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8c3b8c432a |
Simplify app connections and enable managed Google access (#12728)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps subsystem gives humans and agents governed access to external tools. > - The current connection flow hides Apps behind an experimental gate and repeats setup text. > - Google sharing choices and generic MCP permissions do not use one consistent opening model. > - Self-hosted installs also need a safe default origin for managed OAuth without a manual config file. > - This pull request makes Apps available, simplifies connection setup, and applies one governed permissions model. > - The benefit is a shorter connection flow that works on a clean self-hosted install. ## Linked Issues or Issue Description **What existing behavior does this improve?** This improves the Apps connection setup flow, managed Google connection flow, generic MCP connection flow, navigation, and runtime origin discovery. **Subsystem affected** Cross-cutting. This changes `ui/`, `server/`, `packages/shared/`, connector documentation, and browser tests. **Current behavior** Apps require an experimental switch. Setup pages repeat titles and explanatory copy. Connection names require manual input. Google credential sharing does not always offer both personal and organization access. Generic MCP providers do not start with the same permission choices. Managed OAuth needs a public URL setting even when the request already has a safe HTTPS origin. **Proposed behavior** Apps are available by default. Setup asks only for required permissions and sharing choices. Paperclip creates conflict-free connection names. Google apps and generic MCP providers use the same human and agent access model. Managed OAuth derives a validated same-origin HTTPS URL when no explicit public URL is set. **Reason and benefit** A clean self-hosted install can connect a managed Google app without hidden setup. Humans can share a service account with their organization. The shorter flow reduces duplicated choices and setup errors. **Breaking changes** The Apps experimental switch is removed. Existing connection APIs remain compatible. New connections can receive a numeric suffix when a name already exists. No duplicate or related public issue was found. ## What Changed - Removed the Apps experimental gate and the breadcrumb that leaves the Apps section. - Simplified all connection setup pages and moved optional provider requirements into one small link. - Added consistent human and agent access choices for Google apps, Zapier, and generic MCP connections. - Added organization sharing to Google Workspace credentials while keeping personal access available. - Generated connection names automatically and resolved name conflicts with numeric suffixes. - Derived a validated public HTTPS origin from the request for config-free managed OAuth. - Updated connector contracts, tests, browser coverage, and authoring documentation. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts server/src/__tests__/generic-mcp-connection.test.ts` (273 passed) - Targeted UI/service regression suite (308 passed) - Six targeted Playwright connection journeys on a fresh onboarding instance (6 passed) - Fresh-install browser proof through Tailscale HTTPS: enrolled with Paperclip Cloud, connected managed Google Drive, and completed a real read operation. - [Exact-head CI run](https://github.com/paperclipai/paperclip/actions/runs/33669760711): all 23 matrix jobs passed, including build, typecheck, server, serialized, canary, and all browser shards. - Greptile 5/5 on `0ae2a859f269984ee950d0af231a5b09a06f3dfd`, with no unresolved review threads. ## Risks Apps are now visible to all operators. The removed experimental flag no longer hides unfinished app definitions. Managed Google availability still depends on the Cloud profile rollout and active instance enrollment. Automatic conflict handling changes only the display name of a newly conflicting connection. > I checked [`ROADMAP.md`](ROADMAP.md). MCP Tool Gateway and Apps are shipped. Connected Apps is planned, and this change improves the existing shipped connection flow. ## Model Used OpenAI Codex, GPT-5, with reasoning, browser control, 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 (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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c7ebc089cb |
fix(apps): complete managed Google Workspace rollout (#12619)
## 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 Google Workspace connector uses separate profiles for each app and access level > - Several app definitions and callback paths did not enforce the same profile contract > - The default method could also select a customer OAuth setup when a managed read profile was available > - This pull request aligns the profile contracts, setup guidance, default selection, and activity attribution > - The benefit is a consistent managed connection flow for every Google Workspace app ## Linked Issues or Issue Description N/A — no public GitHub issue exists for this follow-up. Related merged work: [#12600](https://github.com/paperclipai/paperclip/pull/12600) and [#12609](https://github.com/paperclipai/paperclip/pull/12609). This change follows the merged Paperclip Cloud managed OAuth broker work. It does not add a new broker or provider client. **What happened?** The Google Workspace connection definitions could drift from the shared connector profile registry. The callback activity always named Gmail. Google Sheets did not show the Developer Preview requirement. The setup flow could select a customer-owned write method when Cloud advertised only a managed read profile. The tool-access service had no non-Gmail managed callback test. **Expected behavior** Each managed Google Workspace profile must use its exact app slug, MCP URL, scopes, ownership, risk tier, and write-tool policy. Callback activity must name the correct app and profile. Every Google Workspace card must show the same Developer Preview prerequisite. An available managed method must be the default within the selected capability. The customer-owned method must remain available as a fallback. **Steps to reproduce** 1. Advertise only the `gmail.read` managed profile. 2. Open the Gmail connection setup. 3. Observe that the customer-owned draft method becomes the default. 4. Complete a managed Google Drive callback. 5. Observe that the activity row names Gmail instead of Google Drive. 6. Open the Google Sheets setup. 7. Observe that it does not show the Google Developer Preview prerequisite. **Paperclip version or commit** Current `master` at the start of this follow-up. **Deployment mode** Local development. The same connector definitions apply to Cloud-hosted and self-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 - Added one table-driven invariant for all 16 Google Workspace profiles. - Verified each profile against its app slug, MCP URL, exact scopes, capability, ownership, grant kind, risk tier, and write-tool allowlist. - Kept the Google Chat write profile least-privilege because its only enabled write tool is `send_message`. - Added the Google Developer Preview prerequisite to Google Sheets. - Preferred an available Paperclip-managed method before a customer-owned method. - Preserved explicit capability selection and the customer OAuth fallback. - Switched managed-profile availability from the anonymous global capability document to the enrolled instance's signed status response, so internal-pilot profiles cannot be enabled locally without an authorized instance binding. - Replaced the Gmail callback activity constant with the validated app slug and connector profile. - Added connector and route coverage for signed per-instance capabilities, including inactive and malformed responses. - Added a Google Drive callback test that covers the signed profile request, personal vault refs, encrypted secret rows, catalog filtering, and non-sensitive activity details. ## Verification - `pnpm -r typecheck` — passed across all workspaces before the signed-capability follow-up; final targeted shared and server typechecks also passed after it. - `pnpm exec vitest run server/src/services/paperclip-cloud-connector.test.ts` — passed, 9 tests. - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts` — passed, 19 tests. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts` — passed, 205 tests. - `pnpm test:run` — incomplete after the general server group reported five failures in `server/src/__tests__/workspace-runtime.test.ts`. The failures are outside the changed files. The run was stopped before the remaining serialized suites because the shared worktree was needed for a follow-up edit. - `pnpm build` — passed on the final tree. - `git diff --check` — passed on the final tree. The five full-suite failures were: - `records teardown and cleanup operations when a recorder is provided` - `does not accept an occupied allocated port when listener ownership is unavailable` - `backfills a pre-existing HTTP-only managed worktree runtime to verified HTTPS in place` - `re-adopts a live service whose shell command differs from the surviving process argv` - `reuses a registered legacy worktree that already has the branch checked out` ## Risks - The default setup method changes when at least one Paperclip-managed method is available. Explicit read, write, or draft choices still stay within the selected capability group. - Managed method availability now depends on Paperclip Cloud's signed enrolled-instance status. A Cloud outage or an inactive enrollment hides managed methods while leaving customer-owned OAuth available. - The callback activity schema gains a non-sensitive `profile` value. It does not include tokens, account identifiers, emails, tenant identifiers, or provider error text. - The profile invariant is strict. A future Google scope or tool change must update the shared registry and the matching app definition together. - 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, code execution, and test execution. 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 - [ ] 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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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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39eafad47d |
test(e2e): shorten and split Smoke Lab coverage (#12506)
## Thinking Path > - Paperclip uses browser tests to protect critical operator flows. > - The trusted pull request workflow runs the E2E catalog on three existing runners. > - Smoke Lab was one 168-second spec, so the shard scheduler could not divide it. > - The spec also repeated service-start calls, page loads, and full-page screenshots. > - This pull request removes that repeated work and divides the scenario catalog into two independent specs. > - The benefit is a shorter Smoke Lab run and a balanced E2E lane without more AWS capacity. ## Linked Issues or Issue Description Refs: #10629 **What existing behavior does this improve?** This improves the trusted pull request E2E lane and its Smoke Lab Playwright coverage. **Current behavior** Smoke Lab is one indivisible 168-second CI spec. It starts services for every scenario, loads the same evidence page twice, and captures a full-page success screenshot for all 56 lifecycle steps. **Proposed behavior** Start Smoke Lab services once per spec. Keep the per-scenario fixture reset. Capture one representative success screenshot per scenario and keep every failure screenshot. Run P1–P4 and P5–P7 as separate specs so the existing duration-aware scheduler can put them on different runners. **Reason and benefit** The optimized lifecycle reduced local Smoke Lab wall time from 57.68 seconds to 37.04 seconds. This is a 35.8% reduction. The two halves also let the existing three runners target about 125, 124, and 124 seconds of recorded spec work instead of about 168, 125, and 124 seconds. **Breaking changes** None. The same seven scenarios and eight lifecycle steps still run. The result API still records every step. Successful non-connect steps no longer attach redundant screenshots. ## What Changed - Reused one Smoke Lab service start within each spec while retaining isolated fixture installation for every scenario. - Removed the duplicate catalog evidence navigation. - Reduced success screenshots from 56 to 7 while retaining screenshots for every failed step. - Split the shared lifecycle runner into P1–P4 and P5–P7 specs. - Mark each successful split result as partial and keep dashboard health amber until one run covers the full catalog. - Updated the duration manifest and contributor docs for the split. ## Verification - `pnpm -r typecheck` passed on Node.js 24.20.0. - `pnpm build` passed on Node.js 24.20.0. - `node --test scripts/__tests__/e2e-shard.test.mjs` passed 9 tests. - `pnpm exec vitest run ui/src/pages/tools/smoke-lab-matrix.test.ts` passed 8 tests. - Both split specs passed together on Node.js 24.20.0 after the review fixes: 2 passed in 35.7 seconds; shell wall time was 36.86 seconds. - The pre-change Smoke Lab baseline passed with a 57.68-second shell wall time. The optimized unsplit A/B run passed with a 37.04-second shell wall time. - The full local E2E catalog passed 44 tests and skipped 2 tests. One existing `pipelines-tutorial-flow.spec.ts` assertion failed again when run alone. - The broad local unit run reproduced failures in untouched workspace-runtime suites. Typecheck, build, shard tests, and all changed browser coverage pass. CI remains the authoritative full-suite result. ## Risks - The split duration weights use the measured local reduction and the previous 168-second CI weight. They should be refreshed after two real pull request runs. - Service state is shared within each half. Fixture installation still runs before every scenario to reset connection, policy, and catalog state. - Each half records passed execution with partial coverage. Dashboard health recognizes the partial flag and stays amber because no single runner covers the full catalog. A failed half still records failed/red. - Fewer success screenshots reduce redundant artifacts. Every scenario keeps its connect screenshot, and every failure still captures evidence. > 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. The exact deployment ID and context window are not exposed in this session. The model used agentic reasoning, code editing, shell execution, browser testing, and GitHub 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> |
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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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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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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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9abb600e72 |
docs(connections): MCP-direct/DCR playbook section + Notion dry-run appendix (#11030)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give agents governed access to external tools through catalog connectors. > - The connector playbook is the repeatable template for adding such connectors. > - Notion just shipped as the first MCP-direct connector with RFC 7591 dynamic client registration (#11009). > - The playbook had no guidance for MCP-direct connections, OAuth discovery, or DCR. > - This pull request documents that path and encodes three mandatory standards into the connector template. > - It also adds a Notion dry-run appendix recorded from the live probe and the shipped implementation. > - The benefit is that the next MCP-direct connector follows a recorded, verified path. > [!IMPORTANT] > **Depends on #11009.** This PR documents the Notion MCP connector that ships in #11009 (RFC 7591 DCR, discovery-first endpoints, `redirectConstraints` enforcement, refresh-rotation hardening). Reviewing this doc against master before #11009 merges will show the documented behavior as "not implemented" — that is expected. Draft until #11009 lands, then re-review. ## What Changed `doc/connections/CONNECTOR-PLAYBOOK.md` only (+364 lines, no code): - New **"MCP-Direct Connections"** section: RFC 9728/8414 endpoint discovery chain, an **RFC 7591 dynamic client registration** subsection (public client, PKCE S256, env-client precedence, persist-and-reuse), and a **redirect-URI constraints** subsection (`https-or-loopback-http`, fail-fast wizard error). - Three mandatory documentation standards encoded into the connector template itself: a service-involvement statement (DCR providers need neither Paperclip ID nor Paperclip Connect — instance-local per the PAP-14828 spec §10 item 8.4; cloud and self-hosted use the same path), a required **Connection Flow** section (sequence diagram + exact authorize/token/registration/callback endpoints), and a required **Administrator Setup** section. - A **Notion dry-run appendix** mirroring the Linear appendix, recorded from the live PAP-16649 probe: verified request sequence, redirect-URI probe results table, sequence diagram (mermaid), shipped manifest sketch, representative tool risk classes, admin setup (nothing to register), governance defaults, and validation hooks. ## Verification - Docs-only change; no code paths affected. `git diff --stat` shows exactly one file. - Every endpoint, error code, and constraint in the appendix was checked against the shipped implementation on the #11009 head: `server/src/services/tool-access.ts` (`assertOAuthRedirectConstraints`, DCR registration metadata, refresh serialization), `server/src/routes/tool-access.ts` (`POST /api/tools/oauth/:connectionId/start`, `GET /api/tools/oauth/callback`), and `packages/shared/src/app-definitions/notion.json` (`redirectConstraints: "https-or-loopback-http"`). - The request log mirrors the live probe record from PAP-16649 (2026-08-06/07), not vendor docs alone. - Mermaid source renders cleanly (rendered PNG attached to PAP-16653). ## Risks - Low: documentation only. Main risk is doc/implementation drift if #11009 changes before merging — mitigated by the dependency note above and re-review after #11009 lands. - The template changes add mandatory sections for future connector proposals; existing proposals are not retroactively invalidated. ## Model Used Claude Fable 5 (claude-fable-5). ## Linked Issues or Issue Description PAP-16653 (parent PAP-16637 P5). Companion catalog package landed in paperclip-content (`integrations/catalog/platforms/notion/areas/mcp/`). 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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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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3b0156238a |
docs(connections): cross-reference the identity model (identity vs. connections) (#9953)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Integrations are governed through the Apps v2 "connections" substrate documented in `doc/connections/` > - Contributors adding connectors had no written boundary between *signing a user in* (identity) and *connecting an external resource* (a connection), so app-store work could drift into merging the two > - Unwritten, that boundary risks a design where a sign-in provider's token gets reused as a resource token, or the identity service grows a connections hub — exactly the failure the separation exists to prevent > - This pull request adds an "Identity vs. connections" section to the public connections docs that names the three planes, states the standing rule verbatim, and aligns naming across surfaces > - The benefit is that connector implementers inherit the identity/connection boundary from accessible repository documentation instead of re-deriving it ## Linked Issues or Issue Description Docs-only change. No public GitHub issue. **Problem:** The `doc/connections/` docs describe how to add a connector (the First-30 matrix and connector playbook) but never state where identity ends and connections begin. Without an accessible statement of that boundary, connector work can accidentally blur sign-in tokens and resource tokens. **Change:** Adds a public reference section fixing the boundary and makes it self-contained for contributors without access to private identity-service implementation documentation. ## What Changed - `doc/connections/README.md`: adds an **Identity vs. connections** section with the P1/P2/P3 model, D7 standing rule, rationale, naming alignment, and canonical-doc cross-reference. - `doc/connections/FIRST-30-MATRIX.md`: notes that every listed provider is a plane-P2 connection and links the new section. - `doc/connections/CONNECTOR-PLAYBOOK.md`: points connector authors to the boundary and standing rule before implementation. - Removes inaccessible private-repository documentation links so every reference in the new public guidance is usable by contributors. ## Verification - `git diff --check origin/master...HEAD` - Verified Markdown table column consistency across the three changed files. - Verified no private `paperclip-id` URLs or new internal Paperclip issue references remain in the diff. - Current-head CI is fully green, including typecheck, build, server/workspace tests, serialized suites, canary, and both e2e shards. - Greptile reviewed commit `d964abab50b39a79fef394c0b1855dd1f2e4b92b` at 5/5 with no unresolved findings; its connections-doc validation returned `RESULT: PASS`. ## Risks Low risk — documentation only. No code, schema, migration, or runtime behavior 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 - Anthropic Claude Opus 4.8 (`claude-opus-4-8`), 1M context, extended thinking with tool use, authored the initial documentation change. - OpenAI Codex CLI (runtime model identifier not exposed to this session), agentic reasoning with shell and GitHub tooling, performed PR preparation, rebase, review-loop diagnosis, and the public-link correction. ## 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 8/8]: add e2e coverage and operator docs (#9563)
## 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 8/8 and focuses on end-to-end coverage, operator docs, evals, and release notes > - 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: The complete stack needs discoverable browser scenarios, operator guidance, threat modeling, eval coverage, and a parity proof before merge. - Proposed solution: Adds MCP user-story and Smoke Lab e2e suites, docs/evals/release notes, the skill update, and the root e2e driver script registration. - 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/07-ui-apps-activation`. - 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: QA for flag audit and e2e/browser acceptance; Greptile on every PR. ## What Changed - Adds MCP user-story and Smoke Lab e2e suites, docs/evals/release notes, the skill update, and the root e2e driver script registration. - 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` - `node --check scripts/e2e-mcp-user-stories.mjs` - `pnpm exec playwright test --config tests/e2e/playwright.config.ts --list` — 43 tests discovered - `git diff pap10341-split/08-e2e-docs 6b40e3876d9297105d4ec306e47e46d351c86172` — empty (0 bytes) ## Risks - Browser suites depend on runtime services and environment setup; this PR validates discovery locally while QA owns full flag-on/flag-off execution. - 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> |