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1ab159d3a7 |
feat(apps): consolidate connector management (#12684)
Completes the post-managed-OAuth connector lifecycle, Paperclip Cloud provisioning defaults, governed test flows, and consolidated Apps UI.\n\nCo-Authored-By: Paperclip <noreply@paperclip.ing> |
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0b73ebb86c |
Fix managed OAuth catalog activation (#12623)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Apps system gives agents governed access to external services > - The managed OAuth callback discovers provider tools before it activates a grant > - Fresh managed connections kept every discovered tool in quarantine > - The Apps page also counted disabled tools as available actions > - This pull request makes setup activation atomic and keeps later catalog changes quarantined > - The benefit is a usable catalog after consent without weakening reauthorization safeguards ## Linked Issues or Issue Description N/A — no public GitHub issue exists for this follow-up. Related merged work: [#12619](https://github.com/paperclipai/paperclip/pull/12619) and [paperclip-cloud #319](https://github.com/paperclipai/paperclip-cloud/pull/319). **What happened?** A fresh Paperclip-managed OAuth connection discovered the correct Google Workspace tools, but it left every allowed tool in quarantine. The Apps page then reported zero actions for write profiles and counted disabled actions for read profiles. **Expected behavior** A fresh or revived managed connection must remain disabled until Paperclip stores credentials, discovers the catalog, reviews the profile allowlist, installs default policies, and activates the connection. A later reauthorization must preserve user choices. A later catalog change must quarantine new or changed tools. **Steps to reproduce** 1. Connect a managed Google Workspace write profile. 2. Complete provider consent and return through the instance callback. 3. Open the connection in Apps. 4. Observe that the connection is active but the allowed actions remain quarantined. **Paperclip version or commit** Commit `c7ebc089c` from merged pull request #12619. **Deployment mode** Self-hosted local development through Tailscale HTTPS. The same callback logic applies to Cloud-hosted instances. **Installation method** Built from source with pnpm. **Agent adapter(s) involved** Not adapter-specific. This change affects the core Apps and tool-access paths. ## What Changed - Kept fresh and revived managed connections in the draft state until catalog finalization succeeds. - Added a managed-draft refresh option that quarantines discovery results without changing generic draft behavior. - Activated reviewed profile tools, created bindings, and installed ask-first policies in the existing finalization transaction. - Preserved custom profiles, bindings, archived state, and policies during ordinary reauthorization. - Kept new or changed tools quarantined after activation and kept out-of-profile tools disabled. - Counted only active catalog entries as available actions in the Apps page. - Added retry, revival, reauthorization, policy, profile, and UI regression coverage. ## Verification - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` — passed, 208 tests. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/apps/AppDetail.test.tsx` — passed, 52 tests. - Server and UI typechecks passed. - `pnpm build` — passed on the final tree. - `pnpm check:token-gates` — passed. - `git diff --check` — passed. - Browser walkthrough — passed for all 16 enabled Google Workspace profiles through the staging Cloud broker and a self-hosted Tailscale HTTPS instance. Every final connection became active and exposed at least one allowed action. - `pnpm test:run` — the changed suites passed. The shared live-QA environment caused unrelated workspace-runtime concurrency and cleanup failures, so hosted CI is the clean-environment authority for the full suite. ## Risks - The change affects managed OAuth only. Customer-owned OAuth setup keeps its current behavior. - A failed initial finalization now leaves a safe draft that the callback can retry. - An ordinary active reauthorization does not rebuild defaults, so existing user policy remains intact. - There are no database migrations and no public API changes. > 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, with reasoning, repository tools, browser control, code execution, test execution, and parallel subagent review. The effective context window was managed by the Codex task runtime. ## 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 the changed suites 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 |
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a7e6b818e9 |
feat(apps): add Paperclip Cloud managed OAuth connector (#12600)
## Thinking Path > - Paperclip lets operators give governed tools to AI agents. > - Connected Apps already support provider OAuth and personal connection grants. > - Some providers require one stable callback and do not support dynamic client registration. > - Self-hosted Paperclip instances can run at private or changeable origins. > - Paperclip Cloud can provide the stable callback while each instance keeps its durable provider credentials. > - This pull request adds the instance side of that managed OAuth protocol and keeps customer-created clients available. > - The benefit is a safe path to one-click Workspace connections for hosted and enrolled self-hosted instances. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting. This change updates the server, Apps UI, shared app definitions, and connection documentation. **Problem or motivation** Some OAuth providers require a pre-registered callback and provider-owned client. An arbitrary self-hosted Paperclip origin cannot use that client callback directly. Paperclip ID must also stay limited to product identity instead of resource authorization. **Proposed solution** Use the existing Paperclip Cloud application as the fixed callback broker. Enroll each instance to an exact origin and separate Ed25519 and X25519 keys. Bind every request and sealed envelope to the instance, environment, user, company, provider, profile, and exact scope set. Store durable provider credentials only in the originating instance vault. **Alternatives considered** Customer-created OAuth clients remain available as the independent fallback. A generic redirect relay was rejected because it would allow caller-selected destinations and scopes. Paperclip ID was rejected as the broker because it is the identity boundary. A new service was rejected because the existing Cloud application already owns customer login and the public callback origin. **Roadmap alignment** This work extends the shipped MCP Tool Gateway and Apps milestone. It also supports the Connected Apps and Cloud deployments roadmap items. Companion Cloud implementation: https://github.com/paperclipai/paperclip-cloud/pull/312 The duplicate search found no related open Paperclip PR or issue. ## What Changed - Add a `paperclip_cloud_connector` client with signed requests, exact profile and scope bindings, and X25519-sealed credential handling. - Add explicit self-hosted enrollment with owner-only instance key storage and exact HTTPS origins. - Route managed Google Workspace setup through Paperclip Cloud and preserve customer-created OAuth clients. - Keep broker claims retryable until the local vault transaction commits. - Keep managed Google per-profile removal local-only to avoid client-wide provider revocation. - Add setup status to the Connections page and retain the Paperclip ID names as compatibility aliases. - Document the trust boundaries, enrollment, callback, refresh, removal, and rollout flows. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/shared exec vitest run src/app-definitions.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/services/paperclip-cloud-connector.test.ts src/services/paperclip-cloud-connector-enrollment.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts -t 'brokered Gmail OAuth|brokered OAuth state'` - `pnpm --filter @paperclipai/ui exec vitest run src/pages/apps/Connections.test.tsx` - `pnpm check:token-gates` - `pnpm build` - The full stable test runner also reproduced existing macOS workspace, skill-discovery, and listener fixture failures outside the changed paths. GitHub Linux CI is the authoritative full-suite result. ## Risks - The managed flow depends on https://github.com/paperclipai/paperclip-cloud/pull/312. Real provider profiles stay disabled until Cloud deploys that protocol and the provider approves the managed client. - A Cloud outage blocks new authorization and refresh. Existing access tokens continue to work until expiry. - Managed Google profile removal only deletes the local grant. This avoids invalidating the user's other profiles that share the managed Google client. - Legacy `paperclip_id_connector` records require a reconnect after their current access tokens expire. Old Paperclip ID keys and refresh tokens are not sent to Paperclip Cloud. > 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 GPT-5.6 (Codex). Agentic coding, tool use, code execution, and subagents were enabled. 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> |
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a560b48d6d |
feat(apps): refine Postman and Shopify setup (#12357)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give those agents governed access to external tools. > - Provider catalogs must match each provider's current protocol and credential contract. > - Postman method labels and API-key placement were outdated. > - Shopify now offers a UCP commerce endpoint that needs a managed agent-profile argument. > - This pull request updates both providers and documents the complete connection-authoring workflow. > - The benefit is accurate setup, safer runtime defaults, and a repeatable provider review process. ## Linked Issues or Issue Description Refs #11965 This is stack 10 of 11. It depends on stack 9 and preserves the final catalog work recovered from #11965. Related: #5904 covers Shopify skill routing. This pull request covers the Apps connection contract instead. ## What Changed - Update Postman hosted MCP methods, capability choices, default selection, and bearer-token placement. - Add Shopify UCP commerce and Storefront compatibility methods with public-store prerequisites. - Inject the reviewed Shopify UCP agent profile at runtime and remove that managed field from user input schemas. - Classify Shopify checkout completion and cancellation as destructive actions. - Expand the connection authoring runbook from provider research through verification and pull request handoff. - Add focused shared, server, and UI coverage. - Make the approved-execution waiter phase-aware so slow preparation cannot consume the provider execution timeout and grace period. - Settle legacy pre-execute-on-approve requests and invocations as failed, clear their stale idempotency key, and allow a fresh governed approval instead of leaving work stuck in `executing`. ## Verification - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts server/src/__tests__/tool-access-service.test.ts ui/src/pages/apps/AppsConnect.test.tsx -t "Postman|Shopify|normalizeConnectionMethodConfig|classifyRisk"` (16 passed) - `pnpm exec vitest run server/src/services/approved-execution-wait.test.ts` (4 passed) - `pnpm exec vitest run server/src/__tests__/tool-gateway.test.ts -t "enforces policy, approvals, retries, rate limits, and company boundaries for connected remote MCP calls"` (1 passed) - `pnpm exec vitest run server/src/__tests__/tool-gateway-service.test.ts` (21 passed; includes legacy approval settlement and fresh-approval recovery) - `pnpm --filter @paperclipai/server typecheck` - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` ## Risks - Shopify UCP calls now include a Paperclip-managed agent profile that overrides caller input at the same path. - Postman EU credentials now use the hosted MCP server's bearer-token contract instead of the general REST API header. - The catalog generator and checked-in definitions change together to prevent regeneration drift. - Approved execution preparation has an explicit two-minute bound; provider execution retains its own 65-second timeout and persistence grace starting from durable provider start. - Legacy approvals created before execute-on-approve are intentionally terminalized and must be requested again under the current signed contract. > I checked `ROADMAP.md`. This provider update does not duplicate planned core work. The related open Shopify PR addresses skill routing, not Apps connections. ## Model Used OpenAI Codex, GPT-5. The runtime exact 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 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 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 |
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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 |
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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> |
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fcb2e99e8f |
feat(apps): expand the self-serve connection catalog (#12344)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A useful app store needs accurate and selectable provider definitions. > - Local brand assets now cover the expanded provider set. > - Provider methods differ in transport, authentication, ownership, and required scope. > - This pull request expands the catalog and encodes those provider contracts. > - The benefit is a larger self-serve store with explicit setup choices. ## Linked Issues or Issue Description Refs #11965 This is stack 6 of 11. It depends on stack 5 and replaces another reviewable part of #11965. ## What Changed - Add and update provider definitions for the self-serve catalog. - Add Google Workspace connection methods and capability profiles. - Add catalog generation, ingestion, URL matching, and contract tests. - Update legacy key tests to use a provider that still uses header credentials. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - Result: 164 tests passed. - `pnpm build` ## Risks - An incorrect provider definition can offer the wrong setup method. - Contract tests verify transport, authentication, and provider URL behavior. - 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 either (a) linked existing issues with `Refs #` or (b) described the issue in this pull request - [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> |
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6244e4cf32 |
feat(apps): add Composio and Gmail connectors (#12342)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - App connections need both direct providers and managed provider hubs. > - The grant layer now defines safe credential ownership. > - Composio needs parent and child connection lifecycle rules, and Gmail needs governed setup. > - This pull request adds both connector families on the grant foundation. > - The benefit is broader app access without weakening credential isolation. ## Linked Issues or Issue Description Refs #11965 This is stack 4 of 11. It depends on stack 3 and replaces another reviewable part of #11965. ## What Changed - Add Composio parent and child connection support. - Add Gmail connection setup and governance. - Preserve credential paths and remove duplicate binding declarations. - Cascade Composio pause and restore actions to child connections. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - Result: 164 tests passed. - `pnpm build` ## Risks - Parent lifecycle changes can affect every Composio child. - The service restores only children whose provider accounts remain active. - Credential binding paths are normalized before secret resolution. > 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 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 - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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20ccf3f476 |
feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - External tools need explicit identity and access boundaries. > - Shared connection credentials cannot represent every user-scoped use case. > - Grants must stay company-scoped and support safe delegation. > - This pull request adds connection grants, identity rules, and their database contract. > - The benefit is durable control over which identity an agent may use. ## Linked Issues or Issue Description Refs #11965 This is stack 3 of 11. It depends on stack 2 and replaces another reviewable part of #11965. ## What Changed - Add company and user connection grants. - Add delegated identity and membership rules. - Synchronize database, shared, server, and UI contracts. - Register the grant-member replacement route in the OpenAPI surface in the same layer that mounts it. - Add migration 0231 with replay-safe guards and coverage. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/openapi-routes.test.ts` (5 passed) - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - Incorrect grant selection could expose the wrong credential scope. - The service enforces company and subject boundaries before credential use. - Migration 0231 is generated, ordered after 0230, 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 either linked a public issue or 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> |
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b51112798f |
feat(apps): improve gateway and workspace connection UX (#12340)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - App connections must work in both the operator UI and agent tool gateway. > - The first stack layer adds secure remote connections. > - Operators still need clear setup, test, and recovery states. > - This pull request adds the gateway behavior and the workspace connection experience. > - The benefit is a connection flow that is easier to understand and recover. ## Linked Issues or Issue Description Refs #11965 This is stack 2 of 11. It depends on stack 1 and replaces another reviewable part of #11965. ## What Changed - Improve remote tool gateway connection behavior. - Add clearer app setup, test, and recovery states. - Add focused server and UI tests for the new paths. - Keep the diff isolated from later identity and catalog work. - Stabilize DNS-pinned remote HTTP protocol fixtures and the managed-runtime public-origin fixture for this independently tested layer. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` (150 passed) - `pnpm test:run` - `pnpm check:token-gates` - `pnpm build` ## Risks - Gateway errors now surface through new user-facing states. - A stale connection can require a new setup attempt. - The change does not add a database migration. - The injected HTTP transport and public URL are test-only fixtures; production DNS pinning and runtime behavior are unchanged. > 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 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 - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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cabc9146d0 |
feat(apps): add secure remote MCP and PostHog setup (#12339)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give those agents governed access to external tools. > - Remote MCP setup needs secure endpoint validation and durable credentials. > - PostHog needs both browser sign-in and personal API key setup paths. > - This pull request adds the shared remote MCP foundation and the PostHog definition. > - The benefit is a secure and reusable base for later app connection work. ## Linked Issues or Issue Description Refs #11965 This is stack 1 of 11. It replaces the first reviewable part of #11965. ## What Changed - Add guarded remote MCP setup and credential handling. - Add PostHog OAuth and API key connection methods. - Add focused server, shared contract, and UI coverage. - Keep the migration replay-safe and idempotent. - Give the late-close security regression the same 10-second CI headroom as the adjacent real-timer handshake test. - Synchronize fake-timer handshake tests at the exact ensure-session boundary so real filesystem setup cannot race the fake deadline. - Drive PTY overflow coverage only after listener registration so scheduling cannot reorder the test fixture. ## Verification - pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts server/src/__tests__/plugin-worker-manager.test.ts (220 passed; affected cases also passed five focused stress repetitions) - `pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never leaks a sandbox-provided value from a late close rejection into logs or the result"` (1 passed) - `pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never promotes a late ensureSession resolution|closes a late-resolving real handle exactly once"` (2 passed) - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - Remote endpoint validation can reject configurations that previously passed without checks. - OAuth configuration errors can block setup until the operator corrects the provider settings. - The migration uses guarded statements so repeated execution is safe. - The test-only synchronization changes do not affect runtime behavior; they remove filesystem/fake-clock and listener-registration races observed under parallel CI load. > 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 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 and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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05d58cd884 |
fix(tool-gateway): keep unsigned ask-first requests out of the review queue without cancelling them (#11338)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The tool gateway creates approval requests and the review queue reads them > - The gateway creates a request row before it adds the signature > - A review-queue read can see the row during that short unsigned state > - The old read path cancels the unsigned row, so approval returns `409 action_not_pending` > - This pull request hides unsigned in-flight rows and keeps them pending until signing finishes > - The benefit is that approval succeeds while invalid signed requests remain cancelled ## Linked Issues or Issue Description **What happened?** A review-queue read cancelled a pending tool action request when the request had no signature yet. The next approval call returned `409 action_not_pending`. **Expected behavior** The review queue must hide an unsigned in-flight request and keep its state as `pending`. A request with an invalid signature must remain cancelled. **Steps to reproduce** 1. Create a require-approval tool action request. 2. Read the review queue while the request signature is still null. 3. Approve the request after the creator adds the signature. 4. Observe that the old code cancels the request and the approval call fails. **Paperclip version or commit** Commit `720aa0a494bbaa1711bc7a3d795f810765915bfe`. **Deployment mode** Local dev with the embedded PGlite database. **Installation method** Built from source with pnpm. **Agent adapter(s) involved** Not adapter-specific. This is a core tool access service bug. **Database mode** Embedded PGlite. **Access context** Board and agent tool approval flow. ## What Changed - Keep a pending request with a null signature out of `listActionRequests` results. - Cancel a request when its non-null signature fails verification. - Add a permanent regression test for the unsigned request transition. - Update the contract test for unsigned and invalid-signature requests. ## Verification - Run the tool access service, tool gateway service, tool gateway, and tool access policy service tests. - Confirm 227 tests pass. - Run the `@mcp-runnable` Playwright end-to-end suite in CI. - Run the US-9 loop 30 times in CI. ## Risks The change alters review-queue filtering for unsigned requests. A null signature now means that signing remains in progress. Invalid signed requests keep the existing cancellation behavior. The change has no database migration. ## Model Used OpenAI Codex, GPT-5, with tool use and code execution. The model reviewed the handoff, repository rules, and pull request state. The implementation author supplied the code and tests. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes: #` / `Refs: #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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0a511ed1b0 |
feat(apps): support multiple provider connections (#11060)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps subsystem connects company tools through governed provider connections. > - A company can need more than one account for the same provider. > - The current database constraint and Apps flow assume one named connection per company. > - New quarantined actions also need an explicit review decision before activation. > - This pull request supports multiple provider connections and complete action review decisions. > - The benefit is safer access control and a clear multi-account Apps workflow. ## Linked Issues or Issue Description Refs: #11040 **Subsystem affected** Cross-cutting. This change affects the Apps UI, the tool access API, the shared request contract, and the database schema. **Problem or motivation** The connection name constraint prevents a company from keeping more than one connection for a provider. The Apps UI also reuses an existing OAuth connection when a user asks to connect another account. Action review can enable selected entries without recording a decision for every quarantined action. **Proposed solution** Remove the company and connection name uniqueness constraint. Let users open, count, edit, and create multiple provider connections. Require the finish request to cover every quarantined action exactly once before the server activates reviewed entries. **Alternatives considered** The UI could generate unique internal names and keep the database constraint. This would preserve a one-connection assumption in the data model and would make display names part of identity. The server could also infer review decisions from enabled actions. This would not distinguish a reviewed disabled action from an action that the user did not review. **Roadmap alignment** This change extends the completed MCP Tool Gateway and Apps milestone. It also supports the Connected Apps roadmap item. It follows the navigation and connection management work in #11040. ## What Changed - Remove the company-scoped connection name uniqueness index with an ordered and idempotent migration. - Add a reviewed action list to the finish-app contract and reject incomplete or duplicate review decisions. - Activate reviewed entries and keep unreviewed quarantined entries blocked. - Enable a completed connection and preserve the company and connection scope in all updates. - Show provider connection counts and open the provider setup page from Browse. - Let users edit existing connections or connect another account without reusing an active OAuth connection. - Update focused server and UI coverage for multiple connections and action review. ## Verification - Ran the focused Apps UI suite. All 116 tests passed in 11 files. - Ran the focused server and CLI suite. All 276 tests passed in 3 files. - Ran `pnpm --filter @paperclipai/db check:migrations`. The migration safety check passed. - Ran `pnpm -r typecheck`. All projects passed. - Ran `pnpm build`. All projects built successfully. - Ran `pnpm test:run`. It passed 3,735 tests and skipped 4 tests. One worktree-safety assertion failed because the execution workspace reloads its worktree marker. The same test passed with an isolated non-worktree marker. - Ran `pnpm check:token-gates`. It reports 12 existing violations in the unchanged `PaperclipOrbit3D.tsx` file from the target branch. - Started the six affected Playwright specifications. Chromium could not start because the host does not provide `libatk-1.0.so.0`. The GitHub e2e jobs will verify these specifications. - GitHub Actions passed every final-head CI gate, including all three e2e shards and the aggregate `e2e` and `verify` jobs. - Greptile reviewed final commit `9af9200426` at 5/5 with zero review threads. ## Risks - Removing the name uniqueness index permits duplicate display names. Stable connection IDs and UIDs remain unique within a company. - The finish-app endpoint accepts the new review field as optional for backward compatibility. When clients send it, the server requires a complete decision for all quarantined actions. - Multiple OAuth connections depend on the explicit new-connection route flag. Focused tests cover active and draft connection reuse. - The migration is ordered after migration 0210. Its `DROP INDEX IF EXISTS` statement is safe to repeat. > 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 with the `gpt-5.6-sol` model assisted this change. The agent used repository tools, code execution, test execution, and agentic reasoning. The Codex runtime manages the context window. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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03cfad7ceb |
feat(apps): connect Notion through MCP OAuth (#11009)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give agents governed access to external tools. > - The Apps gallery lists Notion, but the server required manually configured OAuth credentials. > - Notion's hosted MCP server supports OAuth discovery and dynamic client registration. > - Notion also requires HTTPS or a loopback HTTP redirect URI. > - This pull request adds a direct Notion MCP OAuth path with PKCE and reusable dynamic clients. > - It also adds the current Apps UI states for connect and reauthorization. > - The benefit is a secure Notion connection with no manual client credential setup. ## Linked Issues or Issue Description **What existing behavior does this improve?** The Apps gallery, Apps connect route, OAuth token lifecycle, and managed MCP gateway. **Subsystem affected** `server/`, `packages/shared/`, `scripts/`, and `ui/`. **Current behavior** The Notion gallery cards are disabled. The server uses the classic Notion OAuth endpoints and requires operator-supplied client credentials. It does not register an OAuth client from provider metadata. Concurrent refreshes can also replay a rotating refresh token. **Proposed behavior** Enable the Notion Apps flow. Discover OAuth metadata from `https://mcp.notion.com/mcp`. Register and reuse a public RFC 7591 client with PKCE. Require HTTPS or loopback HTTP callbacks. Serialize refreshes, store each rotated refresh token before the new access token can be used, and show a reconnect state for `invalid_grant`. **Reason and benefit** Operators can connect the built-in Notion MCP app without creating or copying OAuth credentials. Paperclip keeps dynamic clients and rotating tokens in the company secret store. **Breaking changes** None. Explicit environment client credentials still take priority. Existing Slack and Linear OAuth endpoint hints remain unchanged. Other OAuth apps remain disabled unless they are allowlisted. **Additional context** PR #10910 is a related, broader Connections v3 wizard replacement. This PR is the focused current Apps flow. The MCP Tool Gateway and Connected Apps items in `ROADMAP.md` cover this planned capability. ## What Changed - Classify all 20 reviewed Notion MCP tools with provider-scoped read and write defaults. - Require approval for selected Notion mutations, including move, duplicate, and convert actions that generic verb matching missed. - Preserve company-scoped connection and catalog resolution for Notion profiles and policies. - Add RFC 7591 dynamic client registration with `token_endpoint_auth_method=none` and mandatory PKCE. - Store the dynamic client ID on the connection and store any returned client secret in the company secret store. - Reuse the registered client for later connects and keep explicit environment credentials as the first choice. - Discover protected-resource and authorization-server metadata from the Notion MCP endpoint. - Add `redirectConstraints: "https-or-loopback-http"` to the generated Notion app definition and shared contract. - Reject non-loopback plain HTTP callbacks before network access with a TLS setup error. - Serialize client registration and token refresh operations within the server process. - Store a rotated refresh token before publishing the refreshed access token. - Treat `invalid_grant` as terminal and move the connection to a clear reauthorization state. - Add focused coverage for registration reuse, callback constraints, refresh rotation, and terminal grants. - Enable the Notion Apps route and add connect, redirect, success, error, and reconnect UI states. - Keep non-allowlisted OAuth apps blocked and cover the UI policy with regression tests. ## Verification - The focused Notion policy integration test passed with embedded PostgreSQL. - The focused 20-tool classification test passed. - The server typecheck passed on the governance head. - `pnpm -r typecheck` passed on the rebased head. - `pnpm --filter @paperclipai/server typecheck` passed after the security follow-up. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts -t \u0027DCR|refresh tokens|invalid_grant|abandoned lease\u0027` passed 10 focused security tests. - `pnpm build` passed on the rebased head. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts -t 'OAuth|oauth'` passed 14 tests. - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts` passed 5 tests. - The complete server group passed 3,686 tests with 4 skipped. - The complete UI group passed 3,656 tests. - The full local runner found one environment-only CLI failure because this agent runtime injects static AWS credentials into a test that expects `AWS_PROFILE` only. `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts` passed all 8 tests. - The prior UI verification passed 55 focused tests, `pnpm check:token-gates`, the Storybook build, and review of six 1440 x 1000 screenshots. - OAuth request sequence: protected-resource metadata `GET https://mcp.notion.com/.well-known/oauth-protected-resource/mcp`; authorization metadata `GET https://mcp.notion.com/.well-known/oauth-authorization-server`; dynamic registration `POST https://mcp.notion.com/register`; authorization `GET https://mcp.notion.com/authorize`; token exchange and refresh `POST https://mcp.notion.com/token`; MCP traffic `POST https://mcp.notion.com/mcp`. - The live metadata and registration probe confirmed that Notion accepts HTTPS and loopback HTTP redirects. It rejects a plain HTTP private hostname. - A later QA task owns the full browser consent and managed gateway tool-list dry run against a configured HTTPS deployment. ## Risks - Notion can add tools. Unrecognized names use the generic classifier, and new or changed risky tools stay quarantined after connection activation. - A deployment that uses a private non-loopback hostname must configure HTTPS before it can connect Notion. - Dynamic registration creates a provider-side client. Paperclip reuses it because registration does not provide a standard delete operation. - Refresh coordination uses a database CAS lease across service instances. An unclean crash leaves an uncertain lease and requires reconnect instead of risking refresh-token replay. - The current Apps surface overlaps with PR #10910. Merge order can require a small conflict resolution if that PR lands first. > 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 on a GPT-5 runtime. The exact deployment ID and context window are not exposed. The runtime used reasoning, repository tools, code execution, and network 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> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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cac3c0fa1a |
feat(connections): add runtime subjects and grants (#9982)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Connections is the subsystem that lets operators connect external apps and govern which subjects may use those credentials > - #9958 established the v3 schema foundation and #9981 adds the AppDefinition catalog layer > - The runtime still needs subject-aware authorization state, scoped key handling, and API/OpenAPI routes so connected apps can actually be granted and used safely > - This pull request adds the runtime grants/authorization behavior on top of the catalog branch, while keeping unrelated dependency and workflow sync commits out of the stack > - The benefit is a reviewable runtime layer that can land after the catalog PR, then unblock the wizard and orchestrator cutover work ## Linked Issues or Issue Description Refs #9958 and #9981. Refs #9981. No public GitHub issue exists for this branch. This is the runtime layer for the Connections v3 stack and is rebased onto `master` after #9981 landed. ## What Changed - Adds the connection user authorization state migration and schema wiring. - Adds shared runtime subject/grant types and validators. - Adds runtime grant and scoped key behavior in the tool-access service. - Adds runtime route coverage and registers the routes in OpenAPI. - Replays only the Connections runtime commits on top of the catalog branch, dropping unrelated sync/dependency history from the prior closed runtime PR. ## Verification - `pnpm run preflight:workspace-links` - `pnpm exec vitest run packages/shared/src/validators/tool-access.test.ts server/src/__tests__/tool-access-service.test.ts` ## Risks - Medium: runtime grant enforcement is security-sensitive and must fail closed for unknown key scopes. - Migration ordering depends on the schema and catalog layers already merged through #9958 and #9981. - This PR is rebased and retargeted to `master` with runtime-only commits. > 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 GPT-5 Codex coding agent with repository tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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d23fbf8ae4 |
feat(connections): add AppDefinition Wave 1 catalog (#9981)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Connections is the subsystem that defines which external apps and MCP-style integrations operators can browse, configure, and run > - The v3 schema core in #9958 added stable connection identities, auth metadata, and grant-aware contracts, but the app catalog still used the older gallery shape > - The product needs a richer, typed AppDefinition catalog so browsing and setup can render provider-specific auth and configuration requirements consistently > - This pull request moves the Wave 1 app catalog onto generated AppDefinition data and carries that shape through shared types, server lookup paths, and app connection UI > - The benefit is that follow-up runtime and wizard work can build against one catalog contract instead of local-only mock/gallery data ## Linked Issues or Issue Description Refs #9958. No public GitHub issue exists for this branch. This is the catalog layer for the Connections v3 stack after the schema-core foundation in #9958. ## What Changed - Adds generated AppDefinition data for the Wave 1 catalog and ingestion reporting. - Replaces the legacy tool app gallery exports with AppDefinition-centered shared contracts, validators, and tests. - Updates server tool-access lookup behavior to use the AppDefinition catalog. - Updates app connection UI surfaces and tests to consume AppDefinition-backed catalog data. - Documents the catalog ingestion workflow in the connector playbook. ## Verification - `pnpm run preflight:workspace-links` - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts packages/shared/src/app-definitions-url.test.ts ui/src/pages/apps/AppsConnect.test.tsx server/src/__tests__/tool-access-service.test.ts` ## Risks - Medium: this changes the catalog contract used by shared, server, and UI app connection surfaces. - Catalog data quality matters because generated definitions now drive browse/setup display. - Follow-up runtime and wizard PRs must rebase on this branch or on master after this lands. > 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 GPT-5 Codex coding agent with repository tool use. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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7e00f67138 |
feat(connections): add v3 schema core (#9958)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their governed access to external systems. > - Connected Apps build on the existing Apps and MCP gateway substrate so companies can configure reusable, auditable integrations. > - The current connection record does not yet have a stable public address, explicit ownership/auth method fields, or subject-specific credential grants. > - Without that schema core, later OAuth, per-user authorization, token brokering, triggers, and connector-service phases cannot enforce tenant and subject boundaries consistently. > - This pull request adds the forward-compatible Connections v3 schema core while preserving the existing connection lifecycle and directly migrating the remote MCP transport name. > - The benefit is a company-scoped, least-privilege foundation for one-click integrations without bypassing Paperclip secrets, profiles, rules, or audit controls. ## Linked Issues or Issue Description No matching public issue was found. **Problem** Paperclip's current app connections need a durable identity and authorization substrate before Connected Apps can safely support multiple setup methods, per-user credentials, provider tenants, and managed connector services. The existing schema only models a single connection-level credential set and uses legacy transport terminology. **Proposed solution** Add a stable company-scoped connection UID, explicit ownership/auth/transport fields, a subject-aware `connection_grants` table, and multi-key credential annotations. Backfill existing connections and workspace grants in a reversible migration, then update shared/server/UI contracts to the new `mcp_remote` transport name. **Related work** - Related foundation: #9534 - Roadmap: Connected Apps (one-click integrations) ## What Changed - Added company-scoped connection `uid`, `ownership`, `authKind`, and canonical transport fields across database, shared contracts, validators, services, and UI fixtures. - Added `connection_grants` with workspace/user subject rules, provider tenant metadata, credential secret refs, revocation state, company scoping, and uniqueness constraints. - Added migration `0182_connections_v3_schema_core` to backfill stable UIDs, rename `remote_http` to `mcp_remote`, infer auth kinds, create default workspace grants, and support rollback coverage. - Added multi-key credential annotations and updated gateway/access services without changing the existing lifecycle behavior. - Updated the connection glossary, connector playbook, and security threat model for the new identity, grant, and relay boundaries. - Added explicit test UIDs to direct database fixtures so the new non-null invariant is exercised across affected server suites. ## Verification - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/db typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts server/src/__tests__/tool-gateway-service.test.ts server/src/__tests__/tool-gateway.test.ts server/src/__tests__/heartbeat-runtime-skills.test.ts server/src/__tests__/tool-oauth-legacy-backfill.test.ts server/src/__tests__/tool-access-policy-service.test.ts server/src/__tests__/heartbeat-runtime-mcp-servers.test.ts packages/db/src/connections-v3-schema-core-migration.test.ts packages/shared/src/validators/tool-access.test.ts --config vitest.config.ts` — 9 files, 218 tests passed. - Latest-head GitHub Actions: build, typecheck, general/serialized suites, backup/worktree restore coverage, both e2e shards, canary, policy, and security scans pass. - Greptile: 5/5 with zero unresolved threads. - `pnpm check:token-gates` remains red only on five pre-existing `#9627` color literals outside this change. ## Risks - **Migration risk:** UID backfill and default-grant creation touch every existing connection. The migration uses company-scoped uniqueness, deterministic legacy UIDs with ID suffixes, and seeded up/rollback coverage. - **Authorization risk:** Grant rows carry credential references. Constraints enforce workspace-vs-user subject shape, company/connection lookup indexes, one default grant per connection, and one user grant per connection/subject. Security review is requested specifically for this design. - **Compatibility risk:** `remote_http` is renamed directly to `mcp_remote`; all repository call sites and fixtures are updated in the same change. - **Future-phase risk:** Subject-bound token issuance, triggers, and connector-service relay verification remain fail-closed requirements documented for later phases; this PR does not expose those capabilities. > 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 CLI coding agent. The runtime did not expose an exact underlying model ID or context-window size; capabilities used include repository inspection, code editing, shell execution, test execution, Git/GitHub CLI operations, and structured reasoning. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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feat(mcp) [split 3/8]: add tool access policy core (#9558)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Governed MCP access spans contracts, runtime enforcement, adapters, UI surfaces, and operator verification > - The parity reference PR #9534 is too large for effective automated or human review > - The feature therefore needs a linear stack whose individual diffs stay below the 100-file review limit > - This pull request is split 3/8 and focuses on tool-access policy and authorization core > - The benefit is a standalone, testable review boundary while preserving byte-for-byte parity at the top of the stack ## Linked Issues or Issue Description - Related parity reference: #9534 - Problem: Authorization, OAuth binding, secret projection, content guards, and policy evaluation need a security-reviewable server boundary. - Proposed solution: Adds tool-access services/routes/tests plus the runtime service dependencies directly imported by the core, without registering the routes in the application. - Alternatives considered: keeping #9534 as one 403-file review, or rewriting the feature to manufacture seams; both were rejected in favor of path extraction plus compile-driven boundary moves. - Roadmap alignment: this advances the existing governed MCP/tool-access work already represented by #9534; it does not introduce a separate roadmap initiative. - Stack position: base branch is `pap10341-split/02-schema-shared`. - Merge policy: merge bottom-up, in order, only after the complete eight-PR stack has been reviewed and the top-of-stack parity gate remains empty. - Requested review: SecurityEngineer for authz, OAuth, secrets, and content guards; Greptile on every PR. ## What Changed - Adds tool-access services/routes/tests plus the runtime service dependencies directly imported by the core, without registering the routes in the application. - Keeps this PR below 100 changed files and independently typecheckable. - Preserves the final tree from #9534 when combined with the other seven stack levels. ## Verification - `pnpm typecheck` - Focused server Vitest run — 4 files, 143 tests passed ## Risks - Authorization bugs could permit cross-company or over-broad tool access; the PR remains inert until PR 4 wiring and requires dedicated security review. - Stack risk: merging out of order can expose incomplete layers; mitigate by following the documented bottom-up merge policy. - Parity risk: later edits to an intermediate branch can drift from #9534; mitigate by re-running the empty top-of-stack diff before merge. > 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, exact model ID `gpt-5.4`; runtime-managed context window; medium reasoning with repository, shell, Git, GitHub CLI, and code-execution tools enabled. ## 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] Internal references are omitted except the execution-plan link explicitly required for this coordinated split stack - [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 - [ ] 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 ## Stack Coordination - Internal execution plan: [PAP-13874](/PAP/issues/PAP-13874#document-plan) - Parity reference: #9534 - Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563 - Merge bottom-up only after full-stack review and an empty parity diff at #9563. --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |