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| Author | SHA1 | Message | Date | |
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 DottaandPaperclip
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0c9d10d695 |
feat(connections): complete saved setup guidance and coverage maps (#17739)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Product and agent access maps describe the same capability IDs. > - Agent connection management changes the callable operations and permission boundaries. > - Reviewers need an operation inventory that distinguishes API access, human handoffs, and fixture evidence. > - This pull request adds saved setup screens and updates the maps for #17737. > - The benefit is that users and contributors can inspect the coverage and remaining boundaries. ## Linked Issues or Issue Description **Subsystem affected** Product and permission documentation, saved authentication setup UI and consent metadata, and product/agent access maps. **Problem or motivation** The current maps describe board-only management paths. They need to match delegated connection management and distinguish administration from ordinary tool execution. **Proposed solution** Record route operations, required grants, responsible-user limits, transport, saved authentication handoffs, provider-fixture evidence, and explicit local-operator boundaries for every connection family. **Roadmap alignment** This is the documentation companion to #17737. It covers existing Connected Apps, governed MCP gateways, chat channels, and personal/shared AI accounts. It uses existing server setup operations and adds their saved handoffs to the existing UI. ## What Changed - Show saved AI sign-in and connection setup handoffs in the existing UI. - Open GitHub import and rotation links at the required human step. Resume a committed rotation after reload without asking for another secret. - Restore saved Google service choices for the addressed user while preserving newer consent. Successful direct/cloud consent records its own timestamp, independently of refresh or lease writes; existing refresh paths preserve it. - Update product, implementation, and permission-default documentation. - Reconcile app permissions, connection setup, chat channels, profiles/gateways, and model account coverage. - Use matching capability IDs in the product and agent access maps. - Label source-reviewed operations separately from fixture-tested operations and live provider setup. - Preserve catalog creator attribution under the responsible user, with the actual agent still recorded. This follow-up moved from the implementation to keep both reviews below 100 files. This companion now changes 38 files, including the preserved Vercel personal-credential and OAuth callback attribution follow-ups alongside consent and catalog ownership. - Name the addressed-human browser-session and consent step for Slack managed authorization and installation. Preserve source-only evidence for those individual operations. ## Verification - Current companion head: `04d40cdd605452d91cf4931476eb292a210825af`, including implementation `2ecd6451d0` and master `ea727dc3c2`, 38 files. All intended companion files survive: 35 are byte-identical to the previous companion; two chat maps and qualification add current evidence. Exact-head Superagent passed and Paperclip Review supplied an actual neutral5/5 assessment with no findings and explicit no-independent-runtime/live/current-CI verification limits. Exact-head Greptile also completed at5/5 with no findings; both formerly failed shards and their verification aggregate passed on attempt2; full exact-head Linux CI workflow40446969603 completed SUCCESS. All current checks and statuses are terminal clean, with no unresolved findings. This PR remains dependent on #17737 and needs fresh checks after its required post-squash replay. The preceding 605 head’s reviews are historical after this update. Older b0ea Linux workflow success after its single rerun also remains historical. - Earlier preserved-stack verification passed **2,165 tests**: 70 assembled-server actual-auth scenarios, 27 OpenAPI contracts, 2,022 native API tests and 46 saved GitHub wizard cases in fresh PostgreSQL. The parent also passed **141 existing gateway/policy tests**. Workspace typecheck/build, maps and token gates passed. The initial typecheck IPC denial and all material intermediate regressions remain in the qualification record; no full local sweep or live provider setup is claimed. - Operation maps now cover issuer/target gateway policy intersection and post-approval revocation, bounded activity pagination through private-only windows, and native local-login encrypted receipts. The companion preserves the Vercel OAuth callback ownership change with its existing credential ownership follow-up. - Parent CI has one retained connection-intent e2e failure from a periodic-recovery timing race. GitHub refused the first job-rerun attempt while its workflow was nonterminal. Once completed, the single failed-job rerun was accepted as attempt 2 and passed, including the full parent Linux workflow. - Companion Linux server shard 4/12 retained a cleanup-idleness timeout in `login-cleanup-work.test.ts` (active work was still 1 after its five-second wait). The same unchanged cleanup suite passed all 16 cases in the parent Linux job 121950185096 and all 16 cases locally against a fresh disposable PostgreSQL database. Relevant cleanup/reaper/scheduling runtime code is unchanged. The single unchanged-code failed-job rerun was accepted as **attempt 2** on the previous `b0ea3c940f` head (workflow 40431671705). The failed shard and complete Linux workflow passed on attempt 2; no additional unchanged-code rerun was used for this failure. The first local attempt failed the existing dedicated `_test` database-name guard before running tests; the correctly named fixture passed without weakening the guard. - **Earlier 82 GitHub UI tests passed**. All three new replacement cases were red before the fix. A confirmed unchanged generation preserves the earlier copy; a changed or unreadable generation blocks copying and reconnecting. An explicit status check can restore the copy when it is still current. All earlier import, rotation, verification, and retry states remain covered. - The complete stack passed **82 API/OpenAPI tests** in fresh PostgreSQL, including 55 scenarios with real agent keys, run JWTs, human sessions, production defaults, persistence, and deterministic providers. The parent also passed **60 Copilot installation tests**, preserving published v62 and binding combined guidance as v63. - **Earlier 10 focused Google/OAuth tests passed**: eight picker cases and two local-HTTP protocol cases proving consent metadata survives concurrent token refresh. The refresh and legacy UI cases were red before the fix. These protocol fixtures use the existing injected board actor and do not count as agent-authenticated proof. - Workspace typecheck/build passed after the consent change; normal migration generation reported no SQL changes for the additive JSON metadata. The parent's latest caller-authorization correction passed server typecheck/build. Map validation and token gates passed. Maps cover 35 areas and 192 capability IDs. The specification names migration `0380_broken_aqueduct.sql`. - The test-call operation maps now record the full caller/target tool access decision (profiles, policies, and explicit grants), credential identity for every auth label, approval, and rate checks. The profile-only precondition was removed after the new permitted-access cases failed; those cases and the no-auth identity regression now pass. Saved test status requires its originating principal and current linked-task access; actual key/JWT privacy-denial evidence is recorded. - Tool-connection activity is now operation-verified: 100 events over two tasks require two capability decisions and at most two run captures (previously 100/102), preserve private-event filtering, and deny the next request after audit revocation. The regression was red before the fix. - Cloud enrollment creation and callback entries now name instance-administrator and company/principal checks. The callback is a browser return with HTML or a 303 redirect. Status reads retain their separate board-actor rule. - Operation maps identify the API, transport, authorization, evidence, and human/operator boundaries. Structural checks do not establish live provider behavior. Earlier failures and fixture corrections remain in `doc/plans/2026-10-13-connection-api-parity.md`. - An earlier companion head (`26edbe17`) received an actual Paperclip Review assessment of 5/5 with no actionable findings, published with neutral status. That review did not run tests or confirm CI, and it is historical for this new head. The prior incomplete execution result is not counted as a passed assessment. Fresh review remains pending. The duplicate enrollment findings have explanatory replies and are resolved. - The latest implementation correction passed all 55 actual-auth scenarios and 27 OpenAPI contracts (separate commands). It repairs unavailable old credential material, preserves fresh import versus configured reconnect links, and distinguishes credential field sets/completion modes in handoff keys. The new fresh-link and collision cases were red before the fix. All 41 GitHub wizard tests now pass, including filling the fresh saved handoff and asserting App import rather than reconnect; UI typecheck, maps and token gates also pass. Qualification retains the earlier failures and an incorrect OpenAPI filename that selected only the integration module before the correct separate contract run. - Configured GitHub credential-entry links carry canonical requested fields and all/any mode. The form displays and submits those values through human reconnect while retaining other saved credentials. Two webhook/client-secret cases were red before the fix; combined all/any and legacy-link cases also pass. The current UI fixes the old |
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DottaandPaperclip
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9077748894 |
Remove the Pipelines experiment and preserve its data (#16834)
## Thinking Path > - Paperclip manages AI agents and their work. > - Pipelines was an unused experiment with its own UI, API, CLI, and automation. > - Keeping it leaves unsupported product surfaces and extra task-detail queries. > - Removing the experiment must preserve data that users already saved. > - This pull request removes the feature and keeps its database schema and migration history. > - Cases and Routines remain available as separate features. ## Linked Issues or Issue Description **What existing behavior does this improve?** Remove the unused Pipelines experiment across the application. **Current behavior** The experiment includes pipeline boards, stage settings, case automation, review queues, learnings, permissions, and CLI commands. Task detail also queries pipeline links. **Proposed behavior** Remove all these product surfaces and their implementation. Preserve existing tables, records, and documents. Ignore the retired boolean in older managed configurations so upgrades still start. **Breaking changes** Pipeline URLs, API endpoints, CLI commands, and `pipelines:write` are removed. Task detail no longer includes the old `linkedCases` field. The independent Cases API remains available. No database migration or cleanup is included. Related feature work: #7907, #9110, #10905, #11375, #13004, #14671, #16133. Related issues: #9663, #10310, #10312. This removal supersedes the feature; it does not implement those pending enhancements or delete their saved data. ## What Changed - Remove Pipeline UI pages, navigation, gates, clients, query keys, helpers, and unused design tokens. - Remove Pipeline REST routes, services, automation dispatch, task-detail queries, and OpenAPI discovery. - Remove the CLI commands, shared contracts, experimental flag, catalog entry, and permission defaults. - Remove feature-specific tests, tutorials, smoke scripts, maps, and Storybook examples. - Preserve database schema, migration history, and the reserved document key used by old records. - Keep Cases routes independent and cover obsolete stored and managed settings. ## Verification - Passed: `pnpm build` and `pnpm -r typecheck`. - Passed: targeted settings, managed configuration, sidebar, settings UI, routing, and feature-catalog tests. A first sidebar run caught a shared Workspaces icon import; the import was restored and the sidebar rerun passed. - Passed: 40 tests covering Cases routes, OpenAPI discovery, retained Pipeline table constraints, and schema snapshot drift. - Passed: token gates, map validation, generated API metadata check, Storybook catalog validation, and 28 map/catalog tests. - Passed: isolated local browser verification of navigation and Experimental settings with Pipelines absent; Cases and Routines still open normally. Live GET/POST requests to retired Pipeline endpoints return 404, and the retired setting is absent. CLI help has no Pipeline commands. - Passed: 22 access-service and agent-default-grant tests after restoring unrelated permission assertions flagged in review. - Local full run: `pnpm test:run` reported one failure in the unchanged workspace-runtime port-allocation test. That test passed in an isolated rerun. The long local run was stopped after full CI passed; it is not reported as a complete local pass. - Passed: all 56 checks on `def9181f3a4491d95fca1d38e9739f5b821aae3e` (2 conditional checks skipped), including build, typecheck, test shards, and browser suites. Eleven interrupted CI jobs reported “The operation was canceled”; their one-time retry passed. [CI run](https://github.com/paperclipai/paperclip/actions/runs/39255211006). - Greptile: 5/5 on the final commit, with the only review finding fixed and resolved. - Sandbox socket restrictions affected the first build/API test attempts. The same commands ran with local sockets available. ## Risks - Existing Pipeline clients must stop using the removed endpoints and commands. - Existing data remains in the database and backups, but the removed UI no longer displays it. - Historical boolean `enablePipelines` values are ignored. They cannot restore the feature. - Cases and Routines must retain their separate behavior. Targeted route tests cover this boundary. ## Model Used OpenAI Codex, GPT-6, with repository inspection, editing, shell execution, and browser verification. The exact deployed 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> |
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DottaandPaperclip
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a1ab55a56d |
fix(agents): grant configuration access by default (#15283)
## Thinking Path > - Paperclip manages agent work and permissions for a company. > - Agent setup can require one agent to configure another agent. > - New standard agents could create agents, but they had no direct configuration grant. > - Existing agents must keep their current permissions after an upgrade. > - The requested new-agent defaults include 13 more direct permissions for suggestions, skills, tools, audit, inbox, and task assignment. > - This pull request adds the 14-grant set at creation and approval activation, retains it through invitations, and keeps existing agents unchanged. > - The change keeps low trust and built-in agents on their narrower permissions. ## Linked Issues or Issue Description **What existing behavior does this improve?** The agent creation and approval flows, and the agent configuration authorization path. **Current behavior** A new standard agent can create an agent. It cannot make protected changes to a peer agent unless an operator adds an `agents:configure` grant. **Proposed behavior** Add direct grants for `agents:configure`, `agents:suggest-changes`, `skills:create`, `skills:suggest-changes`, `tools:manage_connections`, `tools:manage_profiles`, `tools:view_audit`, `audit:view_agent_actions`, `tools:use`, `tools:manage_runtime`, `inbox:manage`, `tasks:assign`, `tasks:assign_scope`, and `tasks:manage_active_checkouts` to new standard agents. Scope `tasks:assign_scope` to the agent’s reporting subtree. Keep existing agents and their grants unchanged. **Reason and benefit** New standard agents can complete agent setup and the requested tool, skill, inbox, and task workflows under existing route, scope, and approval checks. **Breaking changes** Existing agents keep their current permissions. There is no permission migration. Related PR: #12212 adds scoped grant routes. This PR changes the default grant. ## What Changed - Add the 14 requested direct grants in agent creation and approval activation. Keep them when invitation approval replaces grants, preserving explicit scopes. Remove them when an agent is deleted. - Apply defaults only to new agents. Remove the existing-agent permission migration, its snapshot, and its journal entry. Preserve existing scoped grants. - Add permission, scope, invitation, and existing-agent regression tests. Document all default and excluded permissions. - Prevent agent keys from creating, changing, or restoring host-executed process or local adapter command settings, and from restoring workspace commands through rollback. ## Verification - Run `node_modules/.bin/vitest run server/src/__tests__/agent-default-configure-grants.test.ts server/src/__tests__/invite-join-grants.test.ts packages/db/src/migration-snapshot-drift.test.ts`. All 15 tests pass. These cover new-agent defaults, unchanged existing grants, pending approval, invitation grants, and migration history. - Run `node_modules/.bin/tsc -p server/tsconfig.json --noEmit`. It passes. - Run `packages/db/node_modules/.bin/tsx packages/db/src/check-migration-numbering.ts` and `packages/db/node_modules/.bin/tsx packages/db/src/check-migration-safety.ts`. Both pass. - Confirm that this PR has no files under `packages/db/src/migrations/` in its final diff. - GitHub CI at `e8173b2c41` passes build, typecheck, server suites, browser shards, and canary verification. One unchanged OpenCode transport test reached its five-second timeout in the first Runner shard run. That test passes locally in 2.55 seconds. The shard passed on one retry. All 54 checks pass, with two expected skips. - Greptile gives this exact head 5/5. Security review passes. The PR has no unresolved review threads or merge conflicts. ## Risks - The 14 default permissions apply only to new standard agents. Existing permissions stay unchanged. Low trust and managed built-in agents are excluded. - New grants include connection, runtime, and active-checkout management. Existing company, responsible-user, scope, and approval checks remain in force. The default inbox grant carries a responsible-user-only scope so it cannot override another user's inbox settings. - Protected changes still need the responsible user's authority when that check applies. Company boundaries and approval gates still apply. - Agent-authenticated requests cannot configure process adapters or host command settings on local adapters. Known provider credential references remain allowed, as do narrow plain authentication overrides on new peers when the caller uses an AI connection pool. Arbitrary environment settings remain blocked. Board operators retain the host configuration paths. > I checked `ROADMAP.md`. This is a narrow fix to existing agent configuration behavior. ## Model Used - OpenAI Codex, GPT-6 series. This runtime did not expose its exact hosted model ID or context window. This revision uses OpenAI GPT-6 through Codex with tool use, code execution, and tests. The runtime does not expose the exact hosted model ID or context window. ## 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> |