Commit Graph
2 Commits
Author SHA1 Message Date
DottaandPaperclip 8d6232e7b0 feat: reuse provider sign-in across AI connection workflows (#13248)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Users connect provider accounts during onboarding and agent setup.
> - They should reuse and manage those accounts through the existing
Connectors interface.
> - A second login wizard would diverge from the established provider
workflows.
> - This pull request composes the existing sign-in components into
Connections and agent configuration.
> - Users can select accounts without changing their agent's harness or
model.

## Linked Issues or Issue Description

**Problem or motivation**
AI credentials are configured separately from Connections. Agents cannot
consistently reuse a responsible user's account or a permitted shared
account.

**Proposed solution**
Manage AI accounts with the existing Connections grants and permissions.
Keep model and harness selection independent from credential selection.
Preserve legacy authentication until validated adoption.

**Alternatives considered**
A separate credential registry would duplicate ownership and access
policy. Automatic fallback would risk using the wrong account.

**Roadmap alignment**
This extends the shipped Apps, multi-user, secrets, and agent-runtime
capabilities. The maintainer requested the feature and reviewed the UI.
Related groundwork: #11899 (connection permissions), #10910 (connection
wizard), #11692 (Claude subscription profiles), and #11854 (Codex
account rotation).

## What Changed

- Add compact AI-account management to the existing Connectors pages.
- Reuse AgentProviderConnection, AdapterLoginPanel, AdapterLoginChrome,
and authentication controllers.
- Add the shared connection picker to agent setup/settings and task
requests.
- Preserve onboarding's sequence and reuse existing accounts.
- Add local-login recovery, retry, cancellation, and React StrictMode
handling.
- Add interactive Storybook scenarios, design-guide examples, and app
acceptance checks.

This is part 2 of the AI Connections change. The runtime foundation in
#13247 is merged. This PR now targets master.

## Verification

- Updated against master `47ded8bf9`, including the landed runtime
foundation and upstream task-search changes.
- Full workspace typecheck, production build, Storybook build, and token
gates passed on the integrated branch. Final local-login changes passed
59 focused tests; new-agent and inbox regression suites passed 63 tests.
- Browser checks verified automatic local Claude account detection,
resumable Codex login commands, retry, focus restoration, and
desktop/phone layouts. Commands create their isolated directory before
invoking the CLI.
- All CI test, browser, build, packaging, and runner jobs passed on
final head `dd17d3211931dd70aaa6ea619d83a7f9966dd18e`. The fresh
Greptile review is 5/5, the security scan passed, and there are no
unresolved review threads. The final CI aggregate gates passed.
- Local general-server coverage passed 11,804 tests; three
port-collision failures passed in an isolated 25-test rerun. All 6,111
UI tests passed. CLI coverage passed 484 tests; its remaining doctor
test requires port 3199, which is occupied by an unrelated report server
on this Mac. The complete CLI suite passed in CI.
- Live browser testing verified Codex API-key reconnect inside a task
card on desktop and phone. Real provider runs resumed and completed with
unchanged connection/grant identity and agent routing.
- Tested opening, cancelling, reopening, and completing connection
creation. A regression confirms Connect another account cannot submit
the new-agent form or copy provider keys into agent settings.
- Added shared inline repair, automatic local sign-in checks, and
responsive connection dialogs. Standalone Daytona installation ignores
workspace configuration and suppresses dependency scripts. Its
standalone build also passed with CI's exact pnpm 9.15.4.
- Destructive live tests are excluded by default. Explicit opt-in, local
deployment checks, and matching disposable fixture identities are
required before any mutation.

## Risks

- Local Codex/Grok creation requires the connection-specific terminal
login command.
- Browser sign-in uses the existing supported-environment controllers.
- This update verifies live local Claude detection and Codex API-key
task repair. New subscription authorization/refresh and
independent-human/native-runner isolation were not reverified in this
update.
- No agent automatically adopts managed Connections.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact runtime model identifier and
context-window size are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 16:51:26 -05:00
DottaandPaperclip e9828f8bf4 fix: reuse saved model connections during agent setup (#13161)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent setup connects each agent to a model provider.
> - The organization can already hold subscription logins and API keys.
> - The simplified setup flow did not consistently offer those saved
credentials.
> - This pull request restores reuse and selects a saved connection by
default.
> - Agents keep secret references, so reuse does not copy or rotate
credentials.

## Linked Issues or Issue Description

Related change: #13011. Searched public issues and PRs; no duplicate fix
found.

**What happened?**

Onboarding and new-agent setup could ask for a new API key or sign-in
despite an existing saved connection. A general environment auth signal
could also be mistaken for the owner's saved Claude subscription.

**Expected behavior**

Offer saved credentials from the selected organization. Default to a
saved subscription when one exists. Otherwise select a saved API key.
Keep the option to enter a new key or sign in to another account.

**Steps to reproduce**

1. Save a Claude or OpenAI API key, or complete a supported subscription
login.
2. Add another agent with the same provider.
3. Open the provider connection step.
4. Check whether the saved credential is available and selected.

**Paperclip version or commit**

Reproduced on 5cb4f061d after #13011. This branch is rebased onto
current master.

**Deployment mode**

Built from source. Tested in an isolated local test drive with embedded
storage and board access.

## What Changed

- Add a shared saved-credential lookup and picker for active personal
and organization keys.
- Reuse saved Claude subscriptions and saved Codex account homes. Select
an existing connection by default.
- Preserve secret references through connection tests and agent
creation, including the native Claude and Codex runner setup paths.
- Store newly entered onboarding keys separately. Do not rotate another
agent's key.
- Keep explicit choices during metadata refresh. Prevent refreshes from
remounting an active login panel.
- Add integration tests and production-component Storybook stories.
Document connection reuse.

## Verification

- All 5,628 UI tests passed before rebase.
- Twenty targeted server credential tests passed.
- UI typecheck, UI build, token gates, and diff whitespace checks
passed.
- Browser walkthroughs covered onboarding and new-agent setup, saved
keys, saved subscription fixtures, and new sign-in screens.
- Live Claude and Codex API-key probes succeeded. Created both agents
and confirmed that each retained its saved-secret reference. Both secret
versions remained unchanged. Codex passed after one retry.
- Live subscription authentication was not repeated. Subscription flows
use fixture browser tests and integration tests.
- After rebase and the cache fix, all 109 focused onboarding and
agent-creation tests passed.
- Full repository `pnpm build` and `pnpm -r typecheck` passed.
- The full local test attempt encountered timeouts and embedded
PostgreSQL startup failures under parallel load. All four affected
suites passed in isolation: 20 tests, with no code changes. The complete
CI matrix passed, including all workspace, general server, serialized
server, browser end-to-end, build, typecheck, and canary dry-run checks.
- Greptile reviewed commit d53ddf6b82:
5/5, successful check, no review threads.

## Risks

- The default connection mode changes when saved credentials exist. A
saved subscription takes priority over saved API keys; personal keys
appear before organization keys.
- A listed credential can be expired or unavailable in the selected
environment. The existing connection test still checks it.
- No database migration or API contract change is required.

## Model Used

OpenAI Codex, GPT-6. The exact runtime model identifier and
context-window size are not exposed in this session. Used reasoning,
code execution, repository tools, and browser automation.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-10 12:57:53 -05:00