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2cd747d1b6 |
perf(server): batch connection install capability checks (#17945)
## Thinking Path > - Paperclip manages AI agents and their access to external connections. > - The connection grants screen describes which agents can receive an installation. > - Each candidate currently repeats authorization for every retained installation. > - A company installation makes this work grow with the square of the roster size. > - This pull request checks retained targets once inside the existing service owner. > - The benefit is fewer authorization calls with the same scoped capability results. ## Linked Issues or Issue Description **What happened?** The grants GET repeats connection preparation and retained-target checks for each candidate agent. A local 100-agent company-install fixture made 50,300 SQL calls and 10,000 target lookups in one capability-description operation. Open PR searches found no matching capability fan-out fix. **Expected behavior** The description must preserve retained-installation obligations and each candidate's permission. It should evaluate retained targets once per description. Writes must still authorize fresh. **Steps to reproduce** Run the committed benchmark with `--baseline-ref=f6bc653f7f745adaafa26393852fb2f5a99256a4`. It creates disposable synthetic PostgreSQL fixtures and loads the actual pre-fix service from Git. It compares every positional capability, reason, and operation. **Paperclip version or commit** Baseline `f6bc653f7f745adaafa26393852fb2f5a99256a4`. **Deployment mode** Built from source. Local real PostgreSQL proof. No hosted rollout. ## What Changed - Add `describeAgentInstallCapabilities` to connection management. Ordinary authorization and the batch share preparation, target checks, and fallback completion. - Use the batch only for direct saved non-AI connections and board actors. Complex resources, delegated actors, and unusual saved target IDs keep the ordinary evaluator. Fallback consumes the first preparation once. - Replace only the grants route's editable-agent loop. Keep configure/use checks, identity filtering, audience disclosure, and write authority on their existing paths. - Add scoped-grant, retained-target, error-order, freshness, fallback, full HTTP response, and real mutation regression coverage. Add a reproducible benchmark and evidence notes. ## Verification Real PostgreSQL 18.6 Linux Docker, Node 26.4.0. Two warmups and five measured samples per arm, in alternating order. These are service-component measurements with the same SQL-count instrumentation in both arms. They do not measure the whole hosted endpoint. | Fixture | Old median | Batch median | SQL calls old → batch | Target lookups old → batch | | --- | ---: | ---: | ---: | ---: | | 100 agents, company install | 24.753 s | 246.39 ms | 50,300 → 503 | 10,000 → 100 | | 100 agents, partial install | 6.339 s | 236.37 ms | 13,075 → 502 | 2,575 → 100 | | 1 agent, company install | 5.13 ms | 4.82 ms | 8 → 8 | 1 → 1 | All eight fixture shapes and every measured iteration had complete positional equality. One-agent timing ranges overlap. Full ranges, database settings, and limits are in `doc/plans/2026-10-27-connection-grants-batch-verification.md`. - **Passed:** `pnpm -r typecheck` and `pnpm build`, using pinned pnpm 9.15.4. - **Passed:** 116 focused tests: all 83 connection-management integration cases use real PostgreSQL and HTTP; 33 batch regressions execute real policy over synthetic query transport. The integration cases keep existing database creation, migrations, clients, services, and assembled HTTP server, with disposable Docker PostgreSQL. - **Passed:** complete grants GET parity across six human-role fixtures; real install PUT succeeds before revocation, then fresh GET and actual PUT deny after revocation without changing saved installs. - **Passed:** a real PostgreSQL red/green regression for empty saved target selectors, including candidate-specific decisions and later reached infrastructure faults. - **Passed:** independent old/new evaluator comparisons, including recursive and delegated fallback, run-context reuse, continuation, failure order, and principal/company isolation. - **Local full-suite limit:** `pnpm test:run` was attempted and stopped after native PostgreSQL fixtures could not initialize. An isolated failed native case reproduced that startup error. The host cannot allocate PostgreSQL SysV semaphores, including outside the sandbox. The focused suites use an existing constructor seam to start disposable Docker PostgreSQL. This is not a complete local full-suite pass. - **Passed:** all 16 native-runtime cases that failed to start PostgreSQL on the host, rerun with the disposable Docker provider. The full local workflow remains incomplete. - `git diff --check` passes. Greptile is 5/5 with no actionable findings on final head `41dcf3ae029b6c60999ca6208136399b0af663d0`. All final-head CI gates passed, including the full PR workflow. The two Storybook checks are expected skips because this change has no UI changes. Normal reproduction: ```sh node --import ./server/node_modules/tsx/dist/esm/index.mjs scripts/benchmark-connection-install-capabilities.ts --baseline-ref=f6bc653f7f745adaafa26393852fb2f5a99256a4 cd server pnpm exec vitest run src/__tests__/connection-install-capabilities.test.ts src/__tests__/connection-management.integration.test.ts ``` ## Risks Retained facts are observed once during one descriptive call. A mid-call revoke or deletion can leave a stale displayed choice. The next description and every mutation or human continuation read fresh authority. The batch returns no reusable authorization context. The bound applies to target evaluations in the eligible shape. Scoped grant payloads and hierarchy reads can still grow inside each policy decision. Complex resources and agent callers keep existing costs. Hosted latency improvement remains unverified. There is no migration, provider protocol change, new worker, persistent cache, or UI contract change. ## Model Used OpenAI Codex with code editing, execution, and test tools. Design, test, and independent review agents used exact model IDs `gpt-6.1-sol` and `gpt-6-astra` with xhigh reasoning. The host did not expose the primary session's exact 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> |
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c3a9a8e92a |
perf(server): scope run identity reads to operation needs (#17931)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Tool and connection operations capture the current accepted requester. > - Capture locks the task and run, then reconciles pending steering. > - Most callers use identity or task fields from the returned run. > - The default query also transfers saved prompts, runner configuration, results, and logs. > - This pull request gives each production caller an explicit read scope. > - Narrow scopes keep their authority checks and return only selected columns. > - The Muse project path still reads its complete saved execution input. ## Linked Issues or Issue Description **What existing behavior does this improve?** Operation-time run identity capture for native tools, gateway sessions, project and workspace access, Slack, voice, connection management, and connection token admission. **Current behavior** These callers use the default full run read. Large saved execution documents cross the database connection even when the caller only needs the current accepted requester or task binding. **Proposed behavior** Use typed identity, task, broker, and project-execution scopes. Keep task-before-run locks, company and agent predicates, active status validation, and pending-steering reconciliation. Return the complete saved native input only where project admission uses it. **Reason and benefit** A synthetic PostgreSQL 17.11 fixture matches a wide run with a 142 KB context and a 77 KB runner profile. Its locked run DataRow falls from 225,101 bytes to 190–605 bytes for authority reads. The project scope returns 66,004 bytes because it must retain a complete 64 KB execution input. These are local DataRow measurements, not a forecast of production billing or latency. **Breaking changes** None to public APIs, saved data, or authority policy. Internal narrow return types omit columns that were not selected. The default full compatibility read and the existing GitHub-credential and authentication scopes keep their current contracts. **Additional context** The public issue and PR duplicate searches found no matching open change. This is one independent query optimization. It does not require other performance PRs. ## What Changed - Add typed scopes for accepted identity metadata, task authorization, token attribution, and saved project execution input. - Assign explicit scopes at all production `captureRunIdentity` call sites. - Keep the full native execution input for Muse project admission while omitting unrelated profile, context, result, and log data. - Narrow the broker's initial read and the existing Slack and connection-management historical reads to the same required fields. - Extend steering and acknowledgement regressions to all new scopes. Add real PostgreSQL projection, malformed JSON, tenant and agent, session-generation, and saved-input coverage. - Add a service-generated SQL benchmark with exact raw DataRow accounting, retained-field equality, plans, and alternating transaction timings. - Document the scope contracts and reproducible benchmark. ## Verification - Baseline: `623f1dc289a14a699ebbe3f09b94179d38fc2ae2`. - `vitest run server/src/__tests__/run-identity-projections.test.ts server/src/__tests__/run-identity.test.ts`: 54 tests passed on an owned disposable PostgreSQL 17.11 database. - The tests retain task-before-run and audit foreign-key lock behavior. Every scope rejects uncertain steering, accepts its durable acknowledgement, and preserves requester replay ordering. - A full-row mutation makes the narrow identity regression fail. The restored treatment passes. - `pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-run-identity-projections.ts --baseline-ref=623f1dc289a14a699ebbe3f09b94179d38fc2ae2` captures the real locked SQL for both versions. - Every retained column and selected JSON field matches the baseline. Identity contexts match. The complete stored run remains unchanged. Capture keeps the same five queries. | Scope | Before DataRow bytes | After DataRow bytes | Reduction | | --- | ---: | ---: | ---: | | Identity | 225,101 | 190 | 99.92% | | Task authorization | 225,101 | 410 | 99.82% | | Token broker | 225,101 | 605 | 99.73% | | Project execution input | 225,101 | 66,004 | 70.68% | - DataRow bytes include row framing and raw text-format column values. They exclude response metadata, TLS, and TCP. - Two warmups and seven alternating samples measure the complete capture transaction. Several timing ranges overlap. The primary claim is byte reduction; production latency is not verified. - Initial fixture runs exposed an empty external schema and an incomplete synthetic conversation binding. The test setup now applies migrations and supplies the required user/state fields. The final 54 tests passed. - `pnpm -r typecheck` and `pnpm build` passed locally. - Four existing skill-setup tests passed. Four assembled connection-management/native-tool consumer cases passed with real JWT/API-key authentication. These include per-request identity freshness and task-scoped activity authority. - A CI-only stale mock assertion expected two capture arguments; it now verifies the explicit identity scope. A repository-wide capture mock audit found no other stale argument assertions. - Review follow-up: the projection suite uses the existing embedded-support guard while always enabling an explicitly supplied external database. The audit-lock regression merges URL query parameters and retains existing PostgreSQL options. - `vitest run server/src/__tests__/run-identity-projections.test.ts server/src/__tests__/run-identity.test.ts server/src/__tests__/company-skills-routes.test.ts server/src/__tests__/project-skill-setup-identity.test.ts`: 123 tests passed. The external PostgreSQL URL included both `application_name` and `options`; lock tests verified `lock_timeout=1s` and retained `statement_timeout=5s`. - Full local tests are not run because the host's embedded PostgreSQL setup is unavailable. Greptile reviewed `06e1dd53a3fb24df74d5fbfb2ad397f291f1e30f` at 5/5 with zero unresolved threads. The full final-head CI matrix passes. All 58 checks are terminal: 55 success, one neutral, and two optional Storybook skips. - No migration, lockfile, workflow, new polling, or cache change. ## Risks A narrow read must retain each caller's actual fields. The caller audit includes Slack's wake-request fallback, conversation generation, legacy broker attribution, and the Muse parser's complete native input. JSON selection retains value types, including malformed legacy values. The saved-input scope preserves missing-key behavior. The default full read still returns the complete stored row for compatibility. Locks and live authority checks are unchanged. ## Model Used OpenAI GPT-6, accessed through Codex. The exact runtime model ID and context-window size were not exposed in this session. Used repository inspection, code execution, and PostgreSQL validation. ## 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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13709b4c7a |
feat(connections): let agents configure connections within delegated authority (#17737)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections provide governed tools, chat channels, model accounts,
and gateways.
> - Several management routes require a human board actor even when an
agent has the required grant.
> - Default agents must configure these resources within the responsible
user's authority.
> - This pull request adds a shared authorization path to the existing
REST and native API surface.
> - Human authentication, execution approvals, and local host boundaries
remain enforced.
> - The benefit is that a standard agent can complete authorized setup
with a bounded human handoff.
## Linked Issues or Issue Description
**Subsystem affected**
Server authorization, connection services, shared contracts, native API
discovery, database schema.
**Problem or motivation**
Connection administration is available in the web app but often
unavailable to agents. Agent grants, responsible-user authority,
credential ownership, and actor attribution need separate checks.
Opening gateway-token creation also requires preserving the issuing
agent's delegated authority during token use.
**Proposed solution**
Use the existing authorization evaluator for every connection family.
Enforce current responsible-user authority, effective trust, grant
scope, resource visibility, and target-agent access. Keep existing agent
grants unchanged. Expose authorized configuration through default
`search_api` and `call_api`. Save human authentication steps and let
agents continue after completion.
**Roadmap alignment**
This change completes the API access path for the existing Connected
Apps, Personal & Shared AI Accounts, and governed MCP Gateway
capabilities in `ROADMAP.md`. It follows the maintainer's requested
design. Related work: #11899 enforces connection execution access and
creator/manager rules; this PR extends agent management across
connection families. It does not replace that execution-policy work.
## What Changed
- Add shared connection management context and mandatory
responsible-user, trust, scope, and target checks.
- Allow authorized agents to configure tool, chat/email, GitHub/Slack,
AI, profile, and gateway resources through existing routes.
- Preserve human credential ownership and record the actual agent,
responsible user, and run or key in audit data.
- Preserve saved browser authentication handoffs and callback session
checks.
- Bind agent-issued durable gateway tokens to their responsible user and
recheck delegated authority at use.
- Add explicit REST transport and management capability metadata,
built-in guidance, and sensitive-response handling.
- Intersect caller and endpoint-agent Slack test/invitation policies,
including independent and shared rates. Require the addressed human’s
current endpoint identity link before completing identity handoffs.
- Add production-authenticated integration scenarios. Companion #17739
contains the saved setup UI (including the required human
import/rotation step), product and permission documentation,
catalog/Vercel credential and callback ownership, and operation maps to
keep each review below 100 files. Both PRs must ship together; merge
this implementation first, then its companion.
## Verification
- Current implementation head:
`2ecd6451d0d0c8d82121a4e3fa4ce94c5befbbd6`, including master
`ea727dc3c2`, 99 files. The latest follow-up fixes the two valid
findings from the preceding f9 review. Exact-head Greptile has completed
at5/5 with no findings and Superagent passed. Full exact-head Linux CI
workflow40446606056 completed SUCCESS; only the queued external
Paperclip Review remains pending; earlier Linux passes do not qualify
this successor.
- Latest preserved-stack verification passed **2,165 tests** in fresh
PostgreSQL: **70 actual-auth scenarios**, 27 OpenAPI contracts, 2,022
native API tests and 46 saved GitHub wizard cases. **141 existing
gateway/policy acceptance tests** also passed. Workspace
typecheck/build, maps and token gates passed. The first workspace
typecheck was blocked by sandbox tsx IPC permissions; its authorized
rerun passed. This is focused local evidence; the full Linux CI matrix
is still required.
- Issuer/target gateway policy regressions were red before the fix. Both
decisions now intersect, including Block/Ask first/rates, same
credential identity and current token/user/agent authority after
approval. Invocations retain their token and actual requesting agent;
deleted tokens fail closed. Thirteen actual-auth cases cover revocation,
narrowed scope, approvals, shared rates and board compatibility.
Intermediate missing-token attribution, review-context and
implicit-session actor failures remain in the qualification record; all
final cases pass.
- Activity pagination now retains a bounded cursor across private-only
windows. The actual-JWT regression reaches three older readable events
after 27 private ones without exposing private details. A native
device-login regression was red for plaintext receipts; local check and
test-call results now use existing protected-response handling. The
passing actual-auth case proves encrypted persistence, exact replay,
redacted history and no response asset.
- Previous-head `5b55195593` Linux CI initially failed e2e shard 4/8 in
the existing connection-intent continuation test: periodic recovery
queued a repair at 01:21:47, the scripted journey completed the task at
01:21:48, and the extra queued run was cancelled at 01:21:49 because the
task was terminal. The assertion selected that latest cancelled run.
GitHub refused the first attempt while the workflow was nonterminal.
After completion, the single evidence-supported failed-job rerun was
accepted as **attempt 2** on the same head (workflow 40431202466). The
failed shard and final E2E aggregate passed on attempt 2, and the
complete Linux workflow for that head is successful. The original
failure remains part of qualification. No additional unchanged-code
rerun will be used for this failure.
- Companion CI also has an unchanged login-cleanup idleness timeout,
retained in its qualification record. That same 16-case suite passed in
this parent Linux run and a fresh local database. Both preceding
workflows passed after their single failed-job reruns as attempt 2; the
original failures remain recorded. No additional unchanged-code rerun
was used.
- Migration `0380_broken_aqueduct.sql` was regenerated through the
repository workflow after master took 0379 for project Git
authorization. It adds the responsible-user column with `IF NOT EXISTS`,
preserves upstream migrations, and satisfies snapshot retention and
migration safety checks.
- Upstream published Copilot v62 and v63 identities remain byte-for-byte
unchanged. The combined guidance is now v64, digest
`sha256:22e31f95ef972bcead98a4a707c9f33433558fd111e390e027a2bbb4346e112a`.
The normal shared TypeScript/Rust identity check and **61 Copilot
installation tests passed**. The old source-identity assertion first
failed against unchanged published v63; regenerating a new v64 preserves
the published release.
- Workspace `pnpm -r typecheck` and `pnpm build`, map validation, and UI
token gates passed on the final combined stack after the upstream merge.
Node 24.22.1 / pnpm 9.15.4 were used.
- **Earlier 82 API/OpenAPI tests passed** in fresh PostgreSQL 18: 55
assembled-server scenarios and 27 contracts. They use real persistent
agent keys, run JWTs, human sessions, production defaults, and
deterministic provider fixtures. No actor injection establishes access.
- The new email regression was red before per-account scope filtering.
The Arcade regression was red before human ownership and inventory-key
fixes; it also verifies actual-agent audit identity and a human-session
inventory read. The activity regression measured **200 authorization
checks before the fix and one afterward** for the same one-item page.
- **82 GitHub UI tests passed**, including all three new
failed-replacement regressions that were red before their fix. The UI
preserves an earlier copy only after confirming its committed
generation. Changed or unreadable results block copying and reconnecting
until reconciled. Human-only secret responses now include their
nonsecret committed generation.
- Private test status now rechecks the originating principal and linked
task, including mandatory agent/responsible-user privacy. Cross-agent
tests require the full caller tool access decision and the same
credential identity, regardless of auth label; caller and target
policies/approvals and rate limits apply before execution and after
human approval. A profile-only precondition was found to reject valid
allow-policy and scoped-grant access and has been removed. Both
permitted-access cases and a no-auth-label identity regression were red
before the correction; caller-specific Block still prevents provider
execution. The private-status regression was also red before its fix.
- The tool-activity regression measured 100 capability decisions and 102
run captures on a 100-event page before the fix. It now uses two task
decisions and at most two captures while retaining the same 50 visible
events, private-event filtering, and 403 after audit-grant revocation.
The regression was red before request-context reuse and task-decision
sharing; final server typecheck/build also pass.
- Generic chat configure/reconnect now hands agent-supplied verification
credentials to the addressed human before provider work or vault
changes. Actual key/JWT regressions were red for Slack signing-key
replacement and generic channel secret-reference rebinding. They now
prove unchanged refs and vaulted signing value, human setup, permitted
agent bot-token repair, and governed test messages. All 82 API/OpenAPI
cases pass in fresh PostgreSQL. Eight native receipt protections and
final server typecheck/build also pass.
- The preceding review found that old healthy state could retire a
credential-entry card before a human changed anything. The actual-JWT
regression was red. Saved field generations now change only with
protected values and commit with refs plus a verification fence; retries
retain the baseline. Old health, bot-token repair and unchanged entry
stay pending. New signing verification and current authority permit
continuation. A separate red race proved that user revocation during
provider authentication could return 403 after refs changed; authority
is now checked before persistence and inside the credential transaction.
The final 82 API/OpenAPI cases, four neighboring real-database
Slack/GitHub lifecycle cases, and final server typecheck/build pass.
- A preceding full run crossed a rate-window boundary. Database rows
prove one consumed slot at 23:35 and another at 23:36 for the same
policy/bucket. Only Date is frozen in the rate test cases; transport and
asynchronous timers remain real. Production rate behavior is unchanged,
and the final full run passes. An intermediate fixture failure that
overwrote hidden generation metadata with an API projection is retained
in the qualification record.
- Linux CI on an earlier head found two rate-admission assertions that
omitted the newly persisted bucket key. The failures were reproduced
locally; both assertions now verify the exact actor/tool bucket and all
49 policy-service tests pass. The companion qualification record retains
the initial and intermediate failures. Catalog creator attribution is
preserved in the companion to keep this implementation review at 99
files.
- The latest review reproduced three regressions before repair: complete
human replacements failed on unavailable old signing secrets, fresh
GitHub links incorrectly selected reconnect, and different
credential-entry requests shared an idempotency key. Each old protected
ref now has a narrow known-unavailable fallback; unexpected resolver
failures and company/scope violations still abort. Fresh imports keep
their credential form, configured endpoints keep reconnect, and
canonical field sets/completion modes distinguish handoffs while
matching retries retain their baseline. All 55 actual-auth scenarios and
27 separately run OpenAPI contracts pass, as do server typecheck/build.
Companion #17739 also passes all 41 wizard tests including actual
fresh-form submission, UI typecheck, maps and token gates. Earlier red
results and a mistyped OpenAPI filename are retained in qualification.
- The configured GitHub handoff regression was red in the
browser-component tests and actual-auth link/persistence tests. Saved
links now name requested fields and all/any completion mode; the
companion form submits those supplied fields through reconnect and
retains other saved credentials. Webhook/client-secret reconnect remains
human-only; first-setup secret restrictions remain. All 46 wizard tests
pass, including combined modes and legacy links. A duplicate review
referenced the older companion bf760912; the current form is already
fixed, linked in the reply, and its thread is resolved.
- Linux CI on
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