

## Linked Issues or Issue Description

**What happened?**

A review could be saved in Paperclip while GitHub kept showing “Working
on this…”. A same-App reconnect changed the runtime generation and the
existing response receipt then failed with “GitHub response binding
changed”. Cloud callback recovery also compared the relay URL with a
direct tenant URL. An incomplete or failed report-only run could produce
an action-required check.

**Expected behavior**

A fresh authorized attempt updates the same App-owned comment after
reconnect. Stale attempts and revoked people remain denied. Cloud relay
delivery does not produce a direct-callback mismatch. Report-only checks
remain neutral and explain incomplete work honestly.

**Steps to reproduce**

1. Accept a GitHub request and publish its working comment.
2. Reconnect the same App before the agent publishes its result.
3. Submit the result and inspect the working comment and check.
4. Separately, let a report-only run end without an assessment and
inspect its check conclusion.

Related: #16138 addresses the separate classification of local
authorization errors as provider credential failures. This change fixes
the response binding and report-only paths themselves.

## What Changed

- Bind durable response comments to the App and agent. Keep per-attempt
runtime generation checks and provider comment ownership checks,
including legacy receipts.
- Exclude Cloud-managed Apps from the direct webhook recovery scan and
its stale callback-mismatch warning. The Cloud inbox owns relay retries.
- Let a fresh authenticated event from the bound installation verify
webhook delivery after repair. Keep signature, runtime epoch,
installation, and credential lease checks.
- Keep report-only assessment and terminal-run checks neutral. Preserve
incomplete/error text and gated-review behavior.
- Add integration regressions for reconnect races, legacy comments,
failed runs, Cloud recovery, and foreign or forged webhook traffic.
Update connector documentation.
- Correct the assigned-tool search guidance to name the actual input
fields (`offset` and `schemaOffset`) and show valid arguments. The
failed automatic review had an input-schema rejection before tool
execution; this clarifies recovery without expanding tool access.

## Verification

- `pnpm -r typecheck` passed.
- GitHub policy and integration suite: 291 tests passed (`vitest run
server/src/services/chat-github-review-policy.test.ts
server/src/__tests__/chat-channels.integration.test.ts -t
'GitHub|github'`).
- The report-only policy regression failed before the fix and passed
after it.
- `pnpm build` passed.
- Assigned tool discovery: 24 tests passed. Its guidance now maps
returned pagination offsets to the correct input fields and tells the
model to omit unused optional fields.
- Full `pnpm test:run` is running. It encountered a 15-second timeout in
the unrelated authenticated Workspace calendar-write test. That test
passed on one isolated rerun.
- After the review-requested module extraction, server typecheck and
both direct/Cloud recovery activity integration checks passed.
- All 55 non-skipped CI checks passed for
`32e690279d847e44a6946b6c7cfb110fb11aff79`. Greptile scored that commit
5/5 with no unresolved findings. Live staging publication verification
follows deployment.

## Risks

- A durable response can now survive a same-App reconnect. Fresh
authorization, runtime generation checks for each publication attempt,
App ownership, and the publication lease still fence writes.
- Report-only failures intentionally become neutral. The check still
reports the failure; it does not claim a complete assessment.
- Cloud-managed callbacks rely on their existing durable relay inbox.
The direct callback recovery worker remains unchanged for direct
installations.
- No schema migration or permission expansion.

## Model Used

OpenAI Codex (GPT-6), with code inspection, editing, test execution, and
browser verification. The exact deployment model ID and context window
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-13 22:24:41 -05:00
DottaandPaperclip 7eea9d8214 fix(github): use bot names in review summaries (#16212)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A GitHub bot can send a pull request to an agent and publish its
review.
> - Each bot has its own GitHub App identity, but every summary
currently starts with "Paperclip Review".
> - A generic heading makes it harder to identify reviewers when several
bots review the same pull request.
> - This pull request uses the bot display name in review summary
headings.
> - Users can identify each reviewer while required checks keep their
existing name.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The heading of a GitHub bot's published pull request review summary.

**Current behavior**

Every summary uses "Paperclip Review", regardless of the bot's name. The
check also uses "Paperclip Review" and must keep that name for existing
branch rules.

**Proposed behavior**

Complete and incomplete review summary headings use the GitHub bot
display name. The heading falls back to the bot login, then the assigned
agent name, when old connections have no display name. Separate GitHub
Apps keep independent checks with the same name.

**Reason and benefit**

Readers can identify each bot's review. A regression test confirms that
publishing a review does not update a check owned by another App or
endpoint.

**Breaking changes**

The summary heading changes. Consumers that parse the old heading must
accept bot names. No API, prompt configuration, database schema, or
check name changes are included.

No duplicate PR was found in the GitHub bot title search. ROADMAP.md
does not contain a duplicate of this change.

## What Changed

- Use the bot display name in complete and incomplete review headings.
- Escape Markdown in names and fall back to the bot login or agent name.
- Verify the heading through the publication workflow and keep check
updates scoped to the App and endpoint.
- Document bot-named summaries and independent checks. Update both
access maps.

## Verification

- Focused policy, heading, and existing UI tests: 67 passed.
- Database-backed regression cases: 2 passed, including bot-name
publication and independent checks.
- Map checks, token gates, and git diff --check passed.
- Typecheck and build passed on the final rebased branch. The final
focused run passed 44 tests; the two database-backed regression cases
also passed in a separate run. All final-head CI checks passed,
including full test suites, build, typecheck, E2E, and security scans.
Greptile reviewed the final commit at 5/5 with no actionable findings.
No review threads remain unresolved.

## Risks

- Consumers that parse the old summary heading must accept bot names.
- The GitHub check remains Paperclip Review. Multiple-bot check
isolation was tested with provider fixtures; a live two-bot GitHub test
was not run for this change.

## Model Used

OpenAI GPT-6 through Codex. The exact backend model ID and context
window are not exposed in this session. 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>
2026-10-13 15:33:05 -05:00
DottaandPaperclip ed2c22ea8c feat(connections): simplify dedicated GitHub App setup (#15416)
## Thinking Path

> - Paperclip manages agent work and the tools each agent can use.
> - GitHub bots need their own App identity and restricted repository
access.
> - Manual App configuration and repeated setup gates make that
connection hard to finish.
> - GitHub can create an App from a manifest, but people must approve
creation and repository access.
> - Each Paperclip stack should own configuration, credentials,
signature verification, and task admission.
> - This change uses Cloud as an encrypted callback and event gateway,
then completes setup in the stack.
> - GitHub review bots have their own experimental setting. Chat
connector opt-in does not control them.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Dedicated GitHub App setup, bot settings, and task-scoped GitHub
replies.

**Current behavior**

Users must configure an App, copy credentials, repeat repository
selection, and complete manual verification gates. Review settings are
hard to scan. Mentions in descriptions can be missed, and automatic
completion text can produce an extra GitHub comment.

**Proposed behavior**

Choose an agent and connect GitHub under a personal account or
organization. GitHub asks for creation and installation consent.
Paperclip resumes the same draft, stores secrets locally, imports
access, verifies delivery, and opens Settings. Each accepted request has
one editable App-owned comment for progress and results. Review
assessments produce deterministic checks for the reviewed commit.

**Breaking changes**

GitHub bots require their own default-off experimental opt-in. The
setup-method and delegated-agent screens are removed. Per-person
automatic-run flags remain readable but are replaced by author filters.
Existing connections, direct webhooks, saved restrictions, and manual
existing-App recovery remain supported.

Companion gateway:
https://github.com/paperclipai/paperclip-cloud/pull/688 (merged). The
roadmap and related PRs were checked; no duplicate dedicated-App wizard
was found.

## What Changed

- Add an independent **GitHub review bots** setting across the catalog,
routes, identity admission, and task controls. Existing bots continue
running when the UI setting is off.
- Replace setup with Choose agent and Connect GitHub. Support personal
and organization owners, inline low-trust conversion, saved drafts,
known organization suggestions, automatic completion, and same-App
recovery.
- Keep manifests, OAuth PKCE, credential exchange, vault storage,
installation verification, and original webhook-signature validation in
the stack. Use the Cloud sealed gateway for public callbacks and
outbound local delivery.
- Add resumable owner metadata in migration 0323. Retry a failed
registration renewal through the same durable replacement rather than
creating another App route.
- Support authorized mentions in issue and PR bodies, comments, inline
comments, and review summaries. Preserve attachments, edited-source
identity, duplicate protection, and lifecycle invalidation. Filter
requests explicitly addressed to another connected bot.
- Give agents task-scoped review, comment, and update tools. Update one
working comment through progress and final output. Close coalesced
requests and recover delayed acknowledgements, including deleted earlier
working comments. Preserve automatic replies for legacy connections
without saved review configuration. Preserve partial publication
evidence and quarantine uncertain automatic fallbacks without blocking
Board messages or questions.
- Reorganize Settings and Access with rich slash-skill instructions,
numeric passing scores, clear automation controls, formal-review
tooltips, member and contributor sections, and verified App branding
links. Preserve invalid score drafts and automation choices across tabs.
- Paginate repositories in 20-row batches with search and a true
connection-wide toggle. Batch verification at GitHub's 500-ID token
limit. Keep saved repository overrides while hiding their editor.
- Give each review a detail URL that remains usable beyond the newest
100 records. Synchronize the manager OpenAPI contracts and add recovery,
authorization, UI, and browser regressions.
- Reconcile the current master branch and retain its agent avatar,
feature catalog, and extracted heartbeat preparation code. Preserve a
saved test-drive port and recover from an occupied high port.

## Verification

- Focused UI, independent experimental-setting, and CLI tests: 199
passed.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`
passed. The broad local Vitest attempt was interrupted after resource
timeouts and stale expectations; the affected regressions passed focused
reruns. The latest-head full CI matrix passed, including all browser
shards, server/chat suites, builds, typechecking, canary packaging, and
Docker context integrity. A Docker Hub 429 required a CI retry; it
passed without changing the code.
- Final review repairs: 127 attachment/event tests and server typecheck
passed. All 13 final integration regressions passed under the normal CI
timeout, covering legacy reply compatibility, deleted coalesced
comments, inline-only review completion, progress edits, and native
final recovery. Restart-safe description/review attachments passed the
attachment suite.
- Final regressions: four reply/lifecycle tests, both native GitHub wait
tests, 171 feature-gate/reply-contract tests, the routed review preview,
and five scheduler/reply regressions passed. The final fixture repair
also passed all six setup-continuation cases and all three complete
chat-test shards in CI, covering terminal receipts and retries under the
normal CI timeout. One loaded-host receipt run exceeded its local
timeout; the exact case passed in an isolated rerun and the complete CI
shard.
- GitHub integration tests cover personal and organization setup, retry
recovery, edited mentions, attachment provenance, coalesced requests,
delayed acknowledgements, partial review writes, old review URLs, and
company boundaries.
- Browser qualification: both GitHub journeys, all five provider
setup/management journeys, and the GitHub uncertain-send recovery
journey passed. GitHub setup, reconnect, and task replies run with chat
disabled; chat enabled alone cannot expose GitHub bots. The disposable
qualification database was removed after testing.
- Earlier live qualification verified App-owned issue replies, native
slash-skill invocation, progress comment edits, and a 5/5 PR review with
a passing current-head check in the dedicated permissions-smoke
repository. These live checks did not use personal credentials as bot
execution authority.

## Risks

- Deploy the merged Cloud gateway protocol before the stack update. Each
callback and encrypted event must retain the original instance and
tenant binding.
- Migration 0323 uses idempotent column additions for test installations
that already applied the earlier draft migration number.
- A verified connection does not prove runtime isolation or a completed
review. Runtime checks remain separate.
- Required merge checks must be configured in GitHub. A passing numeric
score does not formally approve a PR; approval and request-changes tools
remain opt-in.
- Existing-App credentials cannot silently renew an uncertain manifest
exchange. Recovery preserves the existing App, draft, connection, and
agent.
- Repository changes save immediately. Global toggles affect all
currently available repositories, including unloaded rows, without
granting new installation access.
- A failed or uncertain tool write suppresses automatic fallback text;
the governed outbox retains its evidence. Deleted or replaced response
comments are not recreated through a personal credential fallback.
- GitHub logo upload remains an optional human action in GitHub App
settings. Runtime provisioning, delegated setup, screenshot publication,
and production push delivery remain deferred.

## Model Used

OpenAI Codex, based on GPT-6, with tool use and code execution. The
exact runtime model identifier and context 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 references)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused suites; complete
test matrix is checked 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 17:01:20 -05:00
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
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
DottaandPaperclip 932ddb7b37 feat: browse GitHub repository access across organizations (#12998)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - GitHub connections give agents access to approved repositories.
> - One GitHub identity can use installations across several
organizations.
> - The permissions page linked to one installation and showed an
unfiltered list.
> - Users could not easily find another organization or inspect a large
selection.
> - This change adds account filtering, search, and access configuration
links.
> - Users can inspect repository access in one compact view.

## Linked Issues or Issue Description

Refs #12993. Related repository-catalog work in #11228 and #11234 was
checked. This change only improves the existing GitHub connection
permissions page.

**What existing behavior does this improve?**

The GitHub connection permissions page and its repository display
metadata.

**Current behavior**

The page links directly to an existing installation. The repository list
has no account filter, search, height limit, or private-repository
marker. Refresh access occupies a separate section.

**Proposed behavior**

Show all authorized repositories by default. Filter by account or
organization and search by name. Open GitHub's account chooser to
configure access across organizations. Show GitHub icons and
private-repository locks. Keep refresh beside configuration and limit
the visible list to about ten rows.

**Reason and benefit**

Users can find repositories across organizations and configure missing
access without creating another GitHub identity. Large repository lists
no longer fill the page.

**Breaking changes**

None. Repository display metadata gains an optional private flag. Older
snapshots remain valid and gain the flag after access refresh. No SQL
migration is required.

## What Changed

- Add an All accounts view, account filter, search, and empty states.
- Link both configuration controls to GitHub's app account chooser.
- Place an accessible refresh icon beside the configuration button.
- Keep the repository heading and list in one section.
- Add GitHub icons and private-repository locks.
- Cap the scrollable list at ten rows using a design token.
- Persist GitHub's private flag only when the provider returns a
boolean.
- Recover missing legacy app configuration from GitHub installation
metadata.
- Update tests and the GitHub connection runbook.

## Verification

- Focused tests passed: 54 permissions-page tests and four GitHub
metadata tests.
- UI and server typechecks passed before submission. Token gates passed.
- Browser checks verified account filtering, search, empty results, and
the configuration destination.
- The live list contained 40 repositories. Its final height was 272
pixels, which fits ten single-line rows with gaps. Scrolling retained
all rows.
- A live access refresh populated 30 private-repository lock icons from
GitHub metadata.
- Full workspace typecheck and build passed. The broad local suite
stopped in the general-server group with 18 failed files. Failures
include macOS temporary-path handling and embedded PostgreSQL startup.
That run also overlapped the legacy fix and retained a stale GitHub
module; the final focused run passed all 58 tests. Clean-runner CI is
tracked separately.
- Latest-head review is 5/5 with the legacy chooser finding resolved.
All CI checks passed on commit
`0ff2b63f348f5c87d8b7df6e43388f60f5d872d9`, including build, typecheck,
all test shards, browser tests, and canary dry run.

## Risks

- Older repository snapshots lack visibility metadata until refreshed.
Unknown visibility does not display a lock.
- The account filter lists authorized installation owners. Users add
other organizations through GitHub's chooser.
- Filtering changes only the displayed list. GitHub remains
authoritative for repository access.

## 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 10:01:58 -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 856813ba3a fix(connections): distinguish local setup from provider handoff (#12947)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give those agents access to external services.
> - Connection setup first asks who may use the credential.
> - Some providers need a local method selection before OAuth starts.
> - The Access button said it would open GitHub even when it opened
another local step.
> - This pull request names the actual next action and shows the
external arrow only for a provider handoff.
> - Users can distinguish local setup from leaving Paperclip.

## Linked Issues or Issue Description

Refs: #12943

The browser audit found a second, separate clarity problem. GitHub
showed "Continue to GitHub" twice: once to open its local method
selection and once to start OAuth. The first label promised the wrong
action. This change fixes that label without adding or removing a setup
step.

## What Changed

- Use "Continue" when Access opens another local OAuth setup step.
- Keep "Continue to <provider>" and the external arrow when Access
starts OAuth directly.
- Test GitHub defaults, pre-enrollment setup, direct Notion OAuth, and
dialog behavior.
- Document the two GitHub button actions.
- Preserve the external-handoff arrow in the direct-OAuth Storybook
fixture.

## Verification

- Targeted connection tests: 114 passed.
- `pnpm --filter @paperclipai/ui typecheck`: passed.
- `pnpm --filter @paperclipai/ui build`: passed.
- `node scripts/check-token-gates.mjs`: passed.
- `git diff --check`: passed.
- After the Storybook review fix: 100 connection-flow tests, UI
typecheck, token gates, and Storybook build passed; visually confirmed
the Gmail handoff arrow and local GitHub step labels.
- Actual test-drive browser: confirmed default personal identity and Any
agent; clicked Continue to the local method screen; switched PAT and
OAuth; returned to Access with selections intact; cancelled without a
duplicate connection.
- Live OAuth, local MCP identity, and a real staging sandbox task passed
during the audit. This patch does not change those paths.
- Full local suite has known unrelated macOS path/runtime test failures
from the audit. All CI passed on head
`936ce09f4e1faaf09f9fb778c2cd4c65c2a41972`, including typecheck, build,
all test shards, browser tests, and canary dry run. Greptile: 5/5; no
unresolved comments.

## Risks

- Low risk. This changes button text and an icon cue only. There is no
new schema, permission, consent, or credential behavior.
- Providers with multiple methods now say Continue before their method
screen. Direct OAuth providers keep their existing wording.

## Model Used

- OpenAI Codex assisted with code, tests, terminal checks, and actual
browser verification. The runtime does not expose the exact model ID or
context-window size, so those details are unavailable.

## 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 references)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (targeted tests; full-suite
caveats 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>
2026-09-06 17:43:48 -05:00
DottaandPaperclip d293dd3d14 fix(connections): refresh expired pending enrollment links (#12943)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Managed connections deliver credentials to an approved instance.
> - A self-hosted instance starts with a time-limited approval link.
> - The setup page cached that link and reused it after expiry.
> - This pull request lets the existing server choose a valid enrollment
link.
> - Users can recover without another setup step or a service restart.

## Linked Issues or Issue Description

Related: #12891 (one-time enrollment) and #12907 (sandbox GitHub
identity).
No duplicate open enrollment-recovery PR or issue was found.

**What happened?**

After a pending Cloud enrollment expired, Continue opened the same
expired
approval link. Cloud returned ENROLLMENT_NOT_AVAILABLE. Returning to
setup and
selecting Continue repeated the failure.

**Expected behavior**

Continue must ask the server for a valid enrollment. The server must
reuse a
live pending enrollment and replace an expired one. Existing approved
instances
must not need another approval.

**Steps to reproduce**

1. Start GitHub setup on a fresh self-hosted instance.
2. Start Cloud enrollment but leave it unapproved until the link
expires.
3. Return to step 2 and select Continue.
4. Before this change, the browser opens the expired link again.

**Paperclip version or commit**

Reproduced from master commit 05735b3d87.

**Deployment mode**

Fresh source test-drive instance, connected to staging Cloud.

## What Changed

- Always call the existing enrollment-start endpoint from Continue.
- Retain the server's expiry, pending-enrollment reuse, and concurrency
rules.
- Test both expired and future-dated cached enrollment responses.
- Document recovery from an expired unapproved link.

## Verification

- Five targeted connection suites: 150 tests passed.
- `pnpm check:token-gates`: passed.
- Live browser: reproduced the expired-link loop, then recovered with
this fix.
- Live browser: approved once, returned to step 2, connected GitHub
without a
restart or repeated Cloud approval, and ran GitHub MCP get_me
successfully.
- Separate new managed staging stack: connected without self-hosted
enrollment;
an actual Daytona task verified the responsible user's GitHub identity,
authenticated API access, both token variables, Git helper
configuration,
shallow clone/fetch, and author/committer metadata. No repository
writes.
- Repository-wide typecheck and build passed.
- The full local unit command is not claimed green: macOS temporary-path
  fixture failures, Linux `/proc` listener checks, and overlapping local
service-port tests affected the runs. The two isolated workspace-control
and
remote-profile suites pass unchanged with `TMPDIR=/private/tmp` (30
tests).
A further canonical-path run passed 216 of 220 tests; remaining failures
were in the unrelated runtime-exposure suite. Superseded full runs were
  stopped after exact-head CI completed successfully.
- Exact-head CI is green: all general and serialized test shards,
typecheck,
build, canary dry run, and all three browser shards passed. Storybook
was
skipped by its normal path filter. Greptile is 5/5 with no findings or
review
  threads. The PR is mergeable.

## Risks

- Low risk: one additional local API request before navigation when a
cached
  pending URL exists. The request already exists for first enrollment.
- Cloud remains the approval authority. This change does not extend link
expiry, bypass approval, change permissions, or change active
enrollment.
- No schema, Cloud service, dependency, or telemetry changes.
- The first sandbox agent guessed the wrong Paperclip API hostname when
reporting its result. Recovery succeeded with the supplied API URL. A
second
bounded task verified GitHub identity, reported its result, and reached
Done
in 36 seconds without recovery. No service change was needed for that
mistake.

## Model Used

OpenAI Codex. The runtime does not expose the exact model identifier or
context
window to this task. Used reasoning, source editing, shell tests, and
live
browser verification. No model version or window 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
- [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>
2026-09-06 16:05:43 -05:00
DottaandPaperclip 0ffc091473 feat(connections): add durable GitHub identities and webhooks (#12843)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents need source control access for repository work
> - A shared token cannot preserve the responsible person's identity or
an agent's dedicated identity
> - GitHub App tokens also need durable refresh, repository access
checks, and webhook delivery
> - Paperclip already has managed connections, encrypted grants, run
secret leases, and merge-confirmation behavior
> - This pull request extends those systems with GitHub identities
instead of adding a parallel credential system
> - The benefit is durable GitHub access with explicit identity,
repository, runtime, and webhook boundaries

## Linked Issues or Issue Description

No public GitHub issue describes this connection change. This
description follows the feature request template.

**Subsystem affected**

Connected Apps, connection grants, secret resolution, native Git runtime
setup, webhook processing, and the Apps UI.

**Problem or motivation**

Users need to connect GitHub once and let agents use the correct GitHub
identity. A run should use a dedicated agent account when one exists.
Otherwise, it should use the responsible person's account. The
connection must survive token expiry, repository access changes, and
temporary instance downtime.

**Proposed solution**

Add user-owned and agent-owned GitHub grants to the existing connection
model. Resolve one identity for MCP, Git, `gh`, health checks, and
webhook bindings. Store provider tokens in the existing encrypted secret
system. Refresh expiring token pairs under the existing lease and
compare-and-swap path. Register signed Cloud webhook bindings and
process normalized pull request and installation events through a
durable local inbox.

**Alternatives considered**

An organization-wide GitHub token would lose person and agent
attribution. Environment variables alone would bypass the managed
connection and grant model. A new GitHub-only credential store would
duplicate the existing secret and access systems. GitHub App
installation tokens and private-key custody remain outside this first
version.

**Roadmap alignment**

This change implements the Connected Apps direction. It also extends the
shipped MCP Tool Gateway, per-agent secret access, and
action-attribution systems. It does not add a repository catalog. The
open repository catalog work in
[#11234](https://github.com/paperclipai/paperclip/pull/11234) is related
and complementary.

## What Changed

- Added agent-owned connection grants and a per-agent credential policy
with company and subject constraints.
- Added a managed GitHub App method while keeping the personal access
token method as an advanced fallback.
- Added durable access-token and refresh-token handling with proactive
rotation and one automatic recovery after a provider `401`.
- Added GitHub identity and installation summaries without storing
repository-name lists.
- Added signed Cloud webhook binding, event lease, acknowledgement,
local idempotency, pull request merge processing, and installation
access handling.
- Added one identity resolver for MCP, native Git, `gh`, checkout,
health checks, and webhook bindings.
- Added a class-3 run projection for `GH_TOKEN`, `GITHUB_TOKEN`, a
`github.com`-only credential helper, SSH-to-HTTPS rewrite, and GitHub
noreply commit attribution.
- Added personal and dedicated-agent setup choices plus identity,
repository, continuity, and webhook status in the Apps UI.
- Added schema migrations, tests, and connection documentation.

## Verification

- The current head is fully green in GitHub CI, including build,
typecheck, all serialized/general server shards, all browser shards,
policy, canary dry run, review, and security checks.
- Live staging proof completed with a non-expiring GitHub App user
token, selected-repository installation, repository add/remove refresh,
managed MCP, native `gh`, HTTPS clone/push/delete, GitHub noreply commit
attribution, signed merged-PR webhook acceptance, durable
Cloud-to-instance delivery, and installation-access event processing.
Temporary branches and temporary repository access were removed
afterward.
- `pnpm check:token-gates` passed.
- `pnpm -r typecheck` passed before and after the rebase onto
`origin/master`.
- `pnpm build` passed.
- The focused connector suite passed 285 tests after the rebase.
- The full stable suite passed 5,790 tests and failed 22 tests across 8
general server files. The failures reproduced as shared-runner
environment issues. They included `/tmp` versus `/private/tmp`, closed
database connections, and invalid high ephemeral ports. The focused
connection tests pass in isolation.

## Risks

- Migrations add agent grant subjects and a durable connection-event
inbox. Migration numbering and safety checks pass.
- A raw GitHub user token enters the agent process for Git and `gh`.
Per-tool Ask-first controls cannot limit those shell operations. The UI
warns users about this boundary.
- GitHub App user tokens can be non-expiring. Paperclip performs a
continuity check every 30 days, but provider revocation still requires a
reconnect.
- The webhook path accepts only signed and bounded payloads. It stores a
minimal normalized record and no raw provider payload.
- GitHub repository permissions remain authoritative. Removed access can
make a cached repository count temporarily stale, but runtime access
fails immediately.

> 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-5.6-sol`, extended reasoning, tool use, code
execution, browser control, and multi-file repository editing. The
context window size was not provided.

## 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
- [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>
2026-09-04 18:02:52 -05:00