Commit Graph
66 Commits
Author SHA1 Message Date
Devin FoleyandPaperclip 1e3a148f46 fix(connections): retain safe broker rejection diagnostics (#14098)
Preserve fixed broker rejection reason codes within strict size/time limits while retaining public error codes and status. Unknown bodies remain generic; no raw response or credential material enters the error.

Validated by 33 consumer tests, a synthetic producer HTTP contract fixture, root typecheck/build, and full CI. Greptile 5/5.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-26 00:47:47 -07:00
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 aa8fc86331 feat(connections): prefer native apps and ask users to choose external providers (#13941)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents governed access to external services.
> - Native connections should remain the first choice for a supported
app.
> - Other apps may be available through an external MCP provider.
> - The user must know which external provider handles the connection
and choose it before setup.
> - This pull request adds ranked alternatives and server-authored
instructions to connection search.
> - Agents can follow the returned instructions while Paperclip
validates saved choices and access.

## Linked Issues or Issue Description

Related: #13879, which fixed inline MCP provider setup. This PR adds
discovery and provider selection on top of that work.

**Subsystem affected**

Cross-cutting: shared connection contracts, server search and intent
services, native runtime, CLI, inline setup UI, and evals.

**Problem or motivation**

An agent cannot offer a clear external-provider choice when Paperclip
has no native connection for an app. Adding provider-specific branches
to the core prompt would make those instructions harder to maintain.

**Proposed solution**

Prefer a native connection. Otherwise return verified alternatives in
Composio, Arcade, Executor, Zapier order. Include an external-service
disclosure, a question with None, and the next instruction in the search
result. Validate the saved human choice before creating a selected
fallback setup card. Reuse existing provider accounts and verify
underlying app access separately.

**Alternatives considered**

Do not silently choose a provider. Do not claim that broad execution
tools prove support for every app. Reuse existing questions and
connection intents rather than add another connection model.

**Roadmap alignment**

Extends the existing MCP Tool Gateway & Apps and Agent evals & feedback
capabilities. The MCP aggregators experiment remains the gate. No
duplicate provider-routing PR was found in the public search.

## What Changed

- Add a dated support index and authorized cached-tool evidence for
external routes.
- Return provider questions and next-step instructions from
`connections_search`.
- Preserve pending choices and declines across continuation. Validate
company, task, agent, human, app, and current route eligibility.
- Carry the selected app into new setup and account reuse, validate
explicit provider requests against persisted human messages, and
distinguish provider readiness from app authorization.
- Sync native, MCP, REST, and CLI contracts. Keep core agent
instructions provider-neutral.
- Add production-component Storybooks, focused database tests, and three
real-agent browser eval cases.
- Record the plan, observed failures, fixes, passing evidence, and
acceptance limits.

## Verification

- Latest head `586f0e6cd`: 54 checks passed, 2 skipped; Greptile 5/5 and
all review threads resolved.

- After rebasing on master `18dac1e1e`: 64 focused shared, validator,
route-contract, and database tests passed; server typecheck passed.
- Embedded-browser test drive on the rebased head: native Jira card,
HubSpot external-provider question, Arcade account reuse, one actual MCP
read against a local synthetic fixture, reload persistence, and None
preventing further calls. A real OpenAI-backed agent performed discovery
and continuation.
- UX observation: the agent initially combined mutually exclusive
request fields; the server rejected it and the agent recovered without
changing access. This extra retry remains visible in the transcript.
- After rebase: 23 focused eval grader/catalog tests, affected
TypeScript checks, token gates, production UI build, and Storybook build
passed. Full local tests are intentionally excluded at the maintainer's
request.
- Before rebase: four browser/real-agent attempts passed: native Jira,
None, and reuse of the second provider on two Codex profiles.
- Browser evals used an isolated deterministic MCP fixture through the
real Paperclip gateway. They do not prove production compatibility with
all four providers.
- Review `Apps / Connections / Provider choice` in Storybook. Choose
Arcade, continue through Access, and verify the app name,
external-service disclosure, and URL configuration.
- The detailed verification report is
`doc/connections/2026-09-23-aggregator-routing-verification.md`.

## Risks

- The public support index is finite and can age. Account capability and
app authorization still require verification after selection.
- Existing installed-tool permissions remain in effect. Provider choice
is not a new execution permission boundary. An early Mini attempt
skipped search; clearer provider-neutral instructions made the targeted
rerun pass. This is not a measured reliability rate.
- Explicit requests skip provider confirmation only when a clear
persisted human message or saved provider choice supports them. Other
phrasing falls back to confirmation; the agent query alone is not
consent. These routes do not add tool permissions.
- No database migration or legacy Composio broker is added.
Real-provider acceptance remains separate from fixture proof.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser tools. The exact deployment variant and
context-window size are not exposed in this session. Product evals
separately used the repository's primary Codex and Codex Mini profiles;
those agents supplied test behavior, not independent provider
compatibility proof.

## 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 16:36:49 -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
Devin FoleyandPaperclip 0f8750627f fix(codex): preserve typed ACP quota classification and reset time (#13945)
## Thinking Path

> - Paperclip runs agents and recovers failed tasks.
> - Codex ACP can report usage exhaustion as a typed terminal failure.
> - The shared engine removes provider text before it stores the result.
> - Codex did not use the existing terminal classifier hook, so a quota
failure became a generic turn failure.
> - This change classifies explicit usage exhaustion before that text is
removed.
> - Recovery can then use quota backoff and the supported reset clock.

## Linked Issues or Issue Description

**What happened?**

A Codex ACP `limit` failure with explicit usage-exhaustion text produced
`acpx_turn_failed`. Recovery could schedule the ordinary short retries
because the quota classification and reset time were lost.

**What did you expect to happen?**

Keep the failure visible and use the existing provider-quota wait.
Preserve a supported reset timestamp without storing provider text.

**Steps to reproduce**

Return a terminal ACP session failure with category `limit` and title
`You've hit your usage limit for GPT-5. Switch to another model now, or
try again at 4:30 PM (America/Chicago).` The real child-process
regression tests exercise both pinned ACPX versions in persistent and
oneshot modes.

**Paperclip version**

Base commit: `32573876d4`.

Related work: #13651 and #13831 provide the shared hook and Claude
classification. #11854 includes quota handling as part of optional
credential rotation, but reads the already-sanitized result; this patch
handles the typed terminal boundary without adding rotation. #13549
reads recovery text after this boundary and cannot recover discarded
provider text. #9011 concerns the Codex CLI backoff. This change leaves
those other mechanisms in place.

## What Changed

- Register a Codex terminal-failure classifier with the existing ACP
engine hook.
- Recognize explicit usage exhaustion only in a typed `limit` failure.
- Reuse the Codex reset-time parser and existing provider-quota recovery
fields.
- Leave context, turn, rate, budget, storage-capacity, and unknown
failures on their existing paths.
- Test real ACP children, both dependency patches, privacy, and recovery
classification. Document the boundary.

## Verification

- 88 focused tests passed across Codex ACP, parsing, and server recovery
classification.
- An initial cross-adapter run passed 53 tests, including the existing
Claude quota suite.
- Removing only the classifier registration makes five new integration
tests fail; restoring it passes all 19 new tests.
- `pnpm -r typecheck` and `pnpm build` passed.
- Full Linux CI passed on `b10d60e002`, including all unit/integration
shards, browser shards, typecheck/build, runner checks, and
release/package gates.
- The duplicate local `pnpm test:run` reported three skill-cache
failures and two runner-suite failures. It is not claimed as a full
local pass.
- The three skill-cache failures reproduce in a clean worktree at the
unchanged base commit (3 failed, 107 passed, 3 skipped across the skills
and runner files). The cache rename reports `EACCES` on macOS.
- An isolated runner-suite run reports two embedded PostgreSQL startup
failures before its assertions (37 tests pass). No runner source is
changed; the Linux CI runner and server suites passed.
- Greptile reviewed the current head at 5/5 with no actionable findings
or unresolved threads.

## Risks

- Explicit usage-exhaustion failures now wait for quota recovery instead
of short generic retries.
- Unknown wording retains the existing behavior. The generic historical
terminal-limit message alone cannot establish quota exhaustion.
- Reset parsing keeps the existing Codex clock formats. A missing or
unsupported reset uses the existing quota backoff.
- No schema, credential, UI, dependency, or deployment changes. Provider
text stays in memory and is absent from results and logs.

## Model Used

OpenAI GPT-6 via Codex. Exact runtime model variant and context-window
size were not exposed. Used reasoning, repository inspection, editing,
and local tests.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-24 10:03:19 -07:00
DottaandPaperclip b0155a681a feat(slack): connect Paperclip conversations and scheduled messages (#13920)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-24 10:51:45 -05:00
DottaandPaperclip 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 b41ccf097f fix(apps): configure MCP aggregators from inline task cards (#13879)
## Thinking Path

> - Paperclip lets people manage AI agents and their work.
> - Agents request connections through cards in task threads.
> - MCP aggregators need provider-specific URLs and authentication.
> - The task dialog used the generic setup form and omitted these
fields.
> - This pull request uses the same provider setup controller in tasks
and Apps.
> - Users can configure a connection without leaving the task.

## Linked Issues or Issue Description

Related: #13755, #13855.

**What happened?**

An inline Executor request opened a very wide dialog with an empty
credential step. Connect failed because the MCP URL was missing. The
other aggregator cards also bypassed their provider setup.

**Expected behavior**

Each card shows its provider instructions, URL field, and authentication
options in a bounded dialog. Completing setup grants access only to the
requesting agent.

**Steps to reproduce**

1. Enable experimental MCP aggregators.
2. Have an agent request Zapier, Arcade, Composio, or Executor from a
task.
3. Open the card and continue past Access.

## What Changed

- Route page and task setup through the same provider controller.
- Bound the task dialog width and preserve the requesting agent's access
scope.
- Support existing accounts, saved drafts, URL/token setup, and
task-bound OAuth.
- Keep a sign-in link available when the browser cannot open a popup.
Verify completion through the existing durable callback path.
- Add inline Access, configuration, and narrow Storybooks for all four
providers.
- Document the shared setup requirement and correct Executor's URL
instructions.

## Verification

- Focused Vitest selection: 24 passed. Covers all four inline forms,
requester access, existing accounts, saved drafts, OAuth retry, callback
validation, popup cleanup, and generic reconnect endpoint preservation.
- UI typecheck, UI build, design-token gates, and Storybook build
passed.
- Live local browser: new Executor, Arcade, and Composio connections
completed provider consent from task cards. Each appeared Connected with
the requester selected.
- Real Test calls returned Executor output `4`, an Arcade public GitHub
star count, and Composio tool-discovery results. An ungranted agent was
denied access. Real Paperclip process-agent runs discovered each
provider catalog with only the requester’s connection installed.
- Deployed implementation commit `5d722e89c` to the isolated staging
tenant. The original failing Executor card now completes, discovers
seven actions, limits access to its requesting agent, and resumes that
agent. Its continuation completed real Executor calls and the provider
resume flow, then returned an upstream Airtable authorization link. A
real staging Test call returned `4` in 1.5 seconds. Later PR commits add
regression coverage and popup-unmount cleanup.
- Zapier fresh-token browser test remains pending a provider clipboard
handoff. Its URL and token flow passes focused tests.
- Latest-head CI (`d14f4c73c`): 53 checks passed; optional Storybook
deployment and visual regression jobs skipped. Greptile 5/5, both review
threads resolved. Canceled runners and unrelated chat timeouts passed
the single retry on unchanged code.
- The full local test suite was not run, as requested by the maintainer.
CI runs the repository gates.

## Risks

- OAuth popup behavior differs by browser. The explicit sign-in link and
durable server completion checks provide recovery.
- Saved task drafts store only a connection ID in browser storage.
Credentials remain in the existing server vault.
- No database or server protocol changes.

## Model Used

OpenAI GPT-6 (`gpt-6-astra`) through Codex, with reasoning, code
execution, and browser tools. The exact 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
#` 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 09:19:18 -05:00
DottaandPaperclip 4721f55803 fix(apps): recover MCP OAuth setup after consent errors (#13855)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents governed access to external tools.
> - MCP aggregator setup can return from provider consent to a saved
draft.
> - The branded setup did not explain failed or cancelled authorization.
> - It also offered identity changes that the server does not apply when
a saved connection resumes.
> - This pull request explains OAuth return outcomes and keeps the
displayed identity consistent with the saved policy.
> - Users can understand the outcome and retry the same connection.

## Linked Issues or Issue Description

Related: #13755 introduced the MCP aggregators. #13758 retired the
legacy Composio broker. #13584 proposes changes to the provider handoff
window; this fix retains the current handoff behavior.

**What happened?**

Cancelling Composio consent returned to the setup form with no
explanation. The same controller ignored failed OAuth callback outcomes.
Returning to Access on a saved draft also offered personal/shared
choices, although the server retains the saved identity. This could make
the OAuth request disagree with that identity.

**Expected behavior**

Explain cancellation or failure, preserve the draft, and offer Try
again. Display the retained credential identity and start OAuth with the
policy returned by the server.

**Steps to reproduce**

1. Enable MCP aggregators and start a Composio connection.
2. Continue to provider consent and cancel it.
3. Observe the return screen. Before this change, it showed the form
without cancellation feedback.
4. Go back to Access. Before this change, the form offered
personal/shared choices even though resume retains the original
identity.

**Paperclip version or commit**

Observed before the fix on `8c6cc7dccf91523e0720bd86f95487e66b4b0e63`.
The original report of successful consent leaving setup unfinished did
not reproduce. This PR addresses the recovery defects observed during
that investigation.

**Deployment mode**

Isolated local development instance and authenticated staging
deployment, with real Composio consent and provider calls.

## What Changed

- Read the OAuth callback outcome in branded MCP setup and show
cancellation or failure feedback.
- Retry the same saved draft without displaying untrusted callback error
text.
- Keep saved personal/shared identity fixed in Access and select OAuth
identity from the returned credential policy.
- Add six focused regression cases and authorization-failure Storybook
states for Arcade, Composio, and Executor.
- Document return-screen recovery and retained identity in the connector
playbook.

## Verification

- `pnpm exec vitest run ui/src/pages/apps/AppsConnect.test.tsx -t 'OAuth
return' --maxWorkers=1`: 6 passed, 143 skipped, including after
integration with current master.
- `pnpm --filter @paperclipai/ui exec tsc --noEmit`: passed.
- `pnpm check:token-gates`: passed.
- `pnpm --filter @paperclipai/ui build`: passed.
- `pnpm --filter @paperclipai/ui build-storybook`: passed for the
implementation commit.
- Browser recovery: cancelled real Composio consent, observed the new
feedback, returned to Access, retried the same personal draft, completed
consent, and ran a real tool call.
- Staging on implementation commit
`84bb40aa70662e0c8955bf692c5714661b4bea93`: fresh shared and personal
connections each completed on the first consent attempt and loaded 11
tools. Real discovery, execution, and schema calls succeeded. Both
connections stayed Connected after reload. A real agent used the shared
connection through the Paperclip gateway and returned the public
repository documentation hierarchy with one success and zero errors.
- All current-head CI gates passed on
`662f84a67e867a52a2e5526026adbed00f6b59bf`. The Cursor execution and
agent-chat browser shards each had an initial timeout; both passed on
one targeted rerun without code changes. Greptile reviewed this exact
head at 5/5, with no open review threads.
- No full local suite was run, as requested. CI provides the broader
checks. The PR adds a master merge and documentation after the
live-tested implementation commit.

## Risks

- This shared setup controller also serves Arcade and Executor. Their
callback rendering and retry behavior have focused test coverage; this
investigation used Composio for live provider testing.
- Saved identity remains fixed during resume. A different identity
requires a new connection, consistent with server behavior.
- No database, protocol, credential storage, or gateway policy changes.

## Model Used

OpenAI GPT-6 via Codex, with code editing, shell tools, and browser
testing. The exact runtime model ID and context window size are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-23 08:05:30 -05:00
DottaandPaperclip a10702a878 feat(slack): add governed tools for Slack-origin tasks (#13828)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

## What Changed

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

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

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

**What existing behavior does this improve?**

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

**Current behavior**

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

**Proposed behavior**

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

**Reason and benefit**

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

**Breaking changes**

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

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

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

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

## Linked Issues or Issue Description

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

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

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

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

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

## What Changed

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

## Verification

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 09:38:48 -05:00
DottaandPaperclip 9f30eb10dd fix: reduce chat latency and preserve managed session reuse (#13710)
## Thinking Path

> - Paperclip manages AI agents and keeps their work attached to tasks.
> - Chat connectors carry user messages and agent replies between a
provider and those tasks.
> - Each extra startup and context reset delays a reply.
> - Managed account metadata was lost during adapter decoding, so
compatible follow-ups started fresh.
> - This branch fixes the reset and measures the remaining preparation,
execution, and delivery costs.
> - The changes must preserve account isolation, authorization, durable
output, and recovery ownership.

## Linked Issues or Issue Description

Refs #13699. The related service lifecycle work in #13410 and #13408 is
separate; this branch focuses on task-bound chat response latency.

**What happened?**

Managed AI follow-ups started new provider sessions even after their
configuration fingerprint stayed stable. The Codex codec removes unknown
fields. The resume check then read the removed credential identity and
treated it as a credential change.

**Expected behavior**

Compatible follow-ups resume the correct provider session. Changes to
credentials, responsible users, permissions, or task configuration
retain their reset behavior.

**Steps to reproduce**

1. Use a Slack connector with a managed AI connection.
2. Send a message, then send a same-thread follow-up.
3. Inspect the configuration reset reason and the provider session
identity.

**Paperclip version or commit**

Reproduced on `2a99de80ec52db01eead901f28323926ceaf3c1d`.

**Deployment mode**

Cloud staging with a native Codex runner.

## What Changed

- Read saved credential identity before adapter decoding discards it.
- Remove the internal credential identity from adapter-facing session
params.
- Test the real Codex codec and missing, changed, or unmanaged identity
cases.
- Preserve configured warm Codex runners and flush refreshed credentials
after every turn.
- Fence detached or closing session handles from successor credential
ownership.
- Stage current Codex launch credentials after restoring durable session
history, uploading launch assets only once.
- Reuse a runner binary already in the retained sandbox only when its
SHA-256 matches the controller-owned artifact; still verify required
capabilities before launch.
- Lock the task before the run when saving results, preventing deadlocks
with task updates.
- Scope reusable projectless sandboxes to the company, environment,
task, agent, and runtime configuration; verify Daytona sentinels for
that scope.
- Admit a new authorized chat message after a fully committed failed run
and verified process cleanup.
- Send compact deltas for verified plain-text Slack continuations. Match
the actual prior run and current comment identity/body; exclude edited
historical comments and prior agent output, preserve genuine brief edits
and the full bootstrap fallback.
- Keep attachments, omitted input, questions, approvals, recovery, and
other providers on their existing framing.
- Document managed session compatibility, credential lifecycle, and
compact continuation boundaries.

## Verification

- Workspace/session coverage: 156 tests passed.
- Native session and credential ownership coverage: 390 tests passed,
including exact artifact reuse, mismatches, failed probes, timeouts, and
explicit artifact overrides.
- Explicit continuation and durable chat authorization coverage: 172
tests passed.
- Session resume and launch preparation coverage: 416 tests passed.
- Result persistence coverage: 15 tests passed. The new concurrency test
reproduced a PostgreSQL deadlock before the lock-order fix.
- Environment lifecycle coverage: 92 tests passed, including projectless
reuse and task/agent isolation at both selection and atomic handoff.
- Daytona plugin coverage: 237 tests passed; 6 gated tests skipped.
Standalone plugin build passed.
- Compact Slack continuation and native resume coverage: 69 tests
passed, including full-bootstrap retention, matching message
authors/bodies, current-delivery selection, rejection of duplicate
identities and historical comments, brief edits, and attachment/recovery
fallbacks.
- Final frozen-head `pnpm test:run` on repository-supported Node 26: 668
suites passed, 3 skipped, 1 failed; 12,797 tests passed and 82 skipped.
The sole failure was a local `socket hang up` in
`issue-recovery-actions.test.ts`, not an authorization assertion
mismatch. All 57 tests in that suite passed three fresh reruns, and the
suite passed latest-head CI. The full local invocation is therefore not
claimed green.
- An earlier Node 24 full run exposed an unrelated macOS symlink-cleanup
failure; that 11-test catalog suite passes on Node 26 and in CI. No test
behavior or timeout was relaxed.
- Full local typecheck and build passed. Latest-head CI is green;
Greptile is 5/5 with no unresolved review threads.
- Two real Slack baseline replies took 25.1 and 24.6 seconds
(24.9-second mean). Three same-thread signed probes on this head took
23.8, 23.9, and 22.7 seconds (23.5-second mean). This is a small sample
and a modest wall-clock improvement, not a large or statistically
established speedup.
- In that same thread, uncached provider input fell from 8,514 tokens
before compact input to 694–765 tokens afterward. The current delivery
uses a 362-character delta; the full 19–21k-character bootstrap remains
available for failed resume. Verified runner artifact preparation fell
from about 1.2 seconds to 0.6 seconds.
- A fresh thread created a separate task, sandbox, and provider session
with full bootstrap (24.4 seconds). Its follow-up reused its own
sandbox/session and compact input (28.3 seconds, including 16 seconds of
model execution). Model variability and process startup remain
substantial.
- A signed duplicate webhook produced exactly one user comment, one
successful run, and one final Slack reply. Slack's API independently
confirmed the actual replies and a public task URL without an internal
or pool hostname.
- Earlier signed probes verified recovery after a failed run and reuse
across a server deployment. The final idle test observed Daytona report
the sandbox as stopped, then delivered a new reply in 19.9 seconds using
the same sandbox/provider-session identity and compact input. Slack’s
API confirmed that reply.
- Live probes use signed synthetic inbound webhooks and real outbound
Slack delivery, read back through Slack’s API. The final browser recheck
found the Mac locked and the Slack tab blocked by another extension, so
this is not claimed as full UI E2E proof.
- This is a review branch. Do not merge until the maintainer reviews it.

## Risks

- Incorrect session reuse could mix account or task context. Missing or
changed identities continue to reset, and existing authorization checks
remain in place.
- Warm mode remains opt-in. Remote warm mode requires a reusable sandbox
lease. Retained processes keep credentials until they close, so idle
expiry and ownership fences are required.
- A fresh user message may continue after a committed provider failure.
Approval, current authorization, process termination, and prior-result
checks remain required.
- Projectless sandbox reuse is task- and agent-scoped. Missing or
mismatched ownership cannot replace an existing lease; existing
workspace-scoped leases keep their scope. Opt-in reuse retains a sandbox
per task/agent, so provider auto-stop and deletion policies still
determine idle compute and storage costs. Fleet defaults are unchanged.
- Compact prompts apply only after proven resume and a matching
prior-run delta. Missing or specialized context falls back to full
input; fresh sessions always receive the full bootstrap.
- No schema or migration changes.

## Model Used

OpenAI GPT-6 through Codex, with code editing, tool use, and test
execution. The exact serving model ID and context-window size are not
exposed by 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
- [ ] 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>
2026-09-20 13:12:44 -05:00
DottaandPaperclip 2a99de80ec fix: supply public task links and preserve managed AI sessions (#13699)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors deliver agent replies to external conversations.
> - Agents need a public task link when a user asks to open the task.
> - The prompt and task tools lacked that link, so an agent could invent
an internal address.
> - Managed AI credential directories also changed the session
fingerprint on each run.
> - This change supplies public task URLs and excludes only those
temporary directory values from the fingerprint.
> - Follow-up messages can reuse compatible sessions while real
configuration changes still reset them.

## Linked Issues or Issue Description

Refs #13680 and #13694 for the related Cloud-origin fixes. No duplicate
open PR was found.

**What happened?**

An external chat reply could contain an invented internal task URL. The
publication filter then removed the link. Follow-up runs also lost their
saved provider session because each managed credential home used a
different temporary path.

**Expected behavior**

Agents receive the current public board URL for a task. Temporary
credential directories do not reset an otherwise compatible session.
Account, credential, model, permission, and custom environment changes
still invalidate it.

**Steps to reproduce**

1. Use a chat connector with a managed AI connection.
2. Ask for the current task link.
3. Send a follow-up message with the same agent configuration.
4. Inspect the task URL and the session reset reason.

**Paperclip version or commit**

Reproduced on the source at b193077582.

**Deployment mode**

Cloud staging with a native runner.

## What Changed

- Supply an exact public task URL in fresh and resumed external-chat
context.
- Return a nullable `url` on task records in `get_task_context` and
`search_tasks`, including child tasks.
- Resolve the current claimed Cloud origin at use time. Preserve the
existing safe-URL filter and omit unsafe links.
- Normalize only the exact credential-home paths created by the managed
AI runtime when comparing session configuration. Do not change the
actual execution environment.
- Add regression tests and update the connector playbook.

## Verification

- 255 focused tests passed for public URLs, prompt context, AI
connections, and session configuration.
- 19 native task-tool tests passed, including public URL lookup, origin
changes, and unsafe URL rejection.
- Full workspace typecheck and build passed locally. The full local test
run is still in progress; all CI test lanes passed at the final head.
- All 54 CI checks passed, with two optional jobs skipped. Greptile
scored 5/5 with no review comments.
- After merge, deploy the exact merged commit to the authorized staging
stack. Check a fresh Slack mention, a same-thread reply, the returned
task link, and the measured session reuse and response time.

## Risks

- Existing saved fingerprints can reset once after this change. Future
runs should reuse a compatible session.
- The fingerprint change applies to managed AI connections. Tests
preserve resets for real account, credential, model, permission, and
environment changes.
- A public task URL still requires normal Paperclip access. This change
grants no access and keeps internal URL filtering.
- This change does not remove all runner startup or checkpoint latency.
Staging measurements are still required.
- No schema or migration changes.

## Model Used

OpenAI GPT-6 through Codex, with code editing, tool use, and test
execution. The exact serving model ID and context-window size were not
exposed by this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-19 20:40:05 -05:00
DottaandPaperclip b193077582 fix: report Slack callback health correctly behind Cloud proxies (#13694)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack connections turn messages into governed agent runs and return
replies to Slack.
> - Remote runs must replace an incompatible sandbox runner with the
controller's packaged binary.
> - The fallback used a package-relative path that does not match the
vendored server layout.
> - Slack callback health also compared the internal proxy address with
the public callback address.
> - Master now contains the runner fallback fix; this pull request fixes
callback health and extends missing-runner regression coverage.

## Linked Issues or Issue Description

Refs #13677, #13680, #13691, and #13686.

**What happened?**

A packaged controller stopped a Slack-triggered remote run with
`runner_remote_artifact_unavailable` when the sandbox runner needed
replacement. Working Slack callbacks also showed a stale URL warning
behind the Cloud gateway.

**Expected behavior**

The controller stages its packaged runner when needed. Callback health
uses the observed public address and still detects real address changes.

**Steps to reproduce**

1. Run a packaged server with a sandbox that has an older runner or no
runner.
2. Send a Slack mention to an agent that uses that sandbox.
3. Route signed Slack callbacks through a claimed Cloud gateway that
rewrites the upstream host.
4. Check the run and the Slack callback health panel.

**Paperclip version or commit**

Reproduced on master at `aeef493f4a7603b7b1254421b80fb00212982390`. The
fix branch also includes #13691.

**Deployment mode**

Packaged server with a Cloud gateway and a Daytona sandbox.

## What Changed

- Extend the controller-owned runner fallback tests with a missing
sandbox binary case; retain the fix now merged in #13686.
- Prefer dedicated gateway diagnostic headers that survive provider
rewrites of standard forwarded headers. Use validated host hints only
for callback-health evidence on claimed Cloud instances after provider
acceptance. Preserve request bodies, routing, authentication, and
configured callback URLs.
- Cover current, stale, and missing sandbox runners, all Slack callback
surfaces, rejected callbacks, malformed proxy hints, real host and port
changes, and the existing self-hosted behavior.
- Document the artifact lookup and callback-health boundaries.

## Verification

- Native session executor and binary resolver suites: 379 tests passed
after merging current master (`45c99a0d0`).
- Targeted callback integration suite with disposable PostgreSQL: 4
tests passed before rebase.
- Full `pnpm -r typecheck` and `pnpm build` passed after merging current
master. The full local suite passed 12,668 tests; one suite failed to
start its disposable PostgreSQL. Rerunning that suite alone passed all
31 tests.
- The built server resolver selected the executable under
`server/dist/vendor/paperclip-runner/bin/`.
- Final callback regression: all 4 targeted integration tests pass,
covering provider header rewrites, default ports, uppercase/trailing-dot
hosts, and ignored self-hosted hints.
- Live staging proof of the runner fix: a previously failed Slack thread
recovered, a new mention received its requested response, and the
account-connect command succeeded. Unsigned callbacks returned 401.
- Live browser and Slack acceptance passed: generated callback URLs,
account linking, a new mention, an interactive question and answer, and
all three callback-health indicators. The connector was activated
through the onboarding UI.
- All 54 latest-head checks pass, two optional checks are skipped, and
Greptile is 5/5 with no unresolved threads.

## Risks

- Runner fallback must select a binary for the remote platform. This
preserves explicit remote artifact overrides and the existing capability
checks.
- Proxy headers are not identity proof. They are used only for
diagnostics on claimed Cloud instances after the provider accepts the
request. Self-hosted instances ignore them. Wrong public hosts and ports
still warn.
- No database migration or new public API contract.

## Model Used

OpenAI GPT-6 via Codex. Used reasoning, repository tools, code
execution, and browser/native-app testing. Exact model variant and
context window were not exposed by the session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-19 17:32:51 -05:00
DottaandPaperclip 9335b7db10 fix(runner): validate inherited environments and replace stale sandbox binaries (#13677)
Resolve the effective environment for account adoption and adapter tests. Preserve saved-agent overrides when the request omits environmentId, and treat explicit null as inheritance from the instance.

Reject sandbox runners that lack unlimited-runtime and connection-lease-renewal capabilities. Stage the bundled runner before launch when the image binary is stale.

Add regression coverage for environment precedence, fail-closed validation, adapter switches, API-key reverification, and runner artifact fallback. Document the operational workaround for older controllers.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-19 08:51:18 -05:00
DottaandPaperclip c9e8677979 docs: document chat connector UX and make the runbook self-contained (#13675)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Connections let agents work with external services.
> - Contributors use the connection runbook to add and review providers.
> - The runbook depended on private issue references and did not capture
the chat setup UX conventions.
> - This pull request adds a chat connector UX guide and puts the
missing requirements in the runbook.
> - Contributors can apply the guidance without access to the internal
issue tracker or a personal skill installation.

## Linked Issues or Issue Description

**Issue type**

Missing documentation and unclear contributor instructions.

**Where is the issue?**

`doc/connections/CONNECTOR-PLAYBOOK.md` and the chat connector setup
guidance.

**What's wrong?**

The runbook sent contributors to private issues for validation, OAuth
ownership rules, and catalog review. The Slack setup work also
established useful UX rules that other providers should share.

**Suggested fix**

Add a companion UX document. Link it from the runbook. Include
validation and review requirements directly in the public documentation.
Use portable company and instance examples.

Related implementation:
https://github.com/paperclipai/paperclip/pull/13638. A search of related
PRs found no duplicate documentation change.

## What Changed

- Add `CHAT-CONNECTOR-UX.md` with setup, credential, identity, footer,
test, and management conventions.
- Include adaptation examples for Discord, Telegram, and email
providers.
- Link the companion from the runbook introduction, contents, and UX
section.
- Replace private issue references with inline architecture boundaries,
risk classification, validation evidence, and per-tool review
requirements.
- Replace personal deployment examples with sample company and instance
addresses.
- Mark the recorded Notion provider observations as a dated snapshot.

## Verification

- Passed `git diff origin/master --check`.
- Passed local validation of all 35 relative links and heading anchors
in the two documents.
- Passed code-fence and private-reference scans.
- Reviewed the guide against the Slack setup decisions and the existing
connection docs.
- Attempted `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build`. They
could not complete because this fresh worktree has no installed
dependencies (`@types/node` and the CLI `tsx` entry point are missing).
No application code changed.
- GitHub CI passed on commit `070fefc8b2513cb9469bae76e66940c33c1465ea`,
including typecheck, build, general and serialized tests, runner
verification, browser tests, and canary dry run.
- Security checks passed. Greptile scored the current commit 5/5 with no
findings or unresolved review threads.

## Risks

Low risk. This changes two documentation files only. Provider APIs and
screens can change. The guide requires authors to verify provider
capabilities, and the Notion example identifies its observation date.
The documentation does not assert new runtime support.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime model ID and context
window are not exposed in this session. Used reasoning, repository
inspection, shell execution, and documentation editing.

## 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
- [x] My branch name describes the change and contains no internal issue
id or instance-derived details
- [x] I have run the applicable documentation checks locally and they
pass; application checks were attempted and the environment limitation
is recorded above
- [x] I have added or updated tests where applicable (documentation
validation; no runtime changes)
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-19 08:16:56 -05:00
scotttong 3f1d897a7c copy(connectors): say "organization" in the connector setup flow (#13589) 2026-09-17 19:37:14 -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
Nicky LeachandPaperclip 9ed55f6931 fix: allow concurrent agent runs on one OpenAI or xAI subscription connection (#13452)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Paperclip starts local command-line sessions and stores provider
credentials through managed connections
> - One OpenAI Codex or xAI Grok subscription connection held a
credential lease for the full agent run
> - A second run then waited for the first run, and concurrent runs
could overwrite a newer credential
> - The write-back must compare fresh credentials while it holds the row
lock
> - This pull request removes the run lease, keeps the revocation guard,
and bounds Codex timestamps against the host clock
> - The benefit is safe concurrent use of one subscription connection
with newest-credential selection

## Linked Issues or Issue Description

**What happened?**

A managed OpenAI Codex or xAI Grok subscription connection held a
credential lease for the full agent run. A second run waited for the
first run to finish. The write-back gate also rejected any row change
before it compared credential freshness.

**Expected behavior**

Concurrent runs should start on one subscription connection. The server
should keep the newest valid credential and reject a credential write
after a person revokes the connection.

**Steps to reproduce**

1. Start two runs that use one OpenAI or xAI subscription connection.
2. Let both provider tools refresh the credential.
3. Finish the runs in either order.
4. Confirm that the newest valid credential remains in the connection.

**Paperclip version or commit**

`ec25bf1e4a81d1729a6d7276e6a486587cff4a0b`

**Deployment mode**

Local dev (`pnpm dev`), built from source.

**Agent adapter(s) involved**

Codex. The server path also covers xAI Grok subscription connections.

**Database mode**

Embedded PGlite for local development, and external Postgres for
deployments.

**Access context**

Both board and agent runs can use managed connections.

**Additional context**

The provider command-line tool refreshes credentials inside the sandbox.
The server copies the result back after the run. Two long runs can still
refresh one token hours apart, so the provider can reject the second
refresh. The server cannot observe that provider call.

## What Changed

- Remove the full-run credential lease for OpenAI Codex and xAI Grok
subscription connections.
- Lock and re-read the connection row before credential write-back.
- Accept only a strictly newer credential, while keeping the connection
revocation guard.
- Reject Codex freshness timestamps more than five minutes ahead of the
host clock.
- Add tests for both completion orders, xAI cleanup, revocation, the
Codex time bound, and agent hiring.
- Update the connection and run-log documentation.

## Verification

- `server/src/__tests__/ai-connections.test.ts` passes with 42 tests.
-
`packages/adapters/codex-local/src/server/codex-auth-merge-decision.test.ts`
covers the five-minute boundary and the one-millisecond overflow.
- `packages/adapters/codex-local/src/server/codex-auth-merge.test.ts`
passes.
- `server/src/__tests__/agent-hire-ai-connections.test.ts` covers OpenAI
and Anthropic.
- The project type check reports no new error in changed files.
- GitHub Actions must pass on this pull request.

## Risks

The write-back now permits concurrent runs, so the provider may reject a
later refresh when both long runs use one token. The server keeps the
revocation guard and rejects future-dated Codex timestamps. No schema
change occurs.

## Model Used

OpenAI Codex, GPT-5. Context window and exact deployment build are not
exposed in this run. The model used tool calls, code inspection, and
test 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>
2026-09-15 01:10:54 -07:00
Nicky LeachandPaperclip ee81cee76d fix: allow concurrent agent runs on one Anthropic subscription connection (#13445)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Agent runs use provider connections and subscription credentials.
> - File-backed subscriptions need a lease while a run writes new
credentials.
> - Anthropic subscriptions pass a token and do not write a credential
file.
> - The current lease blocks concurrent Anthropic runs without
protecting shared state.
> - This pull request limits the lease to file-backed subscriptions and
tests both paths.
> - The result lets Anthropic runs share one connection safely while
file-backed credentials remain serialized.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This change improves concurrent use of one subscription connection.
Anthropic runs no longer wait for a lease that protects no shared file.

**Subsystem affected**

server/ — REST API and orchestration services, with related server tests
and connection documentation.

**Current behavior**

The server takes a connection lease for every subscription invocation.
The lease blocks a second Anthropic run while the first runtime remains
open.

**Proposed behavior**

The server takes the lease only when the subscription writes a provider
authentication file back to the grant. Anthropic runs can proceed at the
same time.

**Reason and benefit**

Anthropic passes its token through an environment variable and writes no
file. Removing this unnecessary wait improves concurrency and preserves
credential safety for OpenAI and xAI.

**Breaking changes**

None. OpenAI and xAI keep the existing lease and retry behavior.

## What Changed

- Limit the AI credential lease to subscriptions that write a provider
authentication file.
- Add coverage for concurrent Anthropic runs and hired-agent runs.
- Keep the existing OpenAI contention assertions as a sensitivity
control.
- Update the AI connection documentation to describe the lease boundary.

## Verification

- Run `server/src/__tests__/ai-connections.test.ts`.
- Run `server/src/__tests__/agent-hire-ai-connections.test.ts`.
- Run
`server/src/__tests__/heartbeat-ai-subscription-contention.test.ts`.
- Run the server type check.
- Review the pull request checks after GitHub starts continuous
integration.

## Risks

The main risk is an incorrect provider classification. The write-back
condition remains unchanged, and OpenAI contention tests keep the
file-backed lease behavior under test. No schema or API contract changes
occur.

## Model Used

OpenAI GPT-5. Exact runtime model ID and context window are not exposed
in this execution. The model used tool calls, shell commands, and GitHub
operations.

## 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>
2026-09-14 20:53:56 -07:00
DottaandPaperclip a2e7ffdc34 fix(runtime): validate sandbox paths and preserve live controller leases (#13432)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents can run in remote sandboxes.
> - Connection checks must use the selected execution target.
> - Recovery must respect the controller that owns an active run.
> - A host path or PID does not describe a remote sandbox.
> - This pull request checks sandbox paths on the target and preserves
live controller leases.

## Linked Issues or Issue Description

**What happened?**

Selecting an AI account for a sandbox agent could fail because the
Claude ACP environment check tried to create the sandbox directory on
the Paperclip host. The recovery sweep could also interrupt a sandbox
run while its controller lease was still valid. It treated a PID absent
from the local host as proof that the run had stopped.

**Expected behavior**

ACP checks directories on the selected execution target. Recovery leaves
a run with a live controller lease alone. Its final database write
rejects a stale snapshot after renewal, a claim, a controller change, or
a runtime change.

**Steps to reproduce**

1. Test a Claude ACP sandbox agent with a directory that cannot be
created on the host. The check fails before this fix.
2. Give a running sandbox task a valid controller lease and a PID absent
from the host. Run the stale-lock sweep without an in-memory handle. The
sweep interrupts the run before this fix.
3. Renew or replace the controller between the sweep's read and write.
The old snapshot must not end that controller's run.

**Paperclip version or commit**

Rebased onto `origin/master` at
`0e9b24c8216171c26c8358ba387d77858e02c7a9`. All seven regression cases
still fail against this base.

Refs #13438, which supplies the managed hiring and task-connection
behavior, and #13433, which preserves non-assignee subscription comment
wakes. This PR preserves both upstream changes and addresses the two
remaining sandbox failures.

## What Changed

- Resolve and create Claude ACP test directories through the
execution-target helpers.
- Preserve active legacy controller leases during stale-lock recovery,
including finalization after a task becomes terminal.
- Recheck the controller, lease, runtime mode, and native ownership in
the terminal database write.
- Add two sandbox-directory cases and five database-backed
controller-lease cases.
- Document the target used for ACP directory checks.

## Verification

- Red: all seven new cases fail against `0e9b24c82` without these two
implementation changes.
- Before the final upstream sync, 192 focused tests passed. Full `pnpm
test:run` coverage completed using the repository's group/shard runner:
all general server and workspace groups passed, and all 147 serialized
server suites passed across the initial run and isolated continuations.
Five cold-import timeout suites passed with
`--experimental.fsModuleCache`; their assertions and deadlines were
unchanged.
- The hiring routes, default-selection service, and upstream hiring
tests match `origin/master` exactly. The two remaining fixes are
unchanged by the final rebase.
- On final head `bd28d5cefbdf7084acc3759199cd9661907e7a26`, all 372
focused tests pass across 16 suites covering both upstream changes and
these fixes. Two timeouts in the combined run (database setup and an
existing ACP case) pass in isolated reruns with fresh test homes and
temporary directories. `pnpm -r typecheck` and `pnpm build` also pass on
this head.
- All 32 active checks pass on final head `bd28d5cef`, including the
full test matrix and browser shards, in [CI run
34904204849](https://github.com/paperclipai/paperclip/actions/runs/34904204849).
Two Storybook checks are skipped by path filters.
- Greptile reviewed final head `bd28d5cef` at 5/5 with no findings or
unresolved review threads.

## Risks

- A failed remote directory check still blocks connection adoption.
- A live controller retains finalization authority after its task
becomes terminal. Cleanup waits for ownership to expire and must pass
the final ownership check.
- No schema or credential-storage changes.

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-14 22:13:57 -05:00
DottaandPaperclip 0e9b24c821 fix: resume subscription comment wakes and preserve retry status (#13433)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Concurrent task runs can share a managed AI subscription with one
credential lease.
> - #13438 added durable retries for busy subscriptions and task-lock
checks.
> - A comment wake can run for an agent who is not the task assignee.
Such a run never owns the task lock, so the new checks suppress its
retry.
> - This pull request preserves those comment wakes while keeping the
lock checks for assignee runs.
> - It also shows the subscription wait in task status and preserves the
failure count through the database projection.

## Linked Issues or Issue Description

Refs #13438.

**What happened?**

When a subscription is busy, a non-assignee comment wake is cancelled
without a successor. Repeated subscription waits also display an
inflated attempt count because the execution query omits the preserved
failure count.

**Expected behavior**

An eligible comment wake waits and resumes without claiming the
assignee's task lock. The task shows “Waiting for AI subscription”.
Waiting does not consume provider-failure retries. Assignee retries
still stop when the task lock is cleared or transferred.

**Steps to reproduce**

1. Configure an agent with a managed subscription and concurrent runs.
2. Hold its credential lease in one run.
3. Mention the agent on a task assigned to another actor.
4. Release the lease and inspect whether the comment wake has a
scheduled retry.

The test uses a real embedded Postgres database and a real credential
lease. Provider execution uses a fixture. The reassignment test applies
a database mutation after the real checkout. No live provider account is
needed.

**Paperclip version or commit**

Based on `f912ecaac` from #13438. Before the reconciliation fix, the
rebased regression at `2063cfd13` failed because the comment wake had no
scheduled retry. The original configuration failure was reproduced on
`5282cabde` before #13438 merged.

**Deployment mode**

Built from source with embedded Postgres for local verification.

## What Changed

- Record non-assignee comment-wake authority at admission while holding
the task and run locks. A later reassignment cannot grant this
exception. Preserve it through repeated subscription waits.
- Keep master’s lock checks for assignee retries, including the check
inside the scheduling transaction.
- Show the subscription wait and preserve its failure count in the
execution projection query.
- Limit pre-provider wait receipts to fresh executions. A persisted
native execution input must retain its recovery path.
- Add lease, retry, projection, cancellation, reassignment, pause,
revocation, service-recreation, and ownership regression coverage.
- Use master’s 60–120 second retry interval and document the resulting
behavior.

## Verification

- Red: after rebase, the comment-wake test failed with no scheduled
retry; the other 50 contention and retry-scheduling tests passed.
- Red/green: reassigning the task immediately after real checkout
reproduced an unwanted successor for both assignment and comment wakes.
Both tests pass after recording authority at admission.
- Green: all 285 targeted tests pass across 12 suites, including
#13438’s four cancellation-race phases, its hiring/connection suite,
run-dispatch integration tests, and both reassignment regressions.
- `pnpm -r typecheck` passes after rebase.
- `pnpm build` passes on the final revision.
- The full general and serialized test suites pass in [CI run
34899514681](https://github.com/paperclipai/paperclip/actions/runs/34899514681)
on `99f1e4c1d`. Full-suite verification ran in CI; local verification
used the 285 targeted tests.
- All 32 active PR checks pass, including build, typecheck, native
runner verification, canary dry run, and all browser shards. Two
Storybook checks are skipped by path filters.
- Greptile reviewed `99f1e4c1d` at 5/5 with no outstanding findings. All
review threads are resolved.
- `git diff --check` and `node scripts/check-module-boundaries.mjs`
pass.

## Risks

- The non-assignee exception requires authority recorded under admission
locks or its server-created subscription retry. Tests cover
caller-supplied flags, assignment and comment reassignment races,
repeated comment waits, and assignee lock protections.
- A wait uses master’s 60–120 second interval. A long-held lease can
produce multiple wait records.
- Existing native sessions can have provider effects. They must not
receive a fresh-execution receipt that permits replay.
- No schema migration or credential permission change is required.

## Model Used

OpenAI Codex, model `gpt-6-astra`, with repository search, code editing,
shell execution, and test tools. The session does not expose its
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>
2026-09-14 16:58:37 -05:00
DottaandPaperclip f912ecaacf fix: carry AI connections through hiring and unblock task execution (#13438)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents hire other agents and assign tasks to them.
> - Managed AI connections must follow those hires across legacy and
native runners.
> - Missing accounts should pause task execution and let the user
connect from the task.
> - Subscription contention must wait without asking for new
credentials.
> - This pull request fixes these paths and the native tool and Daytona
staging failures found during live tests.
> - The result is a working hire, subtask, and connection setup flow on
local and remote runners.

## Linked Issues or Issue Description

**What happened?**

A managed Claude or Codex agent could hire a teammate without a usable
AI binding. Cross-provider hiring could fail before the user had a
chance to connect the new provider. First-time task setup did not show
the existing AI credential form inline. A busy subscription could
request a new connection. Native API replies could stop the parent after
a hire had already committed. Fresh Daytona sandboxes could fail to
extract read-only skill directories created on macOS.

**Expected behavior**

Compatible hires inherit the managed connection choice. A hire for
another provider uses the responsible user's default. If that account is
missing, the hire succeeds and the task asks for a connection.
Completing setup in the task resumes work automatically. Explicit child
auth settings and existing unmanaged login paths keep precedence.
Shared-account access checks remain in force.

**Steps to reproduce**

1. Connect a Claude or Codex parent with a managed AI account.
2. Ask it to hire one agent of each provider and create a self-assigned
subtask.
3. Assign work to both hires without connecting the second provider
first.
4. Connect the missing provider from its task card.
5. Check that all tasks finish and same-provider work uses the original
account.
6. Repeat with native runners and fresh Daytona sandboxes. The opt-in
browser suite in `tests/hiring-ai-connections/README.md` performs these
steps.

**Paperclip version or commit**

The live failures were reproduced from `f2c5e54dc`. The branch is
rebased onto `5282cabde`.

**Deployment mode**

Isolated local development instance. Legacy CLI and native runners.
Local execution and ephemeral Daytona sandboxes.

Related work: Refs #13247 for managed AI connections. Refs #13268 for
legacy credential-reference inheritance, which this branch preserves.
Refs #13432 for a concurrent managed-inheritance fix. This PR also
covers cross-provider task setup, subscription waits, native API
replies, and Daytona extraction. It permits missing responsible-user
defaults at hire time; restricted shared selections still fail.

## What Changed

- Apply managed connection defaults to both agent creation routes.
Preserve explicit auth choices and legacy credential-reference
inheritance.
- Allow hires before their responsible user connects the provider. Keep
approval gates, company boundaries, and shared-account access checks.
- Reuse the production AI credential form inside the pending task card.
Resume the task after setup.
- Retry subscription lease contention without consuming the
provider-failure allowance or creating a connection request.
- Require task execution-lock ownership when scheduling, promoting, and
dispatching subscription retries. Recheck ownership under the issue row
lock.
- Rename the HTTP operation identity at the native tool boundary so it
cannot override the runner's operation identity.
- Delay directory permission restoration during Daytona extraction.
Preserve the final read-only modes.
- Add database-backed regressions, real browser acceptance tests, and
Storybook states. Document setup and run-log behavior.

## Verification

- Six real browser scenarios passed: both parent providers on legacy
local and legacy Daytona; native Codex locally; native Claude on
Daytona. Each scenario hires both providers, completes a self-subtask
and assigned work, and connects the missing provider inline with
automatic continuation.
- Successful runs verify the account, responsible user, runner mode, and
Daytona lease. All 18 test sandboxes were deleted.
- Live authentication used API keys. Subscription inheritance, lease
contention, and retry have integration coverage. Fresh subscription
OAuth sign-in was not automated.
- Red/green tests reproduced missing bindings, missing inline forms,
subscription contention, native API reply failure, and GNU tar
permission failure.
- Seven Storybook browser checks passed. They cover both providers,
method selection, narrow layout, completion, cancellation, and invalid
credentials.
- Full local suite coverage completed before rebase. Initial timing and
fixture startup failures passed unchanged on isolated reruns. The first
full command did not exit cleanly; the remaining workspace and
serialized groups were completed separately.
- After rebase, 107 hiring/auth/retry tests and 59 native API,
task-card, and Daytona tests passed. The full workspace typecheck,
production build, and token gates passed again. Storybook build passed
before rebase.

- Review fixes: 169 hiring/retry/dispatch tests, 37 adjacent tests, and
four explicit cancellation-race cases passed. Eight cross-provider cases
cover stale auth keys on both creation routes and both runner types.
Server typecheck and build passed.

- Final CI on `ee4890837a8a4913e07453392b9a75969580dae1`: 32 checks
passed. Two optional Storybook jobs were skipped. The full server,
workspace, browser, native runner, build, typecheck, and release checks
passed.
- Three unchanged tests initially failed on a busy port, a chat row-lock
race, and preview-server readiness. Each affected job passed after one
CI rerun. Isolated local checks also passed: 41 credential tests, the
chat-concurrency case, and 25 preview-runtime tests.
- Greptile reviewed the final commit at 5/5. Both review threads are
resolved. GitHub reports no merge conflicts.

## Risks

- A missing personal account now defers authentication to the first
task. Explicit incompatible bindings and restricted shared accounts
still fail at hire time.
- An inherited personal default uses the responsible user's existing
authorization to install access for the new agent. It never copies
credentials or another user's identity.
- Subscription contention retries after a delay and rechecks task
eligibility. It does not consume the provider-failure budget.
- Native hiring uses the existing managed API-tools opt-in. Remote
native runners require a matching Linux binary and provider pack, as
documented in the acceptance README.
- No schema changes. Live tests make paid provider calls and remain
opt-in.

## Model Used

OpenAI GPT-6 (`gpt-6-astra`) in Codex, with reasoning, repository
inspection, code execution, browser automation, and API tools. 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>
2026-09-14 16:15:48 -05:00
Michael Nguyen 2d47a8058d fix(apps): update connector artwork and theme fallback (#13361)
> Awaiting author review. Do not merge until the author explicitly
approves.

## Thinking Path

> - Paperclip helps people manage AI agents for work.
> - Connector screens need recognizable app artwork.
> - Several bundled marks have inconsistent artwork or dark-theme
behavior.
> - The shared logo component should retain the existing frame.
> - This change replaces selected artwork and fixes local theme
fallback.
> - Users see consistent connector icons across shared component
callers.

## Linked Issues or Issue Description

**Current behavior**

Some connector marks use outdated artwork or unsuitable theme variants.
A remote dark logo can override a canonical local mark that works in
both themes.

**Proposed behavior**

Use the selected bundled artwork with the existing gray rounded frame.
Use local light artwork in both themes unless a distinct local dark
variant exists.

**Subsystem affected**

Connector artwork, the shared AppLogo resolver, and its validation.

**Breaking changes**

No connector capability, permission, credential, or catalog activation
changes. No duplicate PR was found in the earlier search.

## What Changed

- Update 46 artwork files and only the app definitions whose logo paths
need to change.
- Keep a compact public manifest of identities, paths, visibility, and
aliases.
- Prefer local artwork in both themes and preserve the existing frame
and padding.
- Add locally runnable artwork safety checks and a light/dark Storybook
gallery; leave PR workflows unchanged.
- Document artwork conventions. Source research is kept outside the
public manifest.

## Verification

- Artwork check: 69 identities pass.
- Node artwork validation tests: 13 pass (rechecked September 14).
- Focused resolver, component, and catalog tests: 40 pass (rechecked
September 14).
- Maintainer decision: dedicated icon-validation CI is not required; the
workflow remains unchanged. Greptile acknowledged 5/5 with no remaining
code concerns on September 14.
- UI typecheck, token gates, and Storybook build pass.
- Earlier full build and repository typecheck passed. The broad local
test run was stopped after workspace-runtime dependency fixture failures
outside this change. Current GitHub CI remains the full-suite gate.
- Visual approval remains outstanding. Review the canonical icon
registry in both themes at 24–48px.

## Risks

The SVG checker rejects common active features; it is not a general
sanitizer for arbitrary uploads. Optical balance still requires human
review. Remote fallback for unknown brands retains existing behavior.
This change does not add an asset importer or new connector
capabilities.

## Model Used

OpenAI Codex, assisted by GPT-5 and GPT-6 with code execution and
browser tooling. Exact hosted model IDs and context window sizes were
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
- [ ] 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


## Artwork comparison

Before and after for every affected identity. Images follow your GitHub
light/dark theme and are pinned to the base and PR commits. This
compares artwork; the existing gray rounded product frame and padding
are unchanged.

| Connector | Before | After |
|---|:---:|:---:|
| AgentMail | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/agentmail-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/agentmail.svg"
alt="AgentMail" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/agentmail.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/agentmail.svg"
alt="AgentMail" width="48" height="48"></picture> |
| Airtable | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/airtable.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/airtable.svg"
alt="Airtable" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/airtable.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/airtable.svg"
alt="Airtable" width="48" height="48"></picture> |
| Asana | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/asana.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/asana.svg"
alt="Asana" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/asana.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/asana.svg"
alt="Asana" width="48" height="48"></picture> |
| ClickHouse | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/clickhouse.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/clickhouse.svg"
alt="ClickHouse" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/clickhouse-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/clickhouse.svg"
alt="ClickHouse" width="48" height="48"></picture> |
| Cloudflare | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/cloudflare.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/cloudflare.svg"
alt="Cloudflare" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/cloudflare.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/cloudflare.svg"
alt="Cloudflare" width="48" height="48"></picture> |
| Cloudinary | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/cloudinary-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/cloudinary.svg"
alt="Cloudinary" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/cloudinary-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/cloudinary.svg"
alt="Cloudinary" width="48" height="48"></picture> |
| Discord | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/discord.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/discord.svg"
alt="Discord" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/discord-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/discord.svg"
alt="Discord" width="48" height="48"></picture> |
| GitHub | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/github-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/github.svg"
alt="GitHub" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/github-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/github.svg"
alt="GitHub" width="48" height="48"></picture> |
| Gmail | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/gmail.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/gmail.svg"
alt="Gmail" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/gmail.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/gmail.svg"
alt="Gmail" width="48" height="48"></picture> |
| Google Calendar | <picture><source media="(prefers-color-scheme:
dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-calendar.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-calendar.svg"
alt="Google Calendar" width="48" height="48"></picture> |
<picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-calendar.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-calendar.svg"
alt="Google Calendar" width="48" height="48"></picture> |
| Google Chat | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-chat.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-chat.svg"
alt="Google Chat" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-chat.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-chat.svg"
alt="Google Chat" width="48" height="48"></picture> |
| Google Docs | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-docs.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-docs.svg"
alt="Google Docs" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-docs.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-docs.svg"
alt="Google Docs" width="48" height="48"></picture> |
| Google Drive | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-drive.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-drive.svg"
alt="Google Drive" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-drive.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-drive.svg"
alt="Google Drive" width="48" height="48"></picture> |
| Google People | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-people.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-people.svg"
alt="Google People" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-people.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-people.svg"
alt="Google People" width="48" height="48"></picture> |
| Google Sheets | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-sheets.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-sheets.svg"
alt="Google Sheets" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-sheets.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-sheets.svg"
alt="Google Sheets" width="48" height="48"></picture> |
| Google Slides | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-slides.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-slides.svg"
alt="Google Slides" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-slides.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-slides.svg"
alt="Google Slides" width="48" height="48"></picture> |
| Google Workspace Search | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-workspace-search.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/google-workspace-search.svg"
alt="Google Workspace Search" width="48" height="48"></picture> |
<picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-workspace-search.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/google-workspace-search.svg"
alt="Google Workspace Search" width="48" height="48"></picture> |
| Hugging Face | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/hugging-face.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/hugging-face.svg"
alt="Hugging Face" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/hugging-face.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/hugging-face.svg"
alt="Hugging Face" width="48" height="48"></picture> |
| Jam.dev (library only) | New library entry | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/jam-dev-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/jam-dev.svg"
alt="Jam.dev" width="48" height="48"></picture> |
| Jira | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/jira-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/jira.svg"
alt="Jira" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/jira.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/jira.svg"
alt="Jira" width="48" height="48"></picture> |
| Linear | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/linear.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/linear.svg"
alt="Linear" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/linear-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/linear.svg"
alt="Linear" width="48" height="48"></picture> |
| Manufact | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/manufact.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/manufact.svg"
alt="Manufact" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/manufact-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/manufact.svg"
alt="Manufact" width="48" height="48"></picture> |
| Microsoft Teams | <picture><source media="(prefers-color-scheme:
dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/microsoft-teams.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/microsoft-teams.svg"
alt="Microsoft Teams" width="48" height="48"></picture> |
<picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/microsoft-teams.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/microsoft-teams.svg"
alt="Microsoft Teams" width="48" height="48"></picture> |
| Miro | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/miro-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/miro.svg"
alt="Miro" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/miro.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/miro.svg"
alt="Miro" width="48" height="48"></picture> |
| Mixpanel | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/mixpanel.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/mixpanel.svg"
alt="Mixpanel" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/mixpanel-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/mixpanel.svg"
alt="Mixpanel" width="48" height="48"></picture> |
| Netlify | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/netlify.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/netlify.svg"
alt="Netlify" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/netlify-dark.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/netlify.svg"
alt="Netlify" width="48" height="48"></picture> |
| Notion | <picture><source media="(prefers-color-scheme: dark)"
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alt="Notion" width="48" height="48"></picture> |
| PagerDuty | <picture><source media="(prefers-color-scheme: dark)"
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alt="PagerDuty" width="48" height="48"></picture> |
| PostHog | <picture><source media="(prefers-color-scheme: dark)"
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src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/posthog.svg"
alt="PostHog" width="48" height="48"></picture> |
| Postman | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/postman.svg"><img
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media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/postman.svg"><img
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alt="Postman" width="48" height="48"></picture> |
| Shopify | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/shopify.svg"><img
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alt="Shopify" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/shopify.svg"><img
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alt="Shopify" width="48" height="48"></picture> |
| Slack | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/slack.png"><img
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alt="Slack" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/slack.svg"><img
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alt="Slack" width="48" height="48"></picture> |
| Stripe | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/stripe.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/stripe.svg"
alt="Stripe" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/stripe.svg"><img
src="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/stripe.svg"
alt="Stripe" width="48" height="48"></picture> |
| Supabase | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/supabase.svg"><img
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alt="Supabase" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/supabase.svg"><img
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alt="Supabase" width="48" height="48"></picture> |
| Telegram | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/telegram.svg"><img
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alt="Telegram" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/ea053c60d9d2c5c3470275e2f4dfde5f8fe5db53/ui/public/brands/apps/telegram.svg"><img
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alt="Telegram" width="48" height="48"></picture> |
| Todoist | <picture><source media="(prefers-color-scheme: dark)"
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alt="Todoist" width="48" height="48"></picture> |
| Wix | <picture><source media="(prefers-color-scheme: dark)"
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alt="Wix" width="48" height="48"></picture> | <picture><source
media="(prefers-color-scheme: dark)"
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alt="Wix" width="48" height="48"></picture> |
| Zapier | <picture><source media="(prefers-color-scheme: dark)"
srcset="https://raw.githubusercontent.com/paperclipai/paperclip/c9e3bb7ca40160b2ff80958ec1a8c0254638ad42/ui/public/brands/apps/zapier.svg"><img
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alt="Zapier" width="48" height="48"></picture> |
2026-09-14 05:05:27 -10:00
DottaandPaperclip 827ba8a434 fix: cancel stalled sandbox startup without waiting for setup (#13352)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Sandbox runs prepare credentials and files before an agent starts.
> - Stop must work during that preparation.
> - ACPX registered cancellation, but did not handle it while a setup
command was waiting.
> - Daytona cleanup waited for that same command before stopping the
sandbox.
> - This change stops the run's sandbox first and requires proof before
abandoning setup.

## Linked Issues or Issue Description

**What happened?**

Stop left a sandbox run active when remote credential setup stalled. The
run kept its connection lease until the sandbox was stopped separately.

**Expected behavior**

Stop terminates the selected run's sandbox, prevents later setup from
launching the agent, and lets run cleanup finish. It must not report
success without proof from the provider.

**Steps to reproduce**

1. Start an ACPX agent in Daytona.
2. Hold a command during remote credential or file setup.
3. Select Stop before the agent starts.
4. Before this fix, cleanup waits for the held command and never reaches
sandbox stop.

Related: #13351 exposed this during connection acceptance testing.
#12150 addresses scheduler load and session initialization limits, a
separate startup problem.

## What Changed

- Handle cancellation during ACPX sandbox preparation with a host-owned
stop callback.
- Pass an explicit active-work cancellation flag through environment
cleanup.
- Stop Daytona before draining setup commands. Keep normal graceful
cleanup.
- Require an exact run and lease termination receipt. Keep ownership of
outstanding requests when stop cannot be verified.
- Reject late setup work and defer sandbox resume until old requests
settle.
- Add regression tests and document the cancellation boundary.

## Verification

- Red: both the stalled ACPX setup test and the Daytona cancellation
test failed before the fix because Stop never reached the provider.
- Green: adapter and Daytona suites passed, along with cancellation
boundary and database-backed receipt/isolation tests.
- Two real Daytona probes ran a five-minute setup command. Cancellation
returned matching stopped receipts in 6.01 and 6.533 seconds. No later
setup command ran. Both test sandboxes were deleted.
- Repository typecheck and build passed locally. The full required CI
suite passed, including all server/workspace tests, browser shards,
Paperclip Runner verification, and canary packaging. The duplicate local
full-suite run was interrupted after CI passed; it is not claimed as a
completed local pass.
- No UI changes. The live probe uses the actual adapter cancellation
boundary and Daytona plugin; it is not a browser acceptance test.

## Risks

- Provider stop failures remain unacknowledged. The adapter keeps
ownership while its original requests remain active.
- A retry can receive a settling-work error until old provider requests
finish.
- Cancelled sandboxes are stopped and retained under their existing
provider expiry policy.
- Local execution and cancellation after the agent turn starts keep
their current behavior.
- Other providers must return an exact termination receipt to permit
early setup cancellation. No database migration.

## Model Used

OpenAI GPT-6 through Codex, with code execution and tool use. The exact
deployment identifier and context window are not exposed in this
session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-13 08:35:43 -05:00
DottaandPaperclip 8d1f0c20af fix: let responsible users choose either AI subscription or API key (#13351)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - AI Connections select the account used for each run.
> - A responsible-user binding must follow the person whose work the
agent performs.
> - The saved sign-in method currently blocks users with another method
for the same provider.
> - This pull request resolves a personal default by company, user, and
provider.
> - Each user can use a subscription or API key with the same bot and
model.

## Linked Issues or Issue Description

Refs #13247, #13248, #13346, #13347.

**What happened?**
A bot configured with a Claude subscription rejects another responsible
user’s Claude API key. Inline repair also limits that person to the
original sign-in method.

**Expected behavior**
The same bot uses each responsible user’s default Claude account,
whether it is a subscription or API key. Explicit shared account
selections remain fixed.

**Steps to reproduce**
1. User A connects a Claude subscription and creates a bot using the
responsible user’s connection.
2. User C connects a personal Claude API key.
3. User C runs the same bot. Before this fix, credential resolution
fails.

## What Changed

- Add a personal provider-default table. Preserve legacy per-method
preferences and backfill the most recently updated preference, including
unavailable defaults. Repeated migration does not replace a selection. A
database trigger propagates old-server default updates without treating
new accounts as replacement defaults.
- Resolve responsible-user bindings by provider. Retain the method as a
wire compatibility hint for old servers. Explicit selections still
require the exact method and grant.
- Use the selected account’s method for credential isolation, refresh
locking, and run attribution.
- Update onboarding, agent setup, the picker, and inline task repair.
Keep existing authentication components and harness/model settings.
- Add mixed-method runtime, migration, repair, and Storybook coverage.
Include upstream’s duplicate Anthropic option fix through the base
branch.

## Verification

- Focused resolver, migration, connection-intent, onboarding, agent
setup, model, and connector UI suites: 331 tests passed.
- Onboarding and new-agent regression suites passed during the initial
focused run.
- UI typecheck, token gates, and Storybook build passed.
- Live browser checks passed for Claude and Codex API-default execution,
switching both back to subscriptions, and both existing shared-account
bots. Bot configuration remained unchanged.
- One Daytona startup command stalled before Claude launched. The test
run was cancelled, its sandbox stopped, and the same account/task passed
on retry. Startup cancellation remains a separate environment finding;
this PR does not change that command transport.
- Browser review: all eight assertions passed in the new mixed-method
story, including shared selection, return to responsible-user selection,
and unchanged harness/model.
- Repository build and typecheck passed after refreshing upstream
dependencies. Final resolver and historical rollback verification: 38
tests passed. All latest-head CI gates passed, including
server/workspace/serialized suites, browser E2E, build, typecheck, and
runner verification. The extra serial local full-suite run was stopped
after equivalent CI passed; focused local checks completed.

## Risks

- Users with both historical method defaults get their most recently
updated preference as the initial provider default. They can change it
explicitly in Connections.
- A revoked or unavailable default blocks. Connecting an additional
account does not silently replace it.
- Existing legacy authentication is unchanged. Managed responsible-user
bindings intentionally stop pinning a method.
- Live staging: the same Claude and Codex bots completed real API-key
runs after changing only the personal default, then completed
subscription runs after restoring the original defaults. Read-only
database verification confirms unchanged bot configuration and actual
method attribution. Distinct-user concurrency is covered by automated
real-database tests with synthetic credentials, not two live human
logins.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, repository tools, code execution,
and browser interaction. The runtime does not expose a more specific
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 20:27:26 -05:00
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 e704e1c9ae fix: keep AI subscription locks safe through transaction pooling (#13347)
## Thinking Path

> - Paperclip manages AI agents and their credentials.
> - AI Connections must preserve account ownership from login through
execution.
> - A subscription environment check can pass and leave a session
advisory lock on a pooled database backend.
> - The next execution then reports that the subscription is busy.
> - Onboarding can also lose its completion callback when the connection
list refreshes before the login poll.
> - This change keeps each credential lease in one transaction and keeps
the login controller mounted until completion.

## Linked Issues or Issue Description

Refs: #13247, #13248, #13344.

**What happened?**

A real hosted subscription login saved successfully and passed its
environment check. The first task then failed with an AI connection busy
error. A connection-list update could also leave onboarding on
Connecting.

**Expected behavior**

A completed environment check releases its credential lease. A saved
login completes onboarding without another sign-in.

**Steps to reproduce**

1. Run Paperclip with a transaction-pooling PostgreSQL proxy.
2. Connect a Claude subscription through onboarding and reuse it for an
agent.
3. Start a task after its environment check succeeds.
4. For the UI race, refresh the managed connection list before the login
completion poll.

## What Changed

- Hold the grant lock inside one transaction. Roll back on cleanup or
failed acquisition.
- Disable the lease transaction's idle timeout so long provider
executions retain the lock.
- Keep the onboarding login controller mounted while its authorization
URL is active; restore saved-account retry if later agent creation
fails.
- Add lock-lifetime and Claude/Codex completion-order regressions.
- Document the pooling requirement.

## Verification

- 104 focused connection and onboarding tests passed.
- Workspace typecheck, production build, Storybook build, and token
gates passed.
- All 34 latest-head checks are terminal: 32 passed and two Storybook
workflows skipped by their normal filters. CI covers all
server/workspace/serialized test shards, browser tests, typecheck,
build, runner verification, and canary packaging. The additional local
full-suite run is still in progress.
- Real browser sign-ins saved Claude and OpenAI subscriptions on both
new and existing staging stacks. On the patched new stack, both
providers completed tasks and immediate repeat executions with the same
saved accounts. Read-only database inspection confirmed live
transaction-scoped locks and no remaining locks after completion. On the
final deployed head, both shared accounts on the existing stack also
completed actual tasks. Both personal accounts passed a fresh
environment check followed immediately by execution after a deployment
restart.

## Risks

- Each active subscription reserves one database connection and holds an
otherwise idle transaction until cleanup. This is required to pin the
backend through a transaction pool.
- Old session locks from earlier versions may need operator cleanup
after active runs drain. This change does not bypass existing locks.
- No database migration, credential routing, or legacy authentication
change.

## Model Used

OpenAI GPT-6 in Codex, with code execution and browser tools. The exact
deployment model ID and context-window size are not exposed to this
task.

## 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 19:05:18 -05:00
DottaandPaperclip b2acc674be fix: enable isolated subscription login on authenticated self-hosted instances (#13344)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - AI Connections store reusable provider credentials with company and
owner boundaries.
> - Self-hosted instances can require board authentication while running
agents on the local server.
> - The login UI treated those instances as unsupported and displayed
instructions without a command.
> - Removing that restriction must not expose the server operator's
existing CLI account.
> - This pull request enables owner-scoped login attempts and reuses the
existing login UI.
> - Users can connect Codex and Claude subscriptions on an authenticated
self-hosted instance.

## Linked Issues or Issue Description

**What happened?**

On an authenticated self-hosted instance, OpenAI subscription setup
displayed terminal instructions with no command and a disabled Connect
button. Claude also could not complete the local connection flow.

**Expected behavior**

An authorized board user can prepare an isolated sign-in attempt, sign
in on the server, and save the verified account as a Connection. This
must not import another user's or the operator's ambient credentials.

**Steps to reproduce**

Run Paperclip in authenticated mode with a local environment. Open
Connections, choose OpenAI or Anthropic, and select Subscription. The
previous UI never enabled local login preparation.

Related: #13247, #13248, and #10751. This fix preserves the restriction
on remote access to the operator's ambient Claude login.

## What Changed

- Allow company-authorized users to create, check, cancel, and complete
their own isolated local login attempts.
- Keep ambient Claude credential import restricted to the local
operator.
- Support isolated Claude credential files without falling back to the
host account or mutating process-wide environment variables.
- Use Codex device authorization so sign-in does not depend on a browser
callback to the remote server's localhost.
- Gate server-host login on authenticated public deployments unless a
trusted runtime host is configured. Publish the capability through
health so setup shows supported alternatives.
- Read isolated Claude credential files through bounded,
descriptor-bound opens with ownership, permission, and symlink checks.
Try the alternate filename after malformed JSON.
- Reuse shared login instructions and lifecycle hooks in onboarding,
agent setup, and Connections. Show health-query failures explicitly.
- Document authenticated self-hosted behavior and add authorization,
isolation, lifecycle, and UI regression tests.

## Verification

- Passed 71 focused tests across connection routes, credential
isolation, legacy compatibility, the shared login hook, and agent setup.
- Passed 89 onboarding regression tests.
- Passed `pnpm -r typecheck`, `pnpm build`, Storybook build, and `pnpm
check:token-gates`.
- Completed real Codex device authorization and Claude browser
authorization on an authenticated Linux self-hosted instance. Both
accounts were detected automatically and saved as Connected. Both
completed attempt directories were removed.
- These live checks cover login, credential validation, and connection
creation. They do not establish a new model execution or long-running
refresh result.
- Review follow-up: 68 focused checks passed after rerunning one route
socket error; the full route/health rerun passed all 49 tests. The
70-test onboarding suite also passed. Final workspace typecheck,
production build, and Storybook build passed again.
- The broad local run exposed an instance-name assumption in two new
assertions. The fixture now uses an explicit non-default instance, and
all 32 connection tests passed with a different inherited instance name.
The superseded broad run was stopped; this is not a claim that the full
local suite completed. Full CI results will be recorded before merge.

## Risks

- The server must have the provider CLI installed. Users still run the
displayed command on the server that hosts Paperclip.
- Authorization checks must keep login attempts scoped to the company,
owner, provider, and reconnect target. Regression tests cover cross-user
and cross-company access.
- Existing local-trusted Claude behavior stays available. Authenticated
remote users cannot use its ambient import path.
- No database migration, dependency change, agent binding change, or
provider routing change is included.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, and browser
tools. The runtime does not expose a more specific model version 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
- [ ] 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 23:06:55 +00:00
DottaandPaperclip 8d6232e7b0 feat: reuse provider sign-in across AI connection workflows (#13248)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Users connect provider accounts during onboarding and agent setup.
> - They should reuse and manage those accounts through the existing
Connectors interface.
> - A second login wizard would diverge from the established provider
workflows.
> - This pull request composes the existing sign-in components into
Connections and agent configuration.
> - Users can select accounts without changing their agent's harness or
model.

## 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 compact AI-account management to the existing Connectors pages.
- Reuse AgentProviderConnection, AdapterLoginPanel, AdapterLoginChrome,
and authentication controllers.
- Add the shared connection picker to agent setup/settings and task
requests.
- Preserve onboarding's sequence and reuse existing accounts.
- Add local-login recovery, retry, cancellation, and React StrictMode
handling.
- Add interactive Storybook scenarios, design-guide examples, and app
acceptance checks.

This is part 2 of the AI Connections change. The runtime foundation in
#13247 is merged. This PR now targets master.

## Verification

- Updated against master `47ded8bf9`, including the landed runtime
foundation and upstream task-search changes.
- 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 CI test, browser, build, packaging, and runner jobs passed on
final head `dd17d3211931dd70aaa6ea619d83a7f9966dd18e`. The fresh
Greptile review is 5/5, the security scan passed, and there are no
unresolved review threads. The final CI aggregate gates passed.
- Local general-server coverage passed 11,804 tests; three
port-collision failures passed in an isolated 25-test rerun. All 6,111
UI tests passed. CLI coverage passed 484 tests; its remaining doctor
test requires port 3199, which is occupied by an unrelated report server
on this Mac. The complete CLI suite passed in CI.
- Live browser testing verified Codex API-key reconnect inside a task
card on desktop and phone. Real provider runs resumed and completed with
unchanged connection/grant identity and agent routing.
- Tested opening, cancelling, reopening, and completing connection
creation. A regression confirms Connect another account cannot submit
the new-agent form or copy provider keys into agent settings.
- Added shared inline repair, automatic local sign-in checks, and
responsive connection dialogs. Standalone Daytona installation ignores
workspace configuration and suppresses dependency scripts. Its
standalone build also passed with CI's exact pnpm 9.15.4.
- Destructive live tests are excluded by default. Explicit opt-in, local
deployment checks, and matching disposable fixture identities are
required before any mutation.

## Risks

- Local Codex/Grok creation requires the connection-specific terminal
login command.
- Browser sign-in uses the existing supported-environment controllers.
- This update verifies live local Claude detection and Codex API-key
task repair. New subscription authorization/refresh and
independent-human/native-runner isolation were not reverified in this
update.
- No agent automatically adopts managed Connections.

## 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 16:51:26 -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 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 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