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Author	SHA1	Message	Date
DottaandPaperclip	77295faebc	fix(server): recover approved tool actions from committed changes (#17454 ) ## Thinking Path > - Paperclip manages agent work and its governed tool calls. > - A human approval can persist before the approving process dispatches the tool. > - Recovery currently scans approved requests on every maintenance tick. > - Completed and deliberately inert approvals do not owe another execution. > - Test-tab approval also needs a shared execution claim before recovery can safely race the foreground path. > - This PR wakes recovery from committed changes and retries only unresolved approvals. > - Idle history becomes quiet while existing approval and execution checks remain with the gateway. ## Linked Issues or Issue Description Refs #17453. This is the fifth slice of the recurring-server sleep migration, stacked on `codex/sleep-04-tool-review-expiry`. Problem Approved tool requests are scanned periodically even when no executable work remains. The Test-tab foreground path lacks the request claim needed to admit concurrent recovery safely. Proposed Solution Use the existing transaction-aware review notification boundary and shared deadline worker. Keep signed-payload interpretation, current policy and target checks, and provider dispatch in the gateway. Share a claim between Test-tab foreground and recovery, then persist both authoritative outcome rows atomically. Alternatives Considered A longer interval still scans idle history. A new durable queue would duplicate existing request/invocation state. Dispatching Test-tab approvals without a claim risks duplicate external calls. ## What Changed - Recheck both principals for delegated Test-tab approvals. Save their rate receipts in the same claim transaction, share only the same bucket, and roll back new charges on denial. - Preserve delegated gateway authorization and both issuer/target rate receipts inside the existing claimed-invocation transaction; retain the durable actor during approved replay. - Expire stale managed connector payloads before consuming approved-tool admission. - Persist current rate-policy charges and their invocation receipts atomically before dispatch, preserving exact approval claim fencing and read-only preflight. - Recover approved requests at startup and after committed review changes; retry only unresolved approvals. - Leave legacy agent approvals without execute-on-approve intent inert. Repair completed Test-tab history without another provider call. - Fence Test-tab execution and outcome settlement with an atomic claim shared by both callers. Revalidate the approved target and current policy before dispatch. - Keep provider calls outside database transactions. Retain quarantine for interrupted execution and unknown outcomes. - Add a concurrent, idempotent partial index for approved-request pagination. Reuse the parent's company-scoped review signals and shared scoped deadline worker. - Remove approved scanning from the aggregate tick. Preserve the public combined sweep and scheduler-disabled startup behavior. - Document producer ownership, quiet states, lifecycle behavior, and remaining recovery duties. ## Verification Latest published head: `23868c1751c100a27f58087f7ce16b93c52d4eba`, targeting master. The review-found delegated gateway pool deadlock is repaired by passing the admission transaction through token and issuer-authority reads. Foreground and recovery each reproduced the deadlock with a one-connection pool; all three constrained-pool cases, including revoked authority, now pass. All 81 HTTP integration cases pass. The historical foreground rate-slot regression also reproduced before its repair; verified preview hashes are accepted only by read-only preflight, while consuming admission still requires the complete identity under the exact claim. Five full suites passed 329 cases; the gateway service then passed all 141 cases after two additional mixed historical hash controls. Production types/build passed before the final normal integration of master `35820cf398` (including independent Grok/Runner changes); integration validation is running. Initial fixture/assertion errors and the prior E2E restoration/cancellation deadlock remain recorded in [the owning audit](doc/idle-approved-tool-recovery.md#gateway-admission-uses-its-transaction-connection). Fresh-head CI, Greptile 5/5, and passing Ponytail are still required before merge. - Master landing reconciliation at `8dfe3958db6e4e8a0b7499f3f5be0a396ca77361` after #17453 merged: production and server test files are byte-identical to the accepted 320-case repair. The landed migration journal prefix is unchanged, and #17928's independent eval reporting changes are preserved. Fresh CI and reviews on this exact head are required before merge. - Historical-identity repair published at `096b7c7198c3ca864aca9377e261cbaa0a8aad6f` (production/test source identical to integrated acceptance `81231824d773a79fc50c835eccf7d9b3977e79fc`): all 320 accepted gateway, policy, startup, preparation-timing and authenticated HTTP management cases pass. Server types and the production server build pass. Four real historical sensitive-argument regressions failed before repair; invalid-signature, foreign-hash and stale-claim controls remain denied without dispatch or identity changes. Both agent and Test-tab calls deliver the original signed arguments once, and new rate policies still apply. - The first integrated combined run passed 319 cases and hit a Slack bot ownership collision left in a reused HTTP test database. The guard correctly returned 409. The full 78-case HTTP suite passed on a fresh dedicated fixture without product or assertion changes. Earlier fixture-construction errors are distinguished from the four real regressions in the audit document. Fresh remote CI and reviews remain required. - Parent reconciliation at `736e7f56097055e21ce13b4e45d9033391483af8`: 299 cases pass (221 full gateway/policy/startup cases and 78 assembled-server connection management cases), with no skipped cases. Server types pass. This includes real delegated Test-tab approval admission for newly added shared and caller rate rules. Fresh remote CI and Greptile review remain required. Approved delegated Test-tab calls now evaluate caller and target policies in the existing claim transaction. Real HTTP regressions first showed a missing caller charge and shared-limit self-rejection. All 78 connection-management cases and 92 gateway cases now pass on the owning branch, along with server production typechecking. All 78 connection-management cases also pass at combined tip `d25f830db89c1623bff3547bfc68015c1c66e0cf`. The three new cases cover shared charges, separate charges, rollback on denial, duplicate approval, and rejection of a later authorized call. Intermediate counter/identity fixture failures and a reused-database Slack collision are recorded in [the owning audit](https://github.com/paperclipai/paperclip/blob/bcca5b006976a471f4afd1f70c4031aa40a2b3f7/doc/idle-approved-tool-recovery.md#delegated-test-tab-admission-after-policy-changes). The earlier combined checks below remain evidence for their stated revisions. Current-head CI and review remain required. Current head: `bcca5b006976a471f4afd1f70c4031aa40a2b3f7`. This remains a single-duty PR stacked on #17453. - Integrated pinned master `8548173fc9efdc0fa07644fb92dcc0b6851a95e5` with normal merges. Every branch passed generated-schema checks and its target-branch migration-order gate. Existing SQL is unchanged; the 25 stack migrations follow master’s new migration. - Duty-specific producer coverage, lifecycle tests, and earlier failure records: [2026-10-24-recurring-server-sleep-stack.md](https://github.com/paperclipai/paperclip/blob/a021467f04d22be42ee5b0c87b6583b2300a62a9/doc/plans/2026-10-24-recurring-server-sleep-stack.md). - Combined tip `51e6cbe67979b55b340ea9f0f434c5b5c682ccd6`: 355 startup/cancellation/recovery/dispatch/preservation tests, 75 connection-management tests, and production server typechecking pass. These combined checks do not mean every intermediate PR independently ran the full repository suite. - Real master-to-stack database upgrade passes: 379 unchanged prior migration receipts plus 25 new migrations, with the gateway responsibility fixture preserved. - Owning-branch checks: 84 runner installation/settlement cases plus runner typechecking and generated TypeScript/Rust profile agreement; 253 GitHub review workflow cases. Stop-attribution and held-worker readiness regressions failed before their fixes. - Failure accounting: the initial combined run passed 349 cases and failed six idle assertions in a reused preservation database containing old cancelled runs. Repeating the combined command with a fresh preservation database passed. Earlier invalid project selection, merge import/type errors, and the interrupted full local suite are not counted as passing checks. - Latest-head CI and review remain required. Prior CI findings include GitHub idle observation, route teardown, attention cleanup, touch-picker E2E, workspace health, and voice-cleanup timing; local passes do not erase those failures. No full local repository-suite, deployed sleep, fleet cost, or live Copilot qualification claim is made. ## Risks - Notifications cover the existing database-owner, single-active-writer contract. Independent SQL writers and other replicas need an explicit wake path. - Unknown provider outcomes cannot be replayed safely. Failed result persistence retains an executing claim and the existing stale-execution quarantine. - Interrupted execution and terminal interaction projection repair remain periodic until their separate slices. This PR changes only approved recovery. - A pending-only review write can trigger one empty approved-recovery pass. Settled idle work schedules no further scan. - The partial index uses the existing top-level concurrent migration executor. Snapshot pruning follows repository policy. - Cloud sleep eligibility and external alarm coverage remain unchanged. Worker quiet is not proof of deployed instance suspension. ## Model Used OpenAI Codex, GPT-6 family, with reasoning and code execution. The exact serving model identifier and context window were not exposed. ## 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 - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-27 16:10:44 -05:00
DottaandPaperclip	13709b4c7a	feat(connections): let agents configure connections within delegated authority (#17737 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections provide governed tools, chat channels, model accounts, and gateways. > - Several management routes require a human board actor even when an agent has the required grant. > - Default agents must configure these resources within the responsible user's authority. > - This pull request adds a shared authorization path to the existing REST and native API surface. > - Human authentication, execution approvals, and local host boundaries remain enforced. > - The benefit is that a standard agent can complete authorized setup with a bounded human handoff. ## Linked Issues or Issue Description Subsystem affected Server authorization, connection services, shared contracts, native API discovery, database schema. Problem or motivation Connection administration is available in the web app but often unavailable to agents. Agent grants, responsible-user authority, credential ownership, and actor attribution need separate checks. Opening gateway-token creation also requires preserving the issuing agent's delegated authority during token use. Proposed solution Use the existing authorization evaluator for every connection family. Enforce current responsible-user authority, effective trust, grant scope, resource visibility, and target-agent access. Keep existing agent grants unchanged. Expose authorized configuration through default `search_api` and `call_api`. Save human authentication steps and let agents continue after completion. Roadmap alignment This change completes the API access path for the existing Connected Apps, Personal & Shared AI Accounts, and governed MCP Gateway capabilities in `ROADMAP.md`. It follows the maintainer's requested design. Related work: #11899 enforces connection execution access and creator/manager rules; this PR extends agent management across connection families. It does not replace that execution-policy work. ## What Changed - Add shared connection management context and mandatory responsible-user, trust, scope, and target checks. - Allow authorized agents to configure tool, chat/email, GitHub/Slack, AI, profile, and gateway resources through existing routes. - Preserve human credential ownership and record the actual agent, responsible user, and run or key in audit data. - Preserve saved browser authentication handoffs and callback session checks. - Bind agent-issued durable gateway tokens to their responsible user and recheck delegated authority at use. - Add explicit REST transport and management capability metadata, built-in guidance, and sensitive-response handling. - Intersect caller and endpoint-agent Slack test/invitation policies, including independent and shared rates. Require the addressed human’s current endpoint identity link before completing identity handoffs. - Add production-authenticated integration scenarios. Companion #17739 contains the saved setup UI (including the required human import/rotation step), product and permission documentation, catalog/Vercel credential and callback ownership, and operation maps to keep each review below 100 files. Both PRs must ship together; merge this implementation first, then its companion. ## Verification - Current implementation head: `2ecd6451d0d0c8d82121a4e3fa4ce94c5befbbd6`, including master `ea727dc3c2`, 99 files. The latest follow-up fixes the two valid findings from the preceding f9 review. Exact-head Greptile has completed at5/5 with no findings and Superagent passed. Full exact-head Linux CI workflow40446606056 completed SUCCESS; only the queued external Paperclip Review remains pending; earlier Linux passes do not qualify this successor. - Latest preserved-stack verification passed 2,165 tests in fresh PostgreSQL: 70 actual-auth scenarios, 27 OpenAPI contracts, 2,022 native API tests and 46 saved GitHub wizard cases. 141 existing gateway/policy acceptance tests also passed. Workspace typecheck/build, maps and token gates passed. The first workspace typecheck was blocked by sandbox tsx IPC permissions; its authorized rerun passed. This is focused local evidence; the full Linux CI matrix is still required. - Issuer/target gateway policy regressions were red before the fix. Both decisions now intersect, including Block/Ask first/rates, same credential identity and current token/user/agent authority after approval. Invocations retain their token and actual requesting agent; deleted tokens fail closed. Thirteen actual-auth cases cover revocation, narrowed scope, approvals, shared rates and board compatibility. Intermediate missing-token attribution, review-context and implicit-session actor failures remain in the qualification record; all final cases pass. - Activity pagination now retains a bounded cursor across private-only windows. The actual-JWT regression reaches three older readable events after 27 private ones without exposing private details. A native device-login regression was red for plaintext receipts; local check and test-call results now use existing protected-response handling. The passing actual-auth case proves encrypted persistence, exact replay, redacted history and no response asset. - Previous-head `5b55195593` Linux CI initially failed e2e shard 4/8 in the existing connection-intent continuation test: periodic recovery queued a repair at 01:21:47, the scripted journey completed the task at 01:21:48, and the extra queued run was cancelled at 01:21:49 because the task was terminal. The assertion selected that latest cancelled run. GitHub refused the first attempt while the workflow was nonterminal. After completion, the single evidence-supported failed-job rerun was accepted as attempt 2 on the same head (workflow 40431202466). The failed shard and final E2E aggregate passed on attempt 2, and the complete Linux workflow for that head is successful. The original failure remains part of qualification. No additional unchanged-code rerun will be used for this failure. - Companion CI also has an unchanged login-cleanup idleness timeout, retained in its qualification record. That same 16-case suite passed in this parent Linux run and a fresh local database. Both preceding workflows passed after their single failed-job reruns as attempt 2; the original failures remain recorded. No additional unchanged-code rerun was used. - Migration `0380_broken_aqueduct.sql` was regenerated through the repository workflow after master took 0379 for project Git authorization. It adds the responsible-user column with `IF NOT EXISTS`, preserves upstream migrations, and satisfies snapshot retention and migration safety checks. - Upstream published Copilot v62 and v63 identities remain byte-for-byte unchanged. The combined guidance is now v64, digest `sha256:22e31f95ef972bcead98a4a707c9f33433558fd111e390e027a2bbb4346e112a`. The normal shared TypeScript/Rust identity check and 61 Copilot installation tests passed. The old source-identity assertion first failed against unchanged published v63; regenerating a new v64 preserves the published release. - Workspace `pnpm -r typecheck` and `pnpm build`, map validation, and UI token gates passed on the final combined stack after the upstream merge. Node 24.22.1 / pnpm 9.15.4 were used. - Earlier 82 API/OpenAPI tests passed in fresh PostgreSQL 18: 55 assembled-server scenarios and 27 contracts. They use real persistent agent keys, run JWTs, human sessions, production defaults, and deterministic provider fixtures. No actor injection establishes access. - The new email regression was red before per-account scope filtering. The Arcade regression was red before human ownership and inventory-key fixes; it also verifies actual-agent audit identity and a human-session inventory read. The activity regression measured 200 authorization checks before the fix and one afterward for the same one-item page. - 82 GitHub UI tests passed, including all three new failed-replacement regressions that were red before their fix. The UI preserves an earlier copy only after confirming its committed generation. Changed or unreadable results block copying and reconnecting until reconciled. Human-only secret responses now include their nonsecret committed generation. - Private test status now rechecks the originating principal and linked task, including mandatory agent/responsible-user privacy. Cross-agent tests require the full caller tool access decision and the same credential identity, regardless of auth label; caller and target policies/approvals and rate limits apply before execution and after human approval. A profile-only precondition was found to reject valid allow-policy and scoped-grant access and has been removed. Both permitted-access cases and a no-auth-label identity regression were red before the correction; caller-specific Block still prevents provider execution. The private-status regression was also red before its fix. - The tool-activity regression measured 100 capability decisions and 102 run captures on a 100-event page before the fix. It now uses two task decisions and at most two captures while retaining the same 50 visible events, private-event filtering, and 403 after audit-grant revocation. The regression was red before request-context reuse and task-decision sharing; final server typecheck/build also pass. - Generic chat configure/reconnect now hands agent-supplied verification credentials to the addressed human before provider work or vault changes. Actual key/JWT regressions were red for Slack signing-key replacement and generic channel secret-reference rebinding. They now prove unchanged refs and vaulted signing value, human setup, permitted agent bot-token repair, and governed test messages. All 82 API/OpenAPI cases pass in fresh PostgreSQL. Eight native receipt protections and final server typecheck/build also pass. - The preceding review found that old healthy state could retire a credential-entry card before a human changed anything. The actual-JWT regression was red. Saved field generations now change only with protected values and commit with refs plus a verification fence; retries retain the baseline. Old health, bot-token repair and unchanged entry stay pending. New signing verification and current authority permit continuation. A separate red race proved that user revocation during provider authentication could return 403 after refs changed; authority is now checked before persistence and inside the credential transaction. The final 82 API/OpenAPI cases, four neighboring real-database Slack/GitHub lifecycle cases, and final server typecheck/build pass. - A preceding full run crossed a rate-window boundary. Database rows prove one consumed slot at 23:35 and another at 23:36 for the same policy/bucket. Only Date is frozen in the rate test cases; transport and asynchronous timers remain real. Production rate behavior is unchanged, and the final full run passes. An intermediate fixture failure that overwrote hidden generation metadata with an API projection is retained in the qualification record. - Linux CI on an earlier head found two rate-admission assertions that omitted the newly persisted bucket key. The failures were reproduced locally; both assertions now verify the exact actor/tool bucket and all 49 policy-service tests pass. The companion qualification record retains the initial and intermediate failures. Catalog creator attribution is preserved in the companion to keep this implementation review at 99 files. - The latest review reproduced three regressions before repair: complete human replacements failed on unavailable old signing secrets, fresh GitHub links incorrectly selected reconnect, and different credential-entry requests shared an idempotency key. Each old protected ref now has a narrow known-unavailable fallback; unexpected resolver failures and company/scope violations still abort. Fresh imports keep their credential form, configured endpoints keep reconnect, and canonical field sets/completion modes distinguish handoffs while matching retries retain their baseline. All 55 actual-auth scenarios and 27 separately run OpenAPI contracts pass, as do server typecheck/build. Companion #17739 also passes all 41 wizard tests including actual fresh-form submission, UI typecheck, maps and token gates. Earlier red results and a mistyped OpenAPI filename are retained in qualification. - The configured GitHub handoff regression was red in the browser-component tests and actual-auth link/persistence tests. Saved links now name requested fields and all/any completion mode; the companion form submits those supplied fields through reconnect and retains other saved credentials. Webhook/client-secret reconnect remains human-only; first-setup secret restrictions remain. All 46 wizard tests pass, including combined modes and legacy links. A duplicate review referenced the older companion bf760912; the current form is already fixed, linked in the reply, and its thread is resolved. - Linux CI on `bf760912` failed automatic Slack provisioning because vault persistence cleared an already verified manifest-update challenge. The same regression was reproduced locally. The provider-owned helper now preserves proof only for the current signing fingerprint and callback URL. Eight existing compatibility cases pass, including this case and initial GitHub secret rejection. The first uncommitted GitHub-field variant also failed that initial boundary and was narrowed to reconnect; both failures remain in qualification. - The upstream merge conflicted only in generated migration metadata. Upstream 0379 is preserved, normal generation/pruning produced 0380, and two repeated applications of the idempotent additive SQL passed. The final combined stack passed 128 tests (55 actual-auth, 27 OpenAPI and 46 wizard cases) in fresh PostgreSQL. Eight Google UI cases also pass; the two protocol cases could not initialize embedded PostgreSQL in this fresh local attempt. Their earlier passing evidence remains historical; fresh Linux CI must execute them. Vercel personal credential attribution is preserved in companion #17739 with its other ownership/consent follow-ups, keeping this PR at 99 files. - The suite covers fresh defaults, restricted users/agents, scopes, personal isolation, token revocation, human handoffs, callback replay, execution approvals, authorized self-targeted policy changes, self-approval denial, and current authority before commit. Reproduce API checks with `pnpm exec vitest run server/src/__tests__/connection-management.integration.test.ts server/src/__tests__/openapi-routes.test.ts`, using a fresh database through `PAPERCLIP_CONNECTION_MANAGEMENT_TEST_DATABASE_URL` or the default embedded test database. - Companion #17739 also records consent separately from token refresh so saved Google choices survive refresh. Its eight service-picker and two local-HTTP OAuth tests pass; both new UI cases were red before the fix. Normal migration generation confirms no SQL change is needed for the additive JSON metadata. - The integration module shares one assembled server, authentication factory, and provider lifecycle to preserve the HTTP-to-vault-to-task-continuation proof. A reused external database caused a Slack fixture identity conflict; the fresh final run passed. Earlier fixture/transport and contract-update failures remain in the companion qualification record. - The broad local `pnpm test:run` attempt remains blocked by macOS embedded PostgreSQL's host semaphore limit. It is not a clean pass. The fresh Linux CI matrix must complete. Provider fixtures do not prove live setup or an empirical LLM success rate. - A current-head completed Paperclip assessment is not yet recorded. Its earlier external recovery boundary has not been bypassed, and no incomplete assessment is reported as passing. The user authorized both merges when checks pass; merge this implementation first, then replay, retarget, and requalify companion #17739 against the squash-merged master. - After the master refresh, local workspace typecheck/build, 97 actual-auth/OpenAPI cases and 141 gateway/policy cases pass. The original fixed database port was occupied; Docker assigned a free localhost port. The first neighbor setup command could not resolve root `tsx`, leaving its schema uninitialized; the built database package migrated the separate fixture and all unchanged cases passed. Both setup failures are retained in qualification. Fresh Linux CI remains required; no full local test-sweep pass is claimed. - The f9 Greptile review scored 2/5 for two reproduced findings: Slack test sends skipped the caller’s tool policy, and healthy App credentials completed an unconfirmed identity handoff. Both are fixed in this head and have resolved evidence threads ([Slack](https://github.com/paperclipai/paperclip/pull/17737#discussion_r4384927765), [identity](https://github.com/paperclipai/paperclip/pull/17737#discussion_r4384927895)). Actual key/JWT cases cover twelve Slack caller/target/recipient combinations; the human-session GitHub OAuth callback alone remains pending until explicit confirmation. All 99 API/OpenAPI tests (72 actual-auth + 27 contracts), workspace typecheck and build pass. On the combined companion, all four focused cases (including the twelve Slack combinations), typecheck/build and maps also pass. The continuation suite’s 50 embedded-PG cases were skipped because its database could not start locally; fresh Linux CI must run them. Initial fixture credential-collision and audit-projection assertion failures are retained with the red reproductions in the companion qualification record. No full local sweep or live consent is claimed. ## Risks - The maintainer explicitly confirmed authorized policy administration, including self-targeted changes that loosen controls. These writes require management grants and the responsible user’s current authority. Agents cannot approve their own governed action requests or edit their own principal permission grants. The actual-auth regression exercises both permitted administration and those denials. - This is a broad authorization change. Incorrect scope or owner resolution could deny permitted setup or expose another user's resources. Integration cases cover both permitted and denied requests with actual authentication. - The additive nullable gateway-token column does not infer identities for legacy clients or backfill agent grants. Legacy agent tokens without a responsible user fail closed. - Provider fixtures test supported setup and callback contracts. They do not prove live provider availability. ## Model Used - OpenAI Codex, GPT-6 family, with reasoning, repository tools, and code execution. The runtime does not expose a more specific deployment ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass — focused suites above; full local sweep remains blocked as documented - [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 — exact `2ecd6451d0` Linux CI completed SUCCESS; external Paperclip Review is still queued - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups — exact `2ecd6451d0` review completed; both f9 findings have resolved evidence replies - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-27 08:20:24 -05:00
DottaandPaperclip	9c442cf48e	feat(connections): deploy and configure Supabase and Vercel (#17217 ) Add governed Supabase and Vercel deployment/configuration connectors with vaulted credentials, agent access policies, approvals, audit, and bounded provider operations. Deliver reviewed REST actions to native agents and guard Vercel preview intent on empty projects. Preserve secret-safe request identity and durable retry behavior. Verified by current-head CI, fresh Greptile 5/5 review, and real-agent deployment/configuration walkthroughs on disposable provider resources. Test resources and temporary provider tokens were removed after verification. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-23 11:37:29 -07:00
DottaandPaperclip	30b753f614	perf(budgets): scope accounting and deliver enforcement asynchronously (#17046 ) ## Thinking Path > - Paperclip manages AI agents and their paid work. > - Budgets must prevent new work and stop reported overruns. > - Cost settlement also ran serial lifecycle reconciliation for every eligible company agent. > - That made request latency grow with unrelated idle agents and delayed results on stop delivery. > - This change separates atomic admission and accounting from durable asynchronous enforcement. > - Scoped live usage detects overruns without writing provisional ledger charges. > - The result is constant query scope for ordinary settlement and recoverable stop delivery. ## Linked Issues or Issue Description What happened? Settlement and budget checks entered company-wide lifecycle reconciliation. A company with 1,000 unrelated idle agents performed 1,001 accounting transactions for one ordinary cost evaluation. User requests could also wait for provider termination. Running usage checkpoints did not enforce reported monetary exposure. Expected behavior Keep the final reservation gate authoritative. Commit charges, scope blocks, and enforcement intent before returning. Deliver stop requests after commit. Read only applicable policies and execution scopes for ordinary charges. Stop long-running work when supported reported or priced usage establishes an overrun. Steps to reproduce 1. Create a disposable company with one company budget and idle agents. 2. Evaluate a charge below the budget with 0, 17, and 1,000 unrelated idle agents. 3. Compare query counts, company accounting transactions, and duration. 4. Use the controlled partial-usage and delayed-stop fixtures to check enforcement and request responsiveness. Paperclip version or commit The measured baseline is `6c9b87d0922f1ebfc43e8b0c36889ac5ba7b9837` from `master`. Related public work: Refs #16976, #2006, #3539, #13763, #14296, #16853, #13075. These cover the affected service charge, cancellation, and accounting paths. This change removes their shared reconciliation overhead. ## What Changed - Batch applicable policy exposure under the existing company accounting lock. Preserve exact fractional money and zero-reservation dispatch fences. - Commit a durable final budget dispatch claim before provider I/O. Retain a separate final issue/run ownership transaction through synchronous handoff, without holding the company accounting lock or awaiting provider work. Preserve native recovery lease checks and duplicate handoff fencing. Browser handoff rechecks current policy; it reuses a consumed rate slot only for the identical policy generation. - Separate ledger spend, live observed spend, and effective held capacity. Use the maximum of reservation and live observation for each unfinished operation. - Deliver budget cancellation through the existing coordinator. Revalidate generations and persist queued/running stop fences before external termination. Bound stop concurrency to four. - Apply agent holds only to the affected agent. Project budgets leave other projects running. Project real company transitions in bounded lifecycle batches. - Replace periodic broad reconciliation with durable pending work, startup repair, receipt replay, and concrete retry/window deadlines. Retain drain and idle-safety checks. - Enforce accepted cumulative usage checkpoints without provisional charges. Final accounting atomically replaces live exposure and settles reservations. - Add operator-gated budget spans, regression coverage, map updates, and a real-PostgreSQL comparison harness. No schema or first-party telemetry change. ## Verification - Full workspace `pnpm -r typecheck` passes on the final ownership fix, rebased onto `bbcf5dfe98`. Production `pnpm build` passes on final head `4c5f4de8b1`. Map, module-boundary, token, and Storybook catalog checks pass. - Focused real-PostgreSQL coverage includes the 292-case rebased accounting/dispatch run, 63 browser cases, 52 run-control/cancellation cases, 42 policy-generation cases, 77 lifecycle/commentary cases, and the exact Muse confirmation regression. Native executor unit coverage passes all 768 cases. Final ownership coverage passes: 74 adapter/use-case cases, nine public regression cases, and the additional deleted-project race. These exercise competing ownership, budget changes and charges between phases, zero/nonzero duplicate claims, rollback, recovery contention, read-only capacity rechecks, and controlled HTTP startup after commit. Another 74 pure/startup/tracing cases pass. The complete CI matrix and both 5/5 reviews passed on `1ac9b58`; its external security scan identified a stale-owner handoff race. The final fix restores synchronous issue/run ownership fencing after the accounting transaction commits. Final head `8e84f55ce8` has fresh Greptile 5/5 with zero new comments, Paperclip review 5/5, and a passing security scan. The complete latest-head [CI matrix](https://github.com/paperclipai/paperclip/actions/runs/39535189808) passes, including budget, browser, Runner, build, and canary jobs. The unchanged Runner close fixture passed on its sole same-head job retry. - Broad local `pnpm test:run` invocations were stopped before required source updates (rebase and review fixes). They are not claimed as full passes. Final full-suite coverage comes from the complete latest-head CI matrix; local focused coverage and the incomplete broad invocations are reported separately. - Reproduce performance with `pnpm --filter @paperclipai/server exec tsx ../scripts/benchmark-budget-enforcement.ts --baseline-ref=6c9b87d0922f1ebfc43e8b0c36889ac5ba7b9837`; repeat with `--reverse`. The harness uses disposable real PostgreSQL, 20 warm samples per variant/count, and records raw timings, SQL/lock counts, agent reads, unchanged agent state, and query plans. Final production-source measurement revision: `eff713a4f72c7f4b7a4002a701cb481d4bfccd95`; the extended harness is committed in `4c5f4de8b1`. \| Unrelated idle agents \| Baseline median / p95 \| New median / p95 \| Baseline SQL / locks \| New SQL / locks \| New agent reads \| \| --- \| ---: \| ---: \| ---: \| ---: \| ---: \| \| 0 \| 1.80 / 2.33 ms \| 2.99 / 3.88 ms \| 5 / 1 \| 7 / 1 \| 0 \| \| 17 \| 15.53 / 19.55 ms \| 2.24 / 2.60 ms \| 90 / 18 \| 7 / 1 \| 0 \| \| 1,000 \| 978.35 / 1,790.43 ms \| 2.16 / 2.52 ms \| 5,005 / 1,001 \| 7 / 1 \| 0 \| - These measurements use local PostgreSQL 18.1 and Node 26.4.0 arm64. They isolate the cost-evaluation core and complete admission path, without hosted-region or provider latency. Prior-revision reversed-order controls also preserved the constant query counts; the final measurements above use the final production source. - Complete reserve → final ownership gate → immediate offline provider result is measured separately, with one responsible agent and one active operation at each unrelated-agent count. Admission p95 baseline/new: 0 agents 11.54 / 29.77 ms; 17 agents 9.31 / 27.62 ms; 1,000 agents 24.51 / 74.05 ms. Baseline admission was already scoped; the stronger final fence adds bounded overhead. New counts stay constant at 53 Drizzle statements, three transactions, two company-accounting locks, and five agent-reading statements bound to the responsible agent. Zero unrelated-agent reads, exactly one provider callback per sample, and no leftover runs or holds. All admission scenarios stay below 250 ms. No external provider calls are included. - The partial-usage/delayed-termination fixture passed 20/20: receipt persistence p95 13 ms, receipt return to observed durable Stop fence p95 28 ms, complete receipt-start-to-fence p95 50 ms, unrelated database request p95 1 ms while termination was blocked. After releasing the controlled termination fixture, acknowledgement p95 was 14 ms. These are separately measured phases; fixture acknowledgement is not live-provider termination latency. - Models and provider deadlines are unchanged. No deployment, live inference, or staging acceptance is claimed. A quiet 30-minute follow-up waits for the merged revision on staging, then repeats classifier and controlled budget-stop acceptance in staging, recording hosted bookkeeping, queue delay, and actual provider acknowledgement separately. - Development failures retained: finalizer notification regressions (fixed; 27/27 affected cases passed), invalid browser admission fixture assumptions (fixed; browser coverage now passes 63/63), and first-head lifecycle/dispatch CI regressions (reproduced and repaired). A prior-head Cases E2E test hit its unchanged announcement-dismiss handler race while opening a filter; the same journey passed on `1ac9b58`. The external security review then found a stale-owner race between accounting commit and provider entry; final verification covers a competing run in that gap while retaining provider I/O outside the accounting lock. Early PostgreSQL startup attempts hit local semaphore pressure; serial reruns succeeded. The final-head Runner lane had one failure among 1,823 tests: the unchanged `timeout-attachment` fixture failed at its first process close after 6.28 seconds. The sole same-head job retry passed all 1,819 active tests (four skipped), including that fixture in 1.85 seconds. Three isolated local probes could not run correctly because the Rust fake-provider fixture binary was absent; cleanup masked the original startup failure. CI builds that fixture through its normal lane. These probes are inconclusive and are not counted as passes. ## Risks - This changes accounting, lifecycle, and cancellation ordering. Durable generations, source/sequence checks, ownership leases, and company locking remain required for correctness. - Provider stop acknowledgement can be slow or fail. Stop intent remains pending until existing termination proof succeeds; cancelled row status alone does not acknowledge delivery. - Mid-run limits depend on provider usage reports or supported price calculations. Providers that report only at completion cannot provide exact mid-call detection. - Signals are process-local wake hints for the supported single-active-writer model. Durable state and startup recovery remain authoritative. - There are no migrations, new queue tables, or cached balances. Repeat the classifier and controlled budget-stop acceptance after normal rollout. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, tool use, code execution, and parallel coding agents. The host does not expose the exact backend model revision or context-window size, so those values are not asserted. ## 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>	2026-10-21 07:23:00 -05:00
Nicky LeachandPaperclip	194fc11406	feat(plugins): invalidate runtimes when tool definitions change (#16604 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Lifecycle plugins must refresh runtime preparation when tool definitions change. > - Standing assignments alone do not cover catalogs, profile entries, or policies. > - New journal hooks must preserve the order used by setup finalization. > - This pull request adds tool-definition invalidation and its required writer guards. > - It leaves credentials and provider access changes for the next independent capability. ## Linked Issues or Issue Description What happened? Catalog, profile-entry, policy, gateway, and connection-configuration changes do not request agent runtime synchronization. A new profile-entry trigger also exposes a deletion/finalization deadlock if the child row is changed before its parent is locked. Expected behavior Committed tool-definition changes advance runtime revisions without polling. Bookkeeping does not. Entry changes and profile replacement use a consistent parent/reference lock order and commit atomically. Steps to reproduce 1. Change a catalog descriptor, profile entry, policy, or connection configuration. 2. Expect committed runtime events for the affected agents. 3. Run profile-entry deletion concurrently with setup finalization while both wait for an agent row. 4. Expect both operations to complete without PostgreSQL deadlock 40P01. Additional context Extracted from #16503. Catalog publication #16602 and standing assignments #16603 are merged. This PR is rebased onto master and is the active review. It addresses the original Apex profile-entry deletion finding. Credential/access hooks #16605 remain a draft without review requests. ## What Changed - Add migration 0355 for application/connection configuration, catalog, profile-entry, policy, and MCP gateway invalidation. - Preserve transaction coalescing and ignore health bookkeeping and trust-rule usage counters. - Keep credential-only fields outside this migration's coverage. - Preserve merged recipient scoping for bindings and installations. Profile-entry edits resolve old/new standing profile bindings. Policy edits resolve old/new agent selectors with their intersection/list semantics. - Lock old and new profile-entry references before parent profiles and child mutations. Recheck the reference set under the parent lock, retry changed snapshots up to three times, and merge unspecified fields from the locked profile. - Make entry add/edit/delete and profile replacement transactional, including validation and profile reads on the reserved connection. - Lock policy rows in ID order and change priorities in one statement so scoped agent locks are ordered across the full set. - Lock the managed profile before connection removal deletes its entries in the same transaction. - Update assignment tests whose old absence assertions are superseded by expanded configuration coverage. - Document the supported capability and the remaining credential/access boundary. ## Verification - Final head: `809fcb11794bfb12c545af0a2f96ab9bc2b570a2`. It is rebased onto master with merged #16623. GitHub reports no merge conflicts. [CI run 39293925136](https://github.com/paperclipai/paperclip/actions/runs/39293925136) has 55 successful checks and two optional Storybook skips. - Standard Greptile returned an independent 5/5. The final Apex review returned 5/5 on this exact head at 17:47 UTC on 2026-10-19. Its summary explicitly clears this PR for merge independently of draft #16605. The security scan passed. All review threads are resolved. - Two real-PostgreSQL negative controls reproduce `40P01` without the old-reference guard or the concurrent-snapshot check. Both regression tests pass with the final correction. Server typecheck, migration safety and numbering, five-snapshot retention, journal history, feature maps, and diff checks pass. The actual PR diff was scanned for secrets and personal data before push. - The final 15-suite local run passed 821/822 tests. The one failure was in the unchanged runtime-delivery test: a startup callback changed its global callback count during an independent transaction. The test-only correction is isolated in #16871. That PR passes all 17 runtime-hook tests, server types, hosted CI, and standard Greptile 5/5. Its notification-disabled control fails at the independent event-delivery assertion. No changes from #16871 are included here; this feature head passes hosted CI independently. - Earlier affected-suite runs passed 814 tests after rebase and 820 tests after recipient and whitespace corrections. Four affected suites passed 514 tests before the second reference-contention regression was added. Single-connection tests cover entry add, edit, delete, and replacement. Validation and profile reads use the reserved transaction connection. - Review fixes have negative controls: the old code hangs with a one-connection pool; parent-lock omissions deadlock entry deletion or app removal against setup finalization; per-row policy reorder deadlocks under contention; unscoped triggers journal unrelated peers; default SQL trimming misses JavaScript whitespace. Corrected cases pass. Selector tests cover all 25 ECMAScript whitespace characters. Recipient tests cover repeated edits, old/new targets, ignored bindings, rollback, coalescing, and company scope. The definition suite now has 28 cases. - Earlier standard scores that depended on #16605 were not accepted as independent clearance. The first Apex review returned 4/5 for replacement versus application deletion. The final correction locks old and new references, checks the reference set again under the parent lock, and retries before any mutation. The final independent reviews clear that correction. - Preserve prior failures for acceptance: draft run 38975432017 had failures whose causes were not re-investigated. Run 38990400765 exposed the unrelated durable-resume watchdog race, fixed in merged #16623. In run 39287657148, two jobs reported cancellation without a failed-test summary; the cause remains unknown. Both passed on retry without source changes. Initial local fixtures and SQL bindings also needed correction: an internal helper name was replaced with public `archiveConnection`, unchanged priorities were changed to exercise reorder, a driver timestamp was bound as ISO text, and a superseded company-fanout assertion was updated. These recovered checks do not establish a cause for the unexplained CI failures. - Local checks target the affected services and real database boundaries. A full local build and repository-wide test run were not performed. Hosted CI supplies the broader checks. Provider responses in tests are controlled; live provider behavior was not qualified. ## Risks Migration 0355 adds statement triggers without changing table schema. Apply it through the normal migration flow. A tool-definition event can advance a runtime revision without changing the bounded assignment snapshot. Consumers still need authorized readers for definitions. Credential-only changes, grants, secrets, and endpoints remain for the access-hook migration. Profile replacement now rolls back as a unit if any entry fails. Binding and install notifications retain scoped recipients. Profile-entry changes use standing bindings, and policies use old/new agent selectors. Unscoped policies, company-bound profiles, and other conservative definition changes retain synchronous transaction-atomic company-wide fanout: O(eligible company agents) locks and journal storage, without a fanout ceiling or mutation quota. This retains the accepted tradeoff from #16603 for company-wide changes. ## Model Used OpenAI Codex, GPT-6, with reasoning, repository inspection, code execution, and testing. The exact deployment model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (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 local checks; results and the isolated test failure are recorded above - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-19 10:56:08 -07:00
DottaandPaperclip	2cbca4ceb0	fix: retain channel tools across task continuations (#16806 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat channels give an agent tools for its assigned task. > - Each later run must resolve the task and its accepted requester again. > - Some native runs store the task in a database column without the older JSON fields. > - Tool discovery read only the JSON fields. GitHub calls also required a new inbound comment. > - This pull request uses the durable task binding and accepted request history. > - Later runs retain their channel tools while current access checks still apply. ## Linked Issues or Issue Description What happened? A GitHub task can find `begin_review` on its first run, then receive an empty tool list on a later native run. If discovery is repaired alone, a call can still fail because the later run has no new inbound comment. Slack and voice tool access also read the older JSON task fields. Expected behavior A later run for the same task can find and call its assigned channel tools. The current requester, task, company, agent, endpoint, and access rules must still allow the call. Revoked access must fail. Steps to reproduce 1. Start a GitHub task and accept its linked requester. 2. Confirm that the runtime can find `begin_review`. 3. Start a later native run with `nativeIssueId`, accepted parent identity, and no JSON task ID or new wake comment. 4. Search for `begin_review` again. Before this change, the search returns an empty list. 5. Repair discovery alone and call `read_pull_request`. Before the request-history fix, the call fails with no active conversation capability. Paperclip version or commit Reproduced in source tests before this patch. The branch includes master at `fa50cab5685b9cdbb26ad9c610cc5b6c373d3ff4`. Additional context This is a core run-binding bug. The tests use PostgreSQL and synthetic provider responses. They do not send live reviews, Slack messages, or phone calls. ## What Changed - Resolve run task IDs from durable columns, with legacy JSON fields as a fallback. - Use the same binding in the gateway, access policy, identity service, and channel runtime preparation. - Recover accepted channel request history across later runs. Keep company, task, agent, and requester boundaries. - Recover older wake sources through verified parent runs, including after same-user board follow-ups. Clear the board message’s own legacy wake fallback. Keep cycle checks without a fixed limit on valid task history. - Retain the GitHub origin after a board comment from the same accepted user. Skip GitHub origin lookup results from other providers. - Keep ordinary board tools available when the requester changes. Accept legacy user comments without an author-type field. Still reject explicit malformed task IDs. - Prevent a later failure reply from replacing an earlier final GitHub answer. Recheck this rule under the publication lease. - Rotate the native tool contract to replace retained sessions with an older tool list. - Add continuation, publication, revocation, and boundary tests. Update the access and feature maps. ## Verification - Red: the later GitHub assigned-tool search returned an empty list before the binding fix. - Red: the later GitHub read failed with no active conversation capability before the request-history fix. - Green: runtime MCP discovery, GitHub read/begin/submit review, and response publication pass for monitor and same-user board continuations. - Green: Slack history, retained access controls, revocation, and voice gateway continuation pass. - Green: 35 channel, failure-publication, legacy-origin, long-history, and provenance tests pass. Both review findings had failing tests before their fixes. - Green: 107 gateway, operation-credential, identity, and provenance tests pass. These cover both first-run CI failures without changing their tests. - Green: 122 runtime, discovery-policy, and native-session tests pass; 2 unrelated tests are skipped. - Map checks and whitespace checks pass. - Updated to master in `cfcaba22628772d7fe1fb32b57ff7031c7072781`. The sole conflict was two tests added at the same location. Both the continuation test and the publication 403/401 test are retained. - Current local verification: all 179 gateway, credential, requester-identity, access-policy, runtime-context, and session-resume tests passed. Repository typecheck and build passed. Map and whitespace checks passed. - The new review regression first returned no source for a same-user board follow-up over legacy wake metadata. After the repair, all 27 provenance and channel cases passed. The combined GitHub discovery/read/begin/submit path and revoked access are covered. - The broader local channel run passed 176 cases and failed four timing/setup cases: a 15-second Slack authorization timeout, webhook-verification polling, a Slack acknowledgement deadline, and Discord setup polling. All four passed in isolation without source, assertion, or deadline changes. The earlier failure record is retained; the exact load/order cause is not established. Full CI must pass on the latest commit. - Current head: `7b9a08dcbc7b8140b589742f136944270b0496bb`. Repository typecheck and build pass on this commit. Greptile completed on this exact commit with 5/5; all four review threads are resolved. The final-head [CI run](https://github.com/paperclipai/paperclip/actions/runs/39278921653) passed: 55 checks passed and 2 intentionally skipped, with no failures or pending checks. This includes the full sharded test matrix, browser tests, typecheck, build, and Runner verification. Results were delayed during the [GitHub Actions incident](https://www.githubstatus.com/incidents/8tzbpcnl75jp). An additional unsharded local full test run has not completed; the completed full-suite evidence is CI. - Earlier verification: the first PR commit failed two server suites. Those failures were fixed and verified before this update. The original 4 GiB sandbox could not complete full local typechecking or tests; the current checkout completed typechecking and build. The full test suite runs through the CI shards. No full local test-suite pass or live provider delivery is claimed. ## Risks - Request history can restore the wrong authority if its scope is too broad. The resolver checks each accepted parent against the task, company, agent, and requester. Tests cover invalid and cyclic history. - The native contract change starts a new provider session for older contracts. - No database migration or public API schema changes are required. Each tool call still checks live access. ## Model Used - OpenAI Codex, GPT-6 family. The runtime does not expose the exact deployment model ID or context-window size. The agent used reasoning, repository tools, code edits, and local test execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have 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>	2026-10-19 11:20:39 -05:00
DottaandPaperclip	43ffe8ce95	perf: skip conditions for unselected tool profile entries (#16556 ) Check exact tool profile selectors before evaluating conditions. Matched entries retain fresh policy condition checks and existing approval, deny, binding, and decision-phase behavior. Validation: 70 affected cases pass with zero skips. Full repository typecheck and build pass. A balanced same-database comparison over 47,931 entries preserves all decision JSON and reduces 200 decisions from about 1.05 seconds to 0.40 seconds. Fresh exact-head full CI, E2E, Superagent, legacy security, and Apex 5/5 passed with no unresolved findings. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-16 05:59:23 -05:00
DottaandPaperclip	b43073d11f	feat(connections): sync and group accounts managed by aggregators (#15254 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents governed access to external tools. > - Aggregator gateways can expose accounts that users already connected upstream. > - The Apps catalog did not show those accounts or their current provider status. > - Separate cards and setup tasks also made account ownership unclear. > - This pull request discovers upstream accounts and groups them under one app card. > - Users can find connected apps while each provider keeps control of its accounts. ## Linked Issues or Issue Description Subsystem affected Connections across the database, shared contracts, server, and board UI. Problem or motivation Users cannot see which apps are connected through a saved aggregator gateway. Native and upstream accounts need one app card. Discovery must preserve company, user, gateway, and credential boundaries. Proposed solution Sync account metadata from Composio, Arcade, and supported Executor gateways. Keep upstream account management in each provider. Use source chips and search to browse the catalog. Preserve native setup and the gateway's existing access policy. Alternatives considered Creating a local executable connection for each upstream account would duplicate authorization state. Using an agent task for routine Composio setup would add an unnecessary step. The board now calls the saved gateway directly for that setup. Roadmap alignment This extends the shipped Connected Apps and MCP Tool Gateway features in ROADMAP.md. The duplicate search found no open PR for managed account discovery. Related work: Refs #13755, Refs #13941, Refs #14725, Refs #13855. Open PR #12906 covers adjacent toolkit routing work. ## What Changed - Add provider-neutral discovery, sync, and refresh APIs. Preserve the Composio API paths. - Cache observations by company, saved gateway, viewing user, and credential version. Retain stale observations after failed or incomplete scans. - Add optional Arcade account sync credentials in the vault. Discover Executor accounts through its supported inventory interface. - Group native and upstream accounts in one app card. Imported account menus open their provider. Gateway menus own refresh and sync setup. - Add Paperclip, Composio, Arcade, Installed, and All chips. Show 50 catalog entries per page. Keep connected accounts above discovery. Keep explicit provider searches scoped. - Simplify Composio app setup and refresh its connected app list on the gateway Permissions page. - Add a compact agent access card and task creation defaults for connection setup. Preserve explicit blocks and approval policies. - Add two replay-safe migrations, service and UI tests, Storybook journeys, and acceptance stories. ## Verification - Passed the repository typecheck, full build, token gates, and migration ordering check. - Passed the focused provider adapter, connection interaction, and catalog tests after rebasing onto master. - Passed all nine database sync and migration replay tests using a disposable database on the test-drive PostgreSQL cluster. Removed that database after the run. - Verified Arcade cursor pagination against its official Go SDK and passed all eight adapter tests, including short and incomplete pages. - Passed all 45 interaction tests after making the exact requested tools and their Allowed/Ask first permissions visible before granting access. Verified the compact card in Storybook. - Passed the complete UI suite on the final code: 683 files and 7,432 tests, including the corrected Composio destination assertions. Passed 130 focused tests for the UUID, management-link, and health-status corrections. - Passed 22 Composio setup/sync tests, 23 connection-intent service tests, and the connection migration test in separate disposable databases. Database startup alone was substituted; the suites exercised their real SQL and services. - Passed all 10 OpenAPI route checks and the full-stack connection-intent browser test, including scoped consent, agent continuation, and task completion. - The local full runner encountered embedded PostgreSQL startup failures on this loaded macOS host. The earlier in-flight run also held the pre-fix Arcade transform; a fresh run of the final provider suite passes. The final-head CI is queued during GitHub’s active Actions incident: https://www.githubstatus.com/. The previous run also lost several runners simultaneously; its real catalog assertion failures are fixed and the fresh complete UI suite passes. - Tested the real test-drive server in the embedded browser with a live Composio gateway. Detected Airtable and Circleback. Verified refresh progress, account rows, source chips, search scope, and 50-entry pagination. - Arcade and Executor coverage uses provider fixtures. Live credentials were unavailable. - Storybook builds successfully and includes grouped native/provider accounts, stale and unavailable discovery, optional Arcade setup, and mobile states. The acceptance document records the simulated and live coverage separately. - Greptile reviewed final commit `217b024c27b5933e773ce9419c4e92b1032042c6` at 5/5. All six review threads are resolved, security scans pass, and the PR has no merge conflicts. The outstanding remote checks are `ci / Select trusted runner` and `review`, queued by GitHub. They need to complete before merge. ## Risks - Provider response changes can break inventory discovery. Failed scans retain observations and show stale status. - Composio scans only the supported catalog and can take time. Large inventories run in the background with progress and a bounded lease. - Arcade requires a project API key and user ID when the gateway cannot supply them. This key is used only for discovery. - Executor discovery depends on the server's exposed inventory tools. Unsupported servers report unavailable discovery. - Cached account rows do not grant access or create executable connections. Gateway policies still govern tool use. Account deletion and per-app authorization remain upstream. - The migrations add tables and one nullable column. Replay preserves existing rows and company-scoped foreign keys. ## Model Used OpenAI Codex, based on GPT-6. The session does not expose a more specific serving model ID or context limit. Used reasoning, repository tools, code execution, and browser verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 14:57:04 -05:00
DottaandPaperclip	483dbc8890	fix(tool-access): enforce stored grant restrictions (#14915 ) ## Thinking Path > - Paperclip governs the tools that agents can discover and call. > - Stored grants can limit access to a tool, connection, or application. > - The grant matcher must enforce every restriction in that scope. > - A nonmatching allow list fell through to a policy selector matcher that ignores allow. > - This change requires an explicit allow match and validates additional selectors. > - Malformed and unknown restrictions deny access. > - Discovery and execution now enforce the same stored grant limits. ## Linked Issues or Issue Description Related: #14864 adds the shared database and HTTP discovery fixture used here. Searched existing public PRs for tool grant scope fixes. No duplicate scope-validation fix was found. What happened? A stored grant with a nonmatching `scope.allow` could authorize a tool. Empty or malformed allow lists, unknown selectors, and combined mismatching selectors could also authorize access. The fallback policy matcher does not validate stored grant JSON. Expected behavior An explicit allow list must match the requested tool, connection, or application. Every additional selector must also match. Unknown or malformed restrictions must deny access. Existing null and empty-object scopes keep their broad grant behavior. Steps to reproduce 1. Run `tool-grant-scope.test.ts` on the baseline. 2. Create a deny profile and a grant that names another tool. 3. Attempt discovery or a call for the tool outside the grant. 4. The baseline authorizes access. The fix denies it. Paperclip version or commit The red baseline is `f2e0f1963`. This PR is based on `cad26c6bf`, which includes the merged discovery fix. Deployment mode The company-scoped MCP gateway. Reproduction uses isolated database fixtures and a deterministic HTTP provider. ## What Changed - Require an explicit allow entry to match the gateway or upstream tool name, connection, or application. - Apply all additional selectors after the allow match. - Reject unknown selectors, invalid value types, empty restrictions, and non-object scopes. - Preserve null and empty-object scope compatibility. - Add sixteen regressions, including discovery, successful execution, and revocation through the HTTP gateway. - Document stored grant scope behavior. ## Verification - Red baseline: seven restricted-scope cases and three malformed-root cases fail. HTTP discovery also exposes tools outside the grant. - All 16 grant regressions and 35 adjacent policy tests pass locally. The HTTP test excludes an ungranted tool from discovery, returns 403 for its call, and verifies that no provider call occurs. It also checks successful execution and later revocation. - Server typecheck passes. The final ownership and grant patches also pass 42 combined database and HTTP regressions. - [Full CI](https://github.com/paperclipai/paperclip/actions/runs/37011177989) passes for `803fa9440111742672c94c4471e5b98f15dd3b97`: all 54 checks succeed; two optional Storybook checks skip. This includes full typecheck, build, all test shards, all eight E2E shards, runner verification, and the canary dry run. - Greptile scores that exact head 5/5. No review threads remain unresolved. ## Risks Stored scopes with unknown keys or malformed restrictions now deny access. Operators must correct those grants before they can authorize tools. Null and empty-object scopes keep their previous broad behavior. There are no schema, dependency, or API changes. ## Model Used OpenAI Codex (GPT-6), with reasoning, repository inspection, code execution, database regressions, and HTTP tests. This session does not expose the exact serving model identifier or 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>	2026-10-02 08:21:40 -05:00
Michael Nguyen Claude Opus 5.5 Dotta Paperclip	cad26c6bfb	fix(tool-gateway): bound MCP discovery memory and concurrency (#14864 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents discover governed tools through the MCP gateway. > - A listing repeated policy and full run-row reads for each catalog tool. > - Parallel listings multiplied those allocations during run startup. > - One 900-tool baseline listing used 11,489 queries and about 1.7 GiB of extra heap in a fixture. > - This pull request shares reads within a listing and bounds whole listings across the process. > - The benefit is lower discovery memory use while execution still checks current policy. ## Linked Issues or Issue Description Refs #13115. Its on-demand target change affects the same listing loop. What happened? MCP discovery repeated roughly 13 reads per tool. Full run snapshots and repeated connection configurations caused large allocations. Per-listing bounds alone did not limit concurrent listings across gateways. Expected behavior Discovery reads shared inputs once per listing. The process bounds active and queued listings. Catalog payload size and policy evaluation still grow with the catalog. Tool execution checks current access rules. Steps to reproduce Create a company with a remote MCP connection, 900 catalog tools, large schemas, and a large run snapshot. Send concurrent tools/list requests using a run-bound gateway token. Run the committed benchmark for a deterministic reproduction. Paperclip version or commit Baseline: `f2e0f19630`. Measured on Node 26.4.0 on macOS. ## What Changed - Keep Michael Nguyen's per-listing policy cache, scalar policy reads, 16-decision bound, and catalog/connection split under repeatable read. - Admit two whole listings per process and queue at most 32. Return 503 with tool_discovery_busy when full. - Propagate disconnects to discovery. Stop scheduling new reads and drain started reads before freeing the slot. - Project context IDs in gateway authentication and GitHub runtime discovery. Avoid loading task descriptions and results. - Keep discovery audit counts and a SHA-256 digest instead of the full name list. Retain access and activity audit records. - Sweep expired named gateway tokens at startup and on the existing scheduler. Delete at most 500 per pass. Add an idempotent expiry-index migration. Resolve audit token references atomically so cleanup cannot break admitted requests. - Return GET 405 with Allow: POST on stateless MCP gateway and runtime-tools endpoints. Keep runtime-tools authentication. - Add red-green regressions, HTTP concurrency and policy-revocation coverage, and browser approval assertions. - Commit the benchmark harness, raw results, and resource-bound documentation. ## Verification - Baseline listing regressions failed with 722 queries for 50 tools and 6,422 for 500. The connection-row duplication regression also failed. - Follow-up regressions failed before the fixes for full snapshot reads, abandoned listings, full name-list audits, and expired tokens. - Listing and scheduler tests: 14 pass. Existing gateway/policy suites passed after preserving the cleanup return contract. - Two HTTP journeys pass: initialize, GET/SSE rejection, 16 concurrent 500-tool listings, provider call, policy revocation, and denied retry. Token cleanup during provider dispatch also completes successfully and blocks subsequent requests. - pnpm test:e2e tests/e2e/mcp-user-stories.spec.ts --grep '@mcp-runnable': 8 pass. The approval journey clicks Allow once in the browser. Review screenshots wait for loaded content. - pnpm -r typecheck: passes. pnpm build: passes. - The general server group completed with 14,755 passes and 18 failures. The 17 startup mock failures were fixed; all 21 startup tests pass on rerun. The one Discord timing failure passed on the unchanged baseline and on rerun (74 tests). UI and CLI groups pass 7,632 tests. Shared and skill groups pass 853 tests. The remaining database and adapter groups pass 3,010 tests with one worker after a macOS shared-memory limit interrupted a parallel run. All 149 serialized route files pass (2,762 tests). - At 900 tools, one listing falls from 11,489 to 36 queries and from about 1.7 GiB to 37 MiB of extra heap. Sixteen concurrent listings used 169–187 MiB of extra heap. Four connections used 39 queries per listing. - Latest-head verification: 54 successful checks and two expected skips on `5c0793090c`. Fresh Greptile review: 5/5 with no unresolved threads. - Reproduce with server/scripts/benchmark-tool-gateway-listing.ts. See doc/mcp-discovery-performance.md and doc/benchmarks/2026-10-01-mcp-discovery.json. ## Risks - The process-wide FIFO queue can increase discovery latency. Excess callers must retry 503 responses. - Cancellation applies to discovery. Started database reads finish before their slot is released. - Audit consumers must use visibleToolCount and visibleToolsHash instead of visibleTools. - The expiry index can briefly lock the token table during migration. Sweeps preserve unexpired and non-expiring tokens. - Measurements use isolated fixtures and deterministic providers. They do not establish a production heap limit or affected installation count. Rate-limit reads remain uncached. ## Model Used - Original listing optimization: Anthropic Claude Opus 5.5 (claude-opus-5-5), Claude Code, extended thinking and tool use, as recorded by the original author. - Follow-up fixes and verification: OpenAI Codex, GPT-6, with shell execution, file edits, database fixtures, and browser tests. The exact serving model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with Fixes / Closes / Refs OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [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: Claude Opus 5.5 <noreply@anthropic.com> Co-authored-by: Dotta <bippadotta@protonmail.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-02 07:45:27 -05:00
DottaandPaperclip	e8c8ba3c19	feat(apps): add experimental MCP aggregator connectors (#13755 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its tool gateway applies company access rules and approval controls to connected apps. > - MCP aggregators expose many apps through one provider endpoint. > - Each aggregator needs its own credential, catalog, grants, and lifecycle in Paperclip. > - This pull request adds independent Zapier, Arcade, Composio Connect, and Executor setup with a common Access → Connect layout. > - A default-off MCP aggregators flag lets operators opt in while we complete provider acceptance tests. > - Agents use the normal Paperclip permissions, Test screen, and gateway after setup. ## Linked Issues or Issue Description Subsystem affected Apps, connection setup, shared contracts, and the remote MCP gateway. Problem or motivation Aggregator endpoints need clear provider setup and correct MCP sessions. Generic setup does not explain each provider's authentication or broad execution tools. Provider approval must preserve the original execution instead of replaying a write. Proposed solution Add four separate connectors behind Settings → Experimental → MCP aggregators. Start with human and agent access, then connect the endpoint and read its tools. Enable tools by default. Use the existing Permissions and Test screens after setup. Keep legacy Composio API-key and child connections intact. Alternatives considered A shared connection for all providers would mix credentials and access rules. Separate provider-specific permission and test screens would duplicate existing controls. Vercel Connect is outside this change. Roadmap alignment Extends the existing MCP Tool Gateway & Apps capability and the Connected Apps roadmap area. This work was requested and reviewed by the maintainer. Related work: #11894, #12630, #12632, #12634, and #12906 concern the legacy Composio broker. #13102 also covers remote MCP pagination. This change preserves the broker path and adds initialized sessions, response matching, and provider resume handling alongside pagination. ## What Changed - Add branded setup and interactive Storybooks for Zapier, Arcade, Composio Connect, and Executor. Use the existing access controls and normal action tests. Do not request a connection name or action choices during setup. - Add the default-off `enableMcpAggregators` flag to settings, managed feature metadata, the catalog, and setup guards. Hidden connections keep running. Legacy Composio connections remain unchanged. - Reuse the vault, grants, policy, and catalog models. Support OAuth discovery, bearer tokens, custom headers, and credential-bearing URLs. Add no database tables or migrations. - Initialize and retain Streamable HTTP sessions by connection and effective credentials. Read paginated catalogs and match streaming responses to request IDs. - Classify unfamiliar aggregator tools as writes despite upstream read-only hints; only exact reviewed read capabilities enter the read-only allowlist. Legacy Composio child behavior is preserved. - Preserve provider authorization links and execution IDs. Support Executor approve/resume, decline, and cancel without automatic replay of uncertain writes. - Preserve Off and Ask first choices during refresh and reconnect. Allow new tools and retire removed tools. Keep agent access updates atomic and preserve an empty agent selection. - Document connector UX rules, provider branding sources, and live acceptance results. - Stabilize the existing Sentry release fixture after its repeated CI failure by reusing one module mock; production Sentry behavior is unchanged. ## Verification - Final head `d11781970`: [CI run](https://github.com/paperclipai/paperclip/actions/runs/35633534900) passed, including broad typecheck, test shards, build, and E2E. All 54 checks pass; 2 optional checks are skipped. Greptile is 5/5, Security Scan passes, and all review threads are resolved. - Passed 27 focused connector Vitest checks and 18 connector-only Storybook browser checks before the flag change. All 85 stories rendered at desktop and narrow widths. - Passed 5 connector lifecycle/server checks and 7 selected flag checks after adding the flag. The latter cover settings, managed defaults, cached catalog visibility, and all four setup routes. - Review fixes passed 13 risk/handoff/lifecycle checks, dedicated session-expiration and transport regressions, 13 selected connector/gateway CI cases, and 10 selected setup/reconnect UI cases. A real Composio connection-list call also succeeded through the refreshed UI on `9ab115f71`. - UI and server TypeScript checks passed. UI build, Storybook build, token gates, and diff whitespace checks passed during implementation. - Real browser and real Paperclip agent tests passed for Arcade, Composio, and Executor. Tested action permissions, denied agent access, reconnect, disconnect, and isolation. Tested Arcade catalog additions/removal and Executor provider approve/resume, decline, and cancel. - Zapier live acceptance is incomplete. Its dedicated provider server is configured, but its credential-copy dialog returned an empty clipboard through browser automation. No live Zapier action is claimed. - The three isolated Sentry release cases pass after the CI fixture fix. - Local verification is deliberately narrow at the maintainer's request. The full local suite, recursive typecheck, and repository-wide build were not run. CI provides the broader checks. ## Risks - Shared MCP transport changes affect other remote MCP servers. Protocol fixtures cover initialized sessions, streaming response matching, pagination, and isolation. - Broad execution tools remain broad permissions. The provider governs actions inside those tools. - Provider handoff links are retained briefly in memory. After a server restart, a one-time link may require reopening the provider dashboard. Paperclip does not replay the original call. - Zapier remains unproven live. Custom-header imports and self-hosted endpoints have fixture coverage rather than a separate live account for every variant. - Turning the experimental flag off hides setup; it does not revoke existing credentials or stop existing connections. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, shell execution, and browser automation. The exact runtime model ID and context-window size are not exposed in this session. A separate Anthropic-backed Paperclip agent performed live gateway acceptance tasks. ## 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>	2026-09-21 12:53:11 -05:00
DottaandPaperclip	e200104727	feat: review connection actions from tasks (#13063 ) Bring governed connection reviews into task history and composer approvals. Share resolution with Connections, add scoped remembered permissions, and resume agents through durable outcome receipts. Keep cards compact, collapse raw results, isolate untrusted provider output, bound continuation payloads, and reconcile missed live events. Add Storybook coverage, browser journeys, and service regression tests. Verification: all PR CI gates passed, Greptile 5/5, security scans passed, five connection-review browser journeys passed, and real native Codex approval/continuation was verified against the local MCP fixture. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-09-08 19:37:13 -05:00
DottaandPaperclip	0ffc091473	feat(connections): add durable GitHub identities and webhooks (#12843 ) ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents need source control access for repository work > - A shared token cannot preserve the responsible person's identity or an agent's dedicated identity > - GitHub App tokens also need durable refresh, repository access checks, and webhook delivery > - Paperclip already has managed connections, encrypted grants, run secret leases, and merge-confirmation behavior > - This pull request extends those systems with GitHub identities instead of adding a parallel credential system > - The benefit is durable GitHub access with explicit identity, repository, runtime, and webhook boundaries ## Linked Issues or Issue Description No public GitHub issue describes this connection change. This description follows the feature request template. Subsystem affected Connected Apps, connection grants, secret resolution, native Git runtime setup, webhook processing, and the Apps UI. Problem or motivation Users need to connect GitHub once and let agents use the correct GitHub identity. A run should use a dedicated agent account when one exists. Otherwise, it should use the responsible person's account. The connection must survive token expiry, repository access changes, and temporary instance downtime. Proposed solution Add user-owned and agent-owned GitHub grants to the existing connection model. Resolve one identity for MCP, Git, `gh`, health checks, and webhook bindings. Store provider tokens in the existing encrypted secret system. Refresh expiring token pairs under the existing lease and compare-and-swap path. Register signed Cloud webhook bindings and process normalized pull request and installation events through a durable local inbox. Alternatives considered An organization-wide GitHub token would lose person and agent attribution. Environment variables alone would bypass the managed connection and grant model. A new GitHub-only credential store would duplicate the existing secret and access systems. GitHub App installation tokens and private-key custody remain outside this first version. Roadmap alignment This change implements the Connected Apps direction. It also extends the shipped MCP Tool Gateway, per-agent secret access, and action-attribution systems. It does not add a repository catalog. The open repository catalog work in [#11234](https://github.com/paperclipai/paperclip/pull/11234) is related and complementary. ## What Changed - Added agent-owned connection grants and a per-agent credential policy with company and subject constraints. - Added a managed GitHub App method while keeping the personal access token method as an advanced fallback. - Added durable access-token and refresh-token handling with proactive rotation and one automatic recovery after a provider `401`. - Added GitHub identity and installation summaries without storing repository-name lists. - Added signed Cloud webhook binding, event lease, acknowledgement, local idempotency, pull request merge processing, and installation access handling. - Added one identity resolver for MCP, native Git, `gh`, checkout, health checks, and webhook bindings. - Added a class-3 run projection for `GH_TOKEN`, `GITHUB_TOKEN`, a `github.com`-only credential helper, SSH-to-HTTPS rewrite, and GitHub noreply commit attribution. - Added personal and dedicated-agent setup choices plus identity, repository, continuity, and webhook status in the Apps UI. - Added schema migrations, tests, and connection documentation. ## Verification - The current head is fully green in GitHub CI, including build, typecheck, all serialized/general server shards, all browser shards, policy, canary dry run, review, and security checks. - Live staging proof completed with a non-expiring GitHub App user token, selected-repository installation, repository add/remove refresh, managed MCP, native `gh`, HTTPS clone/push/delete, GitHub noreply commit attribution, signed merged-PR webhook acceptance, durable Cloud-to-instance delivery, and installation-access event processing. Temporary branches and temporary repository access were removed afterward. - `pnpm check:token-gates` passed. - `pnpm -r typecheck` passed before and after the rebase onto `origin/master`. - `pnpm build` passed. - The focused connector suite passed 285 tests after the rebase. - The full stable suite passed 5,790 tests and failed 22 tests across 8 general server files. The failures reproduced as shared-runner environment issues. They included `/tmp` versus `/private/tmp`, closed database connections, and invalid high ephemeral ports. The focused connection tests pass in isolation. ## Risks - Migrations add agent grant subjects and a durable connection-event inbox. Migration numbering and safety checks pass. - A raw GitHub user token enters the agent process for Git and `gh`. Per-tool Ask-first controls cannot limit those shell operations. The UI warns users about this boundary. - GitHub App user tokens can be non-expiring. Paperclip performs a continuity check every 30 days, but provider revocation still requires a reconnect. - The webhook path accepts only signed and bounded payloads. It stores a minimal normalized record and no raw provider payload. - GitHub repository permissions remain authoritative. Removed access can make a cached repository count temporarily stale, but runtime access fails immediately. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, `gpt-5.6-sol`, extended reasoning, tool use, code execution, browser control, and multi-file repository editing. The context window size was not provided. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-04 18:02:52 -05:00
DottaandPaperclip	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>	2026-08-29 12:08:32 -05:00
DottaandPaperclip	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>	2026-07-21 15:16:26 -05:00
DottaandPaperclip	cfa5e0704e	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>	2026-07-14 14:22:39 -05:00