20 Commits

Include renames

Author	SHA1	Message	Date
DottaandPaperclip	ed2c22ea8c	feat(connections): simplify dedicated GitHub App setup (#15416) ... ## Thinking Path > - Paperclip manages agent work and the tools each agent can use. > - GitHub bots need their own App identity and restricted repository access. > - Manual App configuration and repeated setup gates make that connection hard to finish. > - GitHub can create an App from a manifest, but people must approve creation and repository access. > - Each Paperclip stack should own configuration, credentials, signature verification, and task admission. > - This change uses Cloud as an encrypted callback and event gateway, then completes setup in the stack. > - GitHub review bots have their own experimental setting. Chat connector opt-in does not control them. ## Linked Issues or Issue Description **What existing behavior does this improve?** Dedicated GitHub App setup, bot settings, and task-scoped GitHub replies. **Current behavior** Users must configure an App, copy credentials, repeat repository selection, and complete manual verification gates. Review settings are hard to scan. Mentions in descriptions can be missed, and automatic completion text can produce an extra GitHub comment. **Proposed behavior** Choose an agent and connect GitHub under a personal account or organization. GitHub asks for creation and installation consent. Paperclip resumes the same draft, stores secrets locally, imports access, verifies delivery, and opens Settings. Each accepted request has one editable App-owned comment for progress and results. Review assessments produce deterministic checks for the reviewed commit. **Breaking changes** GitHub bots require their own default-off experimental opt-in. The setup-method and delegated-agent screens are removed. Per-person automatic-run flags remain readable but are replaced by author filters. Existing connections, direct webhooks, saved restrictions, and manual existing-App recovery remain supported. Companion gateway: https://github.com/paperclipai/paperclip-cloud/pull/688 (merged). The roadmap and related PRs were checked; no duplicate dedicated-App wizard was found. ## What Changed - Add an independent **GitHub review bots** setting across the catalog, routes, identity admission, and task controls. Existing bots continue running when the UI setting is off. - Replace setup with Choose agent and Connect GitHub. Support personal and organization owners, inline low-trust conversion, saved drafts, known organization suggestions, automatic completion, and same-App recovery. - Keep manifests, OAuth PKCE, credential exchange, vault storage, installation verification, and original webhook-signature validation in the stack. Use the Cloud sealed gateway for public callbacks and outbound local delivery. - Add resumable owner metadata in migration 0323. Retry a failed registration renewal through the same durable replacement rather than creating another App route. - Support authorized mentions in issue and PR bodies, comments, inline comments, and review summaries. Preserve attachments, edited-source identity, duplicate protection, and lifecycle invalidation. Filter requests explicitly addressed to another connected bot. - Give agents task-scoped review, comment, and update tools. Update one working comment through progress and final output. Close coalesced requests and recover delayed acknowledgements, including deleted earlier working comments. Preserve automatic replies for legacy connections without saved review configuration. Preserve partial publication evidence and quarantine uncertain automatic fallbacks without blocking Board messages or questions. - Reorganize Settings and Access with rich slash-skill instructions, numeric passing scores, clear automation controls, formal-review tooltips, member and contributor sections, and verified App branding links. Preserve invalid score drafts and automation choices across tabs. - Paginate repositories in 20-row batches with search and a true connection-wide toggle. Batch verification at GitHub's 500-ID token limit. Keep saved repository overrides while hiding their editor. - Give each review a detail URL that remains usable beyond the newest 100 records. Synchronize the manager OpenAPI contracts and add recovery, authorization, UI, and browser regressions. - Reconcile the current master branch and retain its agent avatar, feature catalog, and extracted heartbeat preparation code. Preserve a saved test-drive port and recover from an occupied high port. ## Verification - Focused UI, independent experimental-setting, and CLI tests: 199 passed. - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` passed. The broad local Vitest attempt was interrupted after resource timeouts and stale expectations; the affected regressions passed focused reruns. The latest-head full CI matrix passed, including all browser shards, server/chat suites, builds, typechecking, canary packaging, and Docker context integrity. A Docker Hub 429 required a CI retry; it passed without changing the code. - Final review repairs: 127 attachment/event tests and server typecheck passed. All 13 final integration regressions passed under the normal CI timeout, covering legacy reply compatibility, deleted coalesced comments, inline-only review completion, progress edits, and native final recovery. Restart-safe description/review attachments passed the attachment suite. - Final regressions: four reply/lifecycle tests, both native GitHub wait tests, 171 feature-gate/reply-contract tests, the routed review preview, and five scheduler/reply regressions passed. The final fixture repair also passed all six setup-continuation cases and all three complete chat-test shards in CI, covering terminal receipts and retries under the normal CI timeout. One loaded-host receipt run exceeded its local timeout; the exact case passed in an isolated rerun and the complete CI shard. - GitHub integration tests cover personal and organization setup, retry recovery, edited mentions, attachment provenance, coalesced requests, delayed acknowledgements, partial review writes, old review URLs, and company boundaries. - Browser qualification: both GitHub journeys, all five provider setup/management journeys, and the GitHub uncertain-send recovery journey passed. GitHub setup, reconnect, and task replies run with chat disabled; chat enabled alone cannot expose GitHub bots. The disposable qualification database was removed after testing. - Earlier live qualification verified App-owned issue replies, native slash-skill invocation, progress comment edits, and a 5/5 PR review with a passing current-head check in the dedicated permissions-smoke repository. These live checks did not use personal credentials as bot execution authority. ## Risks - Deploy the merged Cloud gateway protocol before the stack update. Each callback and encrypted event must retain the original instance and tenant binding. - Migration 0323 uses idempotent column additions for test installations that already applied the earlier draft migration number. - A verified connection does not prove runtime isolation or a completed review. Runtime checks remain separate. - Required merge checks must be configured in GitHub. A passing numeric score does not formally approve a PR; approval and request-changes tools remain opt-in. - Existing-App credentials cannot silently renew an uncertain manifest exchange. Recovery preserves the existing App, draft, connection, and agent. - Repository changes save immediately. Global toggles affect all currently available repositories, including unloaded rows, without granting new installation access. - A failed or uncertain tool write suppresses automatic fallback text; the governed outbox retains its evidence. Deleted or replaced response comments are not recreated through a personal credential fallback. - GitHub logo upload remains an optional human action in GitHub App settings. Runtime provisioning, delegated setup, screenshot publication, and production push delivery remain deferred. ## Model Used OpenAI Codex, based on GPT-6, with tool use and code execution. The exact runtime model identifier and context size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub references) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites; complete test matrix is checked in CI) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 17:01:20 -05:00
Nicky LeachandPaperclip	2dd9811e8b	Own agent hiring and termination in a lifecycle module (#15631) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - Agent creation, approval, pause, and termination change whether an agent can work. > - These changes currently use separate service and database paths. > - Some agents need setup after their record exists and before their harness can run. > - This PR adds one module that owns those state changes and their transactions. > - The module records progress and retries incomplete work after a server restart. ## Linked Issues or Issue Description **Problem or motivation** A hire can become active before its execution environment is ready. Direct agent state writes also bypass one common lifecycle boundary. Termination does not have a durable step for resource cleanup. **Proposed solution** Use agent lifecycle commands for hiring, approval, pause, resume, and termination. Keep proposed hires pending until approval. Prepare each approved hire, test its saved harness configuration, and then permit work. Wait for required plugin work before completing a step. **Alternatives considered** A general database commit hook would expose transaction details to callers. A timer alone would delay each new hire. This module owns each command transaction and starts its worker after commit. A periodic scan recovers work after a process stops. **Roadmap alignment** This change adds the lifecycle boundary for the existing agent and plugin systems. It does not add a user interface or a provider implementation. It replaces the lifecycle delivery approach in #15391. Related proposals include #11475 and #13099; this change does not add their external executor protocols. ## What Changed - Add durable approval, preparation, verification, pause, resume, stop, and cleanup states. - Keep agent creation, lifecycle state, configuration writes, and agent record deletion behind `modules/agent-lifecycle`. Keep validation, credential rules, reads, onboarding, invitations, general approvals, and company data deletion in their services. - Commit a hire before the remaining onboarding or invitation work. Serialize requests with the existing dedicated database connection helper. Reuse the hire after a failed attempt. - Keep accepted work in the run queue during setup. Require execution and cleanup evidence before completing pause or termination. - Retain the original credential owner when approving migrated hires. - Start lifecycle work after each command commits. Use database leases and revision checks for retries and late results. - Add a generic required plugin method and capability. Store the required plugin IDs for each agent. Track host and plugin completion separately. - Keep harness verification and credential rules in services. Supply their results to lifecycle through explicit ports. Reject failed logins and incomplete probes. - Remove reverse imports from lifecycle adapters into services. Share record queries and validation below both layers. - Use one hire decision path for agent IDs and approval IDs. Resolve the approval and agent change in one transaction. Expose policy reconciliation on the command object. - Save configuration and verification invalidation through one module operation. Ordinary commands own their transaction. Restrict the shared transaction integration to its listed callers. Reject identity, company, accounting, timestamp, and unknown fields. - Require completed termination before deleting agent records. The company deletion service calls the module through a separate deletion interface. - Save an approved secret before applying its agent binding. A failed binding leaves the secret approved. A retry reuses it. - Remove old permission and metadata export files. Move hire configuration rules out of lifecycle persistence. - Report failed worker steps and scans with operation context and known error codes. Omit provider messages, stacks, and configuration values. Document ordinary application use and extension rules. - Recover expired native owners only after execution stops. Retry cleanup of failed retained leases. Wait for setup in the live smoke script. - Keep manual, budget, and company pause reasons separate. Guard execution status writes with the ready state. - Add a migration, boundary checks, regression tests, and a lifecycle guide. Keep the current UI. - Limit periodic policy checks to 100 eligible agents per minute. Continue from the last agent ID. Exclude pending hires and agents in termination or a final state. Keep explicit company and budget updates immediate. ## Verification - Latest head `ccc3c86b0` aligns the shared status update schema with the PATCH route. All 15 shared tests, 104 server route/OpenAPI tests, 2 CLI tests, and shared/server/CLI TypeScript checks pass. The Greptile comment is fixed. CI is running; no new Apex review was requested for this small fix. - Rebase `75708ac94` rebases onto master at `2eb5187e4`. The backup test uses the shared 90-second timeout from master; the older timeout commit was removed. The affected backup test passes. - Agent budget edits now pass the target agent ID through enforcement. All 50 affected tests, server TypeScript, and 11 boundary tests pass. Both configuration update paths have regression coverage. CI is running on the latest head. No new Apex review was requested for these small fixes. - Rebase `9b568666a` preserves the run-control extraction and delivery-work startup changes from master. All 559 affected tests, server TypeScript, and 11 boundary tests pass. CI and Apex review are running on the final head. - The policy scan fix passes 56 lifecycle and diagnostic tests, 24 policy and caller tests, and 11 boundary tests. A regression test checks the page limit, interval, excluded states, and cursor wraparound. - Rebase `fd4698750` passes all 611 tests in eight affected lifecycle, route, and heartbeat suites. Server TypeScript and all 11 module boundary tests pass. The company deletion rollback and concurrent hire tests are included. - Follow-up `00aac7646` fixes the failed decision deletion test and the public update schema. All 126 affected server tests, 8 shared tests, 2 CLI tests, and 11 boundary tests pass. Shared, server, CLI, and UI TypeScript checks pass. - Server TypeScript passes: `pnpm --filter @paperclipai/server exec tsc --noEmit`. - All 11 boundary tests pass: `node --test scripts/check-module-boundaries.test.mjs`. The repository boundary scan also passes. - All 68 lifecycle, failure diagnostic, and harness verification tests pass. Tests reject forbidden fields through the root command, combined transition command, and restricted transaction integration. They also check invalid fields returned by configuration preparation. - Failure tests cover host work, plugin work, claims, renewals, deferrals, and scans. Log tests check known error codes and exclusion of private error contents. - All 355 tests in 10 existing caller suites pass. These tests cover secret approval, pairing, pending hires, credentials, company import, built-in agents, managed agents, instructions, and skills. - The branch is rebased onto `origin/master` at `2eb5187e4`. The queue guards and cancellation lock fix use the extracted heartbeat queue. Agent cancellation uses the extracted run-control file. The source diff scan found no secrets or private URLs. - Earlier checks cover approval retries, rollback, late verification results, policy holds, deletion rollback, concurrent company deletion, and queue admission during setup. - Before the rebase, CI passed on `00aac7646` and Greptile Apex rated it 5/5 with no open comments. CI and a new Apex review are pending for the rebased commit. The branch has no merge conflicts. - The full local build and native Dot suite were not run. The host has no Cargo. No live provider test was run. ## Risks - Background policy recovery takes more than one minute when more than 100 agents are eligible. Explicit company and budget updates still reconcile immediately. - The restricted configuration integration keeps an agent reference and its dependent records in one transaction. It cannot change a budget or invoke a lifecycle transition. A periodic scan starts pending setup after that transaction commits. - Secret approval and binding use separate transactions. A failed binding can leave an approved secret with no agent binding. - New approved hires remain unavailable until setup and verification complete. Existing clients see `paused` during these steps. This PR does not change the UI. - Migration `0320_daily_onslaught.sql` maps existing statuses and pause reasons. It does not create external resources or claim that an existing harness passed verification. - Use a coordinated server update for this migration. Older server versions can write legacy status without the new lifecycle checks. - A failed onboarding or invitation request can leave a committed hire. A retry reuses that hire and completes the remaining records. - Deletion requires completed termination. Company deletion can require another request while cleanup is pending. - Required plugins must make repeated calls safe and reject older revisions. A disabled or removed required plugin blocks completion until it is restored. - A new hire can run a second harness test after the existing UI test. Some adapters can charge for this test. - No live provider test was run. Provider implementation and resource backfill remain separate work. ## Model Used OpenAI GPT-6 through Codex, with reasoning, code tools, and local 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 described the issue in this PR with the feature request field labels - [x] I have not referenced internal or instance-local issues or links - [x] My branch name describes the change - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented risks - [x] Targeted local tests pass - [x] All Paperclip CI gates are green on the new commit - [x] Greptile Apex is 5/5 with no open comments on the new commit - [x] I will address review comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 09:05:12 -07:00
DottaandPaperclip	fd8c6b920a	fix(native): resume connection tasks after approval decisions (#15471) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Native tasks can pause while a human decides whether to allow a connection action. > - The next turn needs both the saved decision and complete accounting for the previous turn. > - Cancellation could discard final usage, and complete direct Claude API receipts could remain unpriced. > - A stale blocked or review report could also request approval again after the original card was declined. > - This pull request retains shutdown accounting and rejects approval waits bound to an already resolved action. > - The benefit is reliable continuation with the existing budget and approval controls. ## Linked Issues or Issue Description Refs #15420. Related: #15312 addresses requester ownership during dispatch. This change addresses receipt capture and final-response validation. ## What Changed - Retain usage events after native cancellation. Continue to reject late provider messages and work. - Drain same-turn accounting and terminal events for at most fifteen seconds after a durable governed wait. Keep incomplete accounting blocked. - Estimate complete, unpriced, direct Anthropic API receipts for the exact `claude-sonnet-5` model. Record the rate version and assumptions. Use the one-hour cache-write rate when the receipt lacks cache TTL. - Bind stale approval reports to exact interaction, action-request, or invocation IDs in the same company, task, agent, and run. Cover blocked, review, and response-wake reports. Keep independent reviews valid. - Fence checkpoint and result writes after a controller detaches for restart, including operations waiting for a database lock. Reject stale successful returns before certifying accounting. - Allow bounded subscription teardown only after retaining an actual provider terminal. - Journal the exact governed-wait trigger and disposition before provider interruption. Recover that wait independently of a later saved answer, replay retained accounting, and reject mismatched or unproven terminal evidence. - Give settling governed turns a bounded window before shutdown detaches their controller. - Keep fuzzy external app matches alongside installed capability matches instead of forcing an unrelated provider question for a generic query. - Return up to twenty exact active catalog tool names after an invalid request, after eligibility checks; still reject the request without granting access or creating an approval. - Require retained provider terminal proof before settling a governed wait, including when complete usage arrives before stream closure/error/timeout. Retain harmless numbered cancellation events so restart replay stays contiguous. - Isolate accounting-test OpenCode config from the host plugin directory. - Add regression coverage and document the accounting, restart and connection-search behavior. ## Verification Current PR source: `0cf08efd75f8fb23f7989beda6dbda92587088bf`. The live matrix below measured frozen `09a776bcb1f77422156f8be11e13f8c29f43e7f7`; later review fixes are verified separately and do not relabel those runs. - Repository typecheck and build pass. - Current runner runtime and cancellation suites: 191 tests pass. Six new regressions cover stream end/error/timeout without provider-stop proof and contiguous cancellation acknowledgement/request replay; all six failed before the fix. The existing bounded cleanup case now explicitly supplies terminal proof. All 31 adapter accounting tests pass with isolated fixture config. - New checkpoint-rebinding and approval-criterion suites: 65 tests pass; runner HTTP integration: 29 tests pass. Unchanged executor/control-plane suites: 640 tests pass; database-backed connection suites: 68 tests pass. - Current retained evidence verification covers 222 file hashes across all fifteen original result artifacts. The three-case [published report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-37651896525-1/index.html) and all eight screenshot hashes verify. The [three-case recovery report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-37662587356-1/index.html) and all six screenshots also verify; the nine-result campaign did not publish. - Evaluation support: 1,805 Vitest tests pass, one skipped; 128 Node tests pass. Eval typecheck and catalog discovery pass. - Full local repository unit run was interrupted before the follow-up edits after three tool-access failures and one runner HTTP failure. Those failures pass in isolation; the 09a full run was interrupted after one rapid Slack callback-ordering failure and seven skill-service failures. All eight pass both isolated and with full-runner environment settings, and all 74 skill-service tests pass together; the subsequent full run reported two 15-second OpenCode accounting timeouts and was stopped with exit 130 to apply review fixes. The timeouts reproduce while copying this host’s 61 MB OpenCode config. All 31 tests pass after isolating config inside each fixture without increasing timeouts or changing assertions. A complete local full-suite pass is not claimed. Repository-wide CI also passes on the final review-fix head in [run 37669185952](https://github.com/paperclipai/paperclip/actions/runs/37669185952). Earlier database-skipped diagnostics and the older ENFILE run are retained and are not full-suite passing evidence. - Three-case live campaign [37651896525](https://github.com/paperclipai/paperclip/actions/runs/37651896525) passes all three original grades on frozen source 09a: 55/55 checks, eight succeeded run records, complete accounting receipts, matching checkpoint identities and no pending approvals. Campaign [37653533353](https://github.com/paperclipai/paperclip/actions/runs/37653533353) adds nine original passes (173/173 checks, eighteen succeeded records) on the identical source. Its other three jobs failed before runner assignment or any step while GitHub could not load the paid environment; those original infrastructure failures are retained. Campaign [37662587356](https://github.com/paperclipai/paperclip/actions/runs/37662587356) completes only those unstarted cells: all three original grades pass (57/57 checks, six succeeded run records). All fifteen exact cases now pass on source 09a: eight FAIL → PASS, seven PASS → PASS, zero new overall failures and zero pending pairs. Total current evidence: 285/285 checks and thirty-two succeeded run records, complete accounting receipts, matching checkpoint identities, no pending approvals or retry records. Earlier campaigns retain forty-seven additional run records and two known same-run recovery attempts; actual provider-call counts and invoices remain unknown. The nine-result campaign skipped publication and its public URL returns 403; original artifacts remain retained. Previous ba9 campaign [37645656840](https://github.com/paperclipai/paperclip/actions/runs/37645656840) completed 2 PASS / 1 FAIL: Claude restart/approval and Codex decline pass, while OpenCode resumes but times out searching for exact tool names and never creates the access card. That failure and incomplete cancelled-run accounting remain preserved; the new catalog error guidance targets this observed dead end. Campaign [37642957312](https://github.com/paperclipai/paperclip/actions/runs/37642957312) remains 0 PASS / 3 FAIL and exposed the now-corrected cross-run marker leak and unknown-criterion approval gap. The original baseline remains 7 PASS / 8 FAIL, first repair 2 PASS / 3 FAIL, and second repair 0 PASS / 3 FAIL. All fifteen selected cases are qualified by their original grades in this bounded trial. These live grades belong to 09a. Its twelve governed-wait checkpoints retain matching same-turn terminal fingerprints, but passing artifacts omit detailed event journals; the later six adversarial regressions qualify the new terminal-proof and replay guards separately. Final-head repository CI passes. [Fresh Greptile review](https://github.com/paperclipai/paperclip/pull/15471#issuecomment-6044369780) is 5/5, confirms both findings are fixed, and reports no new actionable issues. All review threads are resolved and the PR has no merge conflicts. ## Risks - Governed cancellation drains accounting for up to fifteen seconds. Restart detachment gives a settling batch up to twenty seconds to finish. An incomplete receipt or unproven provider terminal still prevents successful qualification. - Claude prices are estimates, not invoices. The estimate assumes standard global API pricing and uses a conservative cache-write rate. Unsupported models, billers, and billing modes remain unpriced. - Approval identity matching must remain scoped to the current run and the requested approval. It does not authorize execution of a declined call. - Original baseline and final candidate have different merged master context. Exact-case outcomes are before/after observations, not isolated causal attribution to this repair. - No schema migration, fixture, oracle or grader change. Search-result guidance now treats fuzzy external matches as suggestions. Existing app authorization and provider-consent checks remain required. ## Model Used - OpenAI GPT-6 through Codex, with code editing, terminal tools, and test execution. 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 #` 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 (191 current runtime tests and 31 accounting tests; interrupted full-suite history and CI coverage are disclosed 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>	2026-10-07 14:43:07 -05:00
DottaandPaperclip	d0db8820db	fix(connections): repair native baseline and approval continuations (#15420) ... ## Thinking Path > - Paperclip manages AI agents and the tools they may use. > - Connection setup separates provider preference from permission to use a tool. > - The first native connection baseline could not exercise its intended decisions. > - The browser used mutable task titles, and the provider fixture already granted access. > - Native provider-choice instructions also disagreed with the preferred question format. Schema rejection gave no field guidance. > - This pull request repairs those test preconditions and native guidance, then fixes restart/approval defects exposed by the corrected baseline. It also restores missing OpenCode tool-error evidence. > - The benefit is an inspectable baseline before any further instruction reduction. ## Linked Issues or Issue Description Refs #15407. The original 15-cell baseline remains 0 PASS / 15 FAIL. Ten cells stopped on stale titles, two Codex cells had schema denials, two OpenCode cells used already-granted tools, and one Claude cell returned no native result. No intended user decisions were submitted. The exact invalid Codex field and underlying Claude failure cause remain unknown. [Original campaign](https://github.com/paperclipai/paperclip/actions/runs/37562577199) · [Original report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-37562577199-1/index.html) ## What Changed - Match the browser's task route and visible identifier instead of a title the agent can change. - Start native provider-choice fixtures with no agent tool access. Verify the public effective-access records. - In the positive case, select Arcade, then grant its exact HubSpot tool through the real access card. Require both saved decisions and exactly one observed call. - Return a canonical `providerQuestionSet` for native input and retain the equivalent legacy `providerQuestion`. - Keep invalid input rejected. Return bounded schema locations and required field names without submitted values. - Preserve Claude's exact session/content identity while allowing authenticated registered instruction-copy paths to rotate on a new run. - Reject duplicate approval reports for an existing exact tool-action card before they create another human review. - Wait for a recorded service-approval continuation within the existing deadline; retain missing or failed continuation grades. - Forward OpenCode tool activity through the runner facade, preserving bounded errors and execution-part identity without inventing host-call joins or exposing arguments. - Preserve original grades, costs, scope limits and diagnoses in the dated repair report. ## Verification - Eval typecheck passes. Support suite: 1,801 PASS, one intentional skip; Node checks: 128 PASS. - Connection/schema tests: 51 PASS. Real-server public fixture setup: one PASS with zero providers. - Browser support regression: five PASS, including renamed and wrong tasks. - Focused Rust safe-feedback test: one PASS. - Repository typecheck and build pass before the latest master replay. Post-replay connection/shared/real-server fixture checks: 52 PASS; eval typecheck passes. The browser review fix additionally passes all five browser checks and seven suite checks. - The full local repository run was interrupted incomplete after about 45 minutes, with five integration failures retained. All five pass in a separate targeted invocation (1,250 unrelated tests skipped). No full local-suite pass or root cause for the initial local failures is claimed. - Corrected frozen source `162cc90fdabe7f505b88ae095044531b82784c92`: **10 PASS / 5 FAIL** across the [passing Codex canary](https://github.com/paperclipai/paperclip/actions/runs/37575158761) and [remaining 14 cells](https://github.com/paperclipai/paperclip/actions/runs/37576261807). The canary passes all 17 checks. Claude's two provider-choice continuations fail on restart, Claude service approval exposes an early evaluator rejection, Codex service approval creates a duplicate approval, and OpenCode provider-second times out after both decisions with no HubSpot call. No original result is regraded. - Final ledgers count 31 actual runs: 27 succeeded, two failed, two cancelled during cleanup. All 15 cleanup/budget checks pass. The late Claude continuation is absent from its earlier workflow snapshot; it remains in the result/API/final ledger. Original evidence retains 279 hashes. Recorded LLM subtotal $0.04553787 is incomplete billing, not actual total cost; local runtime is unmetered. - New repair regressions reproduce the Claude attach failure, duplicate approval acceptance and dropped OpenCode tool events before their respective fixes. Nine Rust attachment checks, 127 ACPX host/adapter tests, 33 completion/control-plane checks, nine eval deadline tests, 59 OpenCode proxy/driver tests, one Rust tool-error/redaction check, and TypeScript/Rust composer parity pass. Eval typecheck, repository typecheck and build pass. Existing support coverage is 1,802 PASS plus 128 Node PASS, one intentional support skip; two additional deadline tests also pass. - New-source full CI/review and live canaries are pending. The next bounded selection is Claude provider-decline, Codex service-approve and one OpenCode provider-second diagnostic with repaired event evidence. No broader campaign or instruction-reduction qualification is claimed. - Initial corrected campaign [37574251834](https://github.com/paperclipai/paperclip/actions/runs/37574251834) was cancelled during shared build after review found the breadcrumb whitespace assumption. Its matrix job has zero steps and no provider execution. The real adjacent-span browser regression now reproduces the old failure and passes after the fix. ## Risks - The corrected baseline remains 10/15. The new restart/approval fixes require live qualification; OpenCode evidence forwarding does not itself establish or fix its prior behavioral failure. - The positive provider case now expects three runs, including separate access approval. Its new results are distinct from the original invalid fixture. - The old Claude missing-result cause and rejected Codex field are unknown. These repairs do not retroactively explain or erase either failure. - Path rotation must preserve prompt, custom instruction, skill/content identity and protected provider settings; regression checks reject stale or changed content. No connection authorization, JSON schema, budget, cleanup, or final-result requirement is relaxed. Historical Everyday prompts and gateway setup remain unchanged. ## Model Used OpenAI Codex, GPT-6. The exact deployment variant and context window are not exposed in this session. Used repository inspection, code editing, test execution and retained-evidence analysis. ## 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 - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 06:18:51 -05:00
DottaandPaperclip	2ca0d26a99	fix(connections): recover missing personal AI credentials in chat (#15376) ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 15:36:01 -05:00
DottaandPaperclip	0e0b63e5a5	feat(connections): add experimental task-pinned AI routing (#14967) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - AI Connections separate account access from models and harnesses. > - A pool must act as one connection while retaining each task’s account. > - Core must enforce member access and preserve session and recovery rules. > - A plugin supplies rotation policy without receiving credentials. > - This change adds durable routing and native connector setup and management. ## Linked Issues or Issue Description **Subsystem affected** AI Connections, Connectors, plugins, run dispatch, and session compatibility. **Problem or motivation** Operators need to rotate new tasks across saved accounts while each task keeps its account and session. Pool setup must fit the existing connector catalog and account workflow. **Proposed solution** Add an experimental router binding, a capability-gated plugin hook, and transactional task pins. Plugins declare native pooled connectors through `aiConnectionRouter`. Core hosts the existing-account picker, ordering step, and account settings. Related usage contract: #14936. Companion private plugin: https://github.com/paperclipai/paperclip-cloud/pull/643. **Roadmap alignment** This extends Apps and AI Connections. Core supplies generic enforcement and native connector UI; the private plugin owns rotation and quota policy. The prior duplicate search found no matching router implementation. ## What Changed - Add a router binding without changing existing concrete bindings. Keep the instance flag and new pools disabled by default. Require manual operator configuration. Show no routing toggle in Experimental settings on either open-source or Cloud installs, even after routing is enabled. - Persist company-scoped pools, one shared cursor per pool, and pins keyed by company, pool, agent, and task. Commit pins and cursor advances together with revision checks and bounded retries. Persist run-ID affinity before allocation. - Pass only authorized metadata and normalized usage to plugins. Core retains credential handling, member access checks, runtime qualification, and recovery evidence. Probe outside locks with a shared 15-second budget and freshness cache. - Resolve routing before credential preparation and backend selection. Preserve pins through turns, session resets, removed members, and quota waits. Retain admitted recovery after disable or uninstall. - Separate credential session epochs from token generations. Verified refresh preserves the epoch; reconnect and manual replacement change it. Include the credential slot ID in session and usage-cache identity, so reconnecting an indexed legacy account invalidates its old session even when both epochs are zero. - Validate pool member installations before accepting saved-agent bindings and recheck compatibility when the harness changes. Install only authorized members in the new-agent transaction and record their IDs in local activity. Pool membership cannot install a restricted shared connection. - Preserve pool bindings when agents hire teammates through either creation API or native caller runtime inheritance. Block stale manager credential references; retain explicit child authentication precedence and reject incompatible inherited pools. - Add native connector registration through plugin metadata. Reuse the Connectors catalog, setup header, account header, sidebar, dialogs, and usage display. Setup selects and orders saved connections. Advanced settings hold usage rules and member runtime defaults. New-account setup opens in another tab. - Use revision-checked pool archival from the Connectors catalog and account page. Keep task pins, cursors, recovery evidence, and underlying connections. Reject ordinary connection updates or removals that bypass pool revisions. - Add pool selectors, composer models, override notes, quota status, run details, activity records, and local run-log records. Keep session-adoption copy minimal. - Show **Used by** below the pool connections. List current company agents with shared avatars and profile links. Include paused agents; exclude terminated agents and agents using another pool. - Add Core stories for the generic connector workflow and runtime surfaces. Cloud stories reuse these production routes and tokens through a preview-only alias. ## Verification - Final head `73cb953bca30ed83e4505dd820edd9b5edffd28b`: full workspace `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass locally. - All 422 focused connector/settings/shared-contract/migration tests and all 156 database-backed AI connection, hiring, reconnect, and durable-routing cases pass (69 hiring cases rerun after the final auth-precedence fix). The merged shared contract retains connection instructions and pool metadata. The pool migration is generated at sequence 0299 after the latest upstream migrations; this PR makes no lockfile changes. - All four full-app Playwright tests pass on the final head after a cold restart and migration, against the installed private plugin and isolated database, with no route or pool-API mocks. They cover hidden routing controls after manual opt-in, native pool creation, ordering, membership edits, rename, paused defaults, enabling/save/refresh persistence, stale edits, cancellation/removal, preserved underlying accounts, unavailable routers, and Used by avatars and profile links. Exact command: `PAPERCLIP_CONNECTION_POOL_E2E=1 AI_CONNECTIONS_TEST_COMPANY_ID=a37b9625-5ecf-4e29-8081-04df3d6e7d6f AI_CONNECTIONS_TEST_URL=http://127.0.0.1:3108 pnpm exec playwright test --config tests/ai-connections-app/playwright.config.ts connection-pools.spec.ts`. - [Native setup, ordering, and management screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-6006976278) address the review follow-up. [Earlier selector, quota, and run-detail screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-5971537316) show the runtime surfaces. Core previews: `pnpm --filter @paperclipai/ui storybook`, then **Connectors / Pool host** or **AI Connections / Connection pools**. Cloud owns its host-backed plugin stories; both repositories’ Operator Setup Required story assertions pass. - Live acceptance used OpenAI/Codex and Anthropic/Claude ACPX, resumed both exact sessions after restart, preserved pinned accounts through explicit reset and controlled quota deferral/recovery, and committed only two allocations across fourteen runs. A later UI-created task test again rotated OpenAI then Anthropic and resumed OpenAI through follow-up/restart/quota recovery. That later Anthropic execution was blocked by its saved OAuth token expiring (provider 401). No live usage probes ran. - The full local `pnpm test:run` was attempted earlier and did not complete because of macOS embedded PostgreSQL bootstrap/shared-memory failures and the 40,000-file Git fixture timeout. The focused database suites above now pass; full-suite verification is provided by the split CI lanes. The preceding CI run had one runtime readiness timeout; it passes locally both alone and inside the larger runtime suite. That larger local suite also encountered an embedded PostgreSQL setup failure and two macOS temporary-path alias assertions; those two assertions pass with canonical TMPDIR=/private/tmp. All final-head CI checks are terminal green, including full general/serialized server suites, Runner checks, browser E2E shards, canary verification, build, and typecheck. Greptile is 5/5 on that exact head with no unresolved threads. ## Risks - The migration adds routing tables and a credential epoch column. Install the private plugin only with the compatible Core contract. - Routing and each pool require opt-in. Production distribution and fleet defaults remain unchanged. - Unknown usage stays eligible. Known pinned exhaustion waits; revoked access requires operator repair. - Legacy adapters require compatible members. Runner model and effort overrides remain limited by qualified backend support. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository editing, 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 - [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 suites; full-suite limitations are reported 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>	2026-10-05 20:44:37 -05:00
DottaandPaperclip	b43073d11f	feat(connections): sync and group accounts managed by aggregators (#15254) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents governed access to external tools. > - Aggregator gateways can expose accounts that users already connected upstream. > - The Apps catalog did not show those accounts or their current provider status. > - Separate cards and setup tasks also made account ownership unclear. > - This pull request discovers upstream accounts and groups them under one app card. > - Users can find connected apps while each provider keeps control of its accounts. ## Linked Issues or Issue Description **Subsystem affected** Connections across the database, shared contracts, server, and board UI. **Problem or motivation** Users cannot see which apps are connected through a saved aggregator gateway. Native and upstream accounts need one app card. Discovery must preserve company, user, gateway, and credential boundaries. **Proposed solution** Sync account metadata from Composio, Arcade, and supported Executor gateways. Keep upstream account management in each provider. Use source chips and search to browse the catalog. Preserve native setup and the gateway's existing access policy. **Alternatives considered** Creating a local executable connection for each upstream account would duplicate authorization state. Using an agent task for routine Composio setup would add an unnecessary step. The board now calls the saved gateway directly for that setup. **Roadmap alignment** This extends the shipped Connected Apps and MCP Tool Gateway features in ROADMAP.md. The duplicate search found no open PR for managed account discovery. Related work: Refs #13755, Refs #13941, Refs #14725, Refs #13855. Open PR #12906 covers adjacent toolkit routing work. ## What Changed - Add provider-neutral discovery, sync, and refresh APIs. Preserve the Composio API paths. - Cache observations by company, saved gateway, viewing user, and credential version. Retain stale observations after failed or incomplete scans. - Add optional Arcade account sync credentials in the vault. Discover Executor accounts through its supported inventory interface. - Group native and upstream accounts in one app card. Imported account menus open their provider. Gateway menus own refresh and sync setup. - Add Paperclip, Composio, Arcade, Installed, and All chips. Show 50 catalog entries per page. Keep connected accounts above discovery. Keep explicit provider searches scoped. - Simplify Composio app setup and refresh its connected app list on the gateway Permissions page. - Add a compact agent access card and task creation defaults for connection setup. Preserve explicit blocks and approval policies. - Add two replay-safe migrations, service and UI tests, Storybook journeys, and acceptance stories. ## Verification - Passed the repository typecheck, full build, token gates, and migration ordering check. - Passed the focused provider adapter, connection interaction, and catalog tests after rebasing onto master. - Passed all nine database sync and migration replay tests using a disposable database on the test-drive PostgreSQL cluster. Removed that database after the run. - Verified Arcade cursor pagination against its official Go SDK and passed all eight adapter tests, including short and incomplete pages. - Passed all 45 interaction tests after making the exact requested tools and their Allowed/Ask first permissions visible before granting access. Verified the compact card in Storybook. - Passed the complete UI suite on the final code: 683 files and 7,432 tests, including the corrected Composio destination assertions. Passed 130 focused tests for the UUID, management-link, and health-status corrections. - Passed 22 Composio setup/sync tests, 23 connection-intent service tests, and the connection migration test in separate disposable databases. Database startup alone was substituted; the suites exercised their real SQL and services. - Passed all 10 OpenAPI route checks and the full-stack connection-intent browser test, including scoped consent, agent continuation, and task completion. - The local full runner encountered embedded PostgreSQL startup failures on this loaded macOS host. The earlier in-flight run also held the pre-fix Arcade transform; a fresh run of the final provider suite passes. The final-head CI is queued during GitHub’s active Actions incident: https://www.githubstatus.com/. The previous run also lost several runners simultaneously; its real catalog assertion failures are fixed and the fresh complete UI suite passes. - Tested the real test-drive server in the embedded browser with a live Composio gateway. Detected Airtable and Circleback. Verified refresh progress, account rows, source chips, search scope, and 50-entry pagination. - Arcade and Executor coverage uses provider fixtures. Live credentials were unavailable. - Storybook builds successfully and includes grouped native/provider accounts, stale and unavailable discovery, optional Arcade setup, and mobile states. The acceptance document records the simulated and live coverage separately. - Greptile reviewed final commit `217b024c27b5933e773ce9419c4e92b1032042c6` at 5/5. All six review threads are resolved, security scans pass, and the PR has no merge conflicts. The outstanding remote checks are `ci / Select trusted runner` and `review`, queued by GitHub. They need to complete before merge. ## Risks - Provider response changes can break inventory discovery. Failed scans retain observations and show stale status. - Composio scans only the supported catalog and can take time. Large inventories run in the background with progress and a bounded lease. - Arcade requires a project API key and user ID when the gateway cannot supply them. This key is used only for discovery. - Executor discovery depends on the server's exposed inventory tools. Unsupported servers report unavailable discovery. - Cached account rows do not grant access or create executable connections. Gateway policies still govern tool use. Account deletion and per-app authorization remain upstream. - The migrations add tables and one nullable column. Replay preserves existing rows and company-scoped foreign keys. ## Model Used OpenAI Codex, based on GPT-6. The session does not expose a more specific serving model ID or context limit. Used reasoning, repository tools, code execution, and browser verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 14:57:04 -05:00
DottaandPaperclip	6c1a75da49	feat(connections): make AgentMail a default connection with inline setup (#14772) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents access to external services. > - AgentMail needs both a saved key and an inbox assigned to the agent. > - Chat requests offered a setup link instead of an inline card and could treat a saved key as complete. > - Inbox setup also hid address conflicts behind a generic server error and a separate review step. > - This pull request makes AgentMail a default connection, adds the inline card, reduces setup to two steps, and shows conflicts beside the address. > - Shared native dropdown styles also give every caret a consistent inset. ## Linked Issues or Issue Description **What happened?** AgentMail requests in chat did not show a usable inline connection card. Manual setup required extra screens, ignored saved account keys, and could trap new-address setup in a locked inbox dropdown. Agent selectors omitted the avatar from the selected value. A taken address could produce an HTTP 403 from AgentMail and appear as an internal server error. Native dropdown arrows also touched the right edge of their fields. **Expected behavior** Make AgentMail available as a default connection. Ask for the API key inline, with a direct link to its provider page. Default human access to the company and agent access to the requesting agent. Resume the agent only after an assigned inbox is active. Manual setup should ask for an agent and email address, then finish. Address checks should run as the user types. Taken addresses should show clickable alternatives. A domain dropdown beside the name should prefer a verified custom domain. Setup should suggest authorized saved AgentMail keys and show agent avatars in the picker and selected value. **Steps to reproduce** 1. Ask an agent to connect AgentMail when it has no assigned inbox. 2. Check that an inline API-key card appears and links to the provider's API-key page. 3. Open AgentMail setup, choose an agent, and request an address that is already taken. 4. Correct the inline error, refresh, and finish setup with the same request ID. 5. Inspect native dropdown carets in light, dark, disabled, and right-to-left states. Uses the bounded provider-error parser merged in #14768. Related work: #13256 introduced AgentMail; #14725 expanded connection search. ## What Changed - Stop recurring email queries for tasks that have no email thread. Share the query between the thread provider and activity view. Keep email-task updates and invalidation-based discovery. - Make AgentMail available without the experimental chat setting. Keep the catalog, setup and management routes, agent Channels tab, task email feed, receiving worker, and agent tools available by default. Other experimental chat providers stay gated. - Make the email address and copy icon a single clickable action with the shared Copied! confirmation. Add View inbox linking directly to the matching AgentMail console inbox, with the address encoded as one URL path segment. - Reorganize inbox Settings around the copyable email address, usage instructions, and receiving status. Move reconnect credentials into a disclosure and separate the Disconnect action. Add production Settings stories for active, paused, unassigned-address, revoked, webhook, long-address, mobile, and reconnect states. Show repair controls when the inbox has an error. Keep usage instructions tied to an active inbox with an address. - Add AgentMail channel intents and an inline key field with the direct API-key URL. - Keep setup and retry state tied to the interaction. Require an active inbox for completion. Preserve company and agent access checks. - Reduce manual setup to agent selection and email selection. Put the domain dropdown beside the address and default to a verified custom domain. Preserve explicit choices across reloads. Keep receiving settings under Advanced options. - Check the initial address and edits after a 350 ms pause. Abort superseded requests and ignore stale responses. Show clickable suggestions and retain known creation conflicts across reloads. - Add a company-scoped, manager-only address check using the saved credential. Search the visible inbox list instead of fetching an uncreated inbox: live AgentMail retains negative lookups that can break subsequent access-key creation. Unlisted addresses remain unknown; creation is authoritative. - Suggest labeled saved AgentMail keys in both manual setup and the inline card. Filter by company, provider, active credential, and current-user grants on the server. Prefer an account key and preserve the selected key or an explicit new-key choice across refresh. Use verified scope metadata and bounded concurrent checks for legacy keys. Never return secret values. - Catch an inbox-only key before the email step. Allow its existing inbox only after an explicit choice. Recover old locked drafts at the key picker. Save the replacement key before retiring an empty draft, then use a new setup URL so refresh preserves the switched account; stop if cleanup fails. Preserve already allocated addresses and their original accounts. - Use the shared AgentSelect in email setup. Show the canonical agent avatar in each option and the selected value, including other consumers of the shared component. Add regression coverage for legacy and current Lucide agent-mention icon formats. - Start each catalog Add connection with a fresh setup identity. Honor Finish setup's exact draft/account/address instead of resuming an unrelated browser draft. Return Cancel and Done to Connectors and Email settings to the inbox. Group the task/thread explanation in a How it Works card. - Route AgentMail catalog removal through the email inbox control API, including unfinished drafts. Refresh both the catalog and inbox views. - Render each inbox management tab separately. Access uses the saved account grants and agent controls; Conversations and Activity use the shared persisted email feed. Activity lifecycle actions use the email API. Reconnect returns to inbox Settings. Conversation failures show a retry instead of a false empty state. Email delivery recovery stays in the task. - Map documented provider address conflicts to a field error. Preserve actionable messages for other failures. - Preserve non-secret draft fields across refresh, scoped to the requested agent. Never save API keys in browser storage. Resume partial inbox creation with the original agent, address, and request ID. - Show an already-created address with explicit retry and new-address recovery instead of locked inputs. Preserve the original inbox and resumable draft when choosing another address. Distinguish runtime-key 404 errors and log safe provider status/operation/code. - Apply final agent access once within email setup authorization for a new account whose original installs are unchanged. Preserve later permission edits and reused account installs. Support in-place retry of progress loading. - Let a failed inline setup change keys after retiring an empty draft. Persist its replacement setup identity without storing secrets. Recover a server-saved account when refresh interrupts the save response, while preserving intentional account changes. - Render the production setup in Storybook and add error, recovery, and mobile states. - Inset native select carets in shared CSS. Preserve custom icons, listboxes, keyboard behavior, and forced-color controls. - Add browser regression coverage and an AgentMail Product E2E case with persisted-state and rendered-card evidence. ## Verification - Full `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, and `git diff --check` passed after the default-availability change. - All 485 focused tests passed. These cover setup, management, catalog and route gates, connection intents, email authorization, Cursor execution, and the OpenAPI contract. All 39 email integration tests run with the experimental chat setting off. - The shared polling change passed four behavioral tests, UI typecheck and build, and token gates. - `tests/e2e/agentmail.spec.ts` passed with the actual server setting off. This full-stack browser test uses simulated provider responses. It covers catalog entry, saved keys, editable address and domain controls, creation, conflicts, retry, all management tabs, clipboard feedback, the provider link, and task email rendering. - In the live local browser, Add connection reached the editable email step with the saved account key. The verified custom domain was selected by default. Both domain choices worked. The existing inbox Settings page remained available. Both active inboxes completed new mail checks with the setting off. No new provider inbox or email message was created for this pass. - Earlier live provider acceptance covered creation on a verified custom domain, Finish connecting on the reported draft, successful mail checks after refresh, and catalog removal of disposable draft and active connections. Clicking the email address copied the exact address and showed Copied!. View inbox opened the same inbox in AgentMail’s console. No email messages were sent. - Production setup and Settings Storybook builds and interactions passed. Settings states include active, paused, unassigned, revoked, webhook, long-address, mobile, and reconnect. Receiving and revoked-access stories had zero accessibility violations. - Full local `pnpm test:run` on an earlier revision completed with 14,709 passing, 87 skipped, and four transient failures. All four failed cases passed in focused reruns without product changes. That serial full local command was not repeated after each follow-up. The latest-head full CI suite is the final test gate. - CI found an obsolete browser assertion that hid every channel when the flag was off. Updated it to keep AgentMail and the Channels surface visible while preserving the GitHub chat route gates. All 11 provider browser tests passed locally after scoping the Channels selector to the agent sidebar. Two initial local attempts stopped at temporary Postgres initialization. The passing run used a separate disposable database on the existing local Postgres server; it was removed after the test. - Updated the remaining sidebar and aggregator discovery assertions for default AgentMail availability. Ordinary task fixtures now return no email thread. All 128 sidebar/task-page tests and all 42 aggregator tests passed locally. - Latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`: full CI passed, with 54 successful checks including Snyk and two intentional Storybook skips. The CI run is https://github.com/paperclipai/paperclip/actions/runs/37020833647. A fresh Greptile review scored 5/5 with no unresolved threads. Live model evaluations and inbound/outbound email delivery were not run. ## Risks - AgentMail no longer needs experimental opt-in. Setup still requires a human to connect an account and assign an inbox. Inline setup creates an inbox after a human submits a new or saved key. Company access, agent access, inbox assignment, and completion checks remain enforced. - AgentMail read APIs cannot prove global address availability. The visible-list check is bounded to 100 entries and cannot see inboxes outside the key’s scope. The UI reports this limitation, suggests alternatives without claiming they are free, and keeps final creation conflicts inline. Lookup outages show an error without preventing the authoritative creation attempt. - Native select CSS affects the whole app. Custom-icon selects and multi-row lists are excluded. Forced-color mode keeps the browser caret. - Saved-key discovery uses stored verified scope metadata and checks authorized legacy credentials concurrently within a shared three-second deadline. Provider outages mark legacy choices unavailable; users can still enter another key. Final use rechecks authorization and provider access. - No database migration or transport default change. Live connection remains the default. ## Model Used OpenAI Codex, GPT-6, with reasoning, tool use, and code execution. The exact served 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 (focused suites; full-suite limitation documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green (latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`) - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`) - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-02 10:01:15 -05:00
DottaandPaperclip	a36cbffa9e	fix(connections): broaden natural-language and aggregator search (#14725) ... ## Thinking Path > - Paperclip manages agents and the services they need for work. > - Agents use connection search to discover a setup path before they request access. > - Tool-only filtering hid channel and AI methods from this search. > - Requiring every query word to match rejected normal task descriptions. > - A small aggregator index also omitted supported apps such as Circleback. > - This pull request broadens retrieval and returns purpose-specific setup guidance. > - Agents can choose a relevant result while existing access and provider-choice checks still apply. ## Linked Issues or Issue Description **What happened?** A search such as “AgentMail create an email address and manage an agent mailbox” returned no usable result. “Help me find tools for circle back” also missed Composio's supported Circleback toolkit. Queries longer than 200 characters failed validation. **Expected behavior** Return useful native and verified aggregator matches from natural-language queries. Include channel/email methods when Chat connectors is enabled. Identify each method's purpose and the correct setup path. **Steps to reproduce** Use the queries above with `connections_search` from an active task. Enable Chat connectors for the AgentMail case. The regression suite reproduces these misses before the change. Related routing work: #13941. This change does not change the runner failure path or add channel setup to tool-only connection cards. ## What Changed - Rank name and capability matches. Accept extra words, split names, small spelling errors, and queries up to 4,000 characters. - Include tool, channel/email, and AI methods. Return company-prefix setup links for channel and AI flows. - Add a dated snapshot of 1,583 official Composio toolkit names and a refresh script. Merge duplicate MCP variants for search and link each support claim to official evidence. - Find authorized indexed aggregator namespaces within longer queries. Return multiple app matches when the agent needs to choose. - Prefer exact app names over fuzzy matches for other apps; retain existing AI readiness. - Preserve native preference, company and identity boundaries, administrative denials, and saved provider consent. - Add relevance and database regressions, extend native tool-authority coverage, and document search behavior. ## Verification - Red: 15 new assertions failed against the previous implementation; the existing baseline passed. Added red-green regressions for Motion versus fuzzy Notion and existing AI access during review. A further regression covers mixed ready/unconfigured AI results and their per-result setup guidance. - Green: all 103 tests in the eight focused shared, database, runtime-tool, fixture, and route suites pass on the latest commit. - `pnpm -r typecheck` and `pnpm build` passed. - Latest-commit CI passed: 54 successful checks and two skipped checks, including the full test matrix, browser E2E, typecheck, build, and canary dry run. - The long local `pnpm test:run` attempt began before the review fixes and retained transformed pre-fix search code; it also hit an unrelated timing failure. Fresh serial reruns of the affected search suites and three timeout cases passed all 124 tests. Parallel local route shards hit two additional database setup timeouts; both suites passed all 17 tests on a fresh serial rerun. The complete corresponding CI suites also passed. Duplicate broad local runs were stopped after CI completed. The local UI suite independently passed all 7,007 tests. - Greptile: 5/5 on `cc6a0180d`; all review findings resolved. - Browser verification passed in a disposable local instance through real process-agent search requests: AgentMail opened its setup flow with the requester selected; the saved Circleback choice produced the Composio setup card; a paragraph-length Notion query produced its setup card. No provider credentials or external accounts were created. - The browser test caught an invalid UUID-based setup URL. The fix uses the company prefix and has a regression assertion. - A 3,971-character catalog query found Circleback first in a local 10 ms spot check after sharing query preparation across the catalog scan. This is a single measurement, not a performance guarantee. ## Risks - Broader retrieval can return extra candidates. Named services rank first; agents must select the relevant method. - The public support snapshot can age. It proves catalog support, not account authorization or the availability of every requested action. - Channel and AI methods use existing setup links. The tool connection card still accepts tool methods only. - No schema, migration, credential, or runner lifecycle changes. ## Model Used OpenAI Codex (GPT-6). The session does not expose a more specific model identifier or context-window size. Used reasoning, repository search, code execution, tests, and browser tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 10:20:50 -05:00
DottaandPaperclip	2f6fa3b6dc	fix: recover provider authentication inside tasks (#14629) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents need a working model provider connection to run a task. > - A provider can reject a stored credential after the task starts. > - The failed run must ask the responsible user to repair that connection. > - This pull request adds that request directly to the task and reuses Connections sign-in. > - The user can choose an API key or subscription, then continue the task with a fresh session. ## Linked Issues or Issue Description **What happened?** A run that ended with `acpx_auth_required` or another known provider authentication error did not immediately offer an inline way to connect the provider. A repair form could also lock the user to the failed account's sign-in method. **Expected behavior** Show a provider connection card in the task as soon as the authentication failure is saved. Allow the responsible user to connect or repair the provider with any supported sign-in method. Keep the connection name automatic and resume the task after successful setup. **Steps to reproduce** 1. Run a task with a supported provider and an expired or invalid credential. 2. Let the run fail with a provider authentication error. 3. Open the task and attempt to repair the connection. Related work: Refs #13724 and #13726. This change adds the inline task repair flow and method choice. ## What Changed - Classify provider authentication failures and create one connection request for the current task. A persisted blocked classification suppresses automatic retries only after the repair card is created; unsupported providers retain their existing recovery path. - Mark only the attributed, unchanged credential as needing sign-in. Preserve credentials that were refreshed after the failed run started. - Reuse the provider sign-in controls inside the task. Allow API key and subscription choices for Claude, Codex, and Grok. Keep names hidden and generate a default from the user, provider, and method. - Keep the existing account when reconnecting with the same method. Create and select another account when the method changes. Validate updates to explicit agent bindings through the normal agent save path. - Require explicit adoption for legacy agent authentication. Validate in the agent environment, then commit the binding, connection install, audit, and card completion in one transaction. Keep failed setup and account selection visible and retryable. - Add regression tests and update the specification and Connections documentation. ## Verification - Fresh local verification: 199 tests passed across the inline form, provider method selector, default naming, authentication and recovery classifiers, run liveness, OpenAPI routes, database adoption/rollback, and Cursor execution suites. The adoption database suite also passed against disposable Docker PostgreSQL. - Full repository `pnpm build` and `pnpm -r typecheck` passed on the latest commit. Token gates are clean. - Embedded browser: opened real task cards from seeded authentication failures; switched Claude from API key to subscription and back; switched Codex from subscription to API key; confirmed the name field stays hidden. Provider sign-in was not completed with real credentials. - The broad local `pnpm test:run` started before review fixes and was interrupted after the working tree changed; it is not counted as a passing full run. Fresh focused tests passed. CI supplies the full test and browser suite results for the current commit. - CI is green on commit `4b97a4e447045ff3d7516525a187a5d1d21e0d4c`: 54 checks passed and two Storybook checks were skipped by their path rules. The workspace preview job passed on one rerun after a local-server startup timeout; its rerun passed 835 tests. - Greptile is 5/5 on the same commit with no actionable findings and no unresolved review threads. ## Risks - Incorrect authentication classification could prompt for a connection unnecessarily. Tests exclude tool authorization, quota, and unrelated runtime failures. - A method change selects the new personal provider default, which also applies to other agents that use that user's default. Explicit account bindings use the existing permission and runtime validation path. - Credential invalidation must not race with refresh or reconnect. The code compares the saved credential generation and grant update time under locks. - No database migration or new credential storage format is required. ## Model Used OpenAI GPT-6 through Codex. The exact model ID and context window size were not exposed in this session. Capabilities used: reasoning, repository editing, shell commands, database tests, and embedded-browser interaction. ## 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 (focused tests 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>	2026-09-30 06:39:37 -05:00
DottaandPaperclip	8781f06a87	feat(connections): enable MCP aggregators by default (#13964) ... ## Thinking Path > - Paperclip helps people manage AI agents for work. > - Connections let those agents use external services with explicit access rules. > - Zapier, Arcade, Composio Connect, and Executor already have setup and runtime support. > - Their experimental switch still blocks discovery and setup by default. > - This pull request removes those gates and the Settings toggle. > - Users can connect these providers without enabling an experiment. ## Linked Issues or Issue Description Refs #13755. Refs #13941. **What existing behavior does this improve?** Apps browsing, inline setup, and agent connection search for the four MCP aggregators. **Current behavior** An instance must enable the MCP aggregators experiment before users or agents can start setup. **Proposed behavior** All four providers are available by default on local and managed instances. Old stored and managed values still parse but cannot disable them. ## What Changed - Remove the aggregator gates from Apps, inline setup, server setup, and agent search. - Remove the Settings toggle and its UI hook. - Retain the old setting key only for upgrade compatibility. Normalize it to true and ignore managed overrides, as Apps already does. - Replace opt-in fixtures with default-on coverage. Test old false values, all four setup flows, provider choice, and the removed toggle. - Update current connector guidance and remove the opt-in from the runner acceptance fixture. ## Verification - 306 focused tests passed across eight files: shared remote MCP contracts; server remote MCP lifecycle, aggregator fallback, settings normalization, and managed overlay; UI Apps browsing, setup, and experimental settings. - Server and UI TypeScript checks passed. - UI token gates and `git diff --check` passed. - The full local suite was not run, per the maintainer's instruction. All 54 CI checks passed; two checks were skipped. One unrelated workspace-preview readiness timeout passed on one failed-shard retry. - The setup fixtures use simulated MCP responses. This change does not claim new live provider acceptance. ## Risks - Existing instances now show all four providers, even if the old flag was false. This is intentional. - External provider choice, credentials, company isolation, agent grants, and tool policies still apply. Showing a connector does not authorize an external account. - No data migration is required. The compatibility key keeps old managed configuration documents valid. - Historical Zapier live acceptance remains incomplete in the existing evidence report. The maintainer explicitly requested the default-on rollout for all four existing providers; the report records that scoped exception. ## Model Used OpenAI GPT-6 (`gpt-6-astra`) through Codex, with reasoning, repository tools, and test execution. The context window size is not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-24 17:31:32 -05:00
DottaandPaperclip	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	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	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	889947c238	feat: add experimental native chat connectors (#13038) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also ask agents for work in their existing chat tools. > - Each external conversation needs one task and a current authorized source. > - Retries, Stop, and provider failures must not duplicate work or expose private data. > - The first chat PR establishes the opt-in provider and data contracts. > - This PR adds experimental channel integration and its durable control plane. > - Users can request work from connected channels and inspect delivery in Paperclip. ## Linked Issues or Issue Description Refs #13100 and #13092. This is the second of exactly two chat PRs. Foundation #13100 is merged and changed 143 files. Runner prerequisite #13092 is also merged. This PR changes 400 files against master, below the 500-file review limit. It contains no wireframe images or HTML galleries. ## What Changed - Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat connections. Keep chat disabled unless the operator enables experimental chat connectors. Preserve the production GitHub tool connection and its normal setup path. - Bind each provider bot identity to one immutable Paperclip agent. Bind each admitted external conversation to one task. Paperclip owns tasks, runs, permissions, and audit records. - Add durable admission, per-conversation queues, questions, task controls, progress, final replies, images, files, and delivery receipts. Board comments remain internal unless explicitly sent to the channel. - Check current identity, provider reach, resource access, credentials, runtime generation, and exact source before provider effects. Keep private responses private. Never send raw reasoning, private logs, credentials, or tool arguments. - Hold uncertain sends for explicit audited resolution. Make Board Send-to-channel atomic and idempotent. Keep reconnect and setup credentials in Paperclip secret storage. - Preserve current native-runner authority across retries, lost acknowledgements, and recovery. Keep immutable input and completion contracts separate from newer user input. Receipt reconciliation cannot launch a provider. - Reconcile chat close/new ordering and provider-effect lock order. Audit resource access changes in the same transaction. Submit only the selected resource from each UI toggle so stale pages cannot undo unrelated access changes. - Drain Codex stdout before certifying process exit. Bound the drain with the existing shutdown grace. Preserve observed terminal authority without treating an undrained process as successful or reusable. - Incorporate master `018ca5da` with its ACP Stop, mobile task layout, runner packaging, and official lock changes. Preserve dedicated chat-answer continuations in both directions when ordinary queued comments are adopted after Stop. - Fence late adapter readiness behind an earlier Stop for the same run. Preserve verified cleanup for registered adapters. Handle single Stop, agent pause, duplicate Stops, and failure release without creating a false cancellation receipt. - Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact failed-chat retry authorization and lineage, retired question-source suppression, and the block on generic recovery that would discard the admitted source. Fresh deferred input retains its separate promotion path. - Incorporate master `2a05b5ed3` and its queue-admission extraction, simplified transaction ports, and separate runner CI job. Preserve exact durable receipts, actor separation, and dedicated-answer isolation through the new module. A failed receipt insert rolls back the accompanying deferred-wake merge. ## Verification Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are resolved. This successor fixes two test-harness boundaries exposed by CI: per-case route-module preparation and actual durable-save completion before intentional runner termination. Production code and all existing test/turn deadlines are unchanged. [Exact-head Greptile review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594) is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable findings or open review threads. [Fresh exact-head CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341) passes **all 24 jobs**, including Build and both required aggregates. Normal exact-head guarded merge was attempted and rejected by the remaining branch approval policy: CODEOWNER review is required and no human approval is present. Normal **squash auto-merge is enabled** as of September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified; no approval bypass or self-approval was used. Earlier-head results below remain historical evidence, not qualification of this successor. - Final exact-head Linux evidence: 995/995 chat integration cases; 36/36 agent-skills routes; 35/35 runner live-session cases, including real process kill/resume; 1948 runner Vitest cases with three existing benchmark/platform guards; 870/870 API-authority cases; and 104 browser cases with four existing optional skips. Rust, conformance/replay, full repository build, typecheck, canary, all server/workspace shards, and both required aggregates pass with normal CI concurrency. Earlier failed attempts remain recorded below. - Latest test-only qualification: 141/141 route/permissions/authentication cases pass in separate cold forks, with plain server types and independent review clear. The real-runner suite passes 35/35, with plain runner types and independent review clear. A controlled premature-save acknowledgement fails as expected; matching ownership/effect/process evidence, rejected saves, real turn outcome, test abort, and pre-kill liveness are covered. No local reproduction of the original CI scheduling failure is claimed. The preceding [CI run](https://github.com/paperclipai/paperclip/actions/runs/34479680858) passes 21/24 jobs, including all 995 Linux chat cases and browser aggregate (104 passed, four existing optional skips); only Build, the skills serialized shard, and the required verification aggregate fail. Its exact-head Greptile review was 5/5. Both failed job logs are retained. - Final fixture qualification: all eight focused Discord cases and all 995 chat integration cases pass. The exact modal statement/PID is observed before taking the real connection lock; the test then proves its actual blocking relationship before mutation. Original SQL execution, provider behavior, negative assertions, and 1s/15s timeouts remain unchanged. Independent review is clear and test/production hashes remain frozen. The preceding [CI attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777) passed 22 jobs, including Build/runner, typecheck, canary, all other test shards, and browser aggregate (104 passed, four existing optional skips); the two fixture failures and failed verification aggregate remain recorded, not relabeled as a pass. - Current queue-module composition: 308/308 recovery/batching/queue/Stop tests; 995/995 full chat integration; 89/89 module tests, including real PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary tests; plain server and UI types. All four actual local process/ACP browser paths pass in 1.4 minutes. Fresh databases, no skips or retries, stable reviewed source hashes. The initial boundary failure is retained; its no-op service wrapper was removed without changing recovery context or weakening the check. An exploratory standalone test-directory typecheck fails because its new upstream transformation config is not a standalone typechecking project; standard CI/build does not invoke it, and no configuration was weakened to suppress those diagnostics. - The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed [all 24 CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958) and exact-head Greptile review at 5/5. Required CODEOWNER review prevented its normal merge before master advanced again. - Final extracted-module composition: 307/307 recovery, batching, queue and Stop-control tests; 995/995 full chat integration; 49/49 module tests including eight PostgreSQL adapter cases; and 19/19 issue-update tests. Plain server types pass. All four actual local process/ACP browser paths pass in 1.3 minutes. Fresh databases, no skips or retries in these cohorts, frozen source hashes, and independent review clear. - The preceding head `3e4e1c1c` passes [all PR CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820), including Build and required `ci / verify` and `ci / e2e`. Both the original Rust failure and the previously load-sensitive lineage fixture pass with unchanged Linux concurrency. Master advanced afterward and required this reconciliation. - Final master composition: 448/448 focused UI tests, 186/186 adapter tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI, server, shared, and adapter types pass. Token gates and diff checks pass. Independent server and UI reviews are clear. - Stop-registration regression: both real-service cases fail against exact `a95` source and pass with the fix. The full corrected recovery/control suite passes 265/265. Duplicate-owner and failed-Stop controls also pass. Plain server types pass. The readiness barrier prevents provider startup without adding an acknowledgment to an already terminal run. - Final qualification strengthens terminal-field equality and repeats both affected cases successfully on a fresh database. All four actual local process/ACP browser paths pass again in 1.3 minutes, without skips or retries. The final screenshot shows Cancelled, a paused subtree, retained input, and no error toast. - Two new actual-service regressions fail before the merge fix. They prove that queued-comment adoption could consume a dedicated chat answer or add unrelated input to that answer. The fixed four-case cohort passes, including ordinary upstream continuation and adapter Stop controls. Full recovery passes 257/257. All four actual local process/ACP Stop browser flows pass in 1.4 minutes, without skips or retries, on a fresh database. - The unchanged runner artifact was qualified with 171/171 transport tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11. Six controlled reader tests prove the exit/drain repair. Its local serial Rust workspace passed 546 top-level cases plus two invoked helpers; the later passing Linux CI supplies default-concurrency evidence. - Prior exact-source full chat integration passes 995/995. Settings regressions cover concurrent stale pages, 501 destinations, pending state, rejected updates, and explicit retry. These deterministic tests do not prove live provider behavior. - Retained failed attempts and their causes are in the [qualification log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md). The first merge adapter run timed out while macOS slept for 290 seconds. Its unchanged repeat passed with a temporary sleep guard. No assertion, deadline, or CI gate was weakened. Review commands include `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh disposable databases. See the [browser runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md) for provider setup and separate live acceptance steps. ## Risks - This remains experimental. Deterministic tests and bounded live evidence do not establish every provider feature, tenant, permission layout, or media shape. Teams work-tenant qualification is still open. - Failed and uncertain provider effects remain visible and can require operator action. A transport receipt does not prove recipient visibility. - Native controller and runner artifacts must remain compatible. Preserve lease ownership, terminal authority, source binding, and quarantine during future changes. - Access and audit rows commit together, but activity notifications remain best-effort. This is not a new durable event outbox. - The PR operation does not deploy a live server, replace its runner, or change provider permissions. Remaining live qualification is documented in the [temporary handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md). ## Model Used OpenAI Codex assisted with implementation, tool execution, testing, and review. The work records `gpt-6-astra` assistance. The environment does not report a context-window size. No private reasoning traces are included. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-10 10:06:45 -05:00
DottaandPaperclip	e095b84dab	feat(connections): connect services from native task feeds (#13058) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents use connections to reach external services. > - A fresh native task can have no service tools installed. > - The agent needs a way to discover services and ask the responsible person for access. > - This pull request brings the existing connection-intent flow into native task execution. > - The person can connect from the task, and the agent can continue with updated tools. ## Linked Issues or Issue Description **Subsystem affected** Native runner tool authority, connection intents, task interactions, and shared connection setup. **Problem or motivation** A task that needs an unconnected service cannot finish its work. Leaving the task to configure access also loses context. A resolved request must survive a restart and resume the correct agent once. **Proposed solution** Expose connection discovery and access requests as server-owned native tools. Render a durable task card and use the shared setup dialog. Persist outcome delivery and start a fresh provider session after access is ready. **Alternatives considered** Sending the person to the Connections page adds navigation and does not solve continuation. Polling for authorization consumes runs and can create duplicate requests. **Roadmap alignment** This extends the existing connection-intent runtime and setup experience. It reuses the shared access model and the native runner. Related: #12345, #12347. The service-slug fix in #12906 is related but separate. Companion evaluation PR: https://github.com/paperclipai/paperclip-evals/pull/21. ## What Changed - Expose `connections_search` and `connection_request` with server-bound company, task, agent, and responsible user. Preserve the legacy entry points. - Discover catalog services and authorized custom connections. Check installation, identity, health, and executable permissions before reporting ready. - Keep pending cards through ordinary messages. Reuse requests and retire stale ownership. Put Connect at the right of Not now. - Reuse the shared setup flow in a task dialog. Keep access additive and default to the requesting agent. Recover from cancelled or blocked OAuth windows with a new-tab fallback. - Persist outcome delivery with an idempotent wake key. Resume in a fresh session and recheck ownership before dispatch. - Add native browser fixtures, offline Storybook states, server contracts, and evaluation fixtures. Update guidance and documentation. ## Verification - `pnpm build`: passed after replaying the change on current master. - `pnpm -r typecheck`: passed. - `pnpm check:token-gates`: passed. - `pnpm --filter @paperclipai/ui build-storybook`: passed. - New continuation-policy regression cases: 16 passed. - Docker-backed PostgreSQL regressions passed for requester-only OAuth access, assignment-only expiry, terminal expiry, and credential-free setup metadata. - Shared setup and task-card UI tests: 121 passed, including configured MCP reconnect URL recovery and preserving user edits across refetch. - Storybook browser checks: all 119 passed on the latest reconnect fix. - `pnpm test:run`: 4,734 tests passed in the first server group, but embedded PostgreSQL startup failures and resulting cleanup errors prevented a complete local pass. All Linux CI lanes passed on the latest reviewed commit. One external-object route test returned an unexplained 500 on the first run; it passed twice locally and the failed shard passed on retry without code changes. - Earlier feature-checkout evidence: three deterministic native browser journeys passed, including restart delivery and an actual fixture tool result. Legacy scripted coverage also passed. All 59 added stories were inspected in light and dark themes. - Live Notion testing recorded successful provider reads. The manual test used a local-trusted instance. It does not prove authenticated/cloud deployment or every provider journey. - Native browser rerun reached the embedded PostgreSQL startup limit before bootstrap, so the latest checkout’s full native browser journey remains unverified. Both OAuth page/task regression cases passed against isolated Docker-backed PostgreSQL 17. They verify no premature task access, requester-only completion, additive retries, and reconnect preservation. - Applied both new migrations twice to isolated PostgreSQL 17. Foreign keys remained intact, duplicate active delivery keys were rejected, and failed delivery records did not block retries. Reviewer path: start a fresh test drive, enable the native runner, use an agent that can perform work directly, and ask it to summarize a Notion page. Connect from the card, then verify the resumed provider call and source-linked answer. The default test-drive CEO is instructed to delegate, so it can introduce an unrelated hiring step. ## Risks - Two additive migrations create durable deliveries and a partial unique wake index. They are idempotent. The wake index can require a maintenance window on large tables because migrations run in a transaction. - OAuth and continuation cross asynchronous boundaries. Tests cover ownership changes, retries, additive access, and restart delivery; live provider behavior still varies. - The latest requester-scope fix has not yet been exercised through live OAuth. GitHub, API-key, authenticated-user, and all recovery journeys are not claimed as verified. ## Model Used OpenAI GPT-6-based Codex assisted with implementation, tests, and review using tools and code execution. The runtime does not expose the exact model version, context window, or reasoning setting. Live evaluation used `gpt-5.6-luna`; manual native testing used `gpt-5.6-sol`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used and disclosed unavailable runtime details - [x] I have checked ROADMAP.md and confirmed this extends existing connection work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have described the issue in-PR following the feature issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [ ] I have run all required tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented risks - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-08 15:55:26 -05:00
DottaandPaperclip	1cc45086d3	feat: use the responsible person's GitHub for shared agent operations (#13005) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Several people can send instructions to the same agent and task. > - A fixed GitHub token in the provider process can keep the first person's access after another person's message is accepted. > - Task ownership cannot select credentials for each accepted instruction or preserve the identity of an operation already in progress. > - This pull request records ordered execution identity contexts and resolves credentials when managed Git, gh, or GitHub tools start. > - The benefit is automatic personal GitHub access for shared agents, with durable continuation rules and no teammate credential fallback. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: orchestration, connection grants, database, runtime adapters, native runners, and run details. **Problem or motivation** A shared agent must use the person whose instructions it has accepted. A queued message must retain its author. A retry or approval without new instructions must retain the originating identity. GitHub must remain optional for ordinary work. **Proposed solution** Persist execution identity separately from task ownership. Give new processes a run-scoped broker capability and token-free managed launchers. Capture identity at operation start. Keep an explicit dedicated-agent grant as an override. Show redacted diagnostics in run details. **Alternatives considered** Per-task ownership, fixed provider tokens, and mutable repository author configuration do not handle accepted steering or concurrent operations. A manual account-selection action would add unnecessary setup to each turn. **Roadmap alignment** This completes the existing Multiple Human Users, MCP Tool Gateway & Apps, Secrets Manager, and Self-healing Runs capabilities. The implementation follows the maintainer-approved plan. Related work: Refs #12843, Refs #12907. Existing proposals #4618 and #8945 cover per-agent or per-worktree author configuration. This change instead follows the accepted human instruction across runtime types. Refs #11831 for governed personal connection delegation; this change preserves connection audience checks and does not use standing delegation as a personal credential fallback. ## What Changed - Add durable, ordered identity contexts and active run references. Preserve message authors through consolidation, steering, retries, delegation, approvals, routines, and restart. - Add an authenticated operation-time GitHub credential broker and local/remote managed git and gh launchers. Keep personal tokens out of the long-lived provider process. - Resolve GitHub gateway and server-side Git operations through the same responsible-person or dedicated-grant selection rules. - Make absent and unavailable GitHub credentials non-blocking at generic startup. Clear host and prior-person credentials. Keep anonymous Git access where supported. - Add run-detail identity history and the dedicated-account warning. Keep task ownership and queue-versus-steer decisions unchanged. - Preserve personal OAuth declarations through connection edits. Retain exact selected grants in the gateway. - Fix continuation races found during real acceptance: verify a warm owner before credential rotation, and wait for bounded durable runner suspension before the next run starts. - Make migrations replay-safe. Retain identity through agent/run deletion, remove it with its company, and clean terminal launcher directories before releasing execution environments. Document coordinated release and rollback. ## Verification - Full workspace typecheck, build, and token gates passed. The complete local suite passed in its normal test groups: 17,120 passing tests, including all 143 serialized server suites. After integrating the newly merged runner API work, full local typecheck and build passed again, along with 890 focused integration tests. All 31 checks on the integrated revision passed, including build, browser E2E, release registry, canary dry run, typecheck, security and all test suites. Greptile is 5/5 with all review threads resolved. - Current focused checks passed: 142 native executor tests, 67 runtime lifecycle tests, 9 durable identity tests, 75 credential/routine tests, 19 low-trust/resumption tests, and the executable migration replay test. - Authenticated browser acceptance with two Paperclip users and two GitHub accounts on one shared native agent passed. Real commits and pushes followed A → B accepted steering → queued A continuation in the same saved conversation. GitHub commit author and committer identities matched all three operations. Both runs succeeded and task ownership stayed unchanged. - Real GitHub MCP calls switched from A to B after accepted steering. A delegated subtask retained its originating identity across a server restart. - Disabling B's GitHub connection left ordinary work successful. Managed gh was unauthenticated and the provider had no inherited GH_TOKEN or GITHUB_TOKEN. - The browser displayed run-detail diagnostics and the exact dedicated-account warning. A final controller-restart check followed by another-person continuation retained the conversation, selected the correct GitHub login and Git author, and removed each terminal launcher directory. - Company-lifetime migration and all five previously failing CI suites passed locally (167 tests). Same-token gateway A → B → A and six broker/launcher boundary tests passed. - Remote callback, launcher, sandbox, and runtime contract tests passed. Both native and legacy Codex completed actual Daytona executions on the integrated revision ([campaign results](https://github.com/paperclipai/paperclip/actions/runs/34155056509)). The remote package-manager shim staging regression also passed locally. ## Risks - Deploy the migrations, server broker, launchers, and runner artifacts together. Existing processes finish with their original contract. New managed processes need the broker endpoint for GitHub operations. - Finish or stop new managed executions before rolling application code back. Keep the additive schema and identity history during rollback. - Scripts that require a persistent raw GH_TOKEN must use managed git, gh, or GitHub gateway tools. Run capabilities authorize code executing within that run to acquire its current identity; this is not hostile-code isolation within one execution principal. Managed commands prevent automatic credential carryover; arbitrary code deliberately copying a credential is outside that boundary. - Uncertain steering acknowledgement deliberately holds new credential acquisition until reconciliation. Already-started operations retain their captured identity. - GitHub private access and provider outages can still fail the specific operation that needs them. Dedicated grant failure does not fall back to personal access. ## Model Used OpenAI GPT-6 through Codex assisted implementation, review, shell execution, and browser acceptance. The exact model variant and context-window size are not exposed in this session. Tool use included TypeScript and Rust tests, database integration tests, GitHub CLI, and authenticated browser control. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-07 14:32:20 -05:00
DottaandPaperclip	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
Dotta	d387cc0ff0	feat(connections): add managed external MCP connectors (#12346) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connection intents need secure provider implementations to complete setup. > - Some providers use managed OAuth or external credential brokers. > - Those tokens must stay out of durable Paperclip state and fail closed when refresh fails. > - This pull request adds managed connector backends and the required storage contract. > - The benefit is safer provider setup with governed credential lifecycles. ## Linked Issues or Issue Description Refs #11965 This is stack 8 of 11. It depends on stack 7 and replaces another reviewable part of #11965. ## What Changed - Add managed Google Workspace and external connector backends. - Add Vercel Connect support without storing provider bearer tokens. - Add replay-safe migration 0232 and its generated snapshot. - Fail closed and clear stale token bindings when organization OAuth refresh needs reauthorization. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - Result: 194 tests passed. - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` - `pnpm exec vitest run --project @paperclipai/server server/src/services/remote-url-credentials.test.ts` (5 passed, including URL userinfo vault extraction) ## Risks - Broker metadata errors can block provider setup. - OAuth refresh failure disables the shared organization connection until reauthorization. - Migration 0232 is generated, ordered after 0231, and safe to replay. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have linked the public source pull request with `Refs #` - [x] I have not referenced internal or instance-local Paperclip issues or links - [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 - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge	2026-08-29 12:08:34 -05:00
DottaandPaperclip	b3343dbd64	feat(connections): add self-serve intent runtime (#12345) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents need a governed way to request app connections during issue work. > - The catalog now describes the available providers and setup methods. > - A request must become a durable, company-scoped intent before an operator acts on it. > - This pull request adds that intent runtime across server, agent, CLI, and shared contracts. > - The benefit is a safe bridge from agent need to operator-approved setup. ## Linked Issues or Issue Description Refs #11965 This is stack 7 of 11. It depends on stack 6 and replaces another reviewable part of #11965. ## What Changed - Add connection intent types, validation, service logic, and routes. - Add agent runtime tools and CLI support for connection requests. - Add issue-thread interaction support for connection intents. - Add runtime, route, adapter, and contract tests. - Hold the final resolved-continuation row lock through asynchronous adapter preparation until an actual process spawn, so parking or reassignment cannot cross that boundary. - Report Hermes Gateway's first remote run request through the shared dispatch hook so the resolved-intent lock is released at the true dispatch boundary. - Revalidate the addressed user's live non-viewer membership and connection-management authority for every intent mutation, including OAuth completion. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - Result: 176 tests passed. - `pnpm build` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-stale-queue-invalidation.test.ts` (32 passed; includes non-process dispatch lock-release coverage) - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/connection-intents-service.test.ts -t "addressed-user mutation"` (1 passed) - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/tool-access-service.test.ts -t "binds OAuth callback completion to the initiating board session"` (1 passed) - `pnpm --filter @paperclipai/hermes-paperclip-adapter test -- src/gateway/server/execute.test.ts` (23 passed; includes dispatch-hook ordering and exactly-once coverage) - `pnpm --filter @paperclipai/hermes-paperclip-adapter typecheck` ## Risks - A malformed intent could create an unusable operator request. - Validators and company checks reject invalid or cross-company requests. - The final continuation gate holds the issue row lock through adapter preparation until process or remote dispatch; later operator changes use the normal active-run interruption path. - The change does not add a database migration. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have linked the public source pull request with `Refs #` - [x] I have not referenced internal or instance-local Paperclip issues or links - [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 - [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>	2026-08-29 12:08:34 -05:00