1136 Commits

Include renames

Author	SHA1	Message	Date
DottaandPaperclip	1be8502f27	fix: preserve Codex runner intent and private eval evidence ... Retain native setup links and built-in settings, record explicit runner choices, and qualify native/legacy skill fixtures. Keep full grading artifacts private while projecting safe first-task summaries. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-09 10:51:10 -05:00
DottaandPaperclip	38199ea8e6	fix: preserve Codex policies and credential refresh during setup ... Restore actor guards before runner resolution and gated experimental provider access. Keep existing legacy fixtures explicit and synchronize documentation anchors. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-09 10:12:15 -05:00
DottaandPaperclip	0a82004bd0	fix: scope Codex runner defaults to the selected environment ... Preserve explicit native profiles on unqualified hosts, expose truthful discovery and recovery states, and qualify creation fixtures on Linux without changing existing agent execution. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-09 10:12:15 -05:00
DottaandPaperclip	aa879604ae	feat: default new Codex agents to the qualified Paperclip Runner ... Resolve creation intent across onboarding, hires, imports, and the UI. Preserve existing execution and qualify automatic defaults for shipped Linux x64 artifacts. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-09 10:12:15 -05:00
DottaandPaperclip	57e977be72	feat: integrate Pi 1.0 into the experimental Runner (#14921) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - The experimental Runner owns provider processes and durable sessions. > - Pi needs working task execution and human controls. > - The five-PR stack must preserve changes already on master. > - Each layer now carries the complete integrated source for a safe sequential fallback. > - This PR belongs to native GitHub stack #15602, ending at #14956. ## Linked Issues or Issue Description Refs #14436, #14631, #14743 and #14956. Ship Pi 1.0 through the experimental Paperclip Runner. The five PRs are #14921, #14922, #14923, #14924 and #14956. The user authorized the complete merge after checks pass. Existing `pi_local` execution is unchanged. Accounting and wider provider/platform qualification remain deferred. ## What Changed - Recover missing final replies after workspace finalization changes owners, using accepted-turn evidence without rerunning work or granting external-chat publication. - Preserve the admitted Pi instruction root across warm runs, while retaining changed-root rejection. - Give Pi a bounded 15-second default shutdown grace so stop, drain acknowledgement and durable suspension can complete. Explicit deadlines and other providers retain their existing behavior. - Integrate the Pi 1.0 runtime and master contracts. - Use Pi profile 22. Preserve explicit caller-selected models and exact native thinking levels. Keep Pi's wrapper, helper, extension and question/control behavior unchanged from the qualified profile-19 runtime. - Preserve master's Dot lifecycle and consent fields, configured task environment, status guards and current Codex/Claude dependency versions. Cursor stays qualified. Copilot stays pending; profile 17 binds the changed shared protocol validation sources. - Exclude general AWS IAM credentials from Pi static/custom provider bindings and selected task projections; preserve the provider-scoped Bedrock bearer key. Profile 21 is retained as historical provenance. Rust and cloud install probes use the current declaration. - Patch bundled brace-expansion 5.0.9 to the exact official 5.0.12 payload. Pin the patch and complete runtime closures. Include the patch in normal installed setup tooling. Keep the upstream Pi shrinkwrap as provenance and permit only this exact security correction. - Include current attestation files in the Docker build context. Keep the repository lockfile unchanged from master. CI and private image builds resolve manifest changes before their frozen installation. ## Verification - Full local `pnpm -r typecheck` passes, including Runner Rust, server and UI. Focused integration checks pass: 194 Runner admission/environment tests, 63 profile/credential tests with one expected skip, 152 Dot/UI configuration tests, and Pi transcript/notice tests. - Full local `pnpm build` passes on the final source. - Fresh final-source checks pass: all 698 Rust workspace tests (32 binaries), 156 credential/profile/controller tests with one expected skip, Runner TypeScript typecheck, and 20 package/setup/sandbox tests. - The profile-21 Pi materializer passes on the native host with the official pinned Node 24.21.0 and its npm. It verifies all 150 locked packages, the patched dependency and the exact closure. Setup/package bundle tests and UI token gates pass. - The old hashes were reproduced for all three supported targets before calculating the patched graph. New closure hashes are darwin-arm64 `282022db10150c6632b3444df421342e7d534bdf5d5fb1097a2e79d0625a2bcf`, darwin-x64 `64e251e19009f755c0b04f73ce2138246faab71a961b0f13d75ebfcc34bef12e`, and linux-x64 `713b1fdff42fb56a1518bdc084f181d70bee8ebadc3e4b1d76321ed9108c8410`. Independent native platform execution is separate from graph identity reproduction. - Historical cloud qualification remains unchanged: all seven core cases pass on shipping source `10dc43c9ec65d88c2f782d62afb296d09494f215`, harness `1a4408a48cfb5a1f094a311141c257c92cd7a893`, image `sha256:5b3a775b383591bda1b0c1889e509acc70ce7f37c53f09733c81d59037f02280`, and accepted Sonnet 4.6/low fixture. All 215 canonical files and all seven cleanup checks pass independent verification. These are profile-19 results and are not relabeled as fresh profile-22 runs. - Current Pi digest: `sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`. [The readiness plan](https://github.com/paperclipai/paperclip/blob/codex/pi-production-readiness/doc/plans/2026-10-02-pi-production-readiness.md) preserves campaign and failed-attempt provenance. - Merge only after every PR's current-head CI and fresh review pass. Linux CI covers the full suites, build and browser tests. The local embedded Postgres API-authority suite cannot start on this macOS/Node 26 host, so Linux CI must confirm that suite. ### Fresh profile-22 core qualification — 2026-10-08 All seven accepted core cases pass canonically on Pi profile 22, with `openrouter/anthropic/claude-sonnet-4.6` and native-confirmed low thinking. This model is a fixture; production accepts the caller's explicit Pi provider/model. Runtime/install source: `3241a992f2a7703e59e97ed0fd3e5d6405de4401`. Frozen accepted harness: `1a4408a48cfb5a1f094a311141c257c92cd7a893`. Immutable cloud image: `ghcr.io/paperclipai/paperclip-daytona-runner@sha256:506f22db7edd78f37c0c40bec1cc084af1850455026dbf467194bfbb8fcef141`. Pi digest: `sha256:e92078bee3c23bec4100aa589013a44613d054cd686826534025d8019e9f39a9`. [Hosted Linux image and clean-install verification](https://github.com/paperclipai/paperclip/actions/runs/37868328023) passes, including all 20 source-bound archives, normal CLI/Pi setup, companion import and the production pack reader. This exact installation source includes the latest master integration and the corrected Pi warm instruction-root fence. Full local typecheck/build and current-head hosted CI verify the final stack. All 13 focused real-root regressions pass. The full local executor suite passed 662 tests; 15 database tests could not start the Mac embedded PostgreSQL service. Hosted Linux CI passes the full required verification and E2E checks. These fresh results keep their own source identity; profile-19 results remain historical. | Core path | Canonical campaign | Retained archive SHA-256 | | --- | --- | --- | | File edit, validation, download and Done | `pi-core22-replyfix-0-1791511228` | 23 files; `a473e8603a3dd4737863291f8d3d1e392391f0b16d433c3e0e0e9d8baf7a97b0` | | Pending question and controller restart | `pi-core22-replyfix-1-1791511376` | 33 files; `6b829c4eb74e1f32a89c692a4ae7130dbfc1c6d3cf13915effe2103d9e242c8e` | | Three-turn session/process/workspace continuity | `pi-core22-replyfix-2-1791511587` | 23 files; `7a87021f8f9a3fdd3c58bb4467f8d82c635e3ea4795d6e75f144d9aa14818df8` | | Four typed questions and browser reconnects | `pi-core22-replyfix-3-1791511881` | 42 files; `9e31755252be1f4f9cb0626c984c142d4d1ae5f5bee3a7af08444db8d12c280a` | | Plan approval and completion | `pi-core22-replyfix-4-1791512031` | 22 files; `a0383ce1aab38e7b5a25ce0e9dd3bebea5c037ebd96ae6b29dae19015da2ae2c` | | Same-turn steering and permission denial | `pi-core22-replyfix-5-1791512261` | 39 files; `c929b8c7070f0b66aedc17e65ca46e6beab1e363926ac9f7e2a75fb250f05949` | | Stop during pending permission | `pi-core22-replyfix-6-1791512390` | 33 files; `7f0a58ae0f4d5bfc76149435f4e322537089c5bd16e7ffe9b5ad71f10a621a07` | All 215 canonical files (28714587 bytes) are independently hash-verified. All seven cleanup grades pass, with no owned runtime process or temporary root after each case. Automatic retries are zero. The owned cloud host stopped normally after retention. The prior profile-22 warm attempt remains failed and separately retained: archive SHA-256 `1e54eba5ec72b50cee1534b23d1d1d4f21a090006b8a64501ba70db972abfde5`. Its original canonical classification is preserved. Diagnosis reproduced a product bug comparing an agent-files root against an unset checkpoint-only field. The fix stores the admitted physical root separately from the adopted per-run collection capability. The real-root regression fails before the fix and passes afterward, including rejection of a changed physical root. Fixture, grader, model and all seven accepted case IDs are unchanged; this fresh campaign tests final-reply publication after file registration first. The intermediate restart attempt also remains failed and retained: archive SHA-256 `5dcaefdf1d17cf4cd54fd4cf810f45e736667392339b8ce7caf08bb4e225277f`. Its original canonical classification is preserved. Pi resumed, wrote the verified answer and completed its task; exact runner suspension was proven, but idle stop consumed about 5.2s and left under 3s for the drain acknowledgement. The Pi-only default shutdown grace is now 15s, preserving a full 5s drain round trip and a finite suspension reserve. Explicit caller deadlines, other provider defaults, literal drain receipts and exact suspension identity checks remain unchanged. The timing regression fails before this correction and passes afterward; all 18 focused settlement tests and Runner typecheck pass. The final-source file attempt is also preserved as failed (`candidate_failure`), archive SHA-256 `db6767b6773ea618997927ac77bdb005a5ac81492c7b9c0ffbc900449f829bc9`. Native edit, validation, exact downloadable artifact and Done/succeeded all passed, and the exact final reply was durably recorded. A workspace recovery owner completed before the live heartbeat reached presentation, leaving that reply absent from task chat. Recovery now materializes only a completed final reply from the accepted turn of an ordinary internal Done task, preserving issue/run/contract binding, suppression, external-chat authorization and same-run deduplication. The database regression covers the generated file-preparation receipt, suppression, unapproved external continuation and replay. Server typecheck and all 49 response-selection tests pass; hosted Linux verifies the database regression because embedded PostgreSQL cannot start on this Mac. The delayed-final-answer database regression passes on [the final root-source Linux server shard](https://github.com/paperclipai/paperclip/actions/runs/37868262553/job/113628594152), alongside 1,108 passing tests. The first root Runner shard had one unchanged durable-resume test exceed its 5-second timeout; the identical top-source shard and the isolated exact test passed. One rerun of that failed job and its required aggregate passed without source or test changes. The original failed job log and the single-rerun receipt remain retained. ### October 9 merge verification Current merge head: `5a8fe63512a7166aaef5cf50065a25008aa8b44b`. All current-head checks pass, including `ci / verify` and `ci / e2e`; exact-head Greptile review is 5/5 with no unresolved threads. Current master conflicts are resolved. The user authorized the maintainer override of the code-owner review gate after these checks. The seven retained live core cases remain bound to source `3241a992f2a7703e59e97ed0fd3e5d6405de4401` and its recorded cloud image. ## Risks - The security correction changes the dependency closure and profile identity. Old sessions must reopen on the new profile. Exact identities and credential bindings fail closed. - The runner remains experimental and requires explicit selection. Legacy Pi Local is unchanged. Caller model IDs pass through; the E2E model is a fixture. - Accounting and the broad platform/provider matrix remain deferred. This merge does not publish a release or deploy a service. ## Model Used OpenAI GPT-6 through Codex assisted with reasoning, repository inspection, editing and tool use. The exact serving ID and context window are not exposed in this session. Final live qualification uses Pi 1.0.0 with `openrouter/anthropic/claude-sonnet-4.6` and native-confirmed low thinking. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 08:56:41 -05:00
DottaandPaperclip	2b688a8fe3	feat(connections): add verified MCP providers and setup fixes (#15621) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give agents governed access to external tools. > - Several provider MCP servers lacked a supported catalog entry or failed during setup. > - Real browser tests identified specific registration, session, and form defects. > - This pull request adds seven catalog entries and fixes the shared paths used by eleven verified providers. > - Users can connect these providers through the existing Apps flow and control each action. ## Linked Issues or Issue Description **What existing behavior does this improve?** The Apps catalog and remote MCP setup, discovery, and action tester. **Subsystem affected** Shared app definitions, the server tool services, and the Apps UI. **Current behavior** Seven providers lack a catalog entry. Airtable can select an advertised client-metadata flow that fails. Calendly rejects the registration name. Tavily needs an initialized session before a call. Firecrawl exposes invalid defaults for optional nested form objects. HTTPS setup can display a callback that differs from the server callback. **Proposed behavior** Add Calendly, Exa, Firecrawl, GSC Wizard, Parallel Search, Tavily, and Windsor.ai. Preserve Airtable, Linear, Make, and PostHog. Use reviewed provider options through the shared MCP and OAuth paths. Display the callback supplied by the server. Omit untouched optional object inputs. **Reason and benefit** Eleven providers passed bounded reads through the real Paperclip browser action tester. This PR includes that verified set and its required shared fixes. Unfinished providers remain outside this change. AgentMail keeps its existing integration. **Breaking changes** No database migration. Existing OAuth credentials and action policies keep their ownership and access rules. Airtable's reviewed method re-registers a retained client-metadata binding through DCR. Tavily's reviewed method initializes sessions before dispatch. The existing customer, managed, and Vercel OAuth gateway paths now refresh on upstream 401 and return `oauth_refreshed_retry_required` (409), requiring an explicit caller retry. They do not replay the rejected call automatically; the next invocation initializes a fresh credential-scoped session when required. Related catalog work: #15545. This branch preserves current master catalog entries and does not add another Google Workspace integration. Open and closed provider PRs and public MCP issues were searched. No duplicate for this verified set was found. The change extends the shipped Connected Apps roadmap item. ## What Changed - Add seven catalog entries with official provider branding and reviewed permissions. - Update Airtable, Linear, and Make metadata and show Make in Apps. - Add authoritative provider source overrides that use the existing generation and review checks. - Add the reviewed Airtable DCR option and compatible Calendly registration names. - Initialize Tavily sessions before discovery and calls, including retained connections. Keep credential-scoped session caching and single call dispatch. - Use the server's callback URL in the OAuth setup UI. - Omit untouched optional object defaults; keep supplied empty strings, false, zero, and object values intact in the action tester, with strict required-child validation. - Require an explicit retry after OAuth refresh instead of replaying a tools/call with missing session headers. - Record all eleven successful reads, write policies, auth-method limits, and qualification caveats. Omit credentials and private account data. - Find chat connector cards through catalog search in browser tests, so pagination does not hide Slack or other later entries. ## Verification - Real browser qualification: eleven bounded reads passed. Catalog refresh and reload proof are recorded in `doc/connections/verified-mcp-qualification-2026-10-08.md`. - Provider writes and actual agent-adapter sessions were not run. Alternative documented auth methods and expiry refresh remain unqualified. - `pnpm -r typecheck`: passed. - `pnpm build`: passed. - Focused shared/catalog tests: 41 passed. Source override tests: 3 passed. Catalog regeneration fixture suite: 9 passed. Latest form regression suites: 31 passed. Gateway suite: 38 passed. Other focused UI suites passed before these last fixes. - UI token gates and both token sync checks: passed. - The catalog regeneration fixture includes the authoritative provider overrides; its full suite passes. The focused OAuth socket case passed on isolated rerun. - Complete local UI suite: 7,866 passed. CLI suite: 511 passed, 6 skipped. Complete shared suite: 892 passed. - The unchanged AgentMail/ClickUp discovery fallback suite passes all 45 cases. An OpenAI login test passed on isolated rerun. - Local broad database coverage is limited by macOS PostgreSQL shared-memory exhaustion (`shmget: No space left on device`, not disk space). The broad run was interrupted after diagnosis; no host settings or other running services were changed. - CI found that the Slack browser test assumed its catalog card was on the first page. The test now uses catalog search; the Slack case passes locally. Adjacent GitHub and iMessage cases could not start locally because embedded PostgreSQL initialization failed before browser assertions. - Final commit [`febe4520e`](https://github.com/paperclipai/paperclip/commit/febe4520e13d4b3a4121eafc3d22540c2b11379d): all 54 checks passed, with none pending or failed. [CI run](https://github.com/paperclipai/paperclip/actions/runs/37847182065) passed typecheck, build, all general and serialized test suites, all eight browser shards, runner checks, canary dry run, and the aggregate verification gate. - Greptile reviewed that exact final commit at 2026-10-08 21:33 UTC and returned 5/5 with no outstanding findings or unresolved threads. - PR UI preview against the existing local test server: Calendly catalog/setup observed; Firecrawl read passed after expanding More options with nested optional inputs untouched. This retest proves frontend behavior, not the revised OAuth backend against a live provider. <details> <summary>Browser evidence</summary>    </details> ## Risks - Provider registration and consent behavior can change. Airtable's DCR option is explicit and keeps the existing issuer, resource, redirect, and PKCE checks. - Tavily uses initialized sessions without automatic call retries. After a successful OAuth refresh following 401, callers now receive a retry-required result. A later explicit retry can still require reauthorization if the provider rejects the refreshed token. Provider writes are not live-qualified. - Optional object cleanup affects the shared action tester. Regression tests cover absent objects, required children, defaults, and populated values. - GSC Wizard's underlying Google data scopes and Google flow completion were not independently verified. Its account reported paid/trial metadata of unknown origin. No purchase was performed. - No database migration, new AgentMail integration, or change to existing action grants is included. ## Model Used OpenAI GPT-6 through Codex assisted with implementation, research, tool use, and code execution. The root backend model ID and context window are not exposed in this session. The cheaper subagents used OpenAI `gpt-6-luna`. No model context size is inferred. ## 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 — targeted checks and complete UI/CLI/shared suites passed; the broad local database run was blocked by the macOS PostgreSQL startup limitation documented above. The full database/workspace suite passed in CI. - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-09 08:10:46 -05:00
DottaandPaperclip	2b4a1d7073	feat(dot): add guided invitations and persistent agent connections (#15581) ... Add guided external-agent invitations with live Dot connection checks and ongoing access until revoked. Keep expired credentials invalid and enforce permissions for private avatar uploads. Preserve Runner recovery and remote launch boundaries. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-08 16:26:41 -05:00
Devin Foley	53105d5830	feat(apps): add Gauge connection (#15596) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents reach external services through the Apps catalog. Each catalog entry is a reviewed `AppDefinition` that connects a provider's hosted MCP server to Paperclip's shared vault, grants, policies, gateway, and audit trail. > - Gauge (`withgauge.com`) measures how AI answer engines mention and cite a brand. Its hosted MCP server also gives SEO, analytics and ads reports, and runs a content pipeline that can publish to a connected CMS. > - Gauge is not in the catalog. Operators must use the generic "Connect your own MCP server" flow. That flow has no branding, no organization guidance, and no warning about live CMS publishing. > - The connector playbook supports this provider with existing definition fields. The server supports dynamic client registration with a reviewed `mcp` scope, and it accepts an organization API key as a bearer header. > - This pull request adds the Gauge definition, its artwork, the research and permission-review ledger rows, documentation, and deterministic tests. > - The benefit is a branded, governed Gauge connection with browser sign-in, an API-key option, and a clear publish warning. ## Linked Issues or Issue Description **Problem or motivation** Marketing and growth teams use Gauge to track their brand in AI answers and to run content workflows. They want their Paperclip agents to read visibility, keyword and traffic data, and to prepare content. Gauge is not in the Apps catalog. Operators must paste the MCP URL into the generic remote-MCP flow, which gives no branding, no method guidance, and no warning that content tools can publish live. **Proposed solution** Add a catalog-only Gauge connection built from the connector playbook. Browser sign-in uses Gauge's dynamic client registration and requests only the reviewed `mcp` scope. The user selects one Gauge organization on the consent screen. An optional method sends a customer-created organization API key as an `Authorization: Bearer` header. Both methods warn the operator to set publish actions to Ask first. Every discovered tool stays governed by the normal per-action policies. **Alternatives considered** A plugin was not needed because no custom UI, tables, workers, or webhooks are involved. The identity scopes that Gauge also advertises (`openid`, `profile`, `email`, `organizations`) are not requested, because Gauge selects the organization on its consent screen. A Gauge-specific `classifyRisk` rule was not added, because the tool names cannot be seen without an account. The generic rule already classifies `publish`, `create` and `update` tools as writes. **Roadmap alignment** This extends the existing self-serve remote-MCP connection catalog and does not overlap planned core work. ## What Changed - Added the `gauge` provider to `scripts/ingest-app-definitions.mjs` (category `analytics`, API-key placement, guidance, warnings, description) and regenerated `packages/shared/src/app-definitions/gauge.json` and the generated registry. - Added the Gauge row to the self-serve MCP research ledger with `dcr_or_api_key` auth and risk tier S3. - Added permission reviews for `gauge/mcp-oauth` (explicit scope `mcp`, from Gauge's live authorization-server metadata) and `gauge/mcp-api-key` (provider key), with evidence links. - Added Gauge's mark (`ui/public/brands/apps/gauge.png`, the avatar of Gauge's official GitHub organization) and the brand manifest entry. - Added gallery copy for the Gauge card. - Added `doc/connections/GAUGE.md` (endpoints, scopes, administrator setup, capabilities and policy, manifest, brand provenance, validation hook) and linked it from the connections README and the permission audit. - Tests: Gauge definition shape, store visibility and artwork, URL recognition, reviewed scope, bearer-header placement, the connect form's sign-in default and API-key gating, and the pinned catalog counts. ## Verification - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts packages/shared/src/app-definitions-url.test.ts ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx ui/src/lib/app-brand-assets.test.ts ui/src/pages/apps/AppLogo.brand-assets.test.tsx server/src/__tests__/tool-access-service.test.ts` — 738 passed. - `node scripts/check-app-brand-assets.mjs` and `node --test scripts/app-brand-validation.test.mjs` — passed. - `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter @paperclipai/server typecheck`, `pnpm --filter @paperclipai/ui typecheck` — clean. - `node scripts/ingest-app-definitions.mjs --definitions-only` produces no Gauge drift. - Manual: on a local instance, open Apps → Browse and confirm the Gauge card and icon. Open `/apps/connect?source=gauge` and confirm that sign-in is the default and that the API-key method is under Advanced. - Live metadata probe on 2026-10-08: an unauthenticated `initialize` on `https://app.withgauge.com/mcp` returns 401 with `resource_metadata`. Both `.well-known` documents return the recorded endpoints and scopes. Dynamic client registration succeeds. The authorize endpoint accepts `scope=mcp` and rejects an unknown scope with HTTP 400. ## Risks - Low risk to existing providers: the change is additive catalog data plus tests. The generated registry only gains one import. - Gauge content tools can publish to a connected CMS, including live, and a bulk keyword update replaces each prompt's keyword list. Both methods warn the operator, and the API-key helper text tells operators to set publish actions to Ask first. - Gauge API keys are not scoped and reach the whole organization. Paperclip cannot narrow an issued key. - The permission-review ledger records live proof for both methods as not run. The lifecycle checklist in `doc/connections/GAUGE.md` still needs a documented pass with a Gauge organization. > 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 - Claude Opus 5.5 (`claude-opus-5-5`, 1M context) in Claude Code, with tool use (shell, file editing, web research). ## 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	2026-10-08 12:37:06 -07:00
DottaandPaperclip	d6df12cef6	fix(ui): add icons to chat connection choices (#15574) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connectors let people chat with agents and let agents use external tools. > - Slack setup asks the user to choose between those two uses. > - Both choices currently use text alone. > - This pull request adds an agent avatar and a hammer to the shared chooser. > - The icons help users identify each choice at a glance. ## Linked Issues or Issue Description **What existing behavior does this improve?** The chat-or-tools choice in connector setup. Related setup work: Refs #15413. **Subsystem affected** ui/ — React board UI and Storybook. **Current behavior** Both choice cards show a title and description with no identity icon. **Proposed behavior** Show the existing agent avatar beside chat. Show a hammer beside tools. Align both icons and keep the existing navigation. **Reason and benefit** Users can tell the two choices apart with less reading. **Breaking changes** None. The shared chooser applies the icons wherever that choice appears. Only Slack currently offers both paths in the catalog. Other chat-only providers keep their direct setup path. ## What Changed - Add the shared agent avatar to the chat choice. - Add a decorative hammer icon to the tools choice. - Add desktop and mobile Storybook stories that render the production page. ## Verification - Token gates pass. - Focused catalog, routing, and UI contract tests pass, including the new chooser accessibility and navigation test. - Checked the production chooser in Storybook at desktop and mobile widths. - Local repository typecheck, build, and Storybook build pass. - All 56 checks pass on commit `0f0673f1bb5cd340084f3a5229983da049f1c8db`, including the full CI test suite and browser shards. Greptile reports 5/5 with no findings. - Started the full local test command. Stopped that duplicate run after the full CI suite passed. The focused local tests completed successfully. - In Storybook, open Connections → Slack → Automatic setup → 00 · Choose connection. The mobile variant is in the same group. ## Risks Low risk. This changes card layout and decorative images. Existing button text, click handlers, credentials, and permissions stay the same. The avatar is generic because the user has not selected an agent yet. ## Model Used OpenAI GPT-6 through Codex. Used code inspection, edits, shell tools, and browser tools. The session does not expose the exact runtime model ID or context window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-08 09:41:46 -05:00
DottaandPaperclip	d66acb7ac1	feat: automate Slack bot app setup and installation (#15413) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connectors give each agent a customer-owned bot and task-backed conversations. > - Manual Slack setup requires app creation and copying durable credentials. > - Operators need a shorter setup that an assisting agent can use safely. > - This pull request creates the app through Slack's Manifest API and installs it through OAuth. > - Durable registration state supports recovery without creating another app. > - A four-screen wizard, automatic avatar upload, and OAuth account linking reduce setup work. > - Connector settings and per-turn tool guidance support daily use after installation. ## Linked Issues or Issue Description **Subsystem affected** Native Slack bot setup, company secret storage, chat connector management, and agent tool guidance. **Problem or motivation** New Slack bots require manual app creation and copying a signing secret and bot token. Interrupted setup can create duplicate apps. The setup and management screens contain unnecessary controls. Agents also need guidance for native questions, files, thread replies, and governed Slack actions. **Proposed solution** Use a temporary app-configuration access token to create a customer-owned app. Save durable secrets in the vault. Bind OAuth to the initiating actor, company, endpoint, registration revision, scopes, and configured origins. Preserve manual and existing-app recovery. Link the installing user's account, send a welcome DM, and advance from saved server evidence. Keep request-URL recovery instructions available if automatic connection detection waits. **Alternatives considered** The Slack CLI adds installation requirements. Socket Mode changes transport. A shared Paperclip-owned app changes app ownership. These alternatives are outside this change. **Roadmap alignment** This extends existing chat connectors and secrets capabilities. Related public work: #14037 and #13954 cover Slack MCP prerequisites and user OAuth. No duplicate bot-registration PR was found. ## What Changed - Share one reviewed manifest builder between automatic registration and manual setup. - Add replay-safe migration 0318 and company-bound registration state with vault references and uncertain-creation recovery. - Add registration, installation, callback, and resume APIs with short-lived, single-use OAuth state. - Save installation credentials before downstream checks and preserve bot identity constraints. - Reduce automatic setup to four screens. Keep advanced app details, manual recovery, and existing-app setup. - Upload the agent avatar with the Paperclip dark background. Link the OAuth installer's account and send setup DMs. - Show agent and connector-owner avatars. Simplify settings, access, and conversation screens. - Discover joined Slack channels and enable them by default. Start a task from a bare mention and admit same-thread follow-ups. - Refresh Slack tool guidance each turn. Add native-form, file, approval, and delivery regressions plus manual model probe definitions and sanitized acceptance records. - Update deployment/database docs, OpenAPI, redaction, removal cleanup, production Storybook stories, and provider browser tests. - Merge current master and move the registration migration after its latest migration without rewriting published commits. The completed Slack success view intentionally has a single centered **Done** action and no **Save & exit**, as explicitly requested by the product owner. `DESIGN.md` records this exception; unfinished setup steps retain the aligned wizard footer. ## Verification - Passed after the master merge: repository typecheck, full build, Storybook build, design-token gates, module-boundary gates, and migration generation. - Passed: all 352 focused Slack deterministic tests and all 14 affected provider browser tests. Browser tests use controlled provider fixtures and a separate throwaway instance. - Passed on current head `c5d01e0e2`: the complete GitHub test matrix (general server, chat, all workspaces, serialized server, and Runner), all eight browser shards, typecheck/release registry, build, canary dry run, security checks, and policy gates. There are 52 passing checks and no pending or failing checks. - Greptile completed on the exact current head with 5/5 and no actionable findings or open review threads. - Local repair verification passed 93 focused tests, including same-app reinstall after revocation and rejection of consent started before revocation, the AgentMail browser journey, and repository typecheck. Local build and Storybook build also passed. The redundant local full-suite rerun was stopped after the complete current-head CI matrix passed. - Real Slack setup and agent replies were exercised in the authorized isolated test drive during the setup iteration. - The ten additional model probes were attempted with legacy `codex_local`, `gpt-5.6-sol`: five passed, two failed, and three were partly verified. Native runtime is not qualified. See `server/src/services/connectors/slack/evals/2026-10-08-acceptance.md` for evidence and limits. - Passing model probes cover native forms, downloaded file bytes, bare mentions with thread replies, explicit posts/reactions, and saved approval denial. - The controlled uncertain-write probe found wrong delivery-check IDs. The canvas fallback attempt used an invented tool name. Search pagination/native search, a private-source denied-tool receipt, and distinct board/webhook origins remain unqualified. Reviewer path: enable Chat connectors, start Slack chat setup, select an agent, enter an app-configuration access token, and approve Slack installation. Send a message to the bot and confirm that setup advances to success. Inspect settings and allowed channels. See `doc/connections/SLACK-AUTOMATIC-SETUP.md` for deployment and recovery. ## Risks - Slack app creation has no provider idempotency guarantee. A timeout after dispatch stays uncertain until the operator checks Slack. - OAuth needs a stable public HTTPS board origin. Webhook ingress may use a separate configured HTTPS origin. Workspace policy can delay installation. - Migration 0318 can replay safely on instances that applied the earlier development migration. - OAuth installation now links the installer to the initiating Paperclip user. Identity checks and company access rules still apply. - Joined channels now enable bot responses by default. Linked-user authorization and per-action approval rules still apply. - Model behavior has the documented delivery-check and canvas fallback failures. A passing CI run does not establish that every model probe passed. - Removing the connection does not delete the customer's Slack app. No new first-party telemetry is added. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser verification. The runtime does not expose a more specific authoring model ID or context-window size. The live bot probes used OpenAI `gpt-5.6-sol` through `codex_local` in legacy mode. ## 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>	2026-10-08 06:33:31 -05:00
DottaandPaperclip	dd777f4b73	feat(dot): complete onboarding and expand governed Runner capabilities (#15414) ... ## Thinking Path > - Paperclip manages AI agents, their work, and their permissions. > - Paperclip Runner supplies the same admitted tool authority to each provider. > - The Dot provider in #15402 needs reliable onboarding and useful agent capabilities. > - An idle Dot could not start work, assign a human, read skills, or produce a workspace artifact. > - Pairing also relied on a second configuration save before ordinary admission could work. > - This pull request adds governed idle admission and shared Runner tools, and completes pairing atomically. > - Operators can test Dot with fresh data while keeping normal company, approval, budget, and run ownership checks. ## Linked Issues or Issue Description **Subsystem affected** Paperclip Runner, dedicated Dot MCP access, OAuth onboarding, experimental settings, and empty worktree startup. This PR builds on merged provider PR #15402. It reuses the merged MCP gateway from #14846 and assistant connection work from #14933 and #15380. **Problem or motivation** An idle Dot could see assignments but could not act on a conversation request until someone created a task first. Its Runner catalog could not assign tasks to humans or read pinned skills and workspace files. First-time OAuth discovery and pairing also needed browser fixes, and a completed pairing did not persist its binding reference on the agent. **Proposed solution** Keep Dot within the existing Runner. Admit a visible agent-authored intake task for idle requests. Add people, human assignment, cross-task, skill, and optional sandbox workspace tools through shared authority. Relay assigned app calls through the configured MCP gateway. Add lease renewal and follow-up references. Save pairing and its configuration revision atomically. Show prerequisites and provide a complete copy prompt. **Roadmap alignment** This extends the experimental provider in #15402. It uses the existing governed gateway, task model, skills, artifact path, and native Runner. It adds no separate execution subsystem. ## What Changed - Add a standalone OpenAI Dot agent choice with an independent experimental opt-in. It works with the general Runner option off. Require Assistant connections (MCP), authenticated sign-in, and public HTTPS for pairing. - Use Dot’s own option for company package import. Allow an unpaired Dot configuration to save after external billing acknowledgement; task admission still requires pairing. Prepare the shared dev binary for Dot-only opt-in. - Label saved Dot agents as OpenAI Dot. Use prerequisite-check copy in setup and runtime configuration. - Route Dot creation directly to pairing after explicit external billing acknowledgement. Hide local CLI, model, and harness setup for Dot. Preserve the shared Runner implementation and canonical API type. Other Runner providers still require their general opt-in. - Add an empty worktree option with fresh signing keys and no production data copy. - Fix public-client OAuth negotiation, discovery compatibility, and optional separate browser authorization origin. - Add one-use pairing consent preview, clear copied setup instructions, and atomic binding persistence and cleanup. - Add idle request admission with stable request IDs and normal scheduling, permissions, budgets, and task ownership. - Add identity and people discovery, human task assignment and reassignment, and authorized cross-task comments and documents. - Read assigned skill files from pinned manifests. Relay assigned app calls through the merged gateway without exposing credentials. - Add an off-by-default workspace bridge. Constrain paths and writes. Run commands in a deny-by-default OS sandbox with no network or injected credentials. Reserve mutations before effects and never blindly repeat uncertain work. - Add rolling lease renewal, task pagination, bounded operation limits, and deduplicated follow-up references without comment bodies in webhooks. - Add an off-by-default attachment reading setting. Restrict reads to files on the current assigned task. Verify size and hash, cache bounded verified copies per run, paginate text or binary bytes, and recheck live authority before returning. - Keep file grants operator-owned. Reject agent self-grants across configuration routes. Preserve attachment consent in create/import forms. Close generic API file bypasses while retaining current-run response snapshots and permitted uploads. - Keep provider limits explicit. Do not inherit a Dot binding, attachment permission, or workspace permission when hiring another agent. - Include the required Markdown format in cross-task document writes and validate the API title limit. Verify real creation and revision persistence. - Restrict command execution to Linux bubblewrap with descendant containment. macOS retains workspace file tools and artifact publishing, while refusing command calls. Explain the platform limit in setup. - Exclude Paperclip instance state from workspace files, uploads, artifact publication, and sandbox commands. Protect nested directories and case variants. Fail closed when the directory protection scan exceeds 4,096 directories. - Add static UI compression for slow public tunnels. Document setup, the complete tool inventory, and qualification limits. ## Verification - Merge preparation on `00ca2c75b` integrates merged base #15402 and master `fc6304dfe`. The ancestry commit preserves the reviewed follow-up source tree. The subsequent security fix excludes instance state from file tools, uploads, artifact publication, and sandbox commands. It preserves private task authorization and task monitors. It regenerates the combined tool catalog, seeded catalog digest, and protocol manifest. Workspace typecheck, full build, and UI token gates pass. All sixteen real Dot broker cases and 93 company import cases pass after the review fixes and creator-attribution test correction. The exported human-assignment catalog and Unicode page boundaries are also fixed. All ten catalog tests and nine workspace/skill bridge tests pass. All 35 workspace bridge and authority tests passed after the instance-state fix, including real macOS commands in that intermediate version. The subsequent document and descendant-containment fixes pass 44 focused tests across bridge, authority, and setup UI, with six Linux command cases skipped on macOS. Real cross-task documents pass the route validator and persist two revisions. macOS refuses command execution and does not advertise the tool. Full workspace typecheck and build, changed server/UI typechecks, and token gates pass again on the final commit. Greptile rates final head 00ca2c75b 5/5 and its completed check concludes success; all review threads are resolved. All 58 current-head checks are complete: 54 passed and 4 intentionally skipped. This includes full tests, typecheck, build, Runner, browser E2E, release verification, and Canary Dry Run. The older full local root attempt finished with 16,602 passes, 93 skips, and ten failures across two suites: it began before source edits and retained earlier imported implementations while loading later tests. Both suites pass a clean final-head rerun (25 passed, six Linux-only command cases skipped on macOS). This mixed-source full attempt is not a final-head full-suite pass; use the fresh CI evidence below. - Full workspace typecheck and build pass for the standalone Dot change on head `392d54f80`. UI token gates are clean. The full workspace typecheck passed before the final importer UI edit; the changed UI typecheck, build, and token gates pass again on the final commit. The server build passes for its unchanged final source. - Standalone selection, creation, settings, harness visibility, inventory, and runtime admission checks pass. OAuth onboarding and the real Rust/PostgreSQL broker suite pass 27 cases with the general Runner option disabled. Dot and MCP revocation still block pairing; other Runner providers remain disabled. Create, hire, conversion, and inherited-hire route regressions pass 68 cases. The runtime selection suite passes 20 cases. The setup UI suite passes 50 cases. Company import and dev binary checks pass 97 cases. Import UI checks pass 29 cases, including Dot-only selection, preservation of imported Dot agents, generic Runner fallback, canonical configuration serialization, and required billing acknowledgement. A read of the synthetic instance reports the native binary required with Dot enabled, the general rollout disabled, and no persisted native work. - The latest attachment, operator-consent, generic API file-guard, and bridge checks pass 80 tests. Cache and native lifecycle checks pass 550 tests; create/import builders pass 45 tests; attachment setup UI checks pass 16 tests. The real Rust/PostgreSQL Dot broker suite passes 15 cases. - Earlier authority, human assignment, pinned skill, confinement, cancellation, inheritance, onboarding, replay, OpenAPI, and gateway regressions pass their focused rechecks. Workspace writes reject concurrent stale hashes. - In the live empty test-drive, turn the general Runner option off and leave Dot and MCP on. Add agent shows a separate OpenAI Dot choice. Create rejects missing billing acknowledgement, saves the canonical Dot configuration, and opens pairing. The existing paired Dot remains ready and passes its prerequisite checks. No new plugin pairing was needed for this UI change. The final browser import preview keeps a Dot source agent as OpenAI Dot, falls back a generic Runner agent while its switch is off, and offers Dot independently. - Real Dot completed OAuth, signed MCP Events readiness, and an event-only assigned document task in an empty synthetic instance. Pairing saved its binding without a second configuration save. - Real Dot verified human assignment, cross-task comments and documents, pinned skill reading, sandbox commands, lease renewal, follow-up input, and a downloaded artifact whose bytes and hash matched its receipt. An idle conversation request created an intake, created a task for its human owner, continued after a definite missing-file read error, and finalized Done with exit code 0. - After operator approval, real Dot read a synthetic assigned-task attachment and wrote its file-only random proof into an agent-authored document. Its first test required accepting review because the existing document tool removed the final newline. - On head `2626c8f9b`, real Dot read a 13,849-byte synthetic attachment in two pages, used `expectedSha256` on page two, saved exactly its final random marker, verified readback, and finalized Done with exit code 0. A direct inbox check was required for this attachment qualification; it does not claim event-only delivery. - Previous head `392d54f80` passes all 55 checks (53 passed, two intentionally skipped), including the full test, typecheck, build, native Runner, browser, and release verification gates. Greptile rates this head 5/5; all review threads are resolved. - Head `2626c8f9b` passed all 56 checks: 54 passed and two intentionally skipped. This includes full typecheck, build, native Runner, server tests, serialized suites, browser E2E, and Canary Dry Run. The unchanged Cursor managed-runtime test exceeded its five-second deadline on the first attempt; its focused local suite passed all eight cases, and the single CI rerun plus dependent verify gate passed. - A prior full local serial test attempt reported 19 failures (16,141 passed, 88 skipped) and stopped before later wrapper groups. It began before the final source edits. Every failed suite has a passing fresh recheck; the macOS snapshot stress case passes alone in 227 seconds. The previous head `000fb9261` passed all 56 CI checks. PRs leave `pnpm-lock.yaml` unchanged; CI and the refresh bot own dependency resolution. ## Risks - Dot remains off by default. Its own opt-in does not enable other Runner providers. It still requires the MCP option; disabling Dot blocks new work while keeping existing recovery and saved bindings. - Dot requires a stable public HTTPS origin. Its base provider in #15402 is merged. Temporary tunnels are useful for testing but are not permanent deployments. - Idle intake creates a visible agent-authored task. It does not fabricate a human message or bypass ordinary admission. - Workspace commands require Linux bubblewrap with a private PID namespace; deployment qualification is still needed. macOS file tools and artifact publishing remain available, but commands are disabled because sandbox-exec does not contain detached descendants. There is no unrestricted fallback. Command protection fails closed above 4,096 workspace directories. The historical macOS command walkthrough does not qualify the current Linux implementation. - Provider model choice, token usage, cost, native thread control, and global external stopping remain unavailable. Known Paperclip budget gates still apply. - The workspace bridge and attachment reader are separate opt-in settings. Reading assigned task files sends their contents to OpenAI. Revocation prevents future reads but cannot withdraw bytes already sent. Files are read on request; automatic inbound attachment staging remains disabled. - An existing event registration can retain earlier instructions that prohibit extra tasks. Dot asked for permission before a second intake after the final event-only bootstrap; that extra no-nudge continuation is not live-qualified under that earlier registration. The later attachment qualification submitted normally through the composer. The revised onboarding prompt describes the new idle entry point, and its protocol polling path is tested. - OpenAI event delivery can be delayed; a webhook acknowledgement is not proof that Dot has begun work. - A running Dot can retain an old plugin catalog after tool refresh. Refresh and actual tool exposure must be checked before using new top-level actions. - Hosted and remote controller modes are not qualified. ## Model Used OpenAI Codex, based on GPT-6. The exact deployment ID and context window size are not exposed in this session. Capabilities used: reasoning, repository editing, code execution, test inspection, and browser control. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked existing issues or 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 (focused suites and all fresh failure rechecks pass; the earlier full attempt is disclosed above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 19:44:17 -05:00
DottaandPaperclip	fc6304dfe5	feat(runner): add experimental OpenAI Dot provider over MCP Events (#15402) ... ## Thinking Path > - Paperclip manages AI agents, tasks, permissions, and execution budgets. > - Paperclip Runner gives each provider the same admitted task and tool authority. > - OpenAI Dot runs outside the local process tree and needs asynchronous work delivery. > - The merged MCP gateway supplies OAuth consent and signed event delivery. > - A personal assistant grant cannot safely stand in for an assigned agent. > - This pull request adds a separate Dot agent connection and a durable Rust Runner bridge. > - The operator can assign work to Dot and inspect its accepted work, tool receipts, and result. ## Linked Issues or Issue Description **Agent or provider** OpenAI Dot, as an experimental provider of the existing Paperclip Runner adapter. **Why this adapter is useful** An operator can assign normal Paperclip tasks to an existing Dot. Dot can read its mailbox, request work on an assigned task, use admitted task tools, and submit a result. Paperclip keeps company scope, checkout, approvals, known budget limits, and activity attribution. **How the agent is invoked** A dedicated `/mcp/runner` OAuth resource pairs one Dot grant with one agent. A signed MCP mailbox event wakes Dot. Dot explicitly accepts the assignment. The Rust Runner owns the durable turn and operation receipts. The first release supports self-hosted instances with a local Runner controller. **Additional context** This extends the merged public MCP gateway from #14846 and the assistant invitation and device-consent work from #14933. This also integrates the merged assistant tool and configuration expansion in #15380. Dot retains its dedicated agent resource and cannot receive personal configuration permission. The public assistant connection remains a personal connection. ## What Changed - Add a durable Rust Dot provider and its TypeScript Runner driver. - Add closed PRP v3 external-provider operations and native execution input v6. - Add company-scoped pairing, mailbox, assignment, and operation records. - Reuse merged browser/device consent, client metadata verification, webhook admissions, refresh, secret rotation, and warm-standby gates. - Keep Dot scopes, issuer, grants, event workers, and tool access separate from personal assistant access. - Add Dot configuration, pairing, readiness, and consent UI. Keep agent grants out of the personal Connections entry. - Regenerate the Dot-only migration after master. Preserve published gateway migrations. Make the new migration safe to reapply. - Document setup, recovery, accounting limits, evidence, and remaining account qualification. - Reverify reconnect callbacks and wake outstanding work with a fresh mailbox reference; preserve the existing assignment and operation receipts. - Clean up Dot bindings and waiting runs on OAuth revoke and refresh-token replay. Old grants cannot revoke replacement bindings. - Restore the pairing reference when an unsaved agent form is reopened; document board-only pairing routes in OpenAPI. - Accept a clean Rust exit after the acknowledged shutdown receipt. Unexpected exits still require recovery. - Clear the cached binding after a successful revoke so a failed connection refresh cannot restore it. - Add production-component Storybook states and screenshots for pairing and connection review. All preview account data is synthetic. - Persist normalized completion, serialize Dot turns and durable work admission, and poll subscription readiness. - Serialize mailbox writes and cursor reads; retain paused fence acknowledgement without task authority. - Authorize admitted review runs without changing the worker assignee. Include the fenced assignment ID in production stop notices. ## Verification - This PR integrates master `4a8178e9c`. Dot migration `0317_messy_famine.sql` follows the published history and is safe to reapply. The merge preserves the reserved migration connection, batch-commit handling, private task checks, task monitors, and native accounting. - Local workspace typecheck, full build, and UI token gates pass. The server typecheck passes after the review fixes. Database and native executor regressions pass. - All twelve real Rust/PostgreSQL Dot integration tests and twelve Dot driver tests pass. The tests cover native document writing and finalization, durable replay, queue admission, mailbox ordering, admitted reviews, stale authority, production stop references, and paused acknowledgements. - Current head `d0e7e0626` passes all 57 checks: 53 pass and four are intentionally skipped. This includes full typecheck, build, tests, Rust Runner verification, browser E2E, release verification, and Canary Dry Run. Greptile rates this exact head 5/5. All review threads are resolved. - The full local root test run is slower than the sharded CI run and has not completed. The full CI test gates pass on the current commit. Focused local regressions pass. - Real-account pairing and event delivery on this base commit remain unqualified. Live account and setup proof are recorded in the follow-up #15414. The following screenshots use synthetic preview data. They show the production pairing component and do not qualify a real account or the full agent setup journey.   ## Risks - This base adapter uses `PAPERCLIP_ENABLE_OPENAI_DOT=1` plus Public MCP and Paperclip Runner. The separate experimental-settings follow-up in #15414 replaces this environment flag with saved operator settings. - Dot does not expose provider token usage or cost. The operator must acknowledge external billing. Known Paperclip budget gates still apply. - Cancellation fences Paperclip authority. It does not confirm that Dot stopped all external activity. - Assigned skill files and third-party MCP bindings are unsupported and reject admission. There is no mounted workspace, model selector, or provider thread identifier. - Hosted agent-broker and remote controller deployments are not qualified. - The new migration follows the merged master history. Existing prototype databases still need the normal master migration history before this Dot-only migration. ## Model Used OpenAI Codex, based on GPT-6. The exact deployment ID and context window size are not exposed in this session. Capabilities used: reasoning, repository editing, code execution, and test inspection. ## 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 #123` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub references) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 19:11:50 -05:00
DottaandPaperclip	a7a244ab33	feat: add company decision models with permission and cost controls (#15473) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Optional product features need small, typed model decisions. > - Each company needs to choose which shared API connection pays for those decisions. > - Calls must retain user and task permissions, budget limits, and cost attribution. > - This pull request adds a managed decision service, setup UI, and request history. > - Features can check availability cheaply and keep their existing behavior when decisions are unavailable. ## Linked Issues or Issue Description **Subsystem affected** Server services, shared contracts, database accounting, Company Settings, and Costs. **Problem or motivation** Paperclip has no common decision-model service. Adding provider calls within each feature would duplicate credential access, permission checks, and billing rules. **Proposed solution** Let a connection manager configure one company decision model. Support OpenAI Decisions and Jev through OpenRouter. Provide a fixed setup test and metadata-only history. Default company-sponsored background decisions to on during setup, and preserve a saved off setting. **Alternatives considered** Per-feature credentials would duplicate existing connection management. Personal overrides and provider fallback chains add permission and billing complexity; they remain deferred. **Roadmap alignment** Reviewed ROADMAP.md and searched open PRs. This extends existing connection access and budget accounting. Product features that call the service remain outside this change. No matching decision-model service PR was found. ## What Changed - Add company settings, an internal `decisionModelService`, local availability checks, and trusted human, agent/run, and system contexts. - Pin Vercel AI SDK provider dependencies and adapt boolean, choice, and ordered-score decisions for both providers. Bound requests and time; disable paid retries. - Add durable invocation metadata and agentless decision ledger charges. Preserve fractional cents, pricing evidence, dispatch identity, and unresolved billing holds. - Share the company accounting lock and apply company, agent, and project budgets. Settle charges once, retain unknown holds, and recover interrupted calls without resubmission. - Reuse connection setup and management UI. Add a Decisions view under Costs, production-component Storybook coverage, database migration, and service documentation. ## Verification - Passed 166 current-code tests covering the decision service/provider, setup component, Costs, OpenAPI, and every failure from the earlier broad run. Coverage includes native SDK wire formats, refusals, billed malformed responses, permission and secret-rotation races, identity changes, concurrent budget admission, unresolved holds, agent/task deletion, and stale setup feedback. - Passed 170 existing connection, cost, budget, heartbeat-accounting, and profile regression tests. - Passed repository typecheck, production build, and design token gates after integrating master. Verified the generated migration on a fresh test database and upgraded the populated preview database from the branch's earlier migration without losing settings or usage. - Ran the required full `pnpm test:run`: its general phase completed with 16,354 passed and 10 failures across five files while this branch was still being updated. Every reported failure passes in the current-code rerun; the serialized phase did not run after that failure. The full GitHub CI suite passed on `b1b856a88`: general and serialized tests, browser shards, runner checks, typecheck, production build, packaging/canary, and policy gates. [CI evidence](https://github.com/paperclipai/paperclip/actions/runs/37673106360). - Passed the full-shell Storybook setup-to-history interaction test again after integrating master. Greptile rates the final revision 5/5 with zero unresolved threads. - Walked through the running app: empty setup, add each provider, save, reload, run all three sample questions, inspect fractional charges in history, switch provider while sponsorship is off, disable, and reconnect. Checked mobile settings. These tests used the actual UI, vault, server, SDKs, and database with simulated upstream responses. - Live paid setup tests remain unverified: this environment has no authorized OpenAI/OpenRouter credentials available. No mocked test is presented as live provider evidence. Reviewer journey: Company Settings → General → Decision model. Add/select a shared API connection, save, run the billed sample, open View usage, then disable decisions and verify Run test is disabled after reload. ## Risks - The SDK decision interface is experimental. Pinned versions and wire-format tests limit upgrade drift. - The migration allows agentless service charges and reservations. Existing agent cost-reporting APIs still require an agent, and decision receipts stay separate from run reconciliation. - Timeouts can have unknown provider charges. Holds remain until an audited accounting correction resolves them. - OpenAI prices use a versioned Decisions rate snapshot; OpenRouter costs use provider receipts. Unknown pricing is retained as unknown. - A configured company authorizes background spending by default. Setup explains this, and managers can turn it off. - Live provider account/model availability still needs the two credentialed acceptance checks. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository inspection, code execution, and browser tools. The exact serving revision and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 15:53:13 -05:00
Devin FoleyandPaperclip	572cec0344	fix(ui): present missing costs as an informational notice (#15459) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Costs dashboard shows spending and gaps in cost data. > - Historical usage can have token counts without a recorded price. > - The red notice implies that the user must fix those records. > - This pull request shows the missing costs as a neutral note below the totals. > - Users can see the limit of the totals without a false call to action. ## Linked Issues or Issue Description Refs #14997. **What happened?** The Costs dashboard shows a red notice when a selected period contains usage without prices. It also shows “0 runs await accounting” when no runs are pending. Historical pricing gaps can therefore look like current errors that need cleanup. **Expected behavior** Show a neutral explanation below the totals. State that totals include only known costs. Show pending runs separately and only when the count is positive. **Steps to reproduce** 1. Open Costs for a period with unpriced usage and no pending runs. 2. Observe the red notice above the totals. 3. Apply this change. Confirm that the notice is muted and below the totals, with no zero-count pending message. **Paperclip version or commit** Reproduced on master after #14997. **Deployment mode** Board UI in both the embedded Activity page and the standalone Costs page. ## What Changed - Move the cost-data notice below the summary tiles and use the muted text token. - Explain unavailable prices with “Totals include known costs only.” - Separate pending runs from missing prices. Omit zero counts and use singular or plural copy as needed. - Update the existing UI tests for both page variants, including missing-only, pending-only, and fully accounted states after refresh. ## Verification - `pnpm --dir ui exec vitest run src/pages/Costs.test.tsx`: 21 tests passed on the final commit. Both page variants cover mixed, missing-only, pending-only, and fully accounted states. - `pnpm check:token-gates`: passed on the final commit. - `pnpm build`: passed locally. - `pnpm -r typecheck`: passed locally. - Full Linux CI passed on `0c23544c0f17e6641cc0c8de6ed498a731748bde`, including browser tests, server tests, shared-package tests, build, and typecheck. [CI run](https://github.com/paperclipai/paperclip/actions/runs/37661883464). - Greptile Apex: 5/5 on the final commit, with no unresolved review threads. - Local full-suite limit: `pnpm test:run` first failed because the fresh checkout lacked embedded PostgreSQL library links. A runtime-skill fixture also selected an unrelated parent directory, and a load test timed out. After setup repair, the database suite (70 tests), skill suite (3 tests), email suite (39 tests), and load suite (4 tests) passed individually. The subsequent full local rerun was stopped after the complete Linux CI run passed. This is not a claim that a full local test invocation passed. ## Risks Low risk. This changes presentation only. The note remains visible and retains its accessible status role. Cost calculations, stored records, and budget enforcement do not change. The copy does not assume that all missing prices are historical. No schema migration or operator documentation change is needed. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository inspection, code editing, and test execution. The exact served model identifier and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-07 12:34:12 -07:00
DottaandPaperclip	ae6f95ed7a	feat: add personal primary agents (#15470) ... Add a personal primary agent per company and user. Initialize it from the first human-created agent, expose profile-only switching with confirmation, and use it after recent choices for task and Chat defaults. Persist authenticated preferences, preserve lifecycle and membership rules, keep selections out of shared audit events, and document the API contract. Include the reviewed Storybook surfaces and regression coverage for concurrent choices, onboarding, cross-device updates, and browser journeys. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 13:53:46 -05:00
DottaandPaperclip	b315580640	feat: add private task creation and sharing controls (#14718) ... Add private task creation and sharing controls, effective access explanations, private project management, and locked task references. Constrain the mobile composer plus menu to the viewport and explain named inherited privacy on hover, focus, or tap. Include 125 production-component Storybook stories and thirteen interactive user journeys. Final head passes all CI checks and Greptile Apex 5/5 with no findings. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 07:27:52 -05:00
DottaandPaperclip	b67db12d90	feat: add durable storage for private tasks (#14717) ... Add private task and project ownership, downward access grants, and immutable run/workspace provenance. Apply migration 0313 with bounded batch commits and concurrent indexes. Keep the enforcement and sharing changes in their dependent PRs. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-07 06:53:20 -05:00
Devin FoleyandPaperclip	799e4d556f	fix: make accounting durable and synchronize cost reporting (#14997) ... Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 22:26:48 -07:00
DottaandPaperclip	99a9de9940	fix(mcp): personalize assistant connections and hide revoked grants (#15411) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Assistant connections let people use their organization from another assistant. > - Setup begins with an invitation and returns to a list of connected assistants. > - Client-only labels obscure the authorizing person, while revoked rows clutter that list. > - This pull request shows the person’s avatar, names connections by owner and client, and hides revoked rows. > - It also shortens the copied invitation while keeping the approval instructions. ## Linked Issues or Issue Description Related: #14933 and #15380. **What existing behavior does this improve?** Invitation copy and assistant connection management, in the organization’s Connections screen and the account-wide management page. **Subsystem affected** Cross-cutting: shared MCP connection types, server profile projection, UI and Storybook. **Current behavior** Connections are labeled only with a client name such as “Codex.” Revoked connections remain visible. The invitation includes an extra sentence about agent identity. **Proposed behavior** Show the authorizing person’s avatar and use names such as “Dotta’s Codex connection.” Hide revoked rows after successful revocation and when loading retained revoked grants. Failed revocation leaves the connection visible. Remove the extra identity sentence from invitation copy. **Reason and benefit** Make connection identity clear and keep the list focused on usable connections. **Breaking changes** The connection response adds optional `user` metadata with name and image. Older servers remain usable. Names and revoked-row visibility change in the UI; OAuth client identity, authorization and audit retention remain unchanged. ## What Changed - Shorten the shared invitation text. - Project the authorizing person’s name and avatar through the user-scoped connection endpoint, without returning email or credentials. - Reuse the existing Identity component and owner naming conventions across the connection page, catalog card and account-wide list. - Hide revoked grants and remove a successfully revoked row from the shared cache, even if the subsequent refresh fails. - Update documentation, regression tests and production-page Storybook fixtures and revocation journeys. ## Verification - `pnpm -r typecheck`, `pnpm build`, `pnpm build-storybook` and `pnpm check:token-gates` pass. Final UI type checks also pass. - Focused consent and connection UI tests: 31 pass, including company filtering, legacy metadata, custom client names, user-initial fallbacks, failed revocation, retained revoked rows and refresh failure after successful revocation. - Existing MCP regression suite: 6 pass; 71 database checks are skipped locally because embedded PostgreSQL cannot start on this machine. The added database check verifies user-profile isolation and retained revocation history; CI runs these checks. - Browser verification with Storybook fixtures: owner avatar and name render; revocation removes the selected row in both production pages, leaves other connections visible, and restores the empty state after the last revocation. - All 54 current-head CI checks pass, with two optional Storybook jobs skipped. CI includes database, browser, runner, typecheck, build and clean-install canary coverage. - Greptile reviewed commit `1368d79e1066b418712224378d89d64c2b11cb86`: 5/5, no actionable findings or unresolved threads. - The full local `pnpm test:run` was stopped after complete CI passed. Local database coverage remains unavailable because embedded PostgreSQL cannot start; no full local-suite pass is claimed. ## Risks Low risk. The additive profile field is optional for compatibility. Revoked grants are filtered only from management UI and retained for audit. Revocation failure does not hide an active connection. No authorization scopes, token handling or schema changes. ## Model Used OpenAI GPT-6 through Codex, with code editing, command execution and browser verification. The exact deployment ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [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>	2026-10-06 22:09:41 -05:00
DottaandPaperclip	2d0c138122	Expand direct assistant MCP tools for work and configuration (#15380) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also use assistants in Codex, Claude, and other MCP clients. > - The existing assistant connection can read work and create tasks or comments. > - It cannot edit tasks, exchange files, or manage normal agent and project settings. > - These operations must retain the person's permissions and Paperclip's execution rules. > - This pull request adds an explicit operation registry and separately consented configuration access. > - Assistants can manage work without receiving credentials or runner authority. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: assistant MCP, domain routes, consent UI, storage, and Product E2E. **Problem or motivation** A connected assistant cannot update tasks, maintain documents, attach files, or configure existing agents, projects, and skills. Users must leave the assistant for these routine actions. **Proposed solution** Add named tools and a restricted API registry to direct connections. Require separate configuration consent. Reuse domain routes and retry receipts. File uploads save the attachment when the byte transfer succeeds. **Alternatives considered** Arbitrary REST forwarding would expose administration and credential operations. Runner impersonation would bypass execution ownership. Separate upload completion calls add unnecessary client state. **Roadmap alignment** Checked ROADMAP.md and related MCP pull requests. This extends the human-authorized connection from #14933. It does not replace the runner or introduce agent impersonation. Companion Cloud routing and directory isolation: https://github.com/paperclipai/paperclip-cloud/pull/678. ## What Changed - Add task editing, finish/block, documents/revisions, deliverables, agent settings/instructions, projects/repositories, and skills/files. - Add an allowlisted API search/call registry with identical field restrictions, scopes, and retry identities. - Add unchecked configuration consent. Existing write grants retain their current authority. - Add hashed, expiring file transfer tickets and atomic upload receipts. No completion call is required. - Preserve company boundaries, human attribution, active native execution ownership, and execution review gates. - Add protocol/domain tests, consent stories, and eight paid Product E2E workflows. - Repair two CI fixture races: await cold route setup before assertions, and wait for asynchronously loaded connection copy. Both fixture suites pass (24 + 48 tests). ## Verification - Consent revision: one write-access checkbox controls requested work and configuration permissions in browser and device flows. All 16 consent tests, UI typecheck/build and token gates pass. Updated interactive stories cover default approval, opt-out and viewer restrictions. The paid browser helper uses the new exact label. Real GPT-5.4 Mini Product E2E passes 2/2 at `64f96373118eb190f8cba1c2ab17cb979555f3ad` (configuration + permission denial), campaign `local-2026-10-07T00-51-14-337Z`, no automatic retries, cleanup passed; $0.04149375 estimated assistant cost plus unpriced worker usage. Raw results, usage and source fingerprints are retained in the worktree. UI and Product E2E typechecks pass. - Prior head `2f246d4b74f1f98c75ebcb37ae6753a748237fac`: all 52 checks pass; two optional Storybook checks skip. Greptile 5/5 on that head, no unresolved review threads. Final consent head `64f96373118eb190f8cba1c2ab17cb979555f3ad` also has all checks passing and Greptile 5/5 with no unresolved threads. The unchanged Cursor sandbox test had one 10-second timeout, passed in local isolation, and passed its single CI rerun; the failed attempt remains in [the CI run](https://github.com/paperclipai/paperclip/actions/runs/37554106934). The existing chat retry-denial browser test had one visibility failure; its single rerun passes, and the failed attempt remains in [the CI run](https://github.com/paperclipai/paperclip/actions/runs/37542735691). - Full workspace `pnpm -r typecheck` and `pnpm build` pass at final runtime source `b2196fae1`. UI token gates pass. - 139 MCP/OAuth/transfer/privacy tests and 76 grader calibration tests pass, including one-connection PostgreSQL OAuth and concurrent upload retries. - Paid Product E2E: all eight expanded cases qualified across Mini, Haiku and Sonnet. A merged-source repeat passed 23/24; one Haiku cell timed out before application startup. Final affected-case qualification passes 9/9 on all three models with grader v16, including the failed cell. Automatic retries disabled; failures, costs, source hashes and independent durable-state/file assertions are retained in [the verification record](doc/plans/2026-10-06-expanded-assistant-mcp-verification.md). - Actual Codex CLI, Claude Code and OpenCode clients completed local reads/mutations. Codex wrote a report, Claude updated it in a later conversation, and OpenCode uploaded/downloaded a file with matching SHA-256 and registered the attachment. Revoking the CLI grant rejects subsequent bridge initialization. - Butter staging is verified on final runtime `b2196fae1` ([deployment](https://github.com/paperclipai/paperclip-cloud/actions/runs/37538432138)). A fresh OpenCode workspace fetched the copied invitation, configured remote MCP, started OAuth and reached real consent with configuration unchecked. Invalid transfer tickets return 403 through Cloud. Human approval for the new persistent staging grant is pending; hosted task/file success is not yet claimed. The final transaction fix is deployed. - Full local `pnpm test:run` passed 15,614 general-server tests but stopped on two macOS timeouts. The heartbeat test passed in isolation; the existing 40,000-file Git stress fixture timed out again. Its Linux CI lane passes. Later local full-suite phases did not run after the timeout; this is not an all-green local full-suite claim. - Instructions and security limits are in `doc/public-mcp.md`; the saved plan is `doc/plans/2026-10-06-expanded-assistant-mcp-tools.md`. ## Risks - This expands the experimental direct MCP surface. Explicit schemas and domain permissions must stay synchronized. - Migration 0311 adds transfer tickets and upload receipts. Expired orphan cleanup must not remove committed attachments. - Configuration requires a new consent request containing that scope; the single write-access choice controls it alongside work mutations. Refreshing an old grant does not add it. - The public directory keeps its original ten tools through the companion Cloud change. - Hosted consent/work proof remains the final delivery gate. The PR stays draft while approval of the new staging grant is pending; code checks and review are green. Merging is a separate action. ## Model Used OpenAI Codex (GPT-6, tool use and code execution). The exact serving model ID and context window are not exposed in this session. Paid evaluation models: gpt-5.4-mini, claude-haiku-4-5-20251001; claude-sonnet-4-6. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites; full-suite macOS limitation disclosed above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 20:29:58 -05:00
3 people	ac8f3eb143	feat(ui): remove star and leave buttons from agent index (#15400) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Agents index page (`/agents/all`) shows one row per agent in both the streamlined and production sides of the UI > - Each row had a star toggle and a leave/join button that write per-user state through the resource-memberships API (`agent_memberships` table) > - The default streamlined sidebar no longer lists agents, so the star and leave actions on the index no longer feed a visible pinned list > - This pull request removes the star toggle and the leave/join button from agent index rows and org-tree nodes > - The backend resource-memberships endpoints and the `agent_memberships` table stay live because the agent detail page and the legacy sidebar still use them > - The benefit is a cleaner index page with no redundant actions for state that is not surfaced on the page itself ## Linked Issues or Issue Description No public GitHub issue exists for this change; the description follows the feature request issue template inline. **Subsystem affected** ui/ — React + Vite board UI. The change is presentational only; no backend or schema code is touched. **Problem or motivation** The agent index rows show a star toggle and a leave/join button. Those two buttons write per-user membership state that the default streamlined UI no longer surfaces anywhere on the page itself. The default sidebar shows a plain "Agents" nav item and does not list agents. The buttons are now redundant on the index. **Proposed solution** Remove both buttons from the agent index list rows and org-tree nodes in both UI variants. Keep the data layer. The agent detail page still renders the header star toggle and the join/leave banner, and the legacy sidebar still renders star and leave rows for instances that opt out of the streamlined UI. **Alternatives considered** - Remove the backend endpoints too. Rejected: the agent detail page and the legacy sidebar still read and write the same state. - Keep the buttons hidden behind a setting. Rejected: no product need, and the plan approved the straightforward removal. **Roadmap alignment** This is a small presentational change. It does not overlap any section in `ROADMAP.md`. **Additional context** Rows whose membership state is `left` keep their dimmed styling on the index. ## What Changed - Removed the `StarToggle` component from agent index list rows in `ui/src/pages/Agents.tsx` and `ui/src/pages/Agents.production.tsx` - Removed the `MembershipAction` (Leave/Join) component from agent index list rows in both files - Removed both actions from the org-tree nodes in both files - Dropped now-unused imports and derived values (`StarToggle`, `MembershipAction`, `isStarred`, `useResourceMembershipMutation`, and the per-row pending/starred variables) - Kept `useResourceMemberships` and the dim-on-left row styling so rows whose membership is `left` remain visually identified - Updated `ui/src/pages/Agents.test.tsx`: a new test asserts both modes omit star and leave/join actions from list and org-chart views; the dim-on-left tests are kept ## Verification - `pnpm --filter @paperclipai/ui typecheck` passes - `pnpm --filter @paperclipai/ui build` passes - UI Vitest suite for `Agents.test.tsx` passes (21 tests) - `pnpm check:token-gates` is clean - Manual check on `/agents/all`: no star and no Leave/Join buttons in the list view or the org-chart view; star/leave still work on the agent detail page ## Risks Low risk. This is a presentational UI change with no backend or schema changes. Star/leave remain available on the agent detail page and the legacy sidebar. No migration is involved. ## Model Used - Provider: DeepSeek (via the Paperclip opencode_local adapter, model `openrouter/~deepseek/deepseek-v4-flash-latest`) - Model: deepseek-v4-flash (OpenRouter `openrouter/~deepseek/deepseek-v4-flash-latest`) - Context window: 128K; used with tool use in the repository - Assisted with the code change and this PR body; the plan and scope came from the tracking work item ## 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) - [ ] 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 - [ ] 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 - [ ] 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: devinfoley <139239+devinfoley@users.noreply.github.com> Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 17:25:41 -07:00
Devin FoleyandPaperclip	228f0e2807	fix(ui): make pull request review waits visible (#15375) ... ## Thinking Path > - Paperclip lets people supervise agent work and review its outputs. > - A task can wait for a human to review a pull request while an agent schedules checks. > - The PR work product and detected external links use separate display paths. > - A private PR can disappear from the useful sidebar view when its provider lookup fails. > - The monitor countdown says when the next check runs but omits the saved review request. > - This change shows the saved PR and requested review in the task's existing surfaces. ## Linked Issues or Issue Description **What happened?** A task kept checking whether a private GitHub PR had merged. Its work product requested board review, but the Properties sidebar used detected external objects instead. The PR URL was stored only in metadata, which the PR refresh path did not read. The composer showed a generic monitor countdown with no PR link or review action. **Expected behavior** Show saved PR links even if provider access fails. During a GitHub monitor wait, make outstanding review requests visible with the next check time and a status-check action. Stop requesting review when a PR merges or closes. **Steps to reproduce** 1. Register a PR work product with `reviewState: needs_board_review` and its URL in `metadata.url`. 2. Schedule an external-service monitor for GitHub. 3. Open the task with external-object lookup unavailable or unable to access the private repository. 4. Inspect Properties and the composer wait strip. Related work: #14469 added rich artifact cards. #8759 addresses attention on monitored task blockers. This change uses the existing work products and monitor action; it adds no blocker or approval mechanism. ## What Changed - Show saved PRs in Properties, including metadata-only links, independent of external-object availability. - Deduplicate equivalent GitHub PR URLs while preserving the saved navigation link, and put explicit review requests first. - Keep provider status and freshness on the combined PR row; keep private PR links usable when lookup fails. - Show the saved PR review request above the composer and in the existing monitor banner during a GitHub monitor wait. - Label the existing monitor action `Check status` and show check failures inline. - Suppress review prompts for merged, closed, or archived PRs even if their review flag is stale. - Refresh PR metadata using `metadata.url` and the existing `repository` alias. - Share saved work-product reads across the thread, Properties, and Artifacts. Refresh GitHub in a separate query and enrich only matching PR versions. - Start a fresh saved-row request on live invalidation so late provider responses cannot hide new artifacts or changed review requests. - Cover stalled GitHub lookups in both panels so refresh latency cannot hide saved work. - Scope monitor-check mutation state to the task so failures and late responses do not leak across navigation. - Refresh GitHub status when the displayed run finishes, including when saved PR rows have not changed. - Clarify that PR review and external release handoffs need a saved human-input interaction with an agent assigned for continuation; a flag, monitor, or handoff comment alone does not create that card. ## Verification - 386 tests pass across eleven affected UI and server suites on `184c7d8746`. Regressions cover saved links, provider status, cold-cache loading, panel reopening, monitor errors during navigation, and live updates during provider refresh. - Three live-update regressions and two run-completion regressions fail before their fixes and pass afterward. These tests use the real API client's GET coalescing and abort handling. - Full repository typecheck and build passed on the merged parent `1a49112dd2`. The latest UI changes pass UI typecheck and token gates; CI also verifies the latest build. Capability contract/inventory checks pass. - Storybook build and browser checks passed before the query race fix. Browser checks cover desktop and 390px mobile review waits, plus video, mixed-file, and empty artifact galleries after background refresh. - The earlier full local `pnpm test:run` was stopped under disk pressure. It reported failures outside the changed suites; an isolated skill-cache run reproduced three existing macOS permission failures. The full local suite was not rerun for this follow-up. - Latest-head CI passes on `184c7d8746`, including the browser shards and canary dry run. Apex is 5/5 with no actionable findings and no unresolved threads. All eight reported findings are addressed. ## Risks - This uses saved PR review state. When GitHub access fails, the saved state can remain stale until the agent updates it. The link remains visible and the status check remains available. - `Check status` wakes the existing monitor owner. It does not merge a PR, accept an approval, or mark the task done. - No schema, permissions, or scheduler behavior changes. ## Model Used OpenAI GPT-6 via Codex, with reasoning, repository analysis, code editing, and test execution. The exact deployment model ID and context window were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass — 277 affected tests - [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>	2026-10-06 16:03:13 -07:00
Devin Foley	8cbd21b3e7	feat(apps): add Superagent connection (#15394) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents reach external services through the Apps catalog. Each catalog entry is a reviewed `AppDefinition` that connects a provider's hosted MCP server to Paperclip's shared vault, grants, policies, gateway, and audit trail. > - Superagent (`superagent.sh`) is a security platform. Its hosted MCP server lets agents read and triage security findings, start red-team reports, run Contributor Trust and dependency update jobs, and score web pages, email, files, skills, MCP repositories, and packages before an agent trusts them. > - Superagent is not in the catalog. Operators must use the generic "Connect your own MCP server" flow. That flow has no branding, no key guidance, and no warning about billable or destructive tools. > - The connector playbook supports this provider with existing definition fields. The server accepts an organization API key as a bearer header. It publishes no OAuth authorization-server metadata, so browser sign-in is not possible. > - This pull request adds the Superagent definition, its artwork, the research and permission-review ledger rows, documentation, deterministic tests, and one reviewed risk-classification rule. > - The benefit is a branded, governed Superagent connection with clear key guidance and a warning about tools that cost credits or delete data. ## Linked Issues or Issue Description **Problem or motivation** Teams that use Superagent for PR security, red teaming, and agent guardrails want their Paperclip agents to read findings, return structured reports, and score content before they use it. Superagent is not in the Apps catalog. Operators must paste the MCP URL and an `Authorization` header into the generic remote-MCP flow. That flow gives no branding and no provider guidance. It also does not tell the operator that the key reaches the whole organization, or that some tools consume credits or permanently delete findings. **Proposed solution** Add a catalog-only Superagent connection that follows the connector playbook. It has one method: a customer organization API key (`sk_live_...`), sent as an `Authorization: Bearer` header to `https://www.superagent.sh/mcp`. The field helper text explains that Superagent keys are not scoped. The method warning tells operators to set billable and destructive actions to Ask first before agents run unattended. All discovered tools stay governed by the normal per-action policies. **Alternatives considered** A browser sign-in method was not added. The server's protected-resource metadata names `https://superagent.sh` as its authorization server, but that origin publishes no `oauth-authorization-server` or `openid-configuration` document, so Paperclip cannot discover OAuth endpoints. A plugin was not needed because the connection needs no custom UI, tables, workers, or webhooks. Relying on the generic risk classifier was not enough. Several Superagent mutations (`triage_finding`, `scan_*`, `restore_agent_builtin_rule`) use names that it reads as reads, so a narrow reviewed Superagent rule was added instead. **Roadmap alignment** This extends the existing self-serve remote-MCP connection catalog. It does not overlap planned core work. ## What Changed - Added the `superagent` row to `packages/shared/src/self-serve-mcp-research.json` (API-key auth, risk tier S4). - Added the `superagent` provider to `scripts/ingest-app-definitions.mjs` (category, key placement and placeholder, console links, guidance, description). Regenerated `packages/shared/src/app-definitions/superagent.json` and the generated registry. - Added the `superagent/mcp-api-key` permission review to `doc/connections/tool-method-permission-reviews.json`, with key-permission text and evidence links. - Added Superagent's official mark (`ui/public/brands/apps/superagent.png`, the 460×460 avatar of the official `superagent-ai` GitHub organization) and the brand manifest entry. - Added gallery copy for the Superagent card. - Added a reviewed Superagent rule to `classifyRisk` in `server/src/services/tool-access.ts`. Only `list_*` and `get_*` tools, and tools that Superagent marks read-only, are reads. `delete_*` and `revoke_agent_client` are destructive. All other tools are writes, so billable and rule-changing tools can be set to Ask first. - Put the Ask-first advice in the API-key helper text, because the key form shows helper text and not method warnings. - Added `doc/connections/SUPERAGENT.md` (transport and auth, why there is no OAuth, administrator setup, capabilities and policy, manifest, brand provenance, validation hook). Linked it from the connections README and the permission audit. - Tests: definition shape, store visibility and artwork, URL recognition, the bearer header on discovery with the key kept out of connection config, read/write/destructive classification of fixture tools, the Superagent risk rule (including `triage_finding` and `restore_agent_builtin_rule`), the visible Ask-first advice and API-key gating of the connect form, and the pinned catalog counts. ## Verification - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts packages/shared/src/app-definitions-url.test.ts ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx ui/src/lib/app-brand-assets.test.ts ui/src/pages/apps/AppLogo.brand-assets.test.tsx`: 317 passed. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts`: 385 passed. - `node scripts/check-app-brand-assets.mjs` and `node --test scripts/app-brand-validation.test.mjs`: passed. - `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter @paperclipai/server typecheck`, and `pnpm --filter @paperclipai/ui typecheck`: clean. - Manual: in a local instance, open Apps → Browse and confirm the Superagent card and icon. Open `/apps/connect?source=superagent`. Confirm the single API-key method, and confirm that Connect enables only after a key is entered. - Live metadata probe on 2026-10-06: an unauthenticated `initialize` on `https://www.superagent.sh/mcp` returns 401 with `resource_metadata="https://www.superagent.sh/.well-known/oauth-protected-resource"`. That document returns 200. No authorization-server metadata exists at the named issuer. ## Risks - Low risk to existing providers. The change is additive catalog data plus tests. The generated registry only gains one import. The new risk rule runs only for Superagent connections. - A Superagent key reaches its whole organization. Some tools consume credits (`create_*_report`, `triage_finding`) or delete data permanently (`delete_finding`). Every action starts Allowed under the current product default. The key helper text tells operators to set these actions to Ask first. - The permission-review ledger records live proof as not run. No Superagent account was used. The lifecycle checklist in `doc/connections/SUPERAGENT.md` needs a documented pass before the entry is fully qualified. > 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 - Claude Opus 5.5 (`claude-opus-5-5`, 1M context) in Claude Code, with extended thinking and tool use (shell, file editing, web fetch, browser checks). ## 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	2026-10-06 15:57:16 -07:00
DottaandPaperclip	582911ba74	fix(access): give Operators default company editing permissions (#15377) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Human company members receive permission grants from their role preset. > - Human invitations use the Operator role by default. > - The old Operator preset only granted task assignment, so ordinary members could not edit agents or manage connections. > - This pull request gives Operators company editing and audit access while keeping join approval and member-permission management separate. > - Members can configure their agents and accounts without an Owner role. ## Linked Issues or Issue Description **What existing behavior does this improve?** The default permission grants for human Operators and the invitation role description. **Subsystem affected** server/ permission presets and invitation authorization, plus ui/ invitation and tool access gates. **Current behavior** Operators receive only `tasks:assign` as an explicit default grant. Agent configuration and managed account setup fail their permission checks. **Proposed behavior** Operators receive agent creation/configuration, skills, environments, invitations, task assignment, pipelines, connections, tool management/use, and audit grants. The preset excludes `joins:approve` and `users:manage_permissions`. Operators can invite Operators and Viewers. Inviting a role with either excluded power requires that power, so invitations cannot bypass the restriction. **Reason and benefit** Ordinary company members can edit company work and connect accounts through the existing routes. **Breaking changes** The Operator preset grants more permissions. The existing startup and Cloud sign-in seeding paths can insert these missing grants for existing Operators. They retain custom grant scopes. Explicit invitation grants still take precedence. Inviting Admins now requires join approval; inviting Owners also requires member-permission management. This PR adds no migration or new backfill path. Related: #5945 describes missing role grants in another membership entry point. This PR changes the preset and does not change that endpoint. ## What Changed - Expanded the Operator preset to 14 company editing, invitation, tool, and audit grants. - Kept join approval and member-permission management out of the preset. - Required those powers when an invitation's selected human role includes them, preventing Operators from delegating the excluded powers through Owner/Admin invitations. - Updated the invitation role copy and the product specifications. - Allowed active Operators (including legacy Member roles) through the invite shortcut and advanced tool/profile UI gates. Kept inactive memberships, Viewers, and other companies excluded; API grants remain authoritative. - Added tests for the default Operator grants, both excluded actions, agent editing, company boundaries, and invitation role authorization. - Simplified adapter-route test imports so authorization errors and the error handler use one module graph; retained the upstream mock-initialization fix. - Kept Owner/Admin/Viewer presets and explicit invitation grants unchanged. Added no EE code or database migration. ## Verification - Permission and invitation tests: 38 passed across access service, invitation defaults, and invitation creation routes. - UI access tests: 61 passed across invitation shortcuts, Operator tool/profile access, and invitation UI. - Adapter route tests: 15 passed after resolving the upstream test setup conflict. - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`: passed on the final branch. - The initial local `pnpm test:run` general-server batch reported three tool-access failures and eight upload-helper timeouts. Both complete affected suites passed in isolation on the final branch: 403 tests. The initial full local run was not green. - Both complete tool-access and adapter route suites also passed on an untouched snapshot of base `88ff98b83`: 387 tests. The earlier tool failures did not reproduce there. - [All CI gates passed](https://github.com/paperclipai/paperclip/actions/runs/37527422346) for `068be153b9c2a064f2aaccc0627fdf458e73747e`, including the previously failing serialized adapter lane, general tests, E2E, typecheck, build, Runner checks, and canary dry run. - Greptile scored that exact commit 5/5. Superagent passed. Both invitation review threads are resolved. ## Risks - Operators gain broad company editing and invitation access by design. - Existing default seeding can add the new missing grants during startup or Cloud sign-in. It does not replace existing scopes. - Company boundaries and the two excluded permission checks still apply. - An Admin without member-permission management can no longer invite an Owner. Operators retain invitation access for Operator/Viewer roles and agent-only invites. - This PR changes company permissions. Cloud workspace invitation rules remain separate. ## Model Used OpenAI Codex, GPT-6. The exact deployment model ID and context window were not exposed in this session. Used repository inspection, code editing, shell execution, and test tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting a merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 15:55:38 -05:00
DottaandPaperclip	e38d6d16b6	feat(connections): add advanced provider setup and live browser qualification (#15341) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Users connect accounts and choose an agent harness and model. > - The runtime change in #14970 supports custom providers on those connections. > - Normal setup must stay simple while advanced users can choose a compatible gateway. > - Shared connector rows and access controls keep these choices consistent. > - This pull request refines the agent setup UI and adds review stories and repeatable browser qualification. > - The qualification checks real tools and downloaded outputs, not only a successful run status. ## Linked Issues or Issue Description Refs #14970, #37, #13083, #14104, #14565, #12692. The core implementation in #14970 is merged. This branch incorporates its squash commit and targets `master`. Both PRs contain our implementation. #14016 is a reference only and is not a dependency. This PR has 96 changed files. ## What Changed - Complete model-provider connector presentation beside other connectors. Each row uses the existing Connect action and connection list. Tags are stored without category UI. The base PR includes the provider forms and routes. - Show persistent Subscription, API Key, and Advanced choices. Label Advanced as Custom Gateway. Reuse provider logos, connection lists, and permissions controls. Default access to the organization and all agents when permitted; keep narrowing controls under Advanced. - Keep Configure reachable before subscription sign-in, so users can select a supported environment when the default cannot sign in. Testing and saving still require a connection. Show the execution environment in Configure. Preserve the confirmed Connect choice. Editing a method, credential, saved account, or advanced choice requires that current choice to connect before testing or saving. Use matching model and thinking-effort dropdowns and retain connection icons in selected values. - Preserve the new harness model default when switching an existing OpenCode agent to Codex or Claude, and resolve user-selected model names with the effective harness. - Load popular OpenRouter models through the shared connection-model discovery path. Keep explicit model lists and manual model entry available. - Group onboarding, connection setup, agent runtime, management, recovery, and production-component stories under AI Connections / Provider routing. - Add an explicit-only provider-connections browser suite for managed local or existing local/staging targets. Use private browser profiles and credential handoffs. Support human-assisted subscription sign-in without sharing passwords or tokens in reports. - Verify persisted connection identity, runtime probes, tool execution, exact artifact bytes, completion, and context-dependent follow-up. Retain source/model provenance, cost bounds, closed error diagnostics, original failures, and cleanup evidence. - Add Gemini startup-model and skill-root fixes, Grok private-history detection, ACP filesystem regression fixtures, selected-workspace handling for local Hermes, and artifact-helper workspace fallback. - Keep managed Grok runtime homes disposable. Remove host-side transcript retention/restoration because private file modes do not isolate same-user agent processes. Ignore earlier development archives and use a fresh task handoff when history is unavailable. Verify the absence of restored transcripts with a separate same-user process. - Capture stopped-run diagnostics before deleting an attached-company fixture agent. Track creation and owned sign-in receipts; revoke only this attempt's accounts and never adopt a concurrent campaign's newly created account. Preserve failure signals and final status through cleanup. - Require the requested environment in the saved agent and every run, including follow-ups. Reject a forced incompatible target. Keep one cancellation state through startup, every cell, reporting, and teardown for SIGINT, SIGTERM, and SIGHUP. Stop further paid cells after interruption. Document qualification limits. ## Verification - Current head `b3bb3e94d577d43d9965a6b9daba039f599b2e49` includes master `d9f600043`. The security fix in `a758fde31` passes full workspace typecheck, production build, and 119 connection/Grok regressions. The unchanged UI passes all 126 configuration/model-discovery tests and token gates. The final published-guide correction passes Grok adapter typecheck. Earlier head `eebd8225c` passed the complete deterministic runner suite (1,404 Vitest tests and 128 Node tests) and all CI jobs. Current-head CI run `37520147514` passed all 47 jobs, including the full sharded Vitest and browser matrix, production build, and canary dry run. All 55 checks completed: 53 successes and two expected skips. The current-head security scan passed, Greptile is 5/5, and no review threads remain open. - A separate same-user process reproduced reading a restored Grok transcript before the security fix. The regression now finds no transcript. Existing fresh-session fallback and ordinary session metadata behavior pass. - The final account-choice and cleanup fixes pass 85 setup tests and 26 qualification-harness tests. Regressions verify that editing a connection invalidates confirmation, Configure remains reachable before sign-in, diagnostics are captured before fixture deletion, and concurrent campaigns cannot adopt or revoke each other's accounts. UI and E2E typechecks pass. - The Storybook build and actual Chromium production-component stories passed during this change. Review the neighboring AI Connections / Provider routing stories, regular connector rows, three connection modes, model discovery, and the single execution-environment control in Configure. - Cancellation smoke verified authenticated cleanup before browser close for SIGINT, SIGTERM, and SIGHUP. Regressions cover interruption during startup and reporting, missing-file ACP resource errors, and preserved permission denials. Both ACP runtime versions and 54 ACPX/Grok regressions passed. The deterministic connection-intent browser suite passed two tests. - Historical local qualification retained 43 passing API/gateway cells out of 46, with downloaded outputs and follow-up receipts. These attempts span earlier builds; they do not qualify this exact commit or staging. Subscription combinations, Gemini overloads, and the unresolved follow-up failure remain recorded rather than counted as passing. - Use `pnpm test:e2e:runner -- --list --suite provider-connections` to inspect the matrix. Follow `tests/runner-e2e/PROVIDER-CONNECTIONS.md` for credentials, target URL, sign-in assistance, budget, evidence, and cleanup. Paid live tests remain opt-in. ## Risks - The core implementation in #14970 is merged. This PR adds no database migration of its own. - Subscription login needs an interactive provider session. Dedicated accounts and staging qualification remain follow-up work; this PR does not certify every login combination for production. - Managed Grok transcript resume is deferred until provider history has an OS isolation or authorized broker solution. Follow-ups start fresh with Paperclip task context; earlier live Grok results do not qualify this behavior. - Gemini CLI 0.58.0 has an upstream ACP new-file error conversion defect. Live overloads and one unresolved follow-up timeout remain recorded. The stock CLI is unchanged, and those cases are not marked as passing. - Real-provider tests spend credits and use private credential/evidence directories. The launcher requires explicit selection and checks target ownership. It must not attach to a developer's database by accident. - OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore, Process, HTTP, and legacy ACPX local remain outside custom provider setup. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact deployment model ID and context window size were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 15:21:22 -05:00
DottaandPaperclip	a590ab769d	Give managed agents persistent cryptographic identities (#15352) ... Give agents persistent Ed25519 identities encrypted with the existing instance master key. Create keys transactionally for new agents and lazily before supported managed runs, expose public identities in the API and agent UI, and protect private material during runtime delivery and output persistence. Preserve identities in recovery backups while giving imported and development-cloned agents fresh keys. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-06 13:57:03 -05:00
DottaandPaperclip	9f7057e122	feat(connections): configure custom model providers across agent harnesses (#14970) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents use a harness, a model, and a credential to run tasks. > - Connections already store credentials and control who can use them. > - Custom providers also need an endpoint and a supported API format. > - A per-agent endpoint would duplicate credentials and access rules. > - This pull request stores routing on the connection and projects it into the harness. > - Isolated credentials and protocol checks keep the selected connection authoritative. ## Linked Issues or Issue Description Refs #37, #13083, #14104, #14565, #12692. #14016 is a reference only. This PR has its own schema, vault persistence, routing validation, runtime projection, and tests. None of the five commits in #14016 is an ancestor of this branch. We do not depend on or plan to merge it. #14967 addresses task-pinned account pools. #14422 addresses another provider integration. This is the first of two linked PRs. Merge this connection change before #15341, which refines agent setup and adds the qualification harness. The split keeps each review below 100 changed files. Provider catalog entries have usable setup forms in this PR. Local browser subscription sign-in is included. ## What Changed - Store non-secret routing metadata on AI connections. Vault provider API keys, including Bedrock bearer API keys. Reject general AWS access keys. - Enforce company, owner, human audience, agent access, connection status, and protocol checks before resolving credentials. Keep reconnect destinations immutable and retain connection identity during key rotation. - Project OpenRouter and compatible custom endpoints into Codex, Claude, OpenCode, and local Hermes. Carry these settings through both legacy and native runner transports. Clear conflicting host credentials and redact keys from diagnostics. - Preserve older OpenRouter accounts and native personal defaults. Add Google API-key accounts and migration `0306` for the two provider-default constraints. - Run local Claude and Codex subscription sign-in behind the existing browser sign-in card. Use private attempt homes and owner-bound completion instead of a copied terminal command. - Seed isolated Gemini authentication and preserve OpenCode workspace permissions. Keep the selected connection authoritative. The independent Gemini and Grok workflow fixes are in #15341. - Keep native OpenCode custom gateway keys in a runner-owned selected-model proxy; the harness config contains only a session-scoped capability. Honor runtime outgoing proxy and certificate settings. Preserve streamed responses and revoke the proxy on close or startup failure. - Allow ordinary members to connect native personal accounts before an agent exists. - Repair routed accounts from task cards using the saved provider destination, protocol, model aliases, and connection identity. - Add provider catalog definitions, model discovery, pinned logos, and complete native and routed setup forms. Allow a personal routed connection before a new agent exists. Keep endpoint authentication keys out of Hermes terminal children. - Recover cancelled or restarted browser sign-in with a clear restart action. Support no-auth endpoints without a vault credential. Add isolation and recovery regressions and runtime documentation. ## Verification - Updated with `origin/master` at `22a3ea341`. Migration `0306` follows the new master migration and passes migration and snapshot checks. - The integrated connection regressions passed 152 tests and 50 native OpenCode driver tests, including key-free child-shell configuration reads, authenticated/no-auth forwarding, streaming, model/path restrictions, cancellation, outgoing proxy routing, and NO_PROXY bypass. Provider setup has 14 passing tests. The pinned real OpenCode 1.18.34 executable also completed a turn through the proxy against a local synthetic provider; the reusable key was absent from its config. A second real-executable smoke passed with an HTTPS CONNECT proxy and runtime-specific synthetic certificate trust. Certificate-file and certificate-directory regressions pass. - Task-card repair passed 48 tests, including OpenRouter, Bedrock, and custom gateway reconnect cases. UI typecheck and token gates passed. - The prior core regression set passed 133 tests across new-agent setup, provider forms, browser sign-in, routing projection, and connection authorization. Token gates and UI typecheck passed. - Full workspace typecheck and production build passed again after the latest integration and credential-proxy fix. The merged deterministic runner E2E suite passed 1,400 Vitest tests and 128 Node tests. - Full workspace typecheck passed on the prior linked combined implementation. Production build, Storybook build, 1,316 browser-harness Vitest tests, and 128 Node tests passed. Head `9d964c8d9` includes the latest master integration and regenerated migration. This exact head passed 54 remote checks with four expected skips and Greptile 5/5; no review threads remain open. An unchanged server fixture had a random six-character issue-prefix collision on its first attempt. All 245 tests passed locally and the single CI retry passed. - A provider-free terminal check used the cited supported Hermes source and dummy keys. Gateway and OpenRouter terminal children could not read the selected key. - The broad local Vitest attempt passed 15,442 tests but was not green. It had an embedded-Postgres startup failure, an HTTP logger timeout, an origin socket error, and a browser cancellation wait timeout. The cancellation wait was corrected. The relevant connection tests and the full origin test file passed separately. Latest-head CI must pass before merge. - Prior credential-backed acceptance exercised task creation, tool use, artifact delivery, completion, and context-dependent follow-up. Claude legacy and native runners passed Bedrock with `us-east-1` and `us.anthropic.claude-sonnet-4-6`. - Historical local qualification retained 43 passing API/gateway cells out of 46. Those attempts span earlier builds. They do not qualify this exact commit or staging. All subscription combinations and staging remain unqualified. - Verify native subscription and API-key setup. Connect a regular provider catalog row. Verify an incompatible harness and a changed reconnect URL are rejected. Use #15341 for the complete browser campaign. ## Risks - Migration `0306` changes two check constraints. It preserves rows and is safe to reapply. It takes normal constraint-change locks. - Credential projection touches several harnesses. CLI upgrades can change provider configuration and session behavior. - The native OpenCode proxy adds a loopback hop, pins requests to the selected model, limits request bodies to 16 MiB, rejects redirects, and expires at session close. It prevents reusable keys in the child configuration; it is not an OS isolation boundary against a process debugger running as the same user. - Custom endpoints must be reachable from the agent environment. Saving a connection does not prove connectivity. Bedrock keys require rotation before expiry. - Gemini CLI 0.58.0 has an upstream ACP new-file error conversion defect. Provider overloads and an unresolved follow-up timeout also affect live Gemini qualification. We have not patched the installed CLI or marked those cases as passing. - OpenClaw Gateway, Hermes Gateway, Claude Managed, AWS AgentCore, Process, HTTP, and legacy ACPX local are excluded. Vertex, ambient AWS identity, arbitrary auth headers, and custom routing for other harnesses are excluded. - These PRs do not establish production or staging qualification for every provider and login method. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact deployment model ID and context window size were not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-06 13:29:03 -05:00
DottaandPaperclip	22a3ea3414	Invite assistants from Connections with scoped browser and device consent (#14933) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Public MCP lets people use their organization from an external assistant. > - Operators need a visible control for this experimental access. > - Hosted users should select an organization once and then approve its permissions. > - This pull request adds the setting, invitation-first setup, and browser or device consent. > - Connections provides a copyable invitation with public instructions that grant no access. > - Users reach browser consent from their assistant and return to inspect or revoke access. ## Linked Issues or Issue Description Builds on merged foundation #14846. This PR now targets master. Related settings convention: #13905. **Current behavior** The preview uses an environment variable to enable MCP. Hosted consent repeats organization selection. Assistant access has no entry in Connections, so users must already know the endpoint and how to reach consent. **Proposed behavior** An administrator enables Settings → Experimental → Assistant connections (MCP). A hosted connection shows the selected organization and its icon, then asks for permissions. Requested write access starts checked when the user’s role permits it; the user can opt out before connecting. Direct instance connections show an organization picker with the first available organization selected. The selection stays fixed across refetches and still requires an explicit Connect action. Connections includes Assistant Connection (MCP). Its setup page explains the canonical endpoint, client configuration, browser authentication, and connected access. It connects as the current person and does not select or impersonate an agent. **Reason and benefit** Operators manage access with the other experiments. Users select one organization, and both the UI and server enforce that choice. **Breaking changes** The old enable variable has no effect. Preview operators must enable the setting once. Apply the additive consent-request migration before deploying the tenant, then deploy the compatible Cloud broker. Existing direct requests and grants keep their behavior. ## What Changed - Simplify OAuth and device consent: show the Paperclip logo beside “Connect {client} to Paperclip”, fall back to “your assistant”, and show the identifying origin plus its favicon below, with the callback URL also visible when different. Remove the hosted-organization creation action. Default to the first available organization without silently changing it on refetch; preserve company restrictions and write opt-outs. Keep the button row contained on narrow screens. - Make Copy invitation the primary action, using the shared animated AgentSetupPrompt and a collapsed manual setup section with icon-labeled line tabs. Remove redundant link actions, copy-status text, the extra first-prompt well and revocation explanation from the setup page. Serve shared version-aware HTML and Markdown instructions without private organization data. - Support guarded Client ID Metadata Documents alongside dynamic registration, and include authorization response issuer identification. - Add RFC 8628 device authorization with separately hashed codes, expiry, shared request quotas, persistent polling backoff and atomic redemption. Reuse human consent, role checks, scoped grants, audit and revocation. - Add CLI device login and a local stdio bridge. Store credentials separately with private permissions and serialize rotating refreshes. - Add device consent stories and five cold-start paid Product E2E cases with independent grant, configuration and durable-work assertions. - Add `enablePublicMcp` to the settings validator, normalizer, feature catalog, and toggle UI. Check it live for OAuth, tools, subscriptions, and event delivery. Keep connection management and revocation available while disabled. - Default the MCP origin to the existing auth public URL, with strict validation and an explicit override. - Persist the optional OAuth `company_id` restriction. Describe only that company and reject approval for any other company, even if the person belongs to both. Keep active-membership and role checks. - Show the Paperclip icon and a large organization icon during consent. Return the saved company logo through the company-scoped request response and reuse the standard fallback icon. Use the requested concise permission labels: “Read all of your Paperclip data” and “Allow write access and creating tasks as me”. Use concise permission copy, retain a compact client and callback-origin disclosure, and remove the footer link. - Default requested write access on for eligible roles. Preserve opt-out across organization changes and refetch, reset defaults for a new request, and submit read-only access when the request or role does not allow writes. Align the shared checkbox with its label. - Use organization wording in consent, management, settings, and walkthroughs. Keep the organization fixed for hosted requests and retain direct-instance choice. - Add an Assistant Connection (MCP) card to the Connectors catalog, a setup page in the app shell, and a return link from Experimental settings. Include Codex, Claude Code, OpenCode, and generic remote MCP instructions. - Read the live gate and canonical server URL through authenticated setup metadata. Show only the current person’s grants for the selected organization, refresh after consent, and support revocation. Surface catalog status failures with an explicit retry action; do not present them as an empty connection list. Opening setup grants no authority. - Start the eight guided chapters in Connections. Keep presenter notes and chapter controls around real product pages in the app shell. Explain the terminal, consent, delegation, retrieval, and revocation handoffs. Mark conversation examples as illustrative. Cover first use, client setup, connected, loading, and error states. Keep the existing consent and management stories. - Keep the paid-eval setup and browser helper aligned with the setting and consent button. ## Verification - Warm-standby integration fix `ec64ea05e`: public MCP ingress now follows the Cloud claim guard; MCP and discovery paths return 503 instead of SPA HTML while unclaimed. Event polling checks the in-memory claim before reading the persisted experimental setting. All 97 focused OAuth/Cloud tests and server typecheck pass, including new request and timer regressions for idle-before-claim and resume-after-claim behavior. Fresh review is 5/5 with no unresolved threads, and all security scans pass on this final head. All browser shards, typecheck, build, canary installation and other test groups passed on the first attempt. The unchanged Cursor sandbox default-command test timed out at 10 seconds; the exact test passed locally without edits in 587 ms. The single failed-job retry passed, with the original failure retained in workflow 37500711895. All 54 final-head checks pass on `ec64ea05e9a03e2179d4e2f84c2de03761f7ce26` (two optional Storybook jobs are intentionally skipped). - Final master integration `8457828fc`: merged foundation #14846 and current master, preserving the invitation changes and all 33 files from the two newer upstream changes. No migration renumbering was required. All 95 focused OAuth/Cloud integration tests, full recursive typecheck and token gates pass. All CI gates passed on that integration head; review identified the warm-standby issue fixed above. - Security-review fix `8c1d0b696`: commit shared global/per-source admission before outbound CIMD work, preserve failed-attempt receipts, and validate resource/scope before fetching. Added migration `0305_chubby_vin_gonzales.sql` and six concurrent/adversarial regression cases. All 69 OAuth/metadata tests, 26 migration checks, full recursive typecheck and production build pass. The security scanner passed that commit. Follow-up `87f9658e7` limits only actual cache-miss fetches; 18 authorization requests sharing one proxy across two service instances use just two fetches. All 70 OAuth/metadata tests and server typecheck pass after that refinement. Final follow-up `8ebeae84c` reports admission-storage failures as retryable HTTP 503 instead of invalid client metadata. Its regression proves no outbound request before admission and successful retry after storage recovers. All 71 OAuth/metadata tests and server typecheck pass. Final-head security scanning passes; Greptile is 5/5 with no unresolved findings. CI passed all browser shards, typecheck, build, token gates and canary installation. One unchanged adapter-utils bridge test raced a response-file write (expected a JSON error, received the safe file-changed error). The exact test passed locally without edits. The single failed-job retry passed; the original failure is retained in workflow 37490609192. All 54 checks now pass on final head `8ebeae84ca77c0cf7ac12c2006f0f8743fe50e0b`, with security scan and fresh Greptile 5/5 and no unresolved threads. Foundation #14846 subsequently merged as `e34abee670069cca84afb2efb86041bce7dccbec`; the final integration above now targets master. - Integration with current master: preserved the new Connections source filters and pagination, kept all eval suites, and regenerated the consent/device snapshots as migrations 0303/0304. All four MCP migration SQL hashes are unchanged from the staging versions. Full recursive typecheck and production build, 132 focused UI tests (including catalog filtering), 89 server authorization/settings tests, 26 migration tests, 120 eval calibration tests and token gates pass. Review follow-up `4820ce74c` also keeps active assistant grants in Installed, with pending/error recovery and revocation/company-isolation coverage. All 76 setup/catalog tests, UI typecheck and token gates pass after that fix. The unchanged signoff browser test timed out waiting for a heartbeat in CI at `4820ce74c`; the exact test passed locally without code changes, and the preceding CI head passed that shard. That same unchanged test failed at the reviewer stage in the next CI run. All five signoff tests passed three times locally (15/15), without test changes. All eight browser shards pass at final head `8ebeae84c`; no browser-test edits or failed-browser-job retries were needed. - Setup-page refinement at `9ab009178`: all 17 focused setup/consent tests pass, along with UI typecheck, production build, Storybook build and token gates. Browser exercised the shared prompt preview and client tab switching, and the updated InvitationCopied Storybook interaction checks its clipboard fixture. All final-head CI checks pass at `9ab009178`, with no unresolved review findings. Deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37475189524. Verified the actual page, tab switching and line styling, removed actions/copy, and successful native copy/paste of the complete Butter invitation into a local-only test field. The existing Claude grant was left intact. - Consent follow-up at `dc8e9fd11`: all 10 consent tests and token gates pass. UI typecheck and production build passed again at `4e4d5e4d9`; Storybook build and eval-helper typecheck passed for `28101cf91`. Follow-ups let the primary button wrap on narrow screens, preserve a distinct callback URL, and use only bundled icons to avoid pre-consent requests to client-selected sites. Browser-verified the real consent component in desktop and 320px mobile stories, including default selection, write access and preserved opt-out. Updated E2E heading/default-selection helpers. All CI checks passed at `dc8e9fd11`, with review 5/5 and no unresolved threads. The Butter preview publication needed a retry because npm initially accepted the DB package before making it visible; the retry succeeded and `dc8e9fd11` deployed. Verified a fresh, unapproved native Codex CIMD request on Butter: default organization/write selection, known-client heading and icon, distinct callback origin, and removed creation action. No grant was approved for this UI check. Prior paid runs below retain their exact source provenance; this UI-only follow-up did not rerun paid qualification. - Source-pinned paid matrix at `2992ef2710f47230e7f484c709c6ba02524f884c`: **15/15 passed**, five cases each on GPT-5.4 Mini, Claude Haiku and Sonnet. Campaign `local-2026-10-06T02-41-14-462Z`. Covers cold start, existing config, unavailable host, denied consent and reconnect/later retrieval, with independent configuration/grant/task/run/document assertions. Original failures, transcripts, source fingerprints and billing remain retained. - Final instruction follow-up `cda8178af`: **3/3 cold starts passed** on Mini, Haiku and Sonnet. Campaign `local-2026-10-06T02-58-30-041Z`. Latest `0637b9f1c` shares that same guidance across HTML, Markdown and manual UI after review; generated Markdown is verified byte-identical to the paid-evaluated version. Shared build, server/UI typechecks, token gates and 63 auth/metadata tests passed again. Every CI gate passed at prior HEAD `0637b9f1c`, with review 5/5 and no unresolved threads. - Other focused checks: 11 CLI credential/refresh-lock tests, 120 eval calibration tests, server/UI/eval typechecks, token gates and Storybook build passed. Full recursive typecheck and production build passed during implementation; CI also passed them at `2992ef271`. - Local full-suite limitations: a large-file Git streaming test times out on this Mac, and broader CLI/route runs hit DB hook timeouts. Fresh MCP reruns passed, and the corresponding CI groups passed. No claim that the local full suite is green. - Actual clients: Codex 0.153.4 and Claude Code 2.1.245 reach CIMD consent; device CLI reaches verification/consent. New grants await human approval. Existing local OpenCode retrieved a saved result in a fresh conversation through its previously approved grant. - Fresh OpenCode 1.18.17 on Butter: started with no MCP config, received the exact copied invitation, read public setup, configured its server and started PKCE consent. Its shell command timed out; background retry reached the client's own callback deadline while approval remained pending. Latest instructions cover that handoff. **No completed Butter read/delegation/result retrieval is claimed.** - Cloud companion https://github.com/paperclipai/paperclip-cloud/pull/672 passes checks/review and deployed. Anonymous setup and device-protocol routing verified. Core `2992ef271` deployed successfully and the actual Claude web flow now reaches consent. Its extra JWT-bearer metadata is filtered to implemented grants; unsupported token grants remain rejected. Final `0637b9f1c` deployed successfully to Butter in https://github.com/paperclipai/paperclip-cloud/actions/runs/37409195300; live HTML and Markdown both contain the final guidance. The superseded instruction-only build was canceled before deployment. This is a core-only staging preview; private Cloud plugins are omitted. ChatGPT web is signed out, so browser connector use is unverified. - Screenshot gallery begins at Butter's dashboard and distinguishes real setup/pending consent from local reuse and fixtures. It records the timeout finding. New persistent access needs human confirmation before the remaining actual-client acceptance work. - Manual path: Connectors → Assistant Connection (MCP) → Copy invitation → paste into assistant → configure and start authorization → sign in and approve → verify `paperclip_connection` → delegate → retrieve the saved report later. - Plan and instructions: `doc/plans/2026-10-05-assistant-invitations.md` and `doc/public-mcp.md`. ## Risks - Apply additive, replay-safe migration `0304_curvy_shadow_king.sql` before using device authorization. The public setup link carries no credential. Device codes and tokens stay private; neither sharing instructions nor installing a plugin authorizes access. - Apply additive migration `0305_chubby_vin_gonzales.sql` before deploying the shared metadata admission gate. It retains at most 60 short-lived, hashed-source receipts per instance and rejects excess attempts with 429. - CIMD metadata fetching is a new external-input boundary. It requires HTTPS, exact client ID and redirect validation, bounded responses and guarded DNS/network access. Client names remain self-reported. - Device support is per-instance. The central Cloud broker retains its existing grant support. Host installation and tool reload capabilities vary by client; instructions describe manual settings and restart requirements. - Consent names the registered client in its heading and displays its identifying origin below. Known-origin icons are bundled; all other origins show a neutral site icon without contacting client-selected sites. Client names are self-reported; the callback origin is the recipient check. The Cloud chooser also displays the original client and receiving origin before tenant handoff. - A user who accepts the preselected write permission can create tasks and comments. Task creation and comments can start or wake agents and use execution budget; the consent label uses the concise wording explicitly requested by the maintainer. Scope requests, role checks, and the final Connect action still apply. - Migration `0303_supreme_garia.sql` adds one nullable UUID column with `IF NOT EXISTS`. Requests without a company restriction keep the direct-instance picker. The binding stays recorded if its company is deleted; consent then fails closed. - Deploy tenant support before the Cloud broker sends `company_id`. Unknown or inaccessible organizations must never fall back to a different company. - The setting defaults off. Disabling access does not cancel work already delegated. Existing tokens and unexpired subscriptions can resume when enabled again; revocation remains separate. - The catalog entry is visible for discovery while the feature is off. Setup instructions, OAuth, and tool execution remain gated. No access is granted by viewing the entry. - Assistant sign-in starts in the external client so it owns PKCE and callback state. Client command syntax can change and links to official setup documentation are included. - An authenticated instance and valid public URL are required. Hosting, paid execution, and store publication remain separate rollout steps. ## Model Used OpenAI GPT-6 in Codex, with tool use and code execution. The exact serving model version 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 tests locally and they pass (focused checks pass; unrelated local full-suite timeouts are explicitly 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>	2026-10-06 12:35:16 -05:00
DottaandPaperclip	e34abee670	feat(mcp): connect assistants to a team with user OAuth (#14846) ... ## Thinking Path > - Paperclip gives teams durable tasks, agent execution, budgets, and approvals. > - People also use assistants in Codex, Claude, and other MCP clients. > - Those assistants need a scoped connection that preserves the person’s permissions and attribution. > - Delegating a task must not turn the assistant into the assigned agent. > - This PR adds opt-in user OAuth, ten first-party tools, browser consent, and workflow packages. > - Paid product evals verify the resulting tasks, documents, attribution, retries, and access boundaries. > - The team keeps working after the assistant conversation ends. ## Linked Issues or Issue Description **Problem or motivation** A person cannot connect an external assistant to an existing team through browser consent and safely delegate durable work as themselves. **Proposed solution** Expose an opt-in `/mcp/paperclip` endpoint with individually described first-party operations. Bind every connection to a person, client, company, resource, and scopes. Reuse domain authorization and scheduling. Package shared team-review, delegation, and follow-up workflows for OpenAI/Codex and Claude. **Alternatives considered** Related PRs #9393 and #12549 cover earlier remote MCP and board-operator approaches. This change uses user OAuth and a bounded public catalog. It does not expose a generic executor, operator administration, static shared board credentials, or external agent execution. Registry listing work in #9851 is a separate distribution step. **Roadmap alignment** This maintainer-requested implementation extends the governed MCP gateway, activity attribution, durable work products, and hosted deployment direction in `ROADMAP.md`. It implements the first release of the saved design plan; external agent participation and granted third-party tools remain later releases. ## What Changed - Add MCP 2.0 discovery and task status/comment/document Events on the same authenticated endpoint. Persist subscriptions and delivery receipts, verify HTTPS callbacks, sign Standard Webhooks, encrypt callback material, recheck permissions/Cloud membership, and bound retries/expiry. Older MCP clients keep their existing tools. - Add discovery, dynamic client registration, S256 PKCE, resource validation, rotating refresh tokens, revocation, and company consent. Store credentials as hashes and recheck membership at execution. - Add tools for connection identity, agents/projects, task search/read/create, human comments, documents/deliverables, and pending-approval links. Preserve current domain permissions and scheduling. - Add durable mutation receipts across reconnects. Matching retries replay results; uncertain outcomes keep the same request ID and require inspection. - Add consent and connection-management pages, OAuth log redaction, shared plugin workflows, and separate OpenAI/Codex and Claude package outputs. - Add eight paid Product E2E cases across three models, independent durable-state grading, usage evidence, cleanup, and report integration. Add task-document guidance and regenerate the runner capability inventories. - Add migrations 0301 and 0302, the dated implementation plan, result notes, and direct-client setup instructions in `doc/public-mcp.md`. ## Verification - Merge integration `e180b1948`: resolved conflicts with current master, preserved both eval registries, regenerated capability catalogs, and regenerated migrations as 0301/0302 while keeping the original replay-safe SQL byte-identical. Local migration safety/snapshot tests (26), MCP/OAuth tests (38), redaction/OpenAPI tests (71), and eval catalog/grading tests (198) pass. Token and capability gates pass. Full recursive typecheck passed. Fresh Greptile review is 5/5 with no unresolved findings. CI is green on this exact head (55 successes, two intentional skips, one neutral result): one unchanged Cursor sandbox test timed out at 10 seconds, then passed locally in 856 ms. A single retry of that failed shard and the aggregate workflow passed. Merge remains blocked on the repository code-owner approval rule. Earlier checks passed at `6aa0962d4fb715f2190bb7bb22efacab2e58495d`: 55 successes, two intentional skips and one neutral result. [The earlier CI run](https://github.com/paperclipai/paperclip/actions/runs/36901592350) includes all test shards, browser tests, typecheck, build and canary dry run. Greptile was 5/5 on that commit with no unresolved review threads. GitHub still requires code-owner review under the repository merge rules; passing checks do not bypass that approval. Paid source fingerprints remain separate below and in the dated result note. - Paid Events qualification passes **3/3**: GPT-5.4 Mini, Claude Haiku 4.5 and Claude Sonnet 4.6. Each uses a real public HTTPS callback, signature verification and report retrieval in a fresh conversation. A final Mini regression passes after the quota/status fixes. All evidence validates. Bounded tunnel startup retries occur before provider calls and remain visible; failed earlier attempts retain their original grades. - The earlier complete seven-case matrix passes **21/21**, with a separate **3/3** delegation regression. Two preceding matrices also passed 21/21 each. A complete 24-cell matrix including Events has not been run. [The dated results](doc/plans/2026-10-01-public-mcp-paid-eval-results.md) retain exact source fingerprints, failures, model IDs and partial costs. - Node 24: repository-wide `pnpm -r typecheck` and `pnpm build` pass after merging master. Server typecheck passes after the final quota/status changes. Eval typecheck and all 892 eval-support tests pass. - All 33 real MCP/OAuth tests pass. The preceding combined MCP, redaction, private-address and DNS-rebinding run passed 129 tests; two later MCP regressions cover quota reuse and unchanged-status suppression. All 28 adjacent issue-tree/stale-lock route tests pass. CI then found a null checkout result in the existing concurrent-workspace path; logging now uses optional status access. All 12 closed-workspace tests and all 33 MCP tests pass after that correction. The exact-start event calibration exposed a timestamp gap; scanning now includes the subscription start, with all 33 MCP tests and server typecheck passing. These two narrow corrections follow the paid regression. - A real Core → Cloud → Core authority round trip passes OAuth, MCP 2.0 subscription/delivery, current membership loss, unsubscribe, legacy SDK tools, refresh and revocation. Its callback transport is a fixture with independent HMAC verification. The paid Events campaigns separately prove public HTTPS delivery. - Earlier component qualification passed UI 7,117 tests, CLI 502, shared 832, skills catalog 20, database 160 and OpenAPI 10. Token gates, module boundaries, migration order and plugin regeneration passed. CI covers general/serialized suites, eight browser shards, runner checks, typecheck, build and canary dry run. - **Local full-suite limitation:** the earlier monolithic run was not clean. It encountered overlapping schema rebuilding, Mac database shared-memory limits and isolated CLI/fixture failures. Targeted reruns passed. The existing >32 MiB Git filename stress test still hit its 300-second Mac timeout. The additional serialized sweep stopped after 62 passing suites once CI passed. Original failures and partial logs remain; this PR does not claim a wholly green local monolithic run. - Local Codex CLI and Claude Code OAuth login and MCP SDK interoperability were verified. Public-store installation, actual ChatGPT Work Cloud Events UI, staging HTTPS client behavior and hosted newcomer provisioning remain release gates. Enablement is moving to **Settings → Experimental → Assistant connections (MCP)** in the stacked follow-up [#14933](https://github.com/paperclipai/paperclip/pull/14933). Merge both for the intended setup experience. This foundation branch alone still uses `PAPERCLIP_PUBLIC_MCP_ENABLED=true`. After deployment, set `PAPERCLIP_PUBLIC_URL` to the authenticated instance's HTTPS origin, and connect to `/mcp/paperclip`. Select a team and allow writes in browser consent. Configure an available agent and budget, then delegate and retrieve results later. For Events, rescan the deployed plugin catalog in ChatGPT Work Cloud; the host supplies its webhook credentials when the user asks to watch a task. See [the setup runbook](doc/public-mcp.md). ## Risks - Events are at-least-once and may arrive out of order. No replay cursor is advertised. Clients must refresh finite subscriptions, read current state and avoid comment feedback loops. Callback material uses the instance secrets master key; hosted subscriptions require the updated Cloud broker and are bounded to five minutes/the access proof expiry. - ChatGPT Work Cloud/dot event UI, plugin rescan and a hosted staging subscription remain deployment gates. Local signed-webhook and paid model evidence does not claim those surfaces have been exercised. - Disabled by default. Merging adds schema and opt-in code; it does not deploy a public endpoint, publish a store listing, create a team, or start paid agents. - Migrations 0301 and 0302 are additive and idempotent. Their SQL is unchanged from the earlier preview numbers, so hash-aware upgrade reconciliation preserves prior staging applications. Normal instance upgrades must apply it before enabling MCP. - Task creation and comments can schedule paid agent work. Consent and tool descriptions disclose that effect. Revocation blocks future calls but does not undo delegated work. - Public deployments need edge rate limits and credential-safe logging. Internal dispatch is restricted to the closed catalog and carries a request-local verified actor. - Hosted onboarding requires the companion Cloud broker, encryption-key configuration, and tenant rollout. Self-hosted direct connections can use this PR alone. - Store acceptance and agent-mode participation are not claimed. Checked-in plugin endpoints are development defaults; rebuild packages for a real deployment before installation. ## Model Used OpenAI GPT-6 in Codex, with reasoning, tool use, and code execution. A more specific serving version and context-window size were not exposed by the session. Paid eval models: `gpt-5.4-mini-2026-03-17`, `claude-haiku-4-5-20251001`, and `claude-sonnet-4-6`. ## 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 (targeted/component checks; full local-run limitations 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>	2026-10-06 11:48:53 -05:00
DottaandPaperclip	0e0b63e5a5	feat(connections): add experimental task-pinned AI routing (#14967) ... ## Thinking Path > - Paperclip manages AI agents and their work. > - AI Connections separate account access from models and harnesses. > - A pool must act as one connection while retaining each task’s account. > - Core must enforce member access and preserve session and recovery rules. > - A plugin supplies rotation policy without receiving credentials. > - This change adds durable routing and native connector setup and management. ## Linked Issues or Issue Description **Subsystem affected** AI Connections, Connectors, plugins, run dispatch, and session compatibility. **Problem or motivation** Operators need to rotate new tasks across saved accounts while each task keeps its account and session. Pool setup must fit the existing connector catalog and account workflow. **Proposed solution** Add an experimental router binding, a capability-gated plugin hook, and transactional task pins. Plugins declare native pooled connectors through `aiConnectionRouter`. Core hosts the existing-account picker, ordering step, and account settings. Related usage contract: #14936. Companion private plugin: https://github.com/paperclipai/paperclip-cloud/pull/643. **Roadmap alignment** This extends Apps and AI Connections. Core supplies generic enforcement and native connector UI; the private plugin owns rotation and quota policy. The prior duplicate search found no matching router implementation. ## What Changed - Add a router binding without changing existing concrete bindings. Keep the instance flag and new pools disabled by default. Require manual operator configuration. Show no routing toggle in Experimental settings on either open-source or Cloud installs, even after routing is enabled. - Persist company-scoped pools, one shared cursor per pool, and pins keyed by company, pool, agent, and task. Commit pins and cursor advances together with revision checks and bounded retries. Persist run-ID affinity before allocation. - Pass only authorized metadata and normalized usage to plugins. Core retains credential handling, member access checks, runtime qualification, and recovery evidence. Probe outside locks with a shared 15-second budget and freshness cache. - Resolve routing before credential preparation and backend selection. Preserve pins through turns, session resets, removed members, and quota waits. Retain admitted recovery after disable or uninstall. - Separate credential session epochs from token generations. Verified refresh preserves the epoch; reconnect and manual replacement change it. Include the credential slot ID in session and usage-cache identity, so reconnecting an indexed legacy account invalidates its old session even when both epochs are zero. - Validate pool member installations before accepting saved-agent bindings and recheck compatibility when the harness changes. Install only authorized members in the new-agent transaction and record their IDs in local activity. Pool membership cannot install a restricted shared connection. - Preserve pool bindings when agents hire teammates through either creation API or native caller runtime inheritance. Block stale manager credential references; retain explicit child authentication precedence and reject incompatible inherited pools. - Add native connector registration through plugin metadata. Reuse the Connectors catalog, setup header, account header, sidebar, dialogs, and usage display. Setup selects and orders saved connections. Advanced settings hold usage rules and member runtime defaults. New-account setup opens in another tab. - Use revision-checked pool archival from the Connectors catalog and account page. Keep task pins, cursors, recovery evidence, and underlying connections. Reject ordinary connection updates or removals that bypass pool revisions. - Add pool selectors, composer models, override notes, quota status, run details, activity records, and local run-log records. Keep session-adoption copy minimal. - Show **Used by** below the pool connections. List current company agents with shared avatars and profile links. Include paused agents; exclude terminated agents and agents using another pool. - Add Core stories for the generic connector workflow and runtime surfaces. Cloud stories reuse these production routes and tokens through a preview-only alias. ## Verification - Final head `73cb953bca30ed83e4505dd820edd9b5edffd28b`: full workspace `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass locally. - All 422 focused connector/settings/shared-contract/migration tests and all 156 database-backed AI connection, hiring, reconnect, and durable-routing cases pass (69 hiring cases rerun after the final auth-precedence fix). The merged shared contract retains connection instructions and pool metadata. The pool migration is generated at sequence 0299 after the latest upstream migrations; this PR makes no lockfile changes. - All four full-app Playwright tests pass on the final head after a cold restart and migration, against the installed private plugin and isolated database, with no route or pool-API mocks. They cover hidden routing controls after manual opt-in, native pool creation, ordering, membership edits, rename, paused defaults, enabling/save/refresh persistence, stale edits, cancellation/removal, preserved underlying accounts, unavailable routers, and Used by avatars and profile links. Exact command: `PAPERCLIP_CONNECTION_POOL_E2E=1 AI_CONNECTIONS_TEST_COMPANY_ID=a37b9625-5ecf-4e29-8081-04df3d6e7d6f AI_CONNECTIONS_TEST_URL=http://127.0.0.1:3108 pnpm exec playwright test --config tests/ai-connections-app/playwright.config.ts connection-pools.spec.ts`. - [Native setup, ordering, and management screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-6006976278) address the review follow-up. [Earlier selector, quota, and run-detail screenshots](https://github.com/paperclipai/paperclip/pull/14967#issuecomment-5971537316) show the runtime surfaces. Core previews: `pnpm --filter @paperclipai/ui storybook`, then **Connectors / Pool host** or **AI Connections / Connection pools**. Cloud owns its host-backed plugin stories; both repositories’ Operator Setup Required story assertions pass. - Live acceptance used OpenAI/Codex and Anthropic/Claude ACPX, resumed both exact sessions after restart, preserved pinned accounts through explicit reset and controlled quota deferral/recovery, and committed only two allocations across fourteen runs. A later UI-created task test again rotated OpenAI then Anthropic and resumed OpenAI through follow-up/restart/quota recovery. That later Anthropic execution was blocked by its saved OAuth token expiring (provider 401). No live usage probes ran. - The full local `pnpm test:run` was attempted earlier and did not complete because of macOS embedded PostgreSQL bootstrap/shared-memory failures and the 40,000-file Git fixture timeout. The focused database suites above now pass; full-suite verification is provided by the split CI lanes. The preceding CI run had one runtime readiness timeout; it passes locally both alone and inside the larger runtime suite. That larger local suite also encountered an embedded PostgreSQL setup failure and two macOS temporary-path alias assertions; those two assertions pass with canonical TMPDIR=/private/tmp. All final-head CI checks are terminal green, including full general/serialized server suites, Runner checks, browser E2E shards, canary verification, build, and typecheck. Greptile is 5/5 on that exact head with no unresolved threads. ## Risks - The migration adds routing tables and a credential epoch column. Install the private plugin only with the compatible Core contract. - Routing and each pool require opt-in. Production distribution and fleet defaults remain unchanged. - Unknown usage stays eligible. Known pinned exhaustion waits; revoked access requires operator repair. - Legacy adapters require compatible members. Runner model and effort overrides remain limited by qualified backend support. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository editing, code execution, and browser testing. The exact deployment model ID and context window are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes:` / `Closes:` / `Refs:` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (targeted suites; full-suite limitations are reported above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-05 20:44:37 -05:00
DottaandPaperclip	4857799a88	feat(connections): deliver saved instructions to authorized agent turns (#15216) ... Persist optional connection instructions and deliver authorized snapshots to agent execution prompts. Keep provider templates with each app definition, preserve edits and opt-outs, and replace sessions when guidance or access changes. Use shared production settings across setup and Permissions, with source visibility in agent Instructions. Add the initial memory-provider defaults and managed Honcho workspace configuration. Include migration 0298 and regression coverage for generic providers, runtime delivery, authorization, and catalog regeneration. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-05 18:16:00 -05:00
DottaandPaperclip	2c43b39167	refactor(ui): share task composer and project/worktree controls (#15091) ... Use the shared composer for new tasks, including project and worktree selection, rich mentions and slash commands, and remembered task settings. Save project preferences after successful task updates. Show known agent models by name and use Default for unknown runtime defaults. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-05 18:06:40 -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	7498705642	fix(ui): stabilize mobile task reading and document navigation (#15228) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People read tasks and send instructions from phones as well as desktop browsers. > - The mobile footer let page text show through its labels, and small text fields made Safari zoom on focus. > - Small scroll changes made the footer switch direction, and its changing page padding moved the conversation. > - Task pages also showed comments before question cards and run history arrived, so the composer and reading position moved again. > - Document links also used native navigation, which reset the reading position or reloaded a task through its UUID URL. Desktop tabs were crowded in the mobile drawer. > - This pull request keeps navigation steady, opens documents in the mounted task, and gives mobile readers a full-height panel with a vertical tab selector. > - The benefit is a stable task view and smoother scrolling on mobile. ## Linked Issues or Issue Description **What happened?** The mobile footer was translucent. Safari zoomed when a person focused a small text field. The footer switched abruptly while scrolling. A large task could show saved comments, then move the page again when a question card or run history arrived. In a local test with delayed responses, a late question moved the mobile composer by about 374 pixels. Opening a plan from the feed could reset the view or reload the task through a UUID link. The mobile document drawer left part of the feed exposed above small desktop tab controls. **Expected behavior** The footer has an opaque surface and moves smoothly after deliberate scrolling. Text fields do not cause automatic focus zoom. A task shows its initial conversation and composer together at the final scroll position. Background refreshes keep the existing conversation visible. Document links open in the mounted task with its existing cache and reading position. Mobile documents fill the viewport, show a clear close button, and offer a vertical list of open tabs. **Steps to reproduce** 1. Open a task with many long comments and a pending question in iOS Safari. 2. Delay its interactions, activity, and runs responses by different amounts. 3. Reload the page and watch the conversation and composer move as each response arrives. 4. Scroll down and back up, including small direction changes and edge bounce. 5. Focus the task composer, search field, and new-task title and description. 6. Open a plan or another task document from the feed, including a link that uses the task UUID. Close the panel and check the reading position. 7. Open several documents on a phone. Switch tabs and close both active and inactive tabs. **Paperclip version or commit** Developed from `1c07b5903` and rebased onto `59015846a`. **Deployment mode** Built from source. Tested in an isolated local test drive with iOS 26.5 Simulator Safari and Chrome. A temporary local proxy delayed independent responses for the layout test. Related work found in the duplicate search: - Refs #14727. It made saved replies appear before supporting history. This PR keeps its parallel requests and narrows the tradeoff in favor of a stable first layout. - Refs #14667. This open PR takes a different approach with per-run placeholders and retries. This PR fixes the observed question/composer movement and mobile navigation behavior. - Refs #13095 and #13597. These earlier fixes added task scroll anchors and skipped transcript waits for scheduled retries. - Refs #6550. Earlier mobile board polish. - Refs #9467. This related open PR changes list and generic tab reflow. The task-pane selector uses a separate component. ## What Changed - Give the mobile footer an opaque semantic surface. - Set a base-size floor for editable text on touch devices to prevent Safari focus zoom. Preserve larger title text. - Share mobile scroll tracking between both layouts. Accumulate scroll distance, ignore edge bounce and changed document bounds, and update once per frame. - Use shared motion tokens for the footer and composer. Keep page padding stable and honor reduced motion. - Wait for the initial question cards, attachments, work products, activity, runtime selection, plan, and relevant transcript history before the first reveal. Skip scheduled retries and older runs outside the initial comment window. - Bound the first reveal to 15 seconds. A stalled supporting request leaves saved conversation and the composer accessible with an explicit loading notice. - Keep concealed mobile history from stretching the document. Keep the composer mounted but concealed until the same reveal. Keep both visible during later refreshes. - Route first and repeated same-task document clicks in place. Recognize UUID and identifier links. Preserve the thread history entry and feed position. Keep modifier clicks, downloads, external links, and classic document behavior. - Give the mobile task panel the full viewport and safe-area padding. Use a visible X and 44-pixel touch controls. Replace the horizontal tab strip with a vertical selector that wraps titles and supports keyboard focus. - Add four interactive Storybook states for a few tabs, long names, many tabs, and the last tab. Reuse the production selector and tab controller. - Add navigation and tab regressions, update first-reveal regressions, and document the behavior in `DESIGN.md`. ## Verification - 392 tests passed across the seven focused task-loading, scroll, mobile-navigation, layout, and composer suites. After review fixes, all 339 tests across the four affected suites passed, including stalled-loading fallback on mobile and desktop and the motion-token catalog. - All 442 focused document, tab, task-thread, and scroll tests pass. The final click-propagation cleanup also passes all 136 task-detail tests. UI typecheck, UI production build, and `pnpm check:token-gates` passed. - All four cases in `artifact-tab-arrival.spec.ts` and `text-attachment-tabs.spec.ts` pass locally, covering desktop and mobile selection, composer focus, document rendering, and downloads of the original bytes. - `pnpm --filter @paperclipai/ui build-storybook` passed. Open the mobile tab stories under `Prototypes/Task detail/Mobile tabs`. - A local diagnostic proxy measured cached plan content at about 250 ms after the first click. The HTML load count and task request count did not change. Feed scroll stayed at the same position. First, repeated, and UUID document links were tested at phone and desktop widths. Task-reference links close their preview before the document reader opens. - In Chrome at desktop and phone widths, the delayed-response task showed one complete reveal. The late question no longer moved an already visible composer. - In iOS Simulator Safari, verified the large-task reload, opaque footer, navigation hide/reveal, and search/new-task/composer focus without automatic zoom. - Full workspace typecheck and build passed. The updated UI also passes typecheck, production build, and token gates. - All 54 checks pass on the final commit `bf5c9914e61833e7cc8794a69d72cf8c7057b952` (two additional checks are intentionally skipped). Greptile reviewed that commit at 5/5, and all review threads are resolved. - Full local `pnpm test:run` was attempted but stopped after server-fixture failures. Embedded PostgreSQL startup failure reproduced in an isolated native-interaction fixture after five startup attempts. The broad run also reported a rapid Slack callback ordering test failure. These server paths are unchanged by this PR, and their CI shards pass on the latest head. The full local suite is not claimed as passing. - A localhost proxy stalled the activity response for 30 seconds. Chrome revealed the available conversation after the 15-second deadline at both desktop and phone widths, kept the composer accessible, and cleared the loading notice when the response arrived. ## Risks Slow initial history requests can delay the first conversation reveal by up to 15 seconds. If that deadline expires, late data can change the available conversation while a loading notice remains visible. The reveal waits only for runs in the initial comment window, and later refreshes do not conceal an existing conversation. The larger editable text can change line wrapping on phones. Mobile navigation and composer motion use shared tokens and respect reduced-motion settings. Mobile tab selection changes the control layout. Document links retain URL history while sharing the task reading position; other tasks and external links keep their normal navigation behavior. I checked `ROADMAP.md`. This is a fix for existing UI behavior. ## Model Used OpenAI GPT-6 in Codex. The runtime does not expose a more specific model ID or context-window size. The agent used reasoning, code editing, terminal tools, and Chrome and iOS Simulator testing. ## 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>	2026-10-05 12:33:34 -05:00
3 people	1c07b5903b	feat: Chat leads the left nav, agent work beside chats, and a Combined Inbox + Task List flag (#15100) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The left nav is the main way people move between tasks, the inbox, and Agent Chat > - The nav has separate Inbox and Tasks rows that show overlapping work, and Chat is one row among many > - The side panel beside a chat shows the conversation's own artifacts, not the work the agent did > - People want Chat to be easy to find, and they want one place for their task views > - This pull request moves Chat to the top of Work, shows the agent's tasks and artifacts beside each chat, and adds an experimental flag that folds Inbox into Tasks > - The benefit is a shorter nav and a chat view that shows what the agent is working on. Both changes stay off until an operator enables them ## Linked Issues or Issue Description Refs #14706 (the secondary Agent Chat navigation this change builds on) Refs #14848 (reopen the last visited agent chat) **Subsystem affected** UI navigation (left nav, mobile tab bar), Agent Chat side panel, task list and inbox, and the company artifacts API. **Problem or motivation** Inbox and Tasks are two nav rows for overlapping work. Chat sits in the top group with no clear home. The chat rail lists only agents you already talked to, so you cannot see your other teammates there. The side panel beside a chat shows only the conversation's own artifacts. It does not show the tasks and files the agent made. **Proposed solution** With Agent Chat on, Chat leads the Work section and the rail lists every eligible agent. The chat side panel opens on the agent's tasks as cards, and the agent's artifacts are available from +. A new experimental flag, Combined Inbox + Task List, makes Inbox a set of views inside Tasks. **Alternatives considered** Rebuilding the inbox inside the task list. Instead, `/issues` hosts the existing Inbox component for inbox views and the existing task list for status views, so all inbox behaviour stays the same. **Roadmap alignment** Agent Chat (ROADMAP.md, "Agent Chat (including CEO Chat)"). All changes are behind experimental flags that are off by default. ## What Changed - **Agent Chat nav (streamlined shell):** Chat is the first row of Work, not a top-group row. Workspaces leaves the nav while Agent Chat is on. The mobile tab bar is Home · Chat · + · Tasks · Agents. The legacy shell keeps master's top-group Chat row. - **Chat rail:** `AgentConversationsSidebar` lists every eligible agent. The open chat is first, then conversations by recent activity, then the rest of the roster alphabetically. Terminated agents and agents you left are omitted unless you have history with them. The picker still marks only real conversations as "Open chat". - **Chat side panel:** a new default Tasks tab shows one card per task the agent created, was assigned, commented on, or acted on, newest first. It has the task list's filter popover and a sort control. **+ → Artifacts** shows the agent's artifacts as cards. Cards open in a new tab. Agent Chat off keeps the old Artifacts tab. - **Artifacts API:** `GET /api/companies/:companyId/artifacts` accepts `agentId`. The filter applies to documents, work products, and attachments by the agent each result is attributed to. The shared validator and the UI client carry the new parameter, and the OpenAPI entry picks it up from the shared schema. - **Combined Inbox + Task List flag (`enableCombinedInboxTasks`, off by default):** new card in Settings > Experimental. The Inbox row goes away and its badge moves to Tasks. A Views menu on `/issues` covers Mine, Unread, Blocked, Recent, Everything, All, Active, Backlog, and Done. Bare `/issues` opens the last-used view (default Mine). Links that carry `assignee`, `workspace`, `participantAgentId`, or `q` open All so the filter is kept. `/inbox/*` and `/issues/{all,active,backlog,done,recent}` redirect to the matching view. `/inbox/requests` stays its own page. - **Task detail breadcrumb:** the view key now decides the source, so quick-archive still works after a reload from an inbox view. - **Docs:** `doc/PRODUCT.md` and `doc/SPEC.md` describe the chat rail, the chat side panel, and the new flag. ## Verification - `cd ui && npx vitest run --no-file-parallelism src/components/chat src/components/task-side-panel/TaskSidePanel.test.tsx src/components/AgentConversationsSidebar.test.tsx src/components/Sidebar.test.tsx src/components/SidebarCompanyMenu.test.tsx src/components/Layout.test.tsx src/pages/AgentChats.test.tsx src/pages/InstanceExperimentalSettings.test.tsx src/lib/task-views.test.ts src/lib/issueDetailBreadcrumb.test.ts src/pages/Inbox.test.tsx src/pages/Issues.test.tsx src/App.test.tsx src/App.activity-routing.test.tsx src/components/MobileBottomNav.test.tsx src/components/CommandPalette.test.tsx`: 20 files, 356 tests pass. - `cd server && npx vitest run src/__tests__/company-artifacts-service.test.ts`: 13/13 pass, including the new agent-filter test across all three artifact sources. - The new rail test fails against the unmodified rail. - `pnpm check:token-gates`: all gates clean. - Manual: enable Agent Chat in Settings > Experimental. Open Chat. The rail lists all agents. Open a chat. The side panel shows the agent's tasks. Use **+ → Artifacts** to see the agent's artifacts. Then enable Combined Inbox + Task List. The Inbox row goes away, and Tasks shows a Views menu. - Snapshot baselines are intentionally not updated. See `doc/design/DECISION-SHEET.md`, "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - With both flags off, the app behaves like master. The only exception is the API: it accepts a new optional query parameter. - With Agent Chat on, the rail can list many agents in a large company. It uses the agent list the app already loads, and search filters it. - The Tasks panel reads at most 200 recently updated tasks per agent and says so when it reaches the limit. The Artifacts panel reads at most 500 of the agent's artifacts. - Combined Inbox + Task List changes what bare `/issues` opens for people who enable it. Deep links with a task filter still open All. ## Model Used - Claude (Anthropic), model ID `claude-opus-5-5`, through Claude Code with tool use (shell, file edit, test runs). Extended thinking was 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] 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 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: scotttong <squadbot000@gmail.com> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>	2026-10-04 02:13:46 -07:00
DottaandPaperclip	cc67d4e1d8	fix: preserve steering and recover stopped task conversations (#15015) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A task conversation must let a user guide a running agent and resume stopped work. > - The active run owns its input protocol, even when the user changes the next model or effort. > - Queue delivery waits for a provider receipt, which must be able to persist during the request. > - A stopped startup also needs a clear user action that passes normal task admission. > - This pull request fixes steering delivery, makes queue actions immediate, and restores explicit continuation. > - The benefit is a responsive conversation that can recover without losing saved input. ## Linked Issues or Issue Description **What happened?** A queued message could change from Steer to Interrupt while a native run prepared. A steer request could wait on its own database lock and fail to deliver. A stopped startup could then leave the conversation without a working Retry or message continuation. Interrupt also waited for the server and showed a toast. **Expected behavior** The active run keeps its input protocol. Steer delivers input to that run. Steer and Interrupt clear the submitted queue rows and show the input in the conversation immediately. Failed delivery restores the latest queue with an inline error. An eligible stopped run offers Retry, and authenticated user input can start a fresh turn through normal task admission. **Steps to reproduce** 1. Start a task with a native Paperclip Runner. 2. Change the selected model or effort while that run prepares. 3. Queue a message and press Steer. 4. Observe the provider receipt and queue state during the request. 5. Stop a startup before its provider process begins, then try Retry or send a new message. 6. Repeat queued delivery with a legacy runner and press Interrupt. **Paperclip version or commit** Reproduced on the parent of this branch, `59c07ede7`. **Deployment mode** Authenticated private deployment. The fixes also cover local task conversations. Related work: Refs #12834, Refs #13354, Refs #13275. The open refactor in #13160 moves the same queue route; it does not fix the receipt lock or stopped-run continuation addressed here. ## What Changed - Select queue behavior from the active run's immutable dispatch and runtime resolution. - Leave the run row unlocked during provider acknowledgement, then lock and read it before merging the receipt. - Retain queued input if the target run stops during that wait. Keep inline delivery errors visible after empty queue updates. - Permit exact Retry and authenticated continuation after verified native startup cancellation. Preserve pause, approval, budget, ownership, and process-stop gates. - Carry undelivered native queue input into a fresh turn once the old execution is confirmed stopped. - Show Steer and Interrupt input in the conversation and clear submitted composer rows immediately. Restore the latest queue inline on failure. Remove delivery toasts. - Keep optimistic delivery stable across stale polls, empty queues, and paginated history. Preserve classic Interrupt error handling. - Document recovery and optimistic delivery behavior. Add regression tests across server, shared queue projection, and UI boundaries. ## Verification - Red-green regression tests reproduced the queue protocol, receipt lock, stopped-startup continuation, and optimistic delivery failures. - The focused server route, continuation, queue, and runner boundary suites passed during implementation. - The queue-route suite passes with 78 tests. The three complete conversation UI suites pass with 347 tests. - UI typecheck, production build, and `pnpm check:token-gates` pass. - Workspace `pnpm -r typecheck` and `pnpm build` pass. The local monolithic `pnpm test:run` is still running; remote CI verifies the complete suite on the latest commit. - All CI gates pass on `bd9031ad56abfcde13d13a13488c1b9217c2fd3a`, including the full test shards, runner verification, browser E2E, typecheck, release registry, and canary dry run. - Greptile reports 5/5 for that commit. Both review threads are resolved. ## Risks This changes queue display and explicit continuation admission. The UI must restore rejected delivery without losing other-session edits. The server must preserve concurrent provider result updates and must not resume a process whose stop is uncertain. Focused tests cover these boundaries. This change has no database migration. ## Model Used OpenAI Codex, an agent based on GPT-6. The exact runtime model ID and context window are not exposed in this session. Used reasoning, repository tools, code execution, and browser inspection. ## 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 22:07:14 -05:00
DottaandPaperclip	d7bdfc422c	fix(ui): show agent avatar and align chat header controls (#14726) ... ## Thinking Path > - Paperclip helps people manage AI agents and their work. > - Agent chat shows which agent receives each message. > - The chat header used initials instead of the agent avatar. > - The name and controls did not use the same center alignment. > - This change uses the shared avatar and centers the header content. > - Users can identify the agent and open its settings from the same row. ## Linked Issues or Issue Description **What happened?** The agent chat header showed initials instead of the agent avatar. The settings control did not align with the name and avatar. **Expected behavior** Show the agent avatar. Put the avatar, name, and settings control on the same horizontal center line. **Steps to reproduce** 1. Enable Agent Chat in Experimental settings. 2. Open a conversation with an agent that has an appearance set. 3. Check the avatar and settings control in the top bar. Related navigation work: #14706. ## What Changed - Use `AgentAvatar` in the conversation breadcrumb. - Update the breadcrumb key when the agent appearance changes. - Center breadcrumb labels that have an adjacent action. Keep task identifier baseline alignment unchanged. - Add regression checks for avatar props, appearance changes, and center alignment. ## Verification - PASS: affected Vitest suites, 129 tests. - PASS: `pnpm check:token-gates`. - PASS: `pnpm --filter @paperclipai/ui typecheck` on an isolated retry. - PASS: `pnpm --filter @paperclipai/ui build`. - PASS: browser checks at 1000 and 390 CSS pixels. Avatar, name, and settings control all have center Y = 29.5 CSS pixels. - Screenshots use the real header and avatar renderer with isolated context fixtures. No screenshot or fixture is part of this diff. - Full typecheck and build cannot complete because Cargo is not installed. - Full tests stopped with SIGKILL. The first UI typecheck also stopped with exit 137. These runs do not prove full-suite success. ## Risks - Low risk. The change only affects UI rendering. It changes no API or database contract. - Breadcrumbs with adjacent actions now use center alignment. Ordinary task identifiers keep baseline alignment. ## Model Used OpenAI Codex agent, with code editing, shell tools, and browser checks. The runtime did not expose the exact model ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [ ] 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 No behavior or command documentation needs an update for this rendering fix. The execution environment requires the assigned branch name to stay unchanged. Pending review gates are not marked complete. Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-02 22:06:50 +00:00
Devin FoleyandPaperclip	5b8b2b38ca	feat(apps): add Neon connection (#14980) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agents reach external services through the Apps catalog. Each catalog entry is a reviewed `AppDefinition` that wires a provider's hosted MCP server into Paperclip's shared vault, grants, policies, gateway, and audit trail. > - Neon is a widely used serverless Postgres provider with an official hosted MCP server, but it is not in the catalog. Teams that run their databases on Neon must use the generic "connect your own MCP server" path, which has no branding, no guidance, and no project or read-only controls. > - The connector playbook requires a catalog entry for a provider like this: the hosted server supports dynamic client registration and bearer API keys, and the common definition fields can express every option Paperclip can serialize. > - This pull request adds the Neon definition, its official artwork, the research and permission-review ledger rows, documentation, and deterministic tests, without any provider-specific runtime code. > - The benefit is a one-click, governed Neon connection with optional project pinning and read-only mode, and a documented path to live qualification. ## Linked Issues or Issue Description **Problem or motivation** Neon is a common Postgres host for the applications agents work on, but Paperclip's Apps catalog has no Neon entry. Operators who want agents to inspect schemas, run SQL, or manage branches must paste the MCP URL into the generic remote-MCP flow, which gives no branding, no provider guidance, no project boundary, and no read-only switch. **Proposed solution** Add a catalog-only Neon connection built from the connector playbook: browser sign-in through Neon's dynamic client registration with the reviewed `read` and `write` scopes, or a customer API key sent as an Authorization bearer header. Both methods expose Neon's documented `projectId` pin and `readonly` switch as optional Advanced fields. Every discovered tool stays governed by the normal per-action policies. **Alternatives considered** A plugin was not needed because no custom UI, tables, workers, or webhooks are involved. A separate read-only method was not added because the playbook treats read-only switches as advanced fields rather than methods. Neon's repeatable `category` query filter was left out because tenant fields serialize lists as one comma-joined value, so it cannot be sent correctly without new runtime code; per-action policies cover catalog narrowing instead. **Roadmap alignment** This extends the existing self-serve remote-MCP connection catalog and does not overlap planned core work. ## What Changed - Added the `neon` provider to `scripts/ingest-app-definitions.mjs` (category, API-key placement, methods, tenant fields, guidance, warnings) and regenerated `packages/shared/src/app-definitions/neon.json` plus the generated registry. - Added the Neon row to the self-serve MCP research ledger with `dcr_or_api_key` auth and risk tier S4. - Added permission reviews for `neon/mcp-oauth` (explicit scopes `read`, `write`, taken from Neon's live authorization-server metadata) and `neon/mcp-api-key` (provider key), with evidence links. - Added Neon's official tile icon (`ui/public/brands/apps/neon.png`, copied byte-for-byte from the icon linked by neon.com) and the brand manifest entry. - Added prosumer gallery copy for the Neon card. - Added `doc/connections/NEON.md` (service involvement, endpoints, administrator setup, capabilities and policy, manifest, brand provenance, validation hook) and linked it from the connections README and the permission audit. - Tests: Neon definition shape, store visibility and artwork, URL recognition, reviewed scopes with scope-widening rejection, URL projection of the project pin and read-only flag, invalid project ID rejection, the connect form's API-key gating, and the pinned catalog counts. ## Verification - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts packages/shared/src/app-definitions-url.test.ts` — 34 passed. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts` — 367 passed. - `pnpm exec vitest run ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx ui/src/lib/app-brand-assets.test.ts ui/src/pages/apps/AppLogo.brand-assets.test.tsx` — all passed. - `node scripts/check-app-brand-assets.mjs` and `node --test scripts/app-brand-validation.test.mjs` — passed. - `pnpm --filter @paperclipai/shared typecheck`, `pnpm --filter @paperclipai/server typecheck`, `pnpm --filter @paperclipai/ui typecheck`, `pnpm check:token-gates` — clean. - Manual: in a local instance, open Apps → Browse, confirm the Neon card and icon, open `/apps/connect?source=neon`, confirm both methods, the Advanced project pin and read-only toggle, and that Connect enables after an API key is entered. The operator completed a live connection against a Neon account on this build. - Live metadata probed on 2026-10-02: both `.well-known` documents at `mcp.neon.tech` return the recorded endpoints and scopes; an unauthenticated `initialize` returns 401 with `resource_metadata`. ## Risks - Low risk to existing providers: the change is additive catalog data plus tests. The generated registry only gains one import. - Neon's hosted server grants broad project and database management. The definition carries two warnings, recommends a development project, and keeps every write under the normal action policies; the read-only switch is enforced by Neon's server, not locally. - The permission-review ledger records live proof for both methods as not run; the full lifecycle checklist in `doc/connections/NEON.md` still needs a documented pass before the entry is considered fully qualified. > 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 - Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended thinking and tool use (shell, file editing, 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 - [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 15:04:52 -07:00
DottaandPaperclip	43f391e807	refactor(slack): clarify browser setup prompt from live testing (#14965) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Slack chat connections let people start and continue agent work from Slack. > - The setup prompt guides an agent through the Paperclip and Slack browser interfaces. > - A live setup completed, but several instructions did not match the current interfaces. > - Those gaps can send users to the wrong connection flow or leave them waiting for controls that do not appear. > - This pull request updates the prompt with the steps observed during the live setup. > - The benefit is a clearer path from a fresh instance to a verified Slack conversation. ## Linked Issues or Issue Description Refs: #13920 and #14862. The first added the Slack conversation flow. The second updated the shared setup prompt control. A search found no duplicate open PR or matching public issue. **Issue type** Outdated instructions and missing setup guidance. **Where is the issue?** `ui/src/pages/apps/chat/SlackSetupPrompt.tsx` **What's wrong?** The prompt omits the Chat connectors setting on fresh instances. It uses an old navigation label. It assumes an avatar crop dialog and a Save button always appear. It also assumes the suggested bot username matches Slack and that the Slack reply contains a task link. **Suggested fix** Use the current labels. Explain the feature prerequisite, avatar save behavior, real mention selection, clipboard recovery, and the path to task and run evidence. ## What Changed - Add the Chat connectors prerequisite and current Connectors, resume, and identity-link labels. - Explain Slack's combined Create and Install action and how to continue from its success page. - Handle avatar uploads that save immediately. Require a reload to confirm the saved icon. - Select the real bot from Slack's mention suggestions, including names with punctuation. - Recover from an empty or stale clipboard without exposing credentials. - Find the linked task through Conversations and inspect the agent's Runs page. ## Verification - `pnpm exec vitest run ui/src/pages/apps/chat/SlackSetupPrompt.test.tsx`: 10 tests passed after rebasing onto current master. - `git diff --check origin/master...HEAD`: passed. - `pnpm build`: passed. - `pnpm -r typecheck`: passed. - `pnpm check:token-gates`: passed. - Full Vitest suite: passed in CI for this commit, including all server, chat, workspace, and serialized test shards. The duplicate local `pnpm test:run` was stopped after CI finished; it did not complete locally. - Current-commit CI: all checks passed, including build, typecheck, E2E, Runner verification, and canary dry run. Greptile rated the change 5/5 with no findings or unresolved review threads. - Live browser test before the wording update: created and installed a new Slack app, verified the callback, uploaded and reopened the avatar, linked the configuring user's identity, and enabled the selected test channel. The first mention received a reply. A follow-up without another mention recalled the first message. Both agent runs succeeded. - The wording update does not repeat Slack app installation. Existing tests verify the complete copied prompt, clipboard fallback, and instance URL handling. - This is a prompt-text refactor. No runtime behavior changes, so the existing tests cover the copied result without a new test that repeats the wording. ## Risks - Low risk. This change updates prompt text in one file. - Provider interfaces can change. The prompt tells the agent to inspect the current page and handle optional controls. - The prompt handles the observed mention mismatch. This change does not alter the generated suggested username. ## Model Used - OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser automation. The session does not expose an exact runtime model ID or context window size. The live test also used an earlier model whose exact ID was 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 - [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 15:11:05 -05:00
Devin FoleyandPaperclip	144083fd48	fix(interactions): wait for workspace readiness before enabling approval (#14893) ... ## Thinking Path > - Paperclip lets people manage AI agents and review their work. > - Task confirmations must use the work produced by their source run. > - The server blocks approval while that run still needs to sync its workspace. > - The card currently enables approval before that check can pass, so an ordinary click produces an error. > - This PR exposes the existing readiness check and shows “Preparing approval…” with acceptance disabled. > - The card refreshes itself and enables approval when the source workspace settles. ## Linked Issues or Issue Description **What happened?** A confirmation appears while its source run is still preparing or syncing its workspace. Its enabled approval button returns a conflict asking the user to retry after syncing. **Steps to reproduce** 1. Run an agent in an isolated workspace. 2. Have it create a confirmation before workspace finalization completes. 3. Click the approval button while the source workspace is still active. **Expected behavior** The card explains that approval is preparing. Acceptance becomes available automatically when the same server check permits it. Reject and revise remain available. Related work: #10770 handles this conflict after a click with retries. #9520 proposes changing the workspace acceptance barrier. This PR preserves that barrier and exposes readiness before the click, including in compact task chat. It preserves the terminal-finalize behavior from #10099. ## What Changed - Add an optional, read-only `acceptanceBlocker` to interaction responses. Readiness uses the existing source-run workspace predicate, with one check per pending source run. - Disable acceptance and show a shared preparation notice in classic and compact confirmation cards, including checkbox and secret-binding confirmations. - Refresh preparing cards every two seconds in task detail, attention, pipelines, and Skill Studio. Restore each surface's previous polling cadence when preparation clears. - Preserve live tool reviews, questions, rejection, revision, and the server acceptance barrier. No automatic acceptance occurs. - Document the preparation state and cover readiness, terminal sync outcomes, unrelated runs, historical cards, and automatic refresh. ## Verification - Focused service, card, query-refresh, and helper tests: 217 passed across five files. - `pnpm -r typecheck`: passed. - `pnpm build`: passed. - `pnpm build-storybook`: passed. - `pnpm check:token-gates`: passed. - `pnpm test:run`: incomplete locally. Stopped after about 17 minutes once it reproduced seven existing environment failures: two Slack tests and two email tests lack ancestor-directory skill fixtures; three company-skills tests fail on macOS runtime-cache staging permissions. These are outside this change. The full CI test matrix passed. - CI: all 53 checks passed; two optional Storybook jobs were skipped. The branch has no conflicts with `master`. - Greptile: 5/5 on commit `8a6f216d8d`, with no review threads. - Reviewed added lines and new files for credentials, private URLs, internal task references, user paths, and run artifacts. None found. ## Risks - No database migration or change to acceptance authorization. Readiness is advisory; the server still enforces its existing gate at acceptance. - An open preparing card adds a read every two seconds. This cadence stops after readiness clears; historical cards add no workspace checks. - Failed or stale finalization retains the existing server behavior. This PR does not change recovery policy. ## Model Used OpenAI GPT-6 through Codex. The exact serving model ID and context-window size are not exposed in this session. Used reasoning, repository inspection, tool execution, and automated tests. No sub-agents. ## 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 (217 focused tests; full local-suite limitations 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>	2026-10-02 13:08:25 -07:00
DottaandPaperclip	6c1a75da49	feat(connections): make AgentMail a default connection with inline setup (#14772) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents access to external services. > - AgentMail needs both a saved key and an inbox assigned to the agent. > - Chat requests offered a setup link instead of an inline card and could treat a saved key as complete. > - Inbox setup also hid address conflicts behind a generic server error and a separate review step. > - This pull request makes AgentMail a default connection, adds the inline card, reduces setup to two steps, and shows conflicts beside the address. > - Shared native dropdown styles also give every caret a consistent inset. ## Linked Issues or Issue Description **What happened?** AgentMail requests in chat did not show a usable inline connection card. Manual setup required extra screens, ignored saved account keys, and could trap new-address setup in a locked inbox dropdown. Agent selectors omitted the avatar from the selected value. A taken address could produce an HTTP 403 from AgentMail and appear as an internal server error. Native dropdown arrows also touched the right edge of their fields. **Expected behavior** Make AgentMail available as a default connection. Ask for the API key inline, with a direct link to its provider page. Default human access to the company and agent access to the requesting agent. Resume the agent only after an assigned inbox is active. Manual setup should ask for an agent and email address, then finish. Address checks should run as the user types. Taken addresses should show clickable alternatives. A domain dropdown beside the name should prefer a verified custom domain. Setup should suggest authorized saved AgentMail keys and show agent avatars in the picker and selected value. **Steps to reproduce** 1. Ask an agent to connect AgentMail when it has no assigned inbox. 2. Check that an inline API-key card appears and links to the provider's API-key page. 3. Open AgentMail setup, choose an agent, and request an address that is already taken. 4. Correct the inline error, refresh, and finish setup with the same request ID. 5. Inspect native dropdown carets in light, dark, disabled, and right-to-left states. Uses the bounded provider-error parser merged in #14768. Related work: #13256 introduced AgentMail; #14725 expanded connection search. ## What Changed - Stop recurring email queries for tasks that have no email thread. Share the query between the thread provider and activity view. Keep email-task updates and invalidation-based discovery. - Make AgentMail available without the experimental chat setting. Keep the catalog, setup and management routes, agent Channels tab, task email feed, receiving worker, and agent tools available by default. Other experimental chat providers stay gated. - Make the email address and copy icon a single clickable action with the shared Copied! confirmation. Add View inbox linking directly to the matching AgentMail console inbox, with the address encoded as one URL path segment. - Reorganize inbox Settings around the copyable email address, usage instructions, and receiving status. Move reconnect credentials into a disclosure and separate the Disconnect action. Add production Settings stories for active, paused, unassigned-address, revoked, webhook, long-address, mobile, and reconnect states. Show repair controls when the inbox has an error. Keep usage instructions tied to an active inbox with an address. - Add AgentMail channel intents and an inline key field with the direct API-key URL. - Keep setup and retry state tied to the interaction. Require an active inbox for completion. Preserve company and agent access checks. - Reduce manual setup to agent selection and email selection. Put the domain dropdown beside the address and default to a verified custom domain. Preserve explicit choices across reloads. Keep receiving settings under Advanced options. - Check the initial address and edits after a 350 ms pause. Abort superseded requests and ignore stale responses. Show clickable suggestions and retain known creation conflicts across reloads. - Add a company-scoped, manager-only address check using the saved credential. Search the visible inbox list instead of fetching an uncreated inbox: live AgentMail retains negative lookups that can break subsequent access-key creation. Unlisted addresses remain unknown; creation is authoritative. - Suggest labeled saved AgentMail keys in both manual setup and the inline card. Filter by company, provider, active credential, and current-user grants on the server. Prefer an account key and preserve the selected key or an explicit new-key choice across refresh. Use verified scope metadata and bounded concurrent checks for legacy keys. Never return secret values. - Catch an inbox-only key before the email step. Allow its existing inbox only after an explicit choice. Recover old locked drafts at the key picker. Save the replacement key before retiring an empty draft, then use a new setup URL so refresh preserves the switched account; stop if cleanup fails. Preserve already allocated addresses and their original accounts. - Use the shared AgentSelect in email setup. Show the canonical agent avatar in each option and the selected value, including other consumers of the shared component. Add regression coverage for legacy and current Lucide agent-mention icon formats. - Start each catalog Add connection with a fresh setup identity. Honor Finish setup's exact draft/account/address instead of resuming an unrelated browser draft. Return Cancel and Done to Connectors and Email settings to the inbox. Group the task/thread explanation in a How it Works card. - Route AgentMail catalog removal through the email inbox control API, including unfinished drafts. Refresh both the catalog and inbox views. - Render each inbox management tab separately. Access uses the saved account grants and agent controls; Conversations and Activity use the shared persisted email feed. Activity lifecycle actions use the email API. Reconnect returns to inbox Settings. Conversation failures show a retry instead of a false empty state. Email delivery recovery stays in the task. - Map documented provider address conflicts to a field error. Preserve actionable messages for other failures. - Preserve non-secret draft fields across refresh, scoped to the requested agent. Never save API keys in browser storage. Resume partial inbox creation with the original agent, address, and request ID. - Show an already-created address with explicit retry and new-address recovery instead of locked inputs. Preserve the original inbox and resumable draft when choosing another address. Distinguish runtime-key 404 errors and log safe provider status/operation/code. - Apply final agent access once within email setup authorization for a new account whose original installs are unchanged. Preserve later permission edits and reused account installs. Support in-place retry of progress loading. - Let a failed inline setup change keys after retiring an empty draft. Persist its replacement setup identity without storing secrets. Recover a server-saved account when refresh interrupts the save response, while preserving intentional account changes. - Render the production setup in Storybook and add error, recovery, and mobile states. - Inset native select carets in shared CSS. Preserve custom icons, listboxes, keyboard behavior, and forced-color controls. - Add browser regression coverage and an AgentMail Product E2E case with persisted-state and rendered-card evidence. ## Verification - Full `pnpm -r typecheck`, `pnpm build`, `pnpm check:token-gates`, and `git diff --check` passed after the default-availability change. - All 485 focused tests passed. These cover setup, management, catalog and route gates, connection intents, email authorization, Cursor execution, and the OpenAPI contract. All 39 email integration tests run with the experimental chat setting off. - The shared polling change passed four behavioral tests, UI typecheck and build, and token gates. - `tests/e2e/agentmail.spec.ts` passed with the actual server setting off. This full-stack browser test uses simulated provider responses. It covers catalog entry, saved keys, editable address and domain controls, creation, conflicts, retry, all management tabs, clipboard feedback, the provider link, and task email rendering. - In the live local browser, Add connection reached the editable email step with the saved account key. The verified custom domain was selected by default. Both domain choices worked. The existing inbox Settings page remained available. Both active inboxes completed new mail checks with the setting off. No new provider inbox or email message was created for this pass. - Earlier live provider acceptance covered creation on a verified custom domain, Finish connecting on the reported draft, successful mail checks after refresh, and catalog removal of disposable draft and active connections. Clicking the email address copied the exact address and showed Copied!. View inbox opened the same inbox in AgentMail’s console. No email messages were sent. - Production setup and Settings Storybook builds and interactions passed. Settings states include active, paused, unassigned, revoked, webhook, long-address, mobile, and reconnect. Receiving and revoked-access stories had zero accessibility violations. - Full local `pnpm test:run` on an earlier revision completed with 14,709 passing, 87 skipped, and four transient failures. All four failed cases passed in focused reruns without product changes. That serial full local command was not repeated after each follow-up. The latest-head full CI suite is the final test gate. - CI found an obsolete browser assertion that hid every channel when the flag was off. Updated it to keep AgentMail and the Channels surface visible while preserving the GitHub chat route gates. All 11 provider browser tests passed locally after scoping the Channels selector to the agent sidebar. Two initial local attempts stopped at temporary Postgres initialization. The passing run used a separate disposable database on the existing local Postgres server; it was removed after the test. - Updated the remaining sidebar and aggregator discovery assertions for default AgentMail availability. Ordinary task fixtures now return no email thread. All 128 sidebar/task-page tests and all 42 aggregator tests passed locally. - Latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`: full CI passed, with 54 successful checks including Snyk and two intentional Storybook skips. The CI run is https://github.com/paperclipai/paperclip/actions/runs/37020833647. A fresh Greptile review scored 5/5 with no unresolved threads. Live model evaluations and inbound/outbound email delivery were not run. ## Risks - AgentMail no longer needs experimental opt-in. Setup still requires a human to connect an account and assign an inbox. Inline setup creates an inbox after a human submits a new or saved key. Company access, agent access, inbox assignment, and completion checks remain enforced. - AgentMail read APIs cannot prove global address availability. The visible-list check is bounded to 100 entries and cannot see inboxes outside the key’s scope. The UI reports this limitation, suggests alternatives without claiming they are free, and keeps final creation conflicts inline. Lookup outages show an error without preventing the authoritative creation attempt. - Native select CSS affects the whole app. Custom-icon selects and multi-row lists are excluded. Forced-color mode keeps the browser caret. - Saved-key discovery uses stored verified scope metadata and checks authorized legacy credentials concurrently within a shared three-second deadline. Provider outages mark legacy choices unavailable; users can still enter another key. Final use rechecks authorization and provider access. - No database migration or transport default change. Live connection remains the default. ## Model Used OpenAI Codex, GPT-6, with reasoning, tool use, and code execution. The exact served model ID and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass (focused suites; full-suite limitation documented above) - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green (latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`) - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (latest head `b42bb4cd5cc9f2d01a99ab8026832d5a956ea85f`) - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-02 10:01:15 -05:00
DottaandPaperclip	e00d10d5d5	fix(connections): repair stale AI defaults from agent settings (#14916) ... ## Thinking Path > - Paperclip manages AI agents and controls the credentials used for their work. > - Managed AI connections resolve each responsible user's provider default. > - Agent settings created another account but kept the old default selected. > - A rejected provider test left the old account marked as connected. > - Claude ACP reported a typed login failure as a generic terminal-access error. > - This pull request repairs the selected account or selects the new login explicitly. > - Agents can save and run with the repaired credential, and failed logins request sign-in. ## Linked Issues or Issue Description - Fixes #14831. - Refs #13867. Environment failures remain separate from credential-health failures. ## What Changed - Add an agent-settings action to reconnect an unavailable personal default in place. Keep its connection, grant, default, and agent access. - State that a new account becomes the user's provider default. Select its returned grant before changing the agent binding. Keep the actual sign-in method. - Show default-update errors and allow retry without another provider login. - Show the agent-access choice. Connection managers start with company-wide access for their own tasks. Other members start with access for the current agent. - Use the server's connection-manager permission in the shared list response. This includes members with a custom management grant. - Mark credentials as needing attention after an explicit login rejection in Test or Save. This includes API-key 401 and 403 responses. Network, quota, and server failures keep the credential health unchanged. - Reuse the credential-generation check so an old failure cannot invalidate a newer reconnect. - Route Claude's typed provider `access` failure to the existing login-recovery flow. Replace its generic terminal-access fallback with a sign-in message. - Add regression tests and update the AI Connections documentation. ## Verification - Red: the UI tests failed on the missing reconnect action, unused returned grant, missing access choice, and lost default-update error. The server tests failed because rejected credentials stayed connected. The real ACP fixture returned `acpx_turn_failed` for typed login failures. - Green: 156 tests passed across the AI connection, hiring, agent field, and New Agent suites. All 37 environment-route tests passed. The Claude ACP authentication fixtures also passed. - `pnpm check:token-gates` passed. - `pnpm -r typecheck` passed. - `pnpm build` passed. - The full local `pnpm test:run` passed 707 files and 14,503 tests, then exited with an agent-conversation timeout and embedded PostgreSQL startup failures in unchanged suites. The isolated conversation and migration tests passed on rerun. Later local test groups did not run after this failure. - [All CI gates passed](https://github.com/paperclipai/paperclip/actions/runs/37012669356) on commit `38513dfe2`. This includes the full test matrix, browser tests, typecheck, build, Runner checks, and canary dry run. - Greptile reviewed commit `38513dfe2` and returned 5/5 with no open findings. - The regression tests use a real embedded database and a real ACP fixture process. Live provider sign-in requires a valid account and was not run. ## Risks - Connecting a new account from agent settings changes the user's provider default. The dialog states this before sign-in. - The displayed access choice can allow all company agents to use the account for its owner's tasks. Reconnect keeps the existing access. Server permissions still control installs. - Claude's typed `access` category maps to the provider's `auth_required` signal. Tool and workspace request failures retain their existing classification. - No database migration or provider credential format changes are required. ## Model Used - OpenAI GPT-6 through Codex. The exact served model identifier and context window are not exposed in this session. Capabilities used: reasoning, repository tools, code editing, and command 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>	2026-10-02 08:57:52 -05:00
DottaandPaperclip	efc2e6810e	fix: show each task once in dashboard agent cards (#14847) ... ## Thinking Path > - Paperclip helps people manage AI agents and their tasks. > - The dashboard shows recent agent activity in compact cards. > - Those cards use run records, so two runs for one task can create duplicate task cards. > - An operator needs to see each task once when scanning the dashboard. > - This pull request selects one run per linked task before it applies the card limit. > - The live runs page still shows each run for run inspection. ## Linked Issues or Issue Description **What happened?** The dashboard showed the same task in two agent cards when that task had both an active run and a completed run. **Expected behavior** The dashboard should show a linked task at most once. It should keep the active run card when one is present. **Steps to reproduce** 1. Start an agent run for a task that already has a completed run. 2. Open the company dashboard. 3. Observe two cards linked to the same task. **Paperclip version or commit** Reproduced on the pre-change master at `8b4aa0692`. **Deployment mode** Local dev, built from source. The bug is in the core dashboard UI and does not depend on an agent adapter or database mode. ## What Changed - Select distinct linked tasks from capped active and recent run samples before applying the dashboard card limit. - Keep separate cards for runs without a linked task. - Preserve the dashboard's count of additional distinct cards behind the live-runs link. - Add UI and embedded Postgres regression tests for duplicate runs and document the dashboard rule. - Give the existing multi-request cross-tenant authorization test enough time on loaded CI runners. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/components/ActiveAgentsPanel.test.tsx` - `pnpm --filter @paperclipai/ui exec vitest run src/api/heartbeats.test.ts` - `pnpm exec vitest run server/src/__tests__/dashboard-service.test.ts server/src/__tests__/agent-live-run-routes.test.ts` - `pnpm exec vitest run server/src/__tests__/agent-cross-tenant-authz-routes.test.ts` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui build` - `pnpm -r typecheck` - `pnpm build` - `pnpm check:token-gates` - Review the dashboard with an active and a completed run on the same task. Confirm that it shows one card. Open Live agent runs to inspect both run records. ## Risks - A very high volume of recent runs for one task can fill the capped sample and leave older tasks off the dashboard. The Live runs page remains available for full run inspection. - The dashboard may fetch up to 50 distinct run representatives to preserve its overflow count. The default run API response and persisted data are unchanged. > 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-6. The runtime does not expose the exact model ID or context window size to this task. The model used reasoning, tool calls, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-01 12:18:35 -05:00
DottaandPaperclip	6d654f63d1	feat(apps): make MCP action test results readable (#14859) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connected Apps let an operator control which MCP actions an agent can use. > - The Permissions page lets the operator run a real action as an agent. > - The Test dialog displayed the nested MCP response as escaped JSON. > - A useful result was hard to read, even when the action worked. > - This pull request renders known MCP content as a readable preview and keeps the raw response available. > - The benefit is faster validation without losing the data needed to diagnose a failure. ## Linked Issues or Issue Description **What existing behavior does this improve?** The per-action Test dialog on a connection's Permissions page. **Subsystem affected** ui/ — React board UI. **Current behavior** The dialog shows the gateway response as an escaped JSON blob. Text content that contains JSON stays inside a string. The obsolete connection Test page also keeps a separate set of stories. **Proposed behavior** The dialog uses structured MCP content when present. It parses JSON text blocks when possible. It shows compact tables, cards, fields, or plain text. It keeps the full raw response behind a control and opens that view for errors or unknown block shapes. Stories exercise the Permissions page dialog, and the obsolete Test page and stories are removed. **Reason and benefit** An operator can inspect a successful action result at a glance and still inspect the exact gateway response when a call fails or looks wrong. **Breaking changes** No API or stored data changes. The Test dialog presentation changes. The raw response stays available. **Additional context** I tested a read-only Notion search through the real Permissions page. The dialog showed three result cards and the raw response control worked. Storybook uses invented example data. No directly matching public issue or open PR was found in the GitHub search. ## What Changed - Render structured MCP output and JSON text content in the action Test dialog. - Show wide rows as cards, keep short rows as tables, and retain the raw response for diagnosis. - Remove the obsolete connection Test page and its stories. - Add focused dialog tests and Permissions page Storybook cases for success, errors, mixed blocks, and malformed blocks. - Document the Test dialog result behavior in the connection playbook. - Keep agent mention icons visible when the Lucide icon node is unavailable in server rendering, which repaired a repeatable CI failure. ## Verification - `pnpm -r typecheck` — passed. - `pnpm exec vitest run --project @paperclipai/ui` — passed (7,111 tests). - `pnpm exec vitest run ui/src/pages/apps/app-detail/ActionTestDialog.test.tsx` — passed (11 tests). - `pnpm exec vitest run --project @paperclipai/ui ui/src/components/MarkdownBody.test.tsx` — passed (53 tests). - `pnpm test:run` — started, then stopped after the review fixes changed the head; the full sharded suite passed in CI. - `pnpm build` — passed. - `pnpm check:token-gates` — passed. - Use a connected MCP app. Open Permissions, select a read action, and run Test. Inspect the preview and the raw response control. ## Risks - MCP tools can return provider-specific block shapes. Unknown blocks open the raw response so the operator can inspect the exact result. - Row and field previews limit visible data. The raw response preserves the complete result. > This is a targeted improvement to the existing Connected Apps item in `ROADMAP.md`. ## Model Used OpenAI Codex, GPT-6. The session used tool access, code execution, and browser validation. The exact deployment ID and context window were not exposed to the session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-01 11:52:26 -05:00
DottaandPaperclip	527e146980	feat(ui): share animated agent setup prompts (#14862) ... Use the shared animated prompt-copy control across setup, invitations, webhooks, and task handoffs. Preserve first-click copying, clipboard recovery, and logo continuity. Add Storybook coverage and restore mention icon masks for the current Lucide data shape. Co-Authored-By: Paperclip <noreply@paperclip.ing>	2026-10-01 11:46:14 -05:00
DottaandPaperclip	33a00d2f1e	fix(ui): reopen last visited agent chat (#14848) ... ## Thinking Path > - Paperclip helps people manage AI agents and their work. > - Agent Chat keeps one conversation for each agent and board user. > - The Chat sidebar entry opens the agent chooser each time. > - A user must then find and reopen the chat they just used. > - The browser already records recent agent chat visits by company and user. > - This pull request uses that record to reopen the last available chat. > - The chooser still serves users who have no available saved chat. ## Linked Issues or Issue Description Related: #14706 added the secondary Agent Chat navigation. **What happened?** The Chat sidebar entry opened the agent chooser, even after a user opened an agent chat. **Expected behavior** The Chat entry should reopen the last agent chat visited by the current user in the current company. **Steps to reproduce** 1. Enable Agent Chat and open a chat with an agent. 2. Open another page. 3. Select Chat in the sidebar. 4. Observe the agent chooser instead of the chat. **Paperclip version or commit** Reproduced on master at `0829d94af`. **Deployment mode** Local development, browser UI. The change also uses the same browser storage path in authenticated mode. ## What Changed - Use the existing recent chat record when the Chat landing route opens. - Check saved agents against the current roster and chat history before redirecting. - Keep the chooser when no saved chat is available, and show a retry state for load errors. - Add route tests and update the Agent Chat implementation spec. ## Verification - `pnpm exec vitest run ui/src/pages/AgentChats.test.tsx ui/src/lib/recent-agent-chats.test.ts` — 16 tests passed. - `pnpm check:token-gates` — passed. - `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/agent-chat-sessions.spec.ts --grep 'secondary chat navigation preserves layout'` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed on the final commit. - `pnpm -r typecheck` and `pnpm build` — passed earlier in this branch; latest-head CI completed all 47 jobs successfully. - `pnpm test:run` reported an unrelated native runtime test failure before it was stopped. That test and an unrelated external object refresh test passed in isolation. CI runs the same suites on the PR. - To check in the UI: open an agent chat, leave it, and select Chat. The same chat should open. Clear the recent chat record or use another company to see the chooser. ## Risks - The recent order is stored in the browser. Clearing browser storage returns the user to the chooser. - An existing chat ID is stored with its visit. If the chat is removed, the landing route skips that visit when history loads. Cross-tab storage removal clears the identity; failed writes retain an in-tab fallback. - The landing route waits for the agent roster and validates saved issue IDs against chat history when available. If history fails, an active agent chat can still open; roster or session failures show a retry action. - No database or API contract changes are required. > 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-6 family. The runtime did not expose an exact API model ID or context window. It used reasoning, repository tools, shell commands, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-10-01 11:01:45 -05:00
DottaandPaperclip	4ac374103f	fix(connections): repair Asana MCP and add shared-app sign-in (#14756) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections let agents use provider tools through the permission gateway. > - Asana provides an official remote MCP server, but its v2 server requires a registered MCP OAuth app. > - Setup can discover retired v1 endpoints and send a callback that differs from the displayed URL. > - This pull request repairs custom app setup and adds sign-in through Paperclip's shared app. > - Users can choose their own app without enrolling with Paperclip Cloud. > - Agents can use Asana tools after the user connects their account and sets action permissions. ## Linked Issues or Issue Description Related: #14739 supplies the personal credential repair used by resumed Asana setup. No duplicate Asana authentication PR was found. **What happened?** Asana setup failed even with a user-created app. Root discovery metadata still points at v1. MCP v2 uses the Asana OAuth issuer and requires an MCP app with a client secret. Local setup also displayed a localhost callback while an Origin header could make authorization use a numeric loopback callback. **Expected behavior** Sign in with Paperclip's app when its broker profile is available. Keep custom MCP app setup available without Cloud enrollment. Use the correct issuer, callback, client credentials, and resource throughout setup. **Steps to reproduce** 1. Open Asana in the connection catalog. 2. Supply an Asana MCP app's client ID and secret. 3. Start OAuth on a local instance opened with a numeric loopback address, or resume a draft that cached v1 metadata. 4. Observe the wrong discovery endpoint or callback mismatch. **Paperclip version or commit** Reproduced from b54b2dc35c. Rebased onto master at `0829d94af` after the single-screen setup change in #14811. **Deployment mode** Local development from source. The managed path also supports enrolled self-hosted instances. ## What Changed - Add the `asana.mcp` managed profile and the default Sign in with Asana method. - Use Asana's reviewed v2 protected-resource metadata before cached endpoints. - Require a custom MCP app's client secret and retain saved credentials during setup or reconnect. Repair only the known Asana v1 issuer/resource binding, retaining company and callback checks. - Expose a boolean for the acting user's saved client secret. The form offers secret reuse only when that user has an active grant with the required reference. - Let users select their own app from the enrollment and shared-app-unavailable screens, or from Advanced on the single-screen setup page. - Canonicalize HTTP loopback callbacks even when the request includes an Origin header. - Extend signed broker claims and provider URL validation for Asana. Require refresh credentials on managed authorization. - Document setup, distribution, and shared-app rollout requirements. - Resolve permission-profile name collisions when finishing another account. The live staging test found this after renaming the first Asana connection; OAuth succeeded but profile finalization failed. ## Verification - Final live staging proof used app commit `c6053157c4e42ac017727117b754ae77fa5c45fa` and the real Cloud broker at `767b63835170f664542afd0df99a76615e204b62`. In the embedded browser, default shared sign-in required no client credentials, returned through the central Cloud callback to the tenant, and discovered 39 actions. Get me succeeded through the gateway as the selected QA agent (2.1 seconds). The custom-app connection also returned a real result on this final build (0.9 seconds). - Retried the shared draft that failed during the first staging test. It completed after the profile-name fix, retained the selected agent, and kept the existing custom connection intact. Two database regressions reproduced the collision before the fix and passed afterward. The updated transaction rollback test also passes. - Shared reconnect returned to the same staging connection with 39 actions. Earlier staging checks verified the custom-app fallback when the shared profile was unavailable, saved-secret reuse on reconnect, and Off blocking the action test. Allowed was restored after that check. - Local live-provider checks also repaired a saved Asana v1 issuer/resource binding without reentering the secret and verified that numeric-loopback setup uses the displayed localhost callback. Expiring the local managed access-token timestamp triggered a real Asana refresh and a successful Get me call. These early local broker tests used enrollment/authentication and storage fixtures; the final staging proof used deployed Cloud identity and persistent storage. - The new production app is registered and configured, but production sign-in has not been deployed or verified. Live provider revocation was not run because the existing staging test app is shared with other connections. - After rebasing onto the single-screen setup flow, full `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass. Focused verification passes 365 service and 36 broker-client tests. Broader checks pass all 833 shared-package tests and all 530 connector-page tests. The shared suite uses `TMPDIR=/private/tmp` to avoid macOS temporary-directory symlinks in its canonical-path tests. The UI tests verify the shared-app default and switching to a custom app with its required client secret. - Embedded-browser smoke on the current rebased build verified the shared sign-in default, Advanced → custom app (client ID and secret required), and switching back to Paperclip. Both existing Asana connections remained connected after restart. No new provider authorization was performed during this smoke. - The full local `pnpm test:run` was interrupted when the execution session restarted. Before interruption, it reported one runtime-slot restart test failure. That test passed on an isolated retry after clearing two unused PostgreSQL shared-memory segments. The full local suite did not complete; CI must pass on the current head before merge. - All 52 CI and security checks pass on `9318fd4e9b616cdc3de12f40cdb9bd32d865af4c` (CI run `36882064080`), including all eight browser shards, nine serialized-server shards, build, typecheck, and canary dry run. Two optional Storybook checks were skipped. Greptile review 4 reports 5/5 on this exact commit, with all review threads resolved. Its updated summary identifies the current SHA; this comment-triggered review did not publish a separate GitHub check run. - Provider revocation is unit-tested in the companion broker. Live provider revocation was not run because the existing test app is shared with other connections. ## Risks - The shared Paperclip Asana MCP app has been registered with its production callback and Any workspace distribution. Its secret is provisioned in the production secret store, and the runtime client ID and secret reference are configured. The production profile is enabled in the saved deployment configuration. The companion broker has merged and passed staging deployment; production sign-in still requires a production deployment and live verification. Custom setup remains available. - Asana MCP uses the provider's fixed `default` grant. Paperclip action policies limit agent tool use; they do not narrow provider consent. - The callback correction affects HTTP loopback OAuth flows. Public HTTPS callbacks retain their existing behavior. - Reviewed discovery URLs now override stale cached endpoints. Tests cover the Asana v1-to-v2 repair. - No schema migration. Connection removal retains the existing local-only revocation behavior. ## Model Used OpenAI GPT-6 through Codex, with code execution, browser testing, and GitHub tooling. The exact model variant 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 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>	2026-10-01 10:24:44 -05:00
3 people	467125fafb	feat(connections): one-screen connector setup with stated defaults (#14811) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents use Connections (the Apps catalog) to act in services like Notion, GitHub, Google Workspace and Railway > - Each connector asked the user to answer setup questions before it went to the provider. Most of the questions already had the correct answer selected > - ROADMAP.md lists "simpler setup" for Apps and Connections as ongoing work. This change continues that work > - This pull request removes the questions that Paperclip can answer itself. It states the defaults in one line and moves the choices behind "Change" and onto the Permissions tab > - The benefit is that most connectors take one click in Paperclip and then the provider's own consent screen ## Linked Issues or Issue Description No public issue exists. This is the description, from the enhancement template. **What existing behavior does this improve?** The setup flow for tool connectors in the Apps catalog. **Subsystem affected** Apps and Connections: `ui/src/features/connections`, `ui/src/pages/apps`, the `packages/shared` app definitions, and the OAuth routes in `server/src/routes/tool-access.ts`. **Current behavior** Every connector opened with an Access step. The step asked who can use the connection and which agents get it, and both answers were already selected. 18 connectors also asked "How do you want to connect?" when Paperclip could rank the methods. The Google apps and Postman also asked "What should Paperclip be able to do?" before sign-in. The four gateway connectors (Zapier, Arcade, Composio, Executor) used a separate two-step wizard. Asana was pinned to a customer-owned OAuth app, so the user had to register an app in Asana's developer console. The "Set all" control on the Permissions tab changed only one action. After the user approved access, Railway's consent page showed "you can close this window" and did not return to Paperclip. **Proposed behavior** One screen per connector, with one primary button. The screen states the defaults in one sentence, for example "Connects for everyone in your organization, available to all agents". A "Change" link opens one Advanced panel. When the provider's metadata allows dynamic client registration, Paperclip registers a client itself. Connecting lands on the Permissions tab. On that tab, "Set all" changes every action in the group. **Reason and benefit** The user makes fewer decisions before the connection exists. Most choices are easier to make after the connection, on the Permissions tab, where a change has an immediate effect. **Breaking changes** None. No schema or API change. Existing connections keep their settings. ## What Changed - **No Access step.** `ConnectionSetupFlow` no longer has the Access step. The flow shows the resolved default above the primary button and on the completion screen. The access controls moved into one Advanced panel. The panel opens automatically only when a setting in it is required. - **A default method for every app.** The flow always picks the ranked default method. Alternate methods are in the Advanced panel. The Google and Postman capability choice is not asked before sign-in. The write-capable method is the default. - **Gateway connectors.** `RemoteMcpProductionSetup` (Zapier, Arcade, Composio, Executor) no longer has its own Access step. Its commit path and the main commit path use one helper, `askFirstCatalogEntryIdsFor`, for server-suggested defaults. - **Dynamic registration from live metadata.** `canRegisterOAuthClientDynamically` now allows registration when the provider advertises a registration endpoint, even if the catalog entry lists only customer-owned clients. The Asana and Linear definitions and catalog text match live probes. Asana issues clients for loopback callbacks only, so a hosted deployment still needs an Asana app. - **Connection setup states.** New `packages/shared/src/connection-setup-state.ts` sorts each method into `instant`, `authorize`, `paste` or `register`. The gallery card verb ("Connect" or "Add key") comes from this resolver and the instance's ownership availability. - **Generic MCP.** The generic path no longer asks "Does it need a key?" first. A credential challenge from the server shows the key field. - **Permissions tab.** Each action row shows its risk level. Each group has a "Set all" control. The control sends one change for the whole group. Before, each row's save started from the same render, so the saves overwrote each other. The Zapier/Arcade/Composio/Executor setup screen had the same defect. - **OAuth callback interstitial.** A cross-site browser navigation to `/api/tools/oauth/callback` gets a small same-origin "Finishing your connection…" page. That page repeats the request, and the repeat does the code exchange. Railway's consent page replaces itself after about two seconds, and the code exchange plus tool discovery takes longer than that. The interstitial uses only a meta refresh, because the OAuth code is single-use. Requests without `Sec-Fetch-Site: cross-site` take the old path. - **Linear registers through its MCP server.** Linear pins the console endpoints at `linear.app`. Pinned endpoints now replace discovery only when the method cannot register, or when the connection has an operator-entered client. So a Linear connection now finds the registration endpoint at `mcp.linear.app`. - **Own-OAuth-app recovery stays on the one-click screen.** When the method also accepts a customer-owned client, the client fields are in the Advanced panel. The panel opens after a failed sign-in. "Try again" resumes the draft with the operator's client. - **E2E specs** follow the one-screen flow. The Access-step clicks are removed, the specs open **Change** before they pick agents, and they expect GitHub's **Add key** verb. - **Default permissions do not change.** New connections still allow every action. The user can set actions to Ask first or Off on the Permissions tab. ## Verification - `cd ui && npx vitest run src/pages/apps src/features/connections --no-file-parallelism` - `cd packages/shared && npx vitest run src/app-definitions.test.ts src/connection-setup-state.test.ts` - `cd server && npx vitest run src/__tests__/tool-access-service.test.ts src/__tests__/remote-mcp-connectors.test.ts` - `pnpm check:token-gates` - New tests: - `PermissionsPanel.group.test.tsx` checks that "Set all" sends one change for the whole group. It fails on the old code. - `action-permissions.test.ts` checks the group update. - `connection-setup-state.test.ts` checks the four setup states. - A server test checks that a cross-site callback gets the interstitial and does not use the OAuth state, and that the same-origin repeat completes the connection. - Manual check on a hosted staging deployment. GitHub, Google Drive, Composio, Notion, PostHog and Railway each connected from one screen and returned to the Permissions tab. On Railway, "Set all" changed all 65 write actions, and the change remained after a reload. - Visual changes: snapshot baselines are intentionally not updated. See the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - **Fewer confirmation clicks.** Organization-wide access is the default, and the user does not confirm it on a separate step. This was already the preselected answer. The flow shows the default before the user clicks and again after the connection. - **Google write scope.** Google apps now request the write-capable scope by default. A narrower scope needs a new sign-in. - **Dynamic registration from live metadata.** A provider can advertise registration and then reject a redirect URI. Asana rejects hosted callbacks, for example. In that case registration fails, and the customer-owned client path remains available for recovery. - **Callback interstitial.** The OAuth callback adds one same-origin step for cross-site browser navigations. Browsers without `Sec-Fetch-*` headers use the old direct path. - Chat and bot connectors (Discord, Telegram, Microsoft Teams, iMessage) do not change. > 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 - Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through Claude Code with tool use (shell, file editing, browser automation) and extended thinking. It wrote the code, the tests and this description. A human product owner directed the work and tested it by hand. ## 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 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: scotttong <squadbot000@gmail.com> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>	2026-09-30 23:13:47 -07:00
DottaandPaperclip	c8f874311c	fix(ui): hide Google connectors only on the Connections page (#14774) ... ## Thinking Path > - Paperclip helps people manage AI agents for work. > - The Connections page lists the apps and saved accounts that agents can use. > - Google Workspace verification is still pending. > - Google entries must be temporarily hidden from this page without removing their implementations. > - This PR filters the final page rows, including saved Google accounts, after the page resolves their provider. > - Definitions, direct setup routes, OAuth profiles, credentials, and runtime access stay intact. > - Review instances can keep the prior UI by staying on their pinned app release. ## Linked Issues or Issue Description **What existing behavior does this improve?** Temporary provider visibility on the Connections landing page. **Current behavior** The page can show Google Workspace catalog entries and saved accounts while verification is pending. **Proposed behavior** Hide all nine Google Workspace rows on this page. Keep every other connector and all Google integration code unchanged. Use an existing release pin for review instances instead of a hostname exception in the app. **Reason and benefit** Pause public discovery without disabling existing runtime tools or removing the implementation needed for verification and later re-enablement. **Breaking changes** Google accounts are no longer visible on this landing page. Direct setup and management routes remain available. This is not an access-control restriction. Related completed work: #13551 used catalog-level visibility. This change is deliberately limited to the landing page and also covers saved account rows. #14740 reduced Google scopes; this change leaves those scopes unchanged. No duplicate open PR or matching open issue was found. ## What Changed - Derive the Google app slugs from the existing Workspace profile registry. - Filter the combined catalog and saved-account rows only inside `Browse`. - Cover all nine Google entries, active/draft/disabled accounts, legacy connection metadata, mixed-provider rows, and independently identified non-Google connectors in regression tests. - Document the display-only hold, pinned review builds, and how to restore visibility after approval. ## Verification - Passed: `pnpm exec vitest run ui/src/pages/apps/Browse.test.tsx ui/src/pages/apps/AppsConnect.test.tsx` (199 tests, including the latest master changes). - Passed: `pnpm check:token-gates`. - Passed: `pnpm build`. - Passed: `pnpm -r typecheck` and `pnpm build` after merging the latest master. An earlier overlapping run hit a local runner codesign race; sequential checks passed. - Passed again after the final custom-provider fix: `pnpm --filter @paperclipai/ui typecheck` and `pnpm --filter @paperclipai/ui build`. - The full local `pnpm test:run` was started, then stopped after the full remote CI suite passed to avoid continuing duplicate long-running work on the developer machine. It is not claimed as a completed local pass. - All 54 latest-head CI checks passed. Two non-applicable Storybook jobs were skipped. One serialized server job lost its self-hosted runner connection; its single retry passed. - Greptile: 5/5 on `aeda167bf4494feed6ee0de2585960511fb02918`, with no unresolved review threads. - Confirmed in the existing review instance that all nine Google entries still appear after its current release was pinned. No new app release was deployed to that instance. - Reviewer steps: open Connections on this branch with Google catalog entries and saved Google accounts. None should appear. Non-Google connectors must remain. Direct Google setup routes must still load. ## Risks - Existing Google accounts cannot be found on this page during the hold. Their data and runtime access remain unchanged. - This is a UI-only filter, not an authorization gate. Direct routes and API access still work by design. - Review instances must not receive this UI build until the hold is removed. Their existing release pin excludes fleet app upgrades; an explicit targeted upgrade must still be avoided. - No migrations, backend changes, broker changes, or credential changes. ## Model Used OpenAI Codex (GPT-5-based coding agent), with reasoning, tool use, code execution, and browser inspection. 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 tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-09-30 18:22:25 -05:00
4 people	d6fa1fd1ef	feat(ui): streamline account menu profile access and add Invite shortcut (#14480) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Humans work in teams, so Paperclip has a multi-user system with logins, profiles, and a company sidebar. > - The account menu in the lower-left corner of the sidebar is the main entry point for a user's own settings. > - The account menu spent half of its rows on "View profile" and "Edit profile". Users open these rows rarely. > - The account menu had no fast path to invite a new member. The invite flow is different on a self-hosted instance and on Paperclip Cloud. > - This pull request removes the two profile rows, makes the header a link to the profile, adds an "Edit profile" button on the profile page, and adds an "Invite" row. > - The benefit is a shorter account menu that keeps profile access and gives users with the invite permission a one-click path to invite people. ## Linked Issues or Issue Description No public GitHub issue exists for this change. The description below follows the enhancement template. Refs #14060. That earlier pull request holds the first two commits and the first Greptile review. It closed when the branch got a new name to remove an internal ticket id. All Greptile findings from both reviews are fixed in this branch. **What existing behavior does this improve?** The account menu in the sidebar (`SidebarAccountMenu` and its `.production` variant) and the user profile page at `/u/:userSlug`. **Subsystem affected** ui/ — React + Vite board UI **Current behavior** The account menu shows the user's picture and name at the top. Below them, the menu shows "View profile" and "Edit profile" rows, then the other rows. The header is not a link. The menu has no row to invite people. On a self-hosted instance, the user must open Company settings, then Members, then the Invites tab. On Paperclip Cloud, the user must open the Members page and use the Cloud People link there. **Proposed behavior** The account menu does not show "View profile" or "Edit profile". The picture and name at the top of the menu are a link to the user's own profile page. The profile page shows an "Edit profile" button when the viewer looks at their own profile. The account menu shows an "Invite" row with the same `UserPlus` icon as the company menu. On a self-hosted instance, the row opens the Members page on the Invites tab, and shows only to boards that hold the `users:invite` grant (company owners and admins, instance admins, and local boards). On Paperclip Cloud, the row opens the People settings for the current stack, and shows only to the owner or admin of the stack, the same rule the Members page uses. **Reason and benefit** Users open their profile rarely, but the two rows took half of the menu. Inviting people is a common task, but it needed three clicks and a different path on Cloud. The new menu is shorter, keeps profile access in one tap on the header, and gives one "Invite" entry point on both hosting modes to the users who can invite. **Breaking changes** None. Routes, API responses, and settings keys do not change. The profile page and the invite pages keep their current URLs. ## What Changed - `SidebarAccountMenu.tsx` and `SidebarAccountMenu.production.tsx`: remove the "View profile" and "Edit profile" rows. Make the picture and name header a link to the user's profile. Add the "Invite" row after "Settings" in the streamlined menu and first in the production menu. - Header structure: `master` added a staging commit SHA link under the email in the same header. The profile link is now a stretched overlay behind the header content, so the SHA anchor sits beside the email and the header has no nested anchors. - `ui/src/lib/userProfileLinks.ts` (new): build the profile path from the user id first. The profile endpoint treats the id as the one unique slug, so two members with the same display name get different links. Name and email are a fallback only when the session has no id. - `ui/src/hooks/useCloudInviteUrl.ts` (new): read the Cloud stack portfolio and return the People settings URL only when the current stack role is owner or admin. This is the same rule as the Members page. - `ui/src/hooks/useCompanyInviteAccess.ts` (new): read the current board access snapshot and report whether the board may invite people to the selected company on a self-hosted instance. Local boards and instance admins pass. Other boards need an active owner or admin membership, the roles that carry `users:invite`. This follows the same client-side gate pattern as `ToolsAdminGate` and the run ledger. The server stays authoritative. - Invite row visibility: the row is hidden when the operator hides `company.members` or `company.invites`, and until the health check resolves. On self-hosted instances, the row is hidden until the board access snapshot loads and when the board cannot invite. On Cloud, the row is hidden when no People URL can be built. The in-app Invites tab is never a fallback on Cloud, because it drives a different flow. - `ui/src/pages/UserProfile.tsx`: add an "Edit profile" button that links to `/company/settings/instance/profile`. The button shows only on the viewer's own profile and follows the `instance.profile` hidden-settings gate. - Tests: extend `SidebarAccountMenu.test.tsx`; add `userProfileLinks.test.ts`, `UserProfile.test.tsx`, and `useCompanyInviteAccess.test.ts`. - No documentation references the removed menu rows, so no docs change is needed. ## Verification Run the focused tests from the `ui/` directory: ```bash pnpm vitest run src/components/SidebarAccountMenu.test.tsx src/hooks/useCompanyInviteAccess.test.ts src/lib/userProfileLinks.test.ts src/pages/UserProfile.test.tsx ``` - 52 tests pass in these four files. They cover the header link by user id, the removed rows, the header overlay with no nested anchors, the self-hosted invite target, the self-hosted permission gate (owner, admin, instance admin, and local board see the row; an operator does not, on both menu variants), the Cloud invite target with no `target="_blank"`, the menu order, the hidden-settings gate on both variants, the Cloud role gate (a plain member sees no row), the no-fallback rule when Cloud stack metadata is missing, the staging commit SHA link from `master`, and the own-profile-only "Edit profile" button. - `tsc -b` in `ui/` reports no errors in the changed files. The only errors are pre-existing `@paperclipai/plugin-sdk/ui` resolution errors in `PluginOrganizationSwitcher.tsx` from an unbuilt workspace package. Manual steps: 1. Sign in and open the account menu in the lower-left corner. Confirm the menu has no "View profile" or "Edit profile" rows. 2. Click your picture or name at the top of the menu. Confirm your profile page opens and shows an "Edit profile" button. 3. Open another user's profile. Confirm the page shows no "Edit profile" button. 4. On a self-hosted instance, as a company owner or admin, click "Invite". Confirm the Members page opens on the Invites tab. As an operator or viewer, confirm the menu shows no "Invite" row. 5. On Paperclip Cloud, as a stack owner or admin, click "Invite". Confirm the Cloud People settings page opens in the same tab. As a plain member, confirm the menu shows no "Invite" row. ## Risks - Low risk. The change is limited to the UI and touches ten files. - Users who know the "View profile" and "Edit profile" rows must learn the new header link. The header has hover and focus styles to show that it is a link. - On self-hosted instances, the "Invite" row depends on the board access snapshot from `/cli-auth/me`, which other gates in the UI already use. A member with a custom `users:invite` grant but an operator or viewer role does not see the row. That member can still use the Members page. The row is a shortcut, not the only path. - On Paperclip Cloud, the "Invite" row depends on the stack portfolio query. When that query fails or the role is unknown, the menu hides the row instead of sending the user to the wrong flow. - Both menu variants change together, so a behavior difference between them is not expected. ## Model Used - Provider: Anthropic. Model: Claude Fable 5.1 (`claude-fable-5-1`). - Run through Claude Code on the Claude Agent SDK inside a Paperclip `claude_local` agent, with extended thinking and tool use (file edits, shell, tests, GitHub API). - The model wrote the code, the tests, and this description. A human reviewed the pull request and requested the review fixes. ## 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 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Bender (Fable) <bender@paperclip.local> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>	2026-09-30 16:18:59 -07:00