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554a770c6f |
perf(apps): scope connection profile configuration reads (#18687)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps Permissions page reads saved access profiles for one connection. > - The page fetched every company profile, rule, and binding. > - It used only the app profile and eligible task-granted profiles for that connection. > - This pull request adds a saved configuration read owned by the profile service. > - The route keeps current connection and per-profile management checks. > - The benefit is fewer database rows, less Node work, and a smaller response for the same displayed configuration. ## Linked Issues or Issue Description **Subsystem affected** Server profile configuration reads and the Apps Permissions and Review data caller. **Problem or motivation** One connection page loaded and serialized unrelated company profiles. In the local fixture, this produced a 32.35 MB response with 76,001 rule rows. **Proposed solution** Select the displayed connection's app profile and exact eligible connection-intent profiles before loading their entries and bindings. Return an explicit configuration DTO with complete selected arrays. Keep summary and pending-review work on the existing full API. **Alternatives considered** Filtering the full response in the browser retains the database and Node cost. Truncating the full API would break other clients. Filtering entries to the connection would lose selectors and bindings needed by saves. **Roadmap alignment** This improves the existing governed Apps capability. It does not add a new access policy. Related merged work: #18673 and #18681. Related harness cleanup: #18683. Public PR searches found no duplicate connection configuration projection. ## What Changed - Add `ToolProfileConfiguration` and `GET /api/tool-connections/{connectionId}/profile-configuration`. - Select `app:<connectionId>` at any status and exact active, correctly bound `connection_intent` profiles. Run the existing per-profile visibility filter before configuration queries. - Preserve complete ordered entries and bindings. Keep all save behavior, empty-binding install fallback, and the existing full profile API. - Switch AppDetail and AgentConnectionAccess to the configuration DTO. Use a distinct cache key below the existing profiles prefix so mutation and reconnect invalidations still refresh it. - Add real PostgreSQL differential and authenticated HTTP tests, UI caller coverage, a reproducible benchmark, and access-map documentation. ## Verification Baseline: `3f8ebfff8aa9febd0733c6f65b07485dcadfd0e2`, after both #18673 and #18681. Final head: `b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22`. Current implementation and reproduction details are in [the performance note](https://github.com/paperclipai/paperclip/blob/b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22/doc/performance/2026-11-02-connection-profile-configuration.md). - AppDetail: 79 tests passed. Existing access/action saves, install fallback, grant removal, errors, and refresh cases use the new caller. - Real PostgreSQL differential: passed. Full ordered selected configuration equals the old full-list selection. Cases cover extra bindings, sibling selectors, wrong source/key/status/binding, null and non-string agent metadata, fresh mutations, empty app bindings, visibility filtering, and company scope. - Production HTTP authentication: API key and run JWT cases passed. Hidden personal accounts omit spanning profiles. Private connection reads fail. Restored ownership restores visibility. Revoked management grants deny fresh calls. Final UID canonicalization and foreign-company 404 assertions passed on the current head. - Map structural check, token gate, and `git diff --check`: passed. - Required local `pnpm -r typecheck` and `pnpm build`: passed on the current head. `pnpm test:run` was started once. Its first chat shard passed (337 tests, 151.87 seconds); the second shard was intentionally interrupted after the complete final-head CI suite passed. This partial local attempt is not a full local test pass. The same stable-runner general and serialized partitions and Runner lanes passed in [final-head CI](https://github.com/paperclipai/paperclip/actions/runs/41538805231), including aggregate `ci / verify`. No local assertion failures were observed before interruption. - Final-head focused acceptance: four files, 85 tests passed. Full token gates, maps, and module boundaries passed. - Actual browser acceptance passed on the current checkout with isolated real PostgreSQL and a local trusted board. An action saved as Off persisted after reload. Both app agent bindings stayed intact. Removing an agent-only task grant persisted after reload. Requests used only the narrow profile endpoint. No browser exceptions occurred. No responses were mocked. No provider calls or hosted changes were made. The helper stopped the owned runtime and database after the check. - Final exact-head checks: 54 success, one clean neutral Paperclip Review, three skipped, zero pending or failures. Legacy Snyk status: success. No inline review comments. - Greptile reviewed exact head `b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22`: 5/5, no findings, completed successful check. Five alternating unprofiled pairs ran with real PostgreSQL on macOS/arm64, Node v24.22.2, and forced GC. The fixture has 210 profiles (200 heavy profiles plus ten eligibility cases), 76,001 rules, 1,900 active tools, 695 removed tools, and 12 agents. The selected configuration has two profiles and 1,391 rules. Each pair asserts complete ordered selected DTO equality. | Measurement | Full list | Configuration read | | --- | --- | --- | | Service wall ms, median [min, max] | 200.927 [193.319, 213.390] | 6.414 [5.508, 6.973] | | Node CPU ms, median [min, max] | 262.751 [246.727, 271.573] | 27.525 [22.576, 29.308] | | Select queries / returned rows | 7 / 78,139 | 3 / 1,397 | | Actual response JSON bytes | 32,353,534 | 592,233 | | Serialization wall ms, median [min, max] | 90.714 [88.715, 99.304] | 1.644 [1.637, 1.745] | | Serialization CPU ms, median [min, max] | 90.644 [88.569, 96.778] | 1.654 [1.637, 1.807] | Reproduce: `node --expose-gc --import ./server/node_modules/tsx/dist/loader.mjs server/scripts/benchmark-connection-profile-configuration.ts 5`. The benchmark measures the service and actual response JSON separately. It excludes HTTP and authorization work through an identity visibility callback. Node CPU does not include PostgreSQL CPU. No hosted or foreground-under-load improvement is claimed. Preserved failures: offline install lacked a locked tarball; frozen online install passed. Sandbox localhost and tsx IPC restrictions blocked initial DB/typecheck attempts; permitted retries use the same checks. The first HTTP suite needed the unbuilt plugin SDK; its owning build helper fixed setup. Shared typecheck caught a missing barrel export, now fixed. A broad typecheck inherited the host's unpinned nested pnpm executable; the owned stalled process was stopped and restarted with pinned pnpm 9. The complete current-head CI suite and aggregate verify passed. The separate Paperclip agent review published 5/5 with no findings at this head and completed with a clean neutral conclusion. An added foreign-company assertion expected 403; the existing guard correctly returned 404. Only the test expectation changed. The first real browser attempt saved and reloaded the action correctly, but grant deletion returned 422: the stress fixture had a company binding, which makes that profile the company default. The UI showed the existing deletion error. The second browser seed used the production agent-only intent shape and passed removal and reload. This does not change the stress fixture or product deletion gates. Initial external browser script attempts also needed an ESM extension and the correct dependency path. Logs, first-failure screenshots, traces, and result files are retained in the local evidence directory. ## Risks - SQL selection must stay aligned with connection-intent eligibility. Differential fixtures cover the exact current predicate. - A selected connection can still have many rules. This change preserves all selected configuration. - Per-profile authorization still reads current selected resources and can add work. Connection visibility does not bypass that check. - No migration, default-allow, effective-access, policy-review, provider, or deployment behavior changes. The old endpoint remains available. Rollback restores the old AppDetail caller and removes the additive endpoint. ## Model Used OpenAI Codex, `gpt-6.1-sol`, with code execution and repository tools. The host does not expose the 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> |
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49b3804830 |
fix(connections): load permissions and show AI account identity (#18653)
## Thinking Path > - Paperclip manages AI agents and their access to saved connections. > - The Permissions page loads account details and permitted agent choices. > - Company-wide AI accounts repeat retained installation checks for every candidate agent. > - This makes target checks grow with the square of the roster size. > - The browser waits without a deadline, and connection names do not identify the provider login. > - This pull request batches direct AI checks and bounds loading with recovery controls. > - Account details load separately and show a provider email or an explicit profile-permission limit. ## Linked Issues or Issue Description **What happened?** Opening a saved AI account can leave Permissions on “Loading AI account…” for minutes. The account itself can be connected. The existing capability batch excludes AI connections, so a company-wide install repeats checks for every installed agent for every candidate. Saved names and Paperclip ownership also do not establish which provider login a credential uses. **Expected behavior** Direct AI accounts reuse retained-target checks within one descriptive request. The page shows loaded account controls or a bounded failure with Retry. Permissions shows the provider email and organization when the selected credential permits profile access. An unavailable profile must not block maintenance or disconnect a working inference credential. Writes still authorize current permissions. **Steps to reproduce** 1. Save an AI account in a company with several agents. 2. Install the account company-wide. 3. Open its Permissions page. 4. Delay the account-list or grants response to exercise the loading failure. The maintained benchmark reproduces database work with synthetic local data. Refs #17945, which added batching for non-AI connections. Searches found no open PR for this AI-account loading fix. ## What Changed - Include direct AI accounts in the existing board capability batch. Referenced pool members, delegated actors, complex selectors, and mutation authorization keep their existing evaluator. - Add opt-in per-caller GET deadlines to the API client. A timed-out caller detaches the stuck coalesced request so Retry starts a fresh fetch. Other callers retain their own cancellation and results. - Apply a 15-second deadline to AI account lists and grants reads. The permissions view retries transient failures once and reports other failures immediately. - Share the parent Permissions grants query with AI account details. Keep loaded controls visible after a background error and offer Retry. - Add a grant-scoped identity GET and OpenAPI contract. The service checks current membership and credential audience before it reads the selected credential. It projects only the provider email and organization; provider IDs, tokens, and raw errors stay private. - Show account details independently of maintenance controls. Anthropic profile denial has an explicit message and preserves connected status. Transient profile failures have a separate Retry action. Observations are cached for five minutes under the company, connection, grant, and grant revision. - Extend real PostgreSQL and authenticated HTTP coverage, client/component regressions, map guidance, and the existing benchmark's AI mode. - Address the Apex file-size finding by moving gallery identity lookup into the existing app display helper module. `AppDetail.tsx` is 984 lines; lookup behavior is unchanged. ## Verification Local source checkout on macOS, Node 25.6.1, pnpm 9.15.4, and disposable PostgreSQL 18.1. Provider calls use fixtures. No hosted deployment or provider qualification is claimed. - Passed `pnpm -r typecheck` and `pnpm build`. - Passed all 87 tests in `connection-management.integration.test.ts` and all 33 tests in `connection-install-capabilities.test.ts`. - Passed 196 AI connection, identity-provider, and OpenAPI tests: `ai-connections.test.ts`, `ai-account-identity.test.ts`, and `openapi-routes.test.ts`. - Passed 107 focused UI/client tests: `client.test.ts`, `ManagedAiConnectionDetails.test.tsx`, `AiConnectionAccountDetails.test.tsx`, and `AppDetail.test.tsx`. - After the Apex extraction, passed UI typecheck/build and 106 component tests across `AppDetail.test.tsx`, `AppNotConnected.test.tsx`, `ManagedAiConnectionDetails.test.tsx`, and `AiConnectionAccountDetails.test.tsx`. - The authenticated HTTP tests compare complete grants responses across human roles, for tool and AI connections. They verify a real install mutation succeeds before revocation and fails afterward. - A company-wide personal AI fixture checks 20 targets instead of 400. Pool-member permission loss still denies the complete pool description. - UI states covered: shared cached grants, stuck account/grants fetches, one automatic retry, terminal failure, manual recovery, authorization failure, background failure with retained controls, and unmount cancellation. Client tests also cover stalled response bodies and independent coalesced callers. - Identity coverage includes actual bearer-key/JWT reads, private-user and cross-company denial before provider access, revoked credentials, provider 401/403/429/500, and grant-change isolation. A real local HTTP fixture stalls the response body, verifies the shared 15-second deadline, and keeps unrelated HTTP requests responsive. The test shortens the native deadline to 100 ms. Profile permission denial leaves the saved account connected. - Passed `pnpm check:token-gates`, `node scripts/check-maps.mjs`, `node scripts/check-module-boundaries.mjs`, and `git diff --check`. - The full local `pnpm test:run` started with the loading-only change. All six chat shards passed. It recorded one failure in the unchanged `heartbeat-retry-scheduling.test.ts` quota-rejection case. That exact case passed a focused rerun on the final head. The initial failure cause remains unconfirmed and its local log is retained; this is not a full local-suite pass. The redundant local run was stopped with SIGINT after final-head CI completed successfully. - [Final-head CI](https://github.com/paperclipai/paperclip/actions/runs/41515556725) passed on `ead8d276d4a2023614fff54b3e9a858f28c3178b`: typecheck, build, all 12 server shards, all 3 chat shards, workspace suites, all 9 serialized suites, all 8 end-to-end shards, Runner checks, and the aggregate verify gate. Security checks passed. Optional Storybook checks were skipped by workflow policy. GitHub reports the branch mergeable without conflicts. - Apex reviewed head `ead8d276d4a2023614fff54b3e9a858f28c3178b` at 5/5, confirmed the extraction resolves its earlier file-size finding, and has no unresolved review threads. The existing benchmark ran for the loading-only change now recorded in commit `5f725b36fa52002545241a5a8b7a10602f0cc0ce`, with `--purpose=ai --baseline-ref=026fd9e3452`. The identity follow-up leaves that batch source unchanged. Two warmups and five alternating samples exercise each of eight fixture shapes. Complete positional capabilities, reasons, and operations match the baseline in every sample. | AI fixture | SQL calls before → after | Target reads before → after | | --- | ---: | ---: | | 1 agent, company install | 9 → 9 | 1 → 1 | | 32 agents, company install | 5,248 → 164 | 1,024 → 32 | | 100 agents, company install | 50,400 → 504 | 10,000 → 100 | | 100 agents, partial install | 13,175 → 503 | 2,575 → 100 | These counts measure the real service over local PostgreSQL. They do not predict hosted page latency. To reproduce the standalone benchmark, use a checkout of commit `5f725b36fa52002545241a5a8b7a10602f0cc0ce` and run the command below. Its isolation check intentionally rejects the later identity follow-up's additional runtime changes. ```sh node --import ./server/node_modules/tsx/dist/esm/index.mjs scripts/benchmark-connection-install-capabilities.ts --purpose=ai --baseline-ref=026fd9e3452 ``` Run the final-head regression suites from the repository root: ```sh cd server pnpm exec vitest run src/__tests__/connection-management.integration.test.ts src/__tests__/connection-install-capabilities.test.ts src/__tests__/ai-connections.test.ts src/services/ai-account-identity.test.ts src/__tests__/openapi-routes.test.ts cd ../ui pnpm exec vitest run src/api/client.test.ts src/components/ai-connections/ManagedAiConnectionDetails.test.tsx src/components/ai-connections/AiConnectionAccountDetails.test.tsx src/pages/apps/AppDetail.test.tsx ``` ## Risks Descriptive permissions reuse retained facts within one request. A concurrent change can leave a displayed choice stale; the next request and every write still authorize fresh. Pools with referenced members retain their existing cost. The account and grants clients now bound each caller's wait. A browser abort does not cancel an authorization read already admitted by the server. The independent profile request uses a fixed Anthropic origin, a bounded body, no redirects, and a 15-second deadline. Inference-only credentials can return no email; that is reported without guessing from a Paperclip owner or changing connection health. Profiles are fetched only for the caller's authorized selected grant. No ambient CLI identity, persistent identity cache, background polling, or billing-identity change is added. Other API reads keep their existing behavior. No migration is required. Staging has not been redeployed. ## Model Used OpenAI `gpt-6.1-sol` through the Codex harness in T3 Code, with xhigh reasoning, code editing, execution, and test tools. The host does not expose the 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 and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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8ea240218d |
feat(ui): bring the Refine-v2 layout to the agent page (#18378)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The agent page is where an operator reads and changes one agent. > - The page grew one tab at a time. Ten tabs sit in one flat list, the header holds many buttons, and the audit links leave the agent. > - A design pass, called Refine-v2, made a calmer layout for this page. It ran in a prototype on fixture data only. > - This pull request moves the Refine-v2 layout and behavior into the live agent page. Where the prototype and the live page differ, the live behavior stays. For example, the floating save bar stays on screen. > - The benefit is a shorter navigation, edits in place, and audit data that stays inside the agent. ## Linked Issues or Issue Description Refs #13716 Refs #9166 Both pull requests mount plugin tabs or slots on the agent page. They touch the same files, so one of the three needs a rebase after the others merge. **Subsystem affected** The agent detail page in `ui/` (`ui/src/pages/AgentDetail.tsx`, its sidebar, header actions, and the shared agent config form). **Problem or motivation** The agent page is hard to scan. The navigation shows ten items in one list. The header shows Run now, Pause, Clear error, and Assign task as separate buttons. The name, title, and manager are form fields deep in the Harness tab. Activity, Runs, Costs, and Budgets open company-wide pages, so the operator loses the agent context. Each tab uses a different card and table style. **Proposed solution** Use one layout system for every agent tab. Group the navigation into Agent and Audit. Edit the name and title in the header. Move the work actions into the actions menu. Show audit views inside the agent. Keep the persistent save bar and add a status dot to it. **Alternatives considered** We considered a flag that lets operators opt in to the new layout. We did not use a flag, because two layouts on one page double the test surface. We also considered moving the save button to the end of the scrolling content, as the prototype did. We kept the floating save bar, because it is always visible. **Roadmap alignment** `ROADMAP.md` has no item for the agent page. This change is a UI refinement of an existing page. It adds one optional field to an existing API request and no database schema change. ## What Changed - **Navigation.** The agent sidebar shows two groups. Agent has Overview, Identity, Harness / Runtime, Secrets & variables, Permissions / Trust, and Advanced. Audit has Activity, Runs, Costs, and Budgets. Skills, Tools, Channels, and API Keys leave the navigation. Their URLs still open. The Instructions tab is now Identity, at `/identity`. The old `/instructions` URL redirects. - **Header.** The agent character shows at a larger size. The name and title edit in place. Enter or blur saves. Escape cancels. An error restores the old value. A rename updates the URL. While a tab has unsaved changes, the header refuses the edit and asks the operator to save or discard first. The third line shows the title and a link to the manager. A crown button to the right of the name replaces the "Set as my primary" link and the separate primary indicator. It is outlined and dimmed until the agent is your primary, then fills with a short pop. Replacing an existing primary asks for confirmation first, and the pop plays after the dialog closes. Reduced motion skips the pop. Run now, Pause or Resume, Clear error, and Agent history move into the actions menu. Assign task is the primary button. For an agent that still needs setup, Finish setup is the primary button and Assign task moves into the menu. - **Agent history.** A new dialog in the actions menu replaces the Revisions entry. Each row shows a plain-language summary, the person or agent who made the change, the date, and Restore. Restore asks for confirmation. A failed restore shows its reason inside the confirmation. - **Overview.** Four metric tiles show activity this week, runs this week, costs this month, and budget used. Each tile links to its audit view. When the list behind a count is capped, the tile shows a lower bound, for example 200+. The activity tile follows live updates. Profile, Skills, and Recent tasks panels follow. The Profile panel lists direct reports under their label in at most two rows, then a "+N more" button that expands the list. The Latest run card is removed. - **Identity.** The file preview shows the raw text. A pencil button switches to a plain text editor. Copy and Delete are icon buttons. A chip next to the file name says "Managed by you" or "Managed externally". Per-file history and unsaved edits stay. - **External instructions.** "Advanced settings" opens Root path and Entry file fields and a Load profile button. Load profile asks the server to switch only if the root directory and the entry file already exist. If either is missing, the server refuses and the panel shows the reason. The entry file can have any name inside the root. - **Instructions bundle API.** `PATCH /agents/:id/instructions-bundle` accepts an optional `requireExistingEntry` flag (`packages/shared` validator, `server` service, `ui` client). With the flag, the server checks the root directory and entry file before it creates or copies anything. Without the flag, the behavior does not change. - **Harness / Runtime.** The config form gets a `panels` layout: Harness and Execution side by side, then the runtime test, then environment variables. The identity and run-policy sections are hidden from this tab. - **Secrets & variables and Advanced.** These tabs use the same filled panels and table headers. - **Permissions / Trust.** The trust presets show as selectable cards. An Allowed connectors panel shows up to three connector logos and links to Apps, filtered to installed connectors. Capabilities sit in their own panel. Changes on this tab save at once, with no save bar. - **Audit inside the agent.** Activity, Runs, Costs, and Budgets render inside the agent page. Runs is locked to the current agent. A failed budget incident action shows its reason under the incident. - **Save bar.** The floating save bar stays. It shows an amber dot for unsaved changes and a green dot with "Changes saved" after a save. Discard stays. - **Leave guard.** If the form has unsaved changes and the operator clicks a link, a dialog asks to keep editing or discard the changes. Browser back and the header actions keep the native confirm. - **Apps.** `/apps?source=installed` opens the Apps page on the Installed filter. - **Tokens.** New `--agent-detail-*` tokens in `ui/src/index.css` hold every spacing and fill value. Each fill is a mix of foreground into background, so one value works in light and dark themes. - **Tests and maps.** Tests cover the navigation model, sidebar, header menu, Overview layout, Identity editor, and helpers. The agent-configuration recipe in `maps/feature-map/agents.md` describes the new page. ## Verification - `cd ui && npx vitest run`: 849 test files and 10,081 tests pass. - `cd server && npx vitest run src/__tests__/agent-instructions-routes.test.ts src/__tests__/agent-instructions-service.test.ts`: 40 tests pass. - `npx playwright test --config tests/e2e/playwright.config.ts tests/e2e/onboarding.spec.ts tests/e2e/chat-adapters-ui-providers.spec.ts`: 26 tests pass. - `cd ui && pnpm typecheck` passes. This includes the Storybook catalog check. The `server` and `packages/shared` typechecks pass. - `cd ui && pnpm build` passes. - `pnpm run check:token-gates` reports all gates clean. - `node scripts/check-maps.mjs` and `node scripts/storybook-catalog.mjs --check` pass. - Manual check on a local instance, in light and dark themes: 1. Open an agent. Confirm the sidebar shows the Agent and Audit groups. 2. Click the agent name in the header. Type a new name and press Enter. Confirm the URL changes. Rename it back. 3. Open the actions menu. Open Agent history. Confirm the rows and the Restore confirmation. 4. Open Identity. Click the pencil. Change a line. Confirm the save bar shows the amber dot. Click a sidebar link. Confirm the discard dialog. Click Keep editing, then save. Confirm the green dot. 5. Open Harness / Runtime, Secrets & variables, and Permissions / Trust. Confirm the panels and the trust cards. 6. Open Runs under Audit. Confirm the list shows only this agent and the page stays inside the agent. ## Risks - This changes a high-traffic page for every operator at once. There is no flag to switch back. - Run policy and Reports to are no longer editable on the agent page. The header shows the manager as a link only. - Skills, Tools, Channels, and API Keys are reachable by URL only. Operators who use them from the sidebar must use the URL. - The pull request conflicts with #13716 and #9166 in `AgentDetail.tsx` and the agent sidebar. - Storybook stories for the agent page and `DESIGN.md` are not updated in this pull request. - The new `requireExistingEntry` flag is opt-in. Existing API callers keep the old behavior, which creates a missing external directory and entry file. - I ran two e2e spec files locally, not the full `pnpm test:e2e` or `pnpm test:release-smoke`. CI runs the full e2e suite. I did not run the repo-wide `pnpm -r typecheck`, because the local toolchain has no Rust. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Anthropic Claude Opus 5.5 (`claude-opus-5-5`), in Claude Code, with reasoning and tool use (shell, file edits, and a browser for visual checks). A person directed every design decision. ## 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: Claude Opus 5.5 <noreply@anthropic.com> |
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100b364264 |
Preserve selected Google services when setup resumes (#18048)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections control which external services an agent can use. > - Google Workspace setup lets a person choose services and read or write access. > - A draft lost that choice after a declined or expired OAuth handoff. > - Finish setup could then show all services with write access instead of the saved narrow choice. > - This pull request saves the exact draft choice without treating it as granted access. > - The benefit is safe setup recovery that preserves the person's choice and existing account limits. ## Linked Issues or Issue Description Refs #15545. The duplicate search found no open PR for Workspace draft consent recovery. Related #18000 concerns satisfied gateway access requests, not saved OAuth setup intent. **What happened?** A cold Workspace draft resumed with the new-account service defaults. The selected request lived only in short-lived OAuth state. Denial consumed that state. The picker ignored draft connections. **Expected behavior** Finish setup restores the same person's saved service choice. It does not use another person's choice, a broad profile hint, or a credential grant as draft intent. An old draft with no reliable choice asks the person to choose services. **Steps to reproduce** 1. Start a new Google Workspace connection. Select Gmail read-only. Turn off Drive and Calendar. 2. Continue to Google, then decline authorization. 3. Close the setup page. Return through Finish setup. 4. Open the service picker. Before this fix, all three services can be enabled with write access. **Paperclip version or commit** Reproduced in tests on master `820c458465fa40137c81fe510f3e6dc573b4f895`. **Deployment mode** Authenticated and local source builds. The source regression uses real PostgreSQL fixtures and the production React setup components. Live provider acceptance of this repair is still pending deployment. ## What Changed - Save validated, non-secret draft intent before managed or customer-owned OAuth. Bind it to company, connection, actor, grant kind, and subject. - Restore that intent after denial, state expiry, and cold Finish setup. Keep active reconnect bound to its saved grant. Do not change new-account defaults. - Preserve agent-to-human setup handoffs. Consume only the addressed person's reviewed proposal. Keep other people's proposals. - Lock and merge the current draft before saving intent. Return 409 if its credential identity or method changed during setup. - Preserve the latest saved choice across overlapping customer-owned starts. Merge both current configuration records under short locks. Reject stale client-binding changes. Keep each OAuth state's own requested scopes. - Add shared, service, handoff, picker, and cold-page regression tests. Update the connector contract and existing feature plan. - Route the default ungrouped test/release paths through six sequential exact-cover chat partitions. Preserve remaining server/native coverage, explicit grouped CI, selection-first execution and shared-database paths. - Correct the retention test driver so pending owned real I/O does not advance logical deadlines. Pump zero-duration connection timers and add a held-I/O regression; keep production scheduling and original timing assertions unchanged. The shared helper is needed by the server and picker to validate the same narrow binding. It does not resolve credentials or grant access. No production schema migration, new route, provider scope or deployment configuration is added. The test-harness changes do not change production timers. ## Verification ### Current candidate: source qualification passed; live acceptance pending - Current published candidate: `82d13d4d698a5579378b5d506cb7a1f9cb64b5c8`, tree `78d6a821ce53f481fe3e9991edce56f0acffb22f`. It combines the Workspace repair with launcher commit `bf29c9` and retention-test commit `e25987`, then integrates master `493e229d93ba7798e80152f4549e2e9177ce50ae`. The integration brings 40 upstream commits across 713 files. One launcher conflict keeps upstream validated CI selection and its selection-first path, then applies six default chat partitions only without a selection. The authored PR diff has 16 files, 833 additions and 100 deletions; it adds no authored lockfile or `.github` changes. The public head is confirmed at this revision. Fresh CI and review passed as recorded below. Source qualification is complete using exact-tree full CI and the local results below. The separate local whole command was interrupted by host disk protection and is not called a pass. Live repaired-draft acceptance remains pending deployment. - Exact clean `82d13d4` passed one Node 24.19.0 builtin-only run: 41/41 cases (37 launcher and four CI-workflow cases), zero failures/skips. HEAD, tree and relevant file hashes stayed unchanged and clean before, at start and after. This proves launcher fixtures, not real chat execution, current typecheck/build, the dependency-backed selection graph, or full feature acceptance. - The new default ungrouped whole command uses six sequential exact-cover chat partitions, then the remaining server suites, workspaces and serialized suites: 28 expected invocations. It preserves all native suites, including upstream usage coverage. The plain ungrouped release launch path also changes. Explicit grouped CI, validated selection and shared-database execution stay unchanged. Launcher hard RED had three expected body failures and two unchanged passes; the repaired focused five and final 37 passed. A later 41-case staged-merge pass is retained separately; the clean 82 run above is the frozen proof. - Fresh [CI run 41153113944](https://github.com/paperclipai/paperclip/actions/runs/41153113944) completed successfully on October 31 at 01:14:53 UTC. Current head has 52 successful check runs, four conditional skips and no pending/failing checks; legacy Snyk also passed. The skips are test-file selection, the optional paired benchmark and two Storybook checks. The full server/chat/workspace/serialized matrix, all eight e2e shards, normal build, build-gap typecheck, Runner checks and final aggregate gates passed. Build and all three chat job logs identify checkout `e5e831fd3a8534d0d0f1e892118c0f8fbe12dd92`, merging this head into `493e229d93`. Its Git tree is exactly `78d6a821ce53f481fe3e9991edce56f0acffb22f`, identical to the clean candidate. The six real chat partitions passed 314, 358, 273, 239, 321 and 311 cases: 1,816 total. Other cases shown as skipped in each partition were selection exclusions, not extra passed cases. This is current tree-equivalent CI proof, not a pass of the separate default ungrouped local whole command. - Fresh [Greptile summary](https://github.com/paperclipai/paperclip/pull/18048#issuecomment-6473856992), edited October 31 at 01:05:04 UTC, explicitly reviews exact head `82d13d4` at 5/5 with no actionable code issue. Its exact-head check passed. The prior overlapping-start discussion is resolved. This review is source-only, not provider or live acceptance. - Exact clean `82d13d4` passed full recursive typecheck and normal `pnpm build` on the independent darwin/arm64 snapshot. Typecheck finished on October 31 at 01:27:33 UTC; build finished at 01:28:33 UTC. Both exited 0. Normal native preparation and code signing passed. Source HEAD, tree and tracked/untracked state stayed unchanged and clean. `pnpm check:token-gates` also passed all token, palette and ClipLab checks on this candidate. The earlier forced-clone `ENOSYS` preflight remains recorded as setup failure, not an assertion result. - The unchanged default `pnpm test:run` started at 01:51:33.796 UTC on clean exact `82d13d4`. All six real chat partitions passed: 358, 314, 273, 239, 311 and 321 cases, or 1,816 actual cases. The original FIFO and ambiguous-retry cases both passed under their unchanged 15-second limits. General-server then reported 37 completed file rows with 5,438 passed cases and five default remote-continuity skips, including all 498 tool-access service cases and all 83 connection-route cases. At 02:39:44 UTC, the unchanged 5-GiB host-disk guard terminated the owned run. The child ended with SIGTERM and the container/harness exited 143, with no OOM or recorded assertion failure. Only seven of 28 RUN invocations started. Retention had no completed local row. Later invocations did not run. This whole local command is interrupted/incomplete, not passed. - A coverage check found no default suite missing from current full PR CI. The maintained launcher tests prove exact coverage for all 12 PR server shards, chat and five native suites; all configured workspace projects; and all nine serialized shards. The final Runner CI shard executes the five native server suites. The 41 local launcher/workflow cases cover six sequential chat children, per-child isolation, native retention, fail-fast propagation and unchanged explicit selection/shared-database paths. The actual six-chat run above exercises that changed default path. The remaining unqualified local difference is uninterrupted sequential whole-command composition and resource accumulation, not omitted test selection. Current exact-tree full CI supplies broad source-test qualification; no local whole-pass claim or provider acceptance is inferred. - A task-owned remote runner was considered to complete that separate composition check. Its provider rejected the requested allocation with per-sandbox limits of 8 GiB RAM and 10 GiB disk. No sandbox was admitted and no remote tests ran. No tests, timeouts, assertions, database synchronization, source or provider settings were changed to avoid the capacity limit. Historical a0 failures remain below. No deployment or live repaired-draft acceptance has run. ### Bounded follow-up on the prior source - On a0, one finite phase-traced chat diagnostic executed exactly the two failed cases. Both passed (1,374 and 1,767 ms); 1,814 other cases were filtered, not passed. This did not reproduce a blocked await or establish the original monolithic timeout cause. No assertion or 15-second limit changed. - The retention diagnosis preserved an initial zero-body selector failure, then corrected only the selector: one original case passed in 783 ms, with 42 filtered. Trace showed the old settling helper advancing logical time while real I/O was active. A new held-I/O regression then failed hard because the old helper advanced 1,000 ms. This proves a test-driver defect, not the precise cause of the old 5,340 ms full-run gap. - The first manual-clock repair failed the complete 44-case file: 43 passed, one body hit 15 seconds and cleanup hit 30 seconds. Its planned mutant did not run. Source then identified a fresh PostgreSQL connection's zero-duration timer. The corrected driver pumps zero-duration timers while initial readiness or tracked I/O is pending, without advancing logical Date. That pre-integration file passed 44/44 with no skips. A separate scratch-only 5,000 ms normal-continuation mutant failed the original hard `5000 < 3000` assertion; its expected failure is not a test pass. The original page-count, fairness, expiry and quiet assertions stayed intact. The authored repair does not change the production worker. The merged master changes an older retention case and dependencies; these pre-integration results are not a complete 82 retention or whole-suite pass. ### Historical qualification: SHA-bound, not 82 acceptance - Historical a0 candidate: `a0f9089fc1ff466bf4e1eeddc5b1a910d09e380b`, tree `b9d73713319dcd52b9eaa6053008b5190e43fdf1`. It adds the overlapping-start repair to parent `6c18`, which already merged pinned master `1511c92965325249ed6b52dd5be52eb6d736fbfa`. That candidate changed 12 files. Its CI and review passed; its local full qualification remained failed/incomplete. - Greptile's previous `6c18` review found P1 [Latest service choice gets lost](https://github.com/paperclipai/paperclip/pull/18048#discussion_r4425965828), confidence 4/5. Two hard-assert regressions reproduced it on untouched `6c18`: the already-bound path overwrote the later choice, and real first-use client stamping also restored the old choice. Existing OAuth states/grants were not widened, but a later setup could restore an older request. The new repair covers both write boundaries without holding locks over external work or copying another attempt's scopes. - The complete affected service file passed 498 tests with no failures or skips. All 31 required controls ran, including both unchanged RED cases, 14 new client-drift cases, seven earlier identity guards, reconnect/cold-resume cases and upstream transaction tests. The tested three-file patch is byte-identical to this commit; the connector contract update is separate. Independent scoped review found no additional actionable issue. Fresh Greptile reviewed exact `a0f` at 5/5 with no actionable findings. The previous P1 thread is resolved. - On exact `a0f`, the five shared/UI files passed 312 tests. An initial complete connection-management run then failed: 74 passed, eight timed out at the unchanged 15-second limit, and one AI-account verification returned 422 instead of 201. The Google addressed-user handoff passed. The container exited 1 without OOM and stopped before chat/token/whole tests. This material failure remains retained and its cause unclassified; the later controlled recovery below is not a causal explanation. - One diagnostic executed the first failed gateway case and the two AI cases with temporary phase-only tracing. All three passed at 8.516, 5.511 and 3.523 seconds; 80 other cases were filtered. Original hard assertions and timeouts stayed unchanged. No timeout or suspected late provider cleanup reproduced, so the complete-file failure remains unresolved. Vitest exited 0; the harness exited 1 because its trace parser missed ANSI prefixes. All 203 events were recovered from retained logs without rerunning tests. Instrumentation was removed. This is not acceptance. - Historical a0 CI [41097596364](https://github.com/paperclipai/paperclip/actions/runs/41097596364) completed successfully: 52 successful checks, two expected Storybook skips and no failed/pending checks. Legacy Snyk passed. All 48 CI jobs passed, including all 1,816 chat cases and explicit passing lines for the original 20 local failures. [Server 11/12](https://github.com/paperclipai/paperclip/actions/runs/41097596364/job/124207469276) explicitly passed the complete 83-case connection file in 129.49 seconds, including all nine local failure titles. The actual checkout was synthetic merge `06851da6eb969d63e1c7dc9f7c95f08d09fa4ff1`, combining `a0f` with `aa58fa107389e8b9ae5949f7ad815943dfd94292`. This is not standalone local `a0f` qualification and does not erase the nine local route failures. - Linux admission uses Node 24.22.2, pnpm 9.15.4 and Rust 1.97.1. Frozen offline install, exact native hashes and real migrated PostgreSQL 18.1 passed. Native/protocol/build/lock inputs are identical between `6c18` and `a0f`; validated cache reuse retains the actual `6c18` native-build provenance. The selected packaged release binary is not called a fresh `a0f` build. Database synchronization settings stayed on. This admission alone does not explain the route failures. - A fresh Mac snapshot of exact `a0f` passed frozen install, workspace prerequisites, full sequential recursive typecheck and normal `pnpm build`, both on their first attempt. Typecheck completed at 17:43:05 UTC, build at 17:44:43 UTC; both exited 0 with clean tracked/untracked source. Pinned Node 24.19, pnpm 9.15.4, Rust 1.97.1, package concurrency one, Cargo jobs one and a 12 GiB V8 heap ceiling were retained. Largest-process maximum RSS was 7,668,154,368 bytes for typecheck and 10,038,837,248 bytes for build, not aggregate tree peaks. The first build correctly withheld its freshness stamp because 125 ignored, pinned Copilot assets appeared during preparation; exact path/hash analysis explained this. The normal build then recorded a genuine stamp and reused Cargo outputs in 1.18 seconds. No manual stamp, source workaround or gate retry. This is darwin/arm64 static/build proof, not Linux packaging/runtime or full tests. - The historical a0 candidate's token checker passed all four gates across 1,410 files, run directly with pinned Node 24 against the script behind `pnpm check:token-gates`. - The single controlled complete-file comparison passed: baseline `6c18` 83/83 in 287.07 seconds, then candidate `a0f` 83/83 in 293.03 seconds, with zero skips. All nine earlier failure titles passed on both. Both child/container exits were 0, no OOM/interruption; source and native/resolver/PostgreSQL guards matched. This ran only after all owned Mac compilation ended, with fresh processes/databases and identical four-CPU-quota/6-GiB/overlay inputs. No filtering, instrumentation, assertion/timeout/source changes or retry loop. This establishes standalone complete-file recovery, not the cause of the earlier eight timeouts/AI 422. - The first unchanged full `pnpm test:run` on exact clean `a0f` ran from October 30 at 18:01:43 UTC to 21:06:19 UTC. It failed naturally with test and container exit 1, without OOM. General-server reported 1,257 passed, one failed and seven skipped files; 28,633 passed, one failed and 103 skipped tests. Only the first of 22 invocations ran. The later four groups and 21 invocations did not run. The sole failure was the unchanged chat-shard CLI meta-test: its nested projectless pnpm lookup hit the offline network guard. This was a failed full gate, not Google provider acceptance. - A finite environment pair reproduced that one meta-test failure, then passed the same unchanged case after supported `corepack prepare pnpm@9.15.4 --activate` as the existing non-root node user. The cached pnpm payload was identical. Only the missing node-user last-known-good record changed. Core source, dependencies, lockfile, fixtures, assertions, timers and offline guards stayed unchanged. This isolates the nested collection defect; it does not explain the earlier route failures or complete the full gate. - The corrected unchanged full command ran from October 30 at 21:29:03.500 UTC to October 31 at 00:02:44.207 UTC on the same exact clean `a0f`. It failed naturally with exit 1, signal null and no OOM. Source stayed clean before, at start and after. It retained two visible CPUs/quota, 6 GiB, private IPC, normal overlay, matching native inputs, synchronized real PostgreSQL 18.1, and the default five groups/22 invocations. Only the first general-server invocation ran; the other 21 did not run. General-server reported 1,265 files: 1,256 passed, two failed and seven skipped. It reported 28,737 tests: 28,631 passed, three failed and 103 skipped. The two chat cases emitted `Test timed out in 15000ms` at `chat-channels.integration.test.ts:77310` and `:81790`, with durations of 15,045 and 15,058 ms. These were the durable pre-run FIFO notice and ambiguous GitHub text restart/retry cases. The retention case emitted `expected 5340 to be less than 3000` at `skill-version-retention.test.ts:593`. Its real duration was 1,727 ms; 5,340 ms was the recorded fake-time directory-page gap, not a deadline timeout. The timeout stacks do not identify the blocked internal await. The cause of these failures remains unclassified. Inside this same failed run, the complete 83-case connection file and 498-case service file passed. The former Corepack meta-case also passed in 6,396 ms. These component passes do not waive the failed/incomplete full gate. No rerun, cancellation, timeout/assertion change or full-pass claim. A later fresh two-case phase trace passed both chat cases; it did not reproduce or establish the original timeout cause. At that checkpoint, the PR stayed draft. - Prior `6c18` targeted checks passed 930 tests across eight files and token gates. Its selected queue group passed all 53 cases, including the original 20 failures and 12 new named controls. Backlog cases took 10.49 and 8.45 seconds under the unchanged 15-second limit. Another 1,763 chat cases were intentionally filtered. This is historical targeted recovery, not a full pass or proof of the new repair. No timeout or assertion was relaxed. - Prior `6c18` full local qualification failed during serial typecheck: server TypeScript was killed with code 137. Docker confirmed OOM in the 6 GiB container; full tests and build never started. The failure is retained. The new Mac resource plan avoids repeating that undersized run and does not change the shared Docker VM. - Prior CI [41089793558](https://github.com/paperclipai/paperclip/actions/runs/41089793558) completed successfully for synthetic merge `a73bffcfa3ede051961bcabcfa576c703d10c932` (`6c18` plus `abc270ee4c03e13b4d6eaad156a41b4ebed4bb0a`). All 48 CI jobs passed; all 1,816 chat cases passed, including explicit log lines for the original 20. Check runs were 51 success, two expected skips and one Greptile failure; legacy Snyk passed. These results do not qualify `a0f` or erase its local route failures. - Red proof on the unmodified master baseline: cold picker and Finish setup restore broad defaults; managed and customer-owned drafts lack saved intent. The stale setup tests also fail before the lock guard. - Live staging baseline `b25f3e2af8e77d882cd22d36ca55640e6468e46f` also reproduces the ordinary failure: select Gmail read-only only, cancel at Google, reload the connector catalog, then Finish setup. All three groups return enabled at read/write. Authorization was declined; no new Google access was granted. This is baseline failure evidence, not a deployed-fix pass. - Historical affected suites: 800 tests passed before the final lock guard. The final focused service and handoff cases passed 126 tests after that guard. These are not results for the integrated candidate. - Historical `pnpm -r typecheck` and final lock-guard server typecheck passed. The historical a0 candidate passed the full recursive gate separately, as recorded above. - `pnpm build`: passed again on the final lock-guard source in commit `1c31cde0ed199fbf4e41b7649590554f7886dfc2`. - Historical `pnpm check:token-gates` passed; the historical a0 candidate's direct checker pass is recorded above. - `pnpm test:run` on macOS failed on the frozen commit. It exited 1 after 9,432.41 seconds. General server results: 1,195 files passed, 10 failed, eight skipped; 26,706 tests passed, one timed out, 157 skipped. Nine setup hooks timed out while starting embedded PostgreSQL. The retained log records host-wide semaphore exhaustion (`semget`), not disk exhaustion. One unchanged publication-text performance case also timed out. Its cause is not established. Later workspace and serialized groups did not run. This is a failed and incomplete local gate. - The independent full-source Linux run also failed and was incomplete on the same frozen commit. Native and real-database admission passed. Chat integration reported 20 failures in 1,593 tests. Tool-access passed all 479 tests. Native-session-executor passed all 965 tests. Docker interrupted the run after about 48 minutes on October 29. The container exited 143 and was not OOM-killed. The run produced no final group totals or detailed assertion summary. Shell trap metadata reports zero, but this is not a valid test-pass result. Source and evidence remain unchanged. The focused diagnosis below retains those failures; their cause is not assumed from the interruption. Neither historical local full run passed. - A fresh focused replay on the frozen source then executed exactly those 20 case bodies. All 20 failed; this was not a setup-hook failure. The two backlog cases reached the unchanged 15-second timeout. The 18 FIFO cases failed on missing notices or receipt rows. All 18 FIFO cases passed when run alone in a fresh process and database. This supports an order interaction, not a complete cause or baseline conclusion. A separate two-backlog control used RAM-backed temporary storage and real PostgreSQL with synchronization settings on. One backlog case passed in 10.65 seconds; the other still timed out at 15 seconds. No source, assertion or timeout was changed. The full local gate remains open. - Earlier mixed-revision run: it began before the final guard and imported older source before collecting later regression cases. It failed those new cases with that older cached module. This run is retained, not counted as candidate acceptance. The fresh focused run passed all seven stale-setup cases. No case was skipped to hide a failure. - Historical remote gates for `1c31` were terminal and clean: 53 successful contexts and two expected Storybook skips. Main CI [40720536514](https://github.com/paperclipai/paperclip/actions/runs/40720536514) passed. Greptile reviewed exact head `1c31cde0ed199fbf4e41b7649590554f7886dfc2` at 5/5 with no actionable findings; the separate review job also passed, and there were no inline review comments. These results do not qualify `6c18`. - CI source qualification: the chat jobs checked out synthetic merge `ef36746b3d2ec52ba5727dcbe4da265a03421fe4`, which merges the PR into `7d75ae0569e41786640cf09647ae8849411d2f22`. All 20 locally failing case names have explicit passing CI log lines. These passes do not establish standalone local acceptance of `1c31`. The merge adds two upstream Teams tests, so it collects 1,595 chat cases instead of 1,593. Neither backlog/FIFO assertions nor their timeouts changed. - Independent source review found an earlier credential-identity race. The guard and seven deterministic cases resolve that finding. A later integration review missed the separate overlapping-start race. Both RED failures and that review miss are retained. The narrow follow-up repair passed 498 service cases, independent source review and fresh remote CI/5-of-5 review; full local qualification remains incomplete. - Source qualification is ready for merge. Live repaired-draft recovery, delivery and Google approval are not established by these results. The local whole command remains explicitly incomplete. ## Risks - Historical drafts without a matching intent now need an explicit service choice. This is deliberate and prevents silent broadening. - A concurrent credential or method edit now returns 409. Reloading lets the person review the changed setup. - Overlapping starts keep separate requested scope sets. Updating draft intent does not relabel an earlier OAuth state's consent request. - Saved intent is not consent. Provider-reported scopes and current action policies still control discovery and dispatch. - No migration is needed. No existing token or grant is rewritten by saving draft intent. - Default ungrouped launch paths now execute six chat children in sequence and 28 whole-command invocations. Exact coverage, local launcher contracts and all six real default chat partitions passed. A complete uninterrupted local whole-command run remains unqualified because of host capacity. - The retention test-clock repair depends on owned-I/O and zero-duration connection-timer progress. The controlled regression, sensitivity mutant and current exact-tree CI protect the original assertion. It did not reach a completed row in the interrupted local whole run. ## Model Used OpenAI Codex, described by the runtime as GPT-5 based. The exact runtime model ID and context-window size are not exposed to this task. Used reasoning, code execution, browser verification, and independent delegated review. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used, including the runtime metadata limit - [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 described the issue in-PR following the bug report template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket or instance identifier - [x] I have run tests locally and they pass — exact clean 82 passed 41 launcher/workflow cases and all 1,816 real default chat cases, full recursive typecheck, normal build and token gates. Full exact-tree PR CI passed. The separate local whole `pnpm test:run` was interrupted by disk protection and remains incomplete; it is not claimed as a local whole 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 risks above - [x] All Paperclip CI gates are green — current exact-head checks passed; the verified CI checkout tree equals clean 82. The separate interrupted local whole command is disclosed above. - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups — fresh exact-82 summary and check passed; the earlier finding is resolved. This is source review, not acceptance. - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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feat(connections): complete saved setup guidance and coverage maps (#17739)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Product and agent access maps describe the same capability IDs. > - Agent connection management changes the callable operations and permission boundaries. > - Reviewers need an operation inventory that distinguishes API access, human handoffs, and fixture evidence. > - This pull request adds saved setup screens and updates the maps for #17737. > - The benefit is that users and contributors can inspect the coverage and remaining boundaries. ## Linked Issues or Issue Description **Subsystem affected** Product and permission documentation, saved authentication setup UI and consent metadata, and product/agent access maps. **Problem or motivation** The current maps describe board-only management paths. They need to match delegated connection management and distinguish administration from ordinary tool execution. **Proposed solution** Record route operations, required grants, responsible-user limits, transport, saved authentication handoffs, provider-fixture evidence, and explicit local-operator boundaries for every connection family. **Roadmap alignment** This is the documentation companion to #17737. It covers existing Connected Apps, governed MCP gateways, chat channels, and personal/shared AI accounts. It uses existing server setup operations and adds their saved handoffs to the existing UI. ## What Changed - Show saved AI sign-in and connection setup handoffs in the existing UI. - Open GitHub import and rotation links at the required human step. Resume a committed rotation after reload without asking for another secret. - Restore saved Google service choices for the addressed user while preserving newer consent. Successful direct/cloud consent records its own timestamp, independently of refresh or lease writes; existing refresh paths preserve it. - Update product, implementation, and permission-default documentation. - Reconcile app permissions, connection setup, chat channels, profiles/gateways, and model account coverage. - Use matching capability IDs in the product and agent access maps. - Label source-reviewed operations separately from fixture-tested operations and live provider setup. - Preserve catalog creator attribution under the responsible user, with the actual agent still recorded. This follow-up moved from the implementation to keep both reviews below 100 files. This companion now changes 38 files, including the preserved Vercel personal-credential and OAuth callback attribution follow-ups alongside consent and catalog ownership. - Name the addressed-human browser-session and consent step for Slack managed authorization and installation. Preserve source-only evidence for those individual operations. ## Verification - Current companion head: `04d40cdd605452d91cf4931476eb292a210825af`, including implementation `2ecd6451d0` and master `ea727dc3c2`, 38 files. All intended companion files survive: 35 are byte-identical to the previous companion; two chat maps and qualification add current evidence. Exact-head Superagent passed and Paperclip Review supplied an actual neutral5/5 assessment with no findings and explicit no-independent-runtime/live/current-CI verification limits. Exact-head Greptile also completed at5/5 with no findings; both formerly failed shards and their verification aggregate passed on attempt2; full exact-head Linux CI workflow40446969603 completed SUCCESS. All current checks and statuses are terminal clean, with no unresolved findings. This PR remains dependent on #17737 and needs fresh checks after its required post-squash replay. The preceding 605 head’s reviews are historical after this update. Older b0ea Linux workflow success after its single rerun also remains historical. - Earlier preserved-stack verification passed **2,165 tests**: 70 assembled-server actual-auth scenarios, 27 OpenAPI contracts, 2,022 native API tests and 46 saved GitHub wizard cases in fresh PostgreSQL. The parent also passed **141 existing gateway/policy tests**. Workspace typecheck/build, maps and token gates passed. The initial typecheck IPC denial and all material intermediate regressions remain in the qualification record; no full local sweep or live provider setup is claimed. - Operation maps now cover issuer/target gateway policy intersection and post-approval revocation, bounded activity pagination through private-only windows, and native local-login encrypted receipts. The companion preserves the Vercel OAuth callback ownership change with its existing credential ownership follow-up. - Parent CI has one retained connection-intent e2e failure from a periodic-recovery timing race. GitHub refused the first job-rerun attempt while its workflow was nonterminal. Once completed, the single failed-job rerun was accepted as attempt 2 and passed, including the full parent Linux workflow. - Companion Linux server shard 4/12 retained a cleanup-idleness timeout in `login-cleanup-work.test.ts` (active work was still 1 after its five-second wait). The same unchanged cleanup suite passed all 16 cases in the parent Linux job 121950185096 and all 16 cases locally against a fresh disposable PostgreSQL database. Relevant cleanup/reaper/scheduling runtime code is unchanged. The single unchanged-code failed-job rerun was accepted as **attempt 2** on the previous `b0ea3c940f` head (workflow 40431671705). The failed shard and complete Linux workflow passed on attempt 2; no additional unchanged-code rerun was used for this failure. The first local attempt failed the existing dedicated `_test` database-name guard before running tests; the correctly named fixture passed without weakening the guard. - **Earlier 82 GitHub UI tests passed**. All three new replacement cases were red before the fix. A confirmed unchanged generation preserves the earlier copy; a changed or unreadable generation blocks copying and reconnecting. An explicit status check can restore the copy when it is still current. All earlier import, rotation, verification, and retry states remain covered. - The complete stack passed **82 API/OpenAPI tests** in fresh PostgreSQL, including 55 scenarios with real agent keys, run JWTs, human sessions, production defaults, persistence, and deterministic providers. The parent also passed **60 Copilot installation tests**, preserving published v62 and binding combined guidance as v63. - **Earlier 10 focused Google/OAuth tests passed**: eight picker cases and two local-HTTP protocol cases proving consent metadata survives concurrent token refresh. The refresh and legacy UI cases were red before the fix. These protocol fixtures use the existing injected board actor and do not count as agent-authenticated proof. - Workspace typecheck/build passed after the consent change; normal migration generation reported no SQL changes for the additive JSON metadata. The parent's latest caller-authorization correction passed server typecheck/build. Map validation and token gates passed. Maps cover 35 areas and 192 capability IDs. The specification names migration `0380_broken_aqueduct.sql`. - The test-call operation maps now record the full caller/target tool access decision (profiles, policies, and explicit grants), credential identity for every auth label, approval, and rate checks. The profile-only precondition was removed after the new permitted-access cases failed; those cases and the no-auth identity regression now pass. Saved test status requires its originating principal and current linked-task access; actual key/JWT privacy-denial evidence is recorded. - Tool-connection activity is now operation-verified: 100 events over two tasks require two capability decisions and at most two run captures (previously 100/102), preserve private-event filtering, and deny the next request after audit revocation. The regression was red before the fix. - Cloud enrollment creation and callback entries now name instance-administrator and company/principal checks. The callback is a browser return with HTML or a 303 redirect. Status reads retain their separate board-actor rule. - Operation maps identify the API, transport, authorization, evidence, and human/operator boundaries. Structural checks do not establish live provider behavior. Earlier failures and fixture corrections remain in `doc/plans/2026-10-13-connection-api-parity.md`. - An earlier companion head (`26edbe17`) received an actual Paperclip Review assessment of 5/5 with no actionable findings, published with neutral status. That review did not run tests or confirm CI, and it is historical for this new head. The prior incomplete execution result is not counted as a passed assessment. Fresh review remains pending. The duplicate enrollment findings have explanatory replies and are resolved. - The latest implementation correction passed all 55 actual-auth scenarios and 27 OpenAPI contracts (separate commands). It repairs unavailable old credential material, preserves fresh import versus configured reconnect links, and distinguishes credential field sets/completion modes in handoff keys. The new fresh-link and collision cases were red before the fix. All 41 GitHub wizard tests now pass, including filling the fresh saved handoff and asserting App import rather than reconnect; UI typecheck, maps and token gates also pass. Qualification retains the earlier failures and an incorrect OpenAPI filename that selected only the integration module before the correct separate contract run. - Configured GitHub credential-entry links carry canonical requested fields and all/any mode. The form displays and submits those values through human reconnect while retaining other saved credentials. Two webhook/client-secret cases were red before the fix; combined all/any and legacy-link cases also pass. The current UI fixes the old |
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3edba11576 |
fix(github): stop counting suspended installations as repository access (#17343)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents get GitHub access through a managed GitHub App connection.
**Refresh access** reads the installations and repositories that the
user token can reach.
> - GitHub keeps listing a suspended App installation and all of its
repositories for the user token. But the token then loses write access
and cannot read private repositories.
> - `loadGitHubGrantMetadata` did not read `suspended_at`. It counted a
suspended installation as live access ("all repos") and set the
connection to healthy.
> - So the board showed "connected, all repositories" while agents got a
403 on `git push` and a 404 on private repositories. The suspend webhook
marks the connection unhealthy, but the next refresh or reconnect
reverted that.
> - This pull request skips suspended installations. When all
installations are suspended, Refresh access fails with a clear error and
a link to the installation settings page, where an owner can click
**Unsuspend**.
> - The benefit is that the board shows the real access state, and
operators get a direct path to fix it.
## Linked Issues or Issue Description
**What happened?**
A GitHub App installation on an organization was suspended. The
Paperclip GitHub connection still showed "connected" with access to all
repositories after **Refresh access**. Agents that used the managed
token got `Permission to <org>/<repo>.git denied` (403) on push,
`Resource not accessible by integration` on branch creation, and 404 on
private repositories.
**Expected behavior**
Refresh access must not count a suspended installation as repository
access. When every installation is suspended, Refresh access must fail
with a message that says the installation is suspended, and the page
must link to the installation settings page.
**Steps to reproduce**
1. Connect GitHub to Paperclip through the GitHub App, with an
installation on an organization.
2. On GitHub, suspend that installation (Organization settings → GitHub
Apps → Configure → Suspend).
3. In Paperclip, click **Refresh access** on the GitHub connection.
4. See that the connection stays healthy and reports all repositories,
while agent pushes fail with 403.
**Paperclip version or commit**
`master` at
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4d90634f74 |
feat(connections): add 1Password service-account connector (#17249)
## Thinking Path > - Paperclip lets people manage AI agents and govern their access to outside services. > - Apps connections keep provider credentials in the instance vault and mediate every action through grants, policies, and audit. > - Agents currently have no Apps connection for reading or managing 1Password items with an operator-supplied service-account token. > - 1Password supports this through its official SDK; its documentation MCP server does not expose vault operations. > - This pull request adds a one-field service-account connection and registers eight reviewed SDK actions through the existing native-provider catalog. > - Operators can select vault permissions in 1Password and agent/action access in Paperclip without installing a CLI or handing durable credentials to agents. ## Linked Issues or Issue Description Related: #16144 adds 1Password as Paperclip's secret-storage backend. This PR adds the separate Apps/tool-access flow with a per-connection credential; it does not change secret providers or use a server-wide ambient token. **Subsystem affected** Apps catalog, native tool-provider registry, and shared connection setup. **Problem or motivation** People need to paste their own `OP_SERVICE_ACCOUNT_TOKEN`, find official service-account setup instructions, and authorize agents to use the selected vaults through ordinary Paperclip governance. **Proposed solution** Add `1password/service-account`, with a password field labeled **Paste your 1Password Service Account token** and a link to [1Password's creation instructions](https://www.1password.dev/service-accounts/get-started#create-a-service-account). Use the pinned official `@1password/sdk` 0.5.0 for vault/item listing, item and secret-reference reads, and item create/update/archive/delete. **Alternatives considered** A remote MCP card would not provide vault access. A local CLI or a third-party MCP package adds installation and credential surfaces that the official SDK avoids. ## What Changed - Added the source and generated catalog definition, permission review, official light/dark artwork, documentation, and capability-map references. - Added a provider-owned SDK bridge with strict schemas, account-domain validation, contract hashes, fixed errors, bounded output, and disposable workers with cancellation/deadlines. - Registered the provider through master's native-provider catalog; existing setup, health, discovery, gateway, policy, and audit owners remain in place. - Labeled the single password field **Paste your 1Password Service Account token**. The shared formatter preserves explicit credential prompts; ordinary key labels retain their existing presentation. - Added credential-ownership, gateway read/write, policy/revocation, worker, setup UI, and interactive Storybook coverage. ## Verification - Final review follow-up: added two deterministic worker-entry tests for nested exact-token redaction and oversized-output rejection. Removing each guard caused exactly its regression test to fail. The focused provider suite passed **15 tests**, and the official server typecheck passed after rebuilding stale workspace SDK artifacts. Current head `569cb7f9bd57db791fb13a6034ce69bf50878cb1` passed the full [CI run](https://github.com/paperclipai/paperclip/actions/runs/40016166260), including typecheck, build, unit/integration tests, and all eight browser shards. The required `ci / verify` and `ci / e2e` gates passed. [Greptile](https://github.com/paperclipai/paperclip/pull/17249#issuecomment-6353731805) and [Paperclip Review](https://github.com/paperclipai/paperclip/pull/17249#issuecomment-6372165895) each rated this exact head **5/5**, with no open findings. Paperclip Review completed with a neutral check because its scoped reviewer could not inspect CI; the full CI result was verified separately. Other neutral checks and intentionally skipped Storybook jobs contain no actionable findings. - CI recovery on the same commit: the first attempt lost six jobs. Five logged simultaneous runner shutdowns at 18:49 UTC on 2026-10-23; the sixth stopped logging before a test result and its root cause was not established. No assertion failure appeared in the retrieved logs. All six jobs and the aggregate gates passed one failed-job retry. [CI run](https://github.com/paperclipai/paperclip/actions/runs/40005754936). - Copy follow-up: the catalog, provider, and setup UI suites passed **275 tests**. The governed gateway lifecycle passed **3 tests** (one live-only test skipped), including create, update, archive, and delete. UI token gates and map checks passed. The branch was rebased onto `9c442cf48e` to resolve additive catalog conflicts while retaining the Vercel and Supabase entries. The existing live write proof below remains applicable; this follow-up changes presentation only. - Five affected suites, including the existing Daytona consumer, passed **290 tests** (one opt-in live test skipped in fixture mode). Full `pnpm -r typecheck` and `pnpm build` passed. The local broad-suite attempt could not complete because PostgreSQL semaphore exhaustion prevented a competing integration suite from starting; the complete affected-file retry passed after disposable-process cleanup. The prior commit `f208a8aff6dc28859cc3f343497e18d85f124579` passed the complete CI matrix. All CI build, typecheck, test, and browser gates also passed on the earlier commit `9e2f3d3140368a08da43b004b2e8d3a0f4c0fa4d`. The separate Paperclip Review reported a worker-result regression-test gap on that head; the follow-up above addresses it. Its review thread is resolved, and both fresh current-head reviews are clean as recorded above. - Token gates, module boundaries, brand validation, map checks, and Storybook catalog checks passed. - Direct SDK create/archive/delete and rejected-call coverage passed (13 provider tests); the Storybook Permissions/Test play completed successfully in Chromium. Server and UI typechecks passed after those fixes. Greptile passed prior commit `9e2f3d3140368a08da43b004b2e8d3a0f4c0fa4d` at **5/5**. Both reviewers also passed the worker-test follow-up at **5/5** as recorded above. - Live 1Password proof on 2026-10-22: connect, eight-action discovery, vault listing through an actual run-scoped gateway, refresh, reconnect preserving identity, another read, removal, and denial through the retained session passed. Credential absence was asserted in responses/audit; an exact-token scan of inspected logs and changed files passed. - Real browser: Connectors → 1Password → token entry → personal access limited to one disposable agent → completion → Permissions → Test `onepassword_list_vaults` succeeded. The disposable connection was removed afterward. - Compiled-worker smoke initially exposed inherited Node launch flags. Workers now use explicit empty `execArgv`; the compiled worker then authenticated successfully and listed one vault. - Live write proof on **2026-10-23**: the replacement Keychain token passed all eight actions through the actual run-scoped gateway for both personal and shared credentials. The test created, listed, read, updated, resolved a secret from, archived, and deleted two synthetic items. Both were absent from subsequent item lists. Refresh/reconnect, identity preservation, removal, retained-session denial, and credential absence passed. The live suite passed **3 tests** (one fixture-only test skipped) in 116.65 seconds. The expanded fixture suite passed **3 tests** (one live-only test skipped); the 13 provider tests and server typecheck passed. An exact-token scan passed over 64 source/log files. - Failure history: the original token denied creation on 2026-10-22 and created no item. The first 2026-10-23 attempt stopped before provider calls because host PostgreSQL semaphore limits prevented test-database startup. A temporary ten-connection test profile allowed the complete retry to pass without changing shared services or host limits. A new delete-result assertion also exposed an outdated fixture response (`success` instead of `deleted`); the fixture was corrected and the complete fixture suite passed. Official contract sources: [service accounts](https://www.1password.dev/service-accounts/get-started), [SDKs](https://www.1password.dev/sdks), [item management](https://www.1password.dev/sdks/manage-items), [official JavaScript SDK](https://github.com/1Password/onepassword-sdk-js). ## Risks - Authorized item/secret reads intentionally return secret values to the agent and ordinary tool-result history. Select trusted agents and use restricted service-account vaults; the connection token itself is redacted. - New connections retain existing Paperclip action defaults, including Allowed writes/destructive actions for selected agents. 1Password still enforces the token's permissions. - Service-account access cannot be changed in place. Create a replacement account and reconnect to change vault permissions; read-only keys can connect but cannot write. - SDK authentication happens per action in a disposable worker. Calls have a 30-second maximum; cancellation stops local work, while a mutation already accepted by 1Password can still finish. Writes are never automatically retried. - Additive dependency and catalog change; no database migration. Disable/remove the connection to withdraw access, or remove the provider from catalog visibility for rollback. ## Model Used OpenAI Codex, based on GPT-6, with code editing, shell/browser tools, and live provider verification. A more specific runtime model ID and context-window limit 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> |
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92cfd701c3 |
feat: add governed Braintrust app connections (#17141)
Add hosted US and EU Braintrust OAuth and API-key connections through the existing governed MCP system. Keep reviewed tool risks and catalog review policy in connector modules and a narrow registry. Preserve credential ownership, operator decisions, regional setup and changed-tool quarantine. Include official artwork, setup guidance, focused regressions and sanitized qualification evidence. US OAuth has bounded live read/write, gateway, reconnect and cleanup proof. Remaining account-method and token-lifecycle qualification gaps are documented. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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a1e2173ceb |
feat(apps): add Ditto connection (#16472)
## 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. > - Ditto (`dittowords.com`) is a single source of truth for product copy. Its hosted MCP server lets agents read style guide rules, search and reuse approved text, and create, edit, translate and delete text, components, variants and style guides. > - Ditto is not in the catalog. Operators must use the generic "Connect your own MCP server" flow. That flow has no branding, no guidance about Ditto's `token` API-key scheme, and no warning about permanent deletes. > - The generic risk classifier also reads several Ditto mutations as reads: `translate_*` replaces variant text, and `link_*` and `unlink_*` replace developer IDs. > - This pull request adds the Ditto 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 Ditto connection with browser sign-in, an API-key option that uses the correct header, and correct risk levels for every documented tool. ## Linked Issues or Issue Description **Problem or motivation** Product and engineering teams use Ditto to keep UI copy consistent. They want their Paperclip agents to follow the Ditto style guide and reuse approved strings when they write code. Ditto is not in the Apps catalog. Operators must paste the MCP URL into the generic remote-MCP flow. That flow gives no branding and no method guidance. It also does not tell the operator that Ditto API keys use `Authorization: token <key>`, not `Bearer`, and it does not warn that delete tools are permanent. The generic classifier also marks five Ditto mutations as reads, so the Permissions screen shows them with the wrong risk level. **Proposed solution** Add a catalog-only Ditto connection built from the connector playbook. Browser sign-in uses dynamic client registration on Ditto's Auth0 authorization server and requests the reviewed scopes `openid`, `profile`, `email` and `offline_access`. An optional method sends a customer-created workspace API key with the `token` scheme. Both methods share one `write` capability profile, so the delete and link warning shows before sign-in. Add a reviewed `ditto` rule to `classifyRisk`: `list_*`, `get_*` and `search_*` tools, `suggest_edit`, and tools that Ditto marks read-only are reads; `delete_*` tools are destructive; all other tools are writes. **Alternatives considered** A plugin was not needed because no custom UI, tables, workers, or webhooks are involved. Requesting no scopes was not chosen, because Auth0 issues a refresh token only for `offline_access`, so the connection would expire with its first access token. Ditto's separate documentation MCP server (`developer.dittowords.com/mcp`) was not added, because it only searches Ditto's public docs. **Roadmap alignment** This extends the existing self-serve remote-MCP connection catalog and does not overlap planned core work. ## What Changed - Added the `ditto` provider to `scripts/ingest-app-definitions.mjs` (category `content`, `token` API-key placement, guidance, warnings, shared capability profile, description) and regenerated `packages/shared/src/app-definitions/ditto.json` and the generated registry. - Added the Ditto row to the self-serve MCP research ledger with `dcr_or_api_key` auth and risk tier S4, because the normal tool catalog includes permanent deletes. Widened `SelfServeMcpResearchEntry.wave` to include `4`, which existing entries already use. - Added permission reviews for `ditto/mcp-oauth` (explicit scopes `openid`, `profile`, `email`, `offline_access`) and `ditto/mcp-api-key` (provider key), with evidence links. - Added a reviewed `ditto` rule to `classifyRisk` in `server/src/services/tool-access.ts`. - Added Ditto's mark (`ui/public/brands/apps/ditto.png`, the avatar of Ditto's official GitHub organization) and the brand manifest entry. - Added gallery copy for the Ditto card. - Added `doc/connections/DITTO.md` (sign-in sequence diagram, provider and Paperclip endpoints including `/api/tools/oauth/callback`, scopes, administrator setup, capabilities and policy, manifest, brand provenance, validation hook) and linked it from the connections README and the permission audit. - Tests: Ditto definition shape, store visibility and artwork, URL recognition, reviewed scopes, `token` header projection with the key kept out of connection config, risk classification of every read-looking Ditto mutation, the connect form's sign-in default, the warning before sign-in, 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` — 765 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. - Manual: on a local instance, open Apps → Browse and confirm the Ditto card and icon. Open `/apps/connect?source=ditto` and confirm that sign-in is the default, that the warning shows before sign-in, and that the API-key method is under Advanced. - Live metadata probe: an unauthenticated `initialize` on `https://api.dittowords.com/v2/mcp` returns 401 with `resource_metadata`. The protected-resource and authorization-server documents return the recorded endpoints. Dynamic client registration succeeds, and the authorize endpoint redirects to Ditto's sign-in page with the reviewed scopes and the `resource` parameter. - Each of the 41 documented tool names was run through `classifyRisk` with and without the new rule. Without the rule, `translate_text_items`, `translate_library_components`, `link_figma_nodes_to_text_item`, `link_text_items_to_component` and `unlink_text_items_from_component` were reads. ## Risks - Low risk to existing providers: the catalog change is additive, and the new `classifyRisk` branch runs only for the `ditto` source template. - Ditto delete tools are permanent, and linking a text item to a component replaces its developer ID. Both methods warn the operator before connecting, and the API-key helper text tells operators to set delete and link actions to Ask first. - Ditto API keys are not scoped, reach the whole workspace, and act as the user who created them. 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/DITTO.md` still needs a documented pass with a Ditto workspace, including confirmation that Auth0 issues a refresh token that `/v2/mcp` accepts. > 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 |
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3ce8d976a9 |
Add experimental Paperclip Notebook MCP connection (#16984)
## Thinking Path > - Paperclip connects agents to external tools through saved accounts and per-action permissions. > - Notebook exposes artifact management through an ordinary remote MCP server with OAuth. > - A private pilot needs a hidden, default-off catalog and execution gate. > - Local file publishing belongs to Notebook, which can accept bounded file bytes through ordinary MCP tools. > - Paperclip therefore needs the connector registration and generic availability checks, with no file-transfer architecture. ## Linked Issues or Issue Description **Subsystem affected** Apps catalog, experimental feature metadata, connection setup, and connector availability. **Problem or motivation** Users need to connect Notebook as their Cloud account, assign its tools to agents, and retain Paperclip's normal Allowed / Ask first / Off rules. The private pilot must remain hidden until an operator enables it. Notebook should own its upload protocol and local publishing script. **Proposed solution** Register a personal remote MCP OAuth connection at Notebook's canonical endpoint. Reuse existing OAuth discovery, credential storage, refresh, reconnect, and removal. Enforce availability through generic catalog feature metadata and saved application identity. Keep Notebook's standalone uploader in its own service repository; it calls the ordinary gateway and receives no saved OAuth credential. **Alternatives considered** A gallery-only filter permits retained tools and deep links while disabled. A shared workspace publisher and private upload-ticket transport add runtime behavior that a normal MCP connector does not require. Notebook can receive file bytes directly through its own tools instead. **Roadmap alignment** This extends Connected Apps and supports Artifacts and Work Products. ROADMAP.md and related PRs were checked. This PR is standalone on master. The separate OAuth lifecycle and file-transfer proposals (#17085 and #17086) are closed and are not dependencies. ## What Changed - Register Notebook's personal MCP OAuth method, canonical endpoint, scopes, catalog metadata, and branding. - Declare managed `enablePaperclipNotebook` with false defaults and no user-facing settings toggle or staging opt-in. - Use generic availability metadata for gallery/setup, retained connection identity, OAuth completion, health, tool/context discovery, and dispatch. Resources/prompts recheck before credentials, including retained handles. Removal remains available while disabled. - Resolve catalog application identity from the saved application key, so editable connection labels cannot bypass the hidden gate. - Select a method's sole supported credential kind when no kind is supplied. - Keep UI changes to metadata-driven availability and existing setup/reconnect controls. - Document Notebook's service-owned upload script, inline publication, ordinary action policies, and credential behavior. - Add ordinary MCP OAuth, assignment, action-policy, disabled-state, settings, and catalog tests. No workspace contribution registry, private transfer endpoint, native publisher, Runner file-reader change, or Paperclip CLI upload command is included. The entire native-runtime and CLI trees match master. Upload code lives in `paperclip-cloud/notebook/`. ## Verification Source head: `65ef741e4f476c67425b57d2fb2d6d4c00e99b06`, directly on master `53732c811bb69655eb43d3d12f2063ae4ca5ad67`. The diff is 42 files. Shared execution changes only enforce generic catalog availability; tool access also resolves saved application identity and the sole supported credential kind. Neither module contains Notebook upload logic. - Catalog/shared/settings/UI suites: 592 tests passed across 12 files. Shared/server/UI typechecks passed using installed compilers. - Fresh real PostgreSQL generic MCP suite: 84/84 passed at final source; server typecheck and module boundaries pass. Coverage includes personal OAuth, ordinary refresh/reconnect, assignments, Allowed / Ask first / Off, hidden feature enforcement, and local credential removal. Four new resources/prompts cases failed against the prior code and pass after filtering saved application identity and rechecking before credentials. They prove missing/relabelled setup markers and stale eligibility cannot dispatch or read secrets while disabled; an ordinary provider remains available with the flag off. - The full tool-access service suite passed 463/464 cases. One unchanged Google Workspace `slides.write` case timed out at 15 seconds; it passed on one isolated retry without source or timeout changes. Its exact test block matches master. The cause is not established; final-head CI must qualify the complete suite. - Maps, module boundaries, token gates, and whitespace checks passed. Byte comparisons confirm the former transfer/runtime/CLI surfaces match master. - Fresh exact-head Greptile is 5/5 with zero unresolved findings after an exhaustive feedback audit. Current-head CI workflow [39625691137](https://github.com/paperclipai/paperclip/actions/runs/39625691137) succeeded, including both required checks (`ci / verify`, `ci / e2e`), Build, and browser E2E. Supplementary security/advisory scan status is recorded in the PR Checks panel and qualification receipt; prior-head scans are not counted. The superseded `4bd7af9b2e` completed CI successfully, but Greptile found the valid resources/prompts availability gap described above. It was fixed, replied to, and resolved; earlier-head results do not qualify this revision. Preserved environment failures: the first socket-restricted UI/route run had 93 listener setup failures, and the same 93 cases passed with local-socket access. The package-manager launcher could not fetch its signature metadata; installed compilers passed without dependency or configuration changes. The full service timeout and isolated retry remain recorded separately. The superseded `585e870e73` CI also failed an unchanged agent-chat project-plan revision assertion after task creation; the complete spec and relevant runtime sources match master, and a same-master prior run passed. Its cause is not established. Logs are preserved; no test or timeout was weakened and no old-head rerun was requested. The subsequent heads run full CI independently; no prior-head pass substitutes for current qualification. The Notebook uploader requires a separate service release. This public PR adds no uploader runtime to Paperclip and claims no newly deployed browser/agent acceptance. The Notebook-owned upload path is qualified separately. Code-owner review remains required before merge. ## Risks - The feature flag gates the curated connector; it does not create a Notebook service-side team allowlist or block arbitrary standard MCP URLs. - Publishing, sharing, and deletion retain the existing assignment and action-policy boundaries. - The hidden feature must be checked for retained tools and saved identity, including when connection labels change. - Disconnect removes local credentials. It does not revoke the remote Notebook authorization; the owner can revoke it in Notebook. - Ordinary refresh uses the existing client. A lost response after refresh-token rotation can require reconnect. - The standalone Notebook script and its bounded upload tools must ship together in the Notebook service before that documented convenience path is available. - No database schema, workflow, lockfile, shared transfer, or Runner change is included. No merge, deployment, or rollout is performed by this update. ## Model Used OpenAI GPT-6 in Codex, with reasoning, repository inspection, code execution, and tool use. The runtime did not expose a more specific 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> |
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92b238137b |
Connect and configure GitHub Copilot through Apps (#15705)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps and AI Connections store credentials and govern access to agent runtimes. > - Users need a supported saved-token connection and config values that survive save and reopen. > - The release must preserve saved-token access and task lifecycle guarantees. > - This pull request will connect Copilot through the normal Apps and AI Connections path. > - The benefit is a reviewable part of the Copilot production release. ## Linked Issues or Issue Description Refs #15701 and #15703. Supersedes setup work in #15562. Base: #15703. Next: #15706. ## What Changed - Require configuration update authority before Copilot credential-bearing model discovery; default to the saved environment and preserve explicit selection for editors. - Keep Copilot discovery passive during reconnect reconciliation; refresh on explicit opening, account/environment changes and reconnect. - Add GitHub AI token connections with encrypted storage, ownership, grants and audit logging. - Keep repository access separate from Copilot runtime authentication. - Probe the selected environment without sending a model prompt and preserve authenticated model selection through save/reopen. - Keep fresh execution admission consistent with normal Copilot setup; persist task model choices without changing provider or permission policy. - Refresh authenticated models after reconnecting the same saved Copilot account, including recovery from a previous authentication error. - Apply the additive provider-default constraint migration through the normal generated migration workflow. ## Verification Runtime #15701 is merged at `d855e550ad8d2a267312983f26457aabf5393c3a`. History #15703 is merged at `df80616d98119cbf5abd40549794d9980a5fabf6`. Remaining source [`42bcbd61299655f7e37aabe6bb5f19bba770ad1d`](https://github.com/paperclipai/paperclip/commit/42bcbd61299655f7e37aabe6bb5f19bba770ad1d) contains the four-file authorization repair. The remaining PR trees preserve six nonoverlapping files from the newer public mainline managed-settings fix and the CI-owned lockfile. No unrelated provider is enabled. The security finding is repaired: existing-agent discovery requires `agent_config:update` before connection selection or token resolution. The saved environment is the default. Authorized editors can select a prospective environment. Both denied board-viewer and agent-reader regressions fail on the original source. All49 route tests and server typecheck pass with the fix. Denied requests perform no connection selection, credential resolution or probe. Current-head security scans pass on both remaining PRs; the repaired thread is resolved. Copilot CLI1.0.88 and profile47 retain digest `sha256:55044aa235e88b3fe36ec8a556ee1e3382590870aab907e4462ef7d64af49cea`. The [qualification record](https://github.com/paperclipai/paperclip/blob/42bcbd61299655f7e37aabe6bb5f19bba770ad1d/doc/plans/2026-10-20-copilot-qualification-v47.json) reports20/20 Product cells,154 assertions and7/7 protocol cases,46 assertions against frozen normal installed source `c2616370800f5f6df45246b0890ba35a7cd2faab`. The exact qualification model is `gpt-5.6-luna`. Every passing Product case confirms cleanup. Original failures remain recorded; automatic behavior retries are disabled. The route-only authorization repair changes no bound runtime/profile bytes and does not relabel the frozen campaign. The ordinary installed remote journey passed saved-token selection, model discovery, normal UI save/reopen, metadata-only Test, completed task, accepted receipt and exact19-byte browser download. An open model catalog caused no additional discovery requests during117seconds. Actual installed runtime smokes passed on macOS ARM64, macOS x64 under Rosetta and native Linux x64 on Daytona. Raw token browser entry was not exercised; encrypted connection creation used the normal API. The first Daytona file attempt timed out during delayed semantic dispatch; its precise stalled layer remains unresolved. Independent ordinary remote delivery and the other19 Product cells passed before one instrumented recheck passed8/8 with unchanged source,prompt,assertions and deadlines. No causal latency repair is claimed. Before the authorization repair, all four final PR heads passed required verify/E2E and fresh Greptile5/5 reviews with zero unresolved threads. Current-head CI/review is running for the two repaired heads. Local focused checks retain129 connection,59 runner,72 shared-eval and88 recovery/workspace passes, plus migration safety and token gates. The additive Copilot migration is361; released master history is preserved. [Cloud normal-package run39414239704](https://github.com/paperclipai/paperclip/actions/runs/39414239704) builds the pre-security source4f3f. All four native producers and Linux package assembly pass; the final clean installed consumers are finishing. All18 retained archives match their hashes;37,863 regular files contain zero selected credentials. That package does not contain the later route repair. The actual final published package must include it and pass the local/Daytona live canaries. The frozen Daytona image remains published and independently verified. No separate full-image scan is claimed. Docker builds run in the cloud. **Remaining:** current-head CI/review, setup and qualification merges, final publication, and ordinary local/Daytona canaries against the actual shipped package. The user explicitly authorizes the maintainer review override; CI remains a merge gate. No production deployment is claimed. Provider USD remains unknown and GitHub-attributed. ## Risks Bad credentials, missing entitlement, runtime installation and unavailable models must remain distinct failures. A connection must not adopt ambient credentials. The constraint migration changes accepted provider values, with no credential-storage migration. Current-master NewAgent fixture extraction is retained. Copilot cases use that shared support and test both passive discovery and explicit reconnect under the same setup lifecycle. The onboarding retry regression shares the component suite’s saved-connection, authenticated-model, draft, agent-list, hire and render lifecycle fixtures. Keeping it beside the existing onboarding failures makes adoption versus duplicate hire observable under the same lifecycle; this is the concrete cohesion reason for the existing large test file. ## Model Used OpenAI Codex, based on GPT-6. The exact serving model ID and context window are not exposed in this task. Used for code changes, review and tool-assisted 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 - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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7b9334cd10 |
Draft: Build agent-ready design proposal system (#16875)
## Thinking Path > - Paperclip helps people manage AI agents and their work. > - People need consistent UI patterns to review and control that work. > - The current board uses related layouts and controls with different spacing, type, and behavior. > - That drift makes it hard for a designer or an agent to build a new page from a reliable reference. > - Storybook can show the shared patterns and the states they need to support. > - This pull request adds design proposals, a local sandbox, and reusable UI controls so people can compare the patterns in context. > - The benefit is a clearer design system that agents can use to build consistent UI. ## Linked Issues or Issue Description **Subsystem affected** `ui/` — React board UI and Storybook. **Problem or motivation** Board pages repeat visual and interaction decisions. Storybook did not provide a complete reference for task views, conversation states, typography, toolbars, tabs, and light/dark colors. People could not compare a proposed pattern with the running board in one place. **Proposed solution** Add a staged Design Proposals catalog with foundations, components, layouts, and page specimens. Add an opt-in sandbox. Reuse production components where possible. Include synthetic conversation states and shared controls so reviewers can compare and refine them. **Alternatives considered** Separate static mockups would not show keyboard behavior, responsive layout, or real component states. Rebuilding each page only in Storybook would allow the reference to drift from the board. **Roadmap alignment** This improves existing board UI and Skills Manager surfaces. It does not add a new control-plane capability. ## What Changed - Added dark and light color references, typography and conversation specimens, and component stories for buttons, tabs, toolbars, sidebar, popovers, activity, and task lists. - Added a local design sandbox with synthetic task conversation playback and representative states. - Shared collection toolbars and navigation patterns across task, agent, project, routine, skill, connector, and artifact pages. - Added the streamlined Skills tabs and a My Skills collection that uses the shared skill cards. - Restored saved-thread access during synthetic playback, kept connector searchbox semantics, and updated reproduction checks after moving trial stories. - Documented the proposed patterns and added focused UI, catalog, and browser checks. ## Verification - `pnpm check:token-gates`, `node scripts/check-maps.mjs`, and `node scripts/storybook-catalog.mjs --check` passed. - Full workspace `pnpm -r typecheck` and `pnpm build` passed after merging master. After the review fixes, focused UI typecheck, `pnpm build-storybook`, 23 Skills Sources tests, and all 15 Storybook typography browser tests passed. - Focused task-thread and system-notice suites passed: 251 tests. Connector Browse passed 84 tests; the connector, attachment, recovery, and Storybook flyout browser journeys passed locally. - A local full Vitest run hit one intermittent chat-channels integration failure; that test passed in isolation. GitHub CI [39347996059](https://github.com/paperclipai/paperclip/actions/runs/39347996059) passed on the exact latest commit: 55 successful checks and two skipped draft-only Storybook jobs. - Greptile reviewed the exact latest commit at 5/5 with no new comments or open review threads. GitHub reports the branch as cleanly mergeable. ## Risks - This PR changes 206 files and exceeds the repository's 100-file review target. Review by commit and consider a scoped split before merge. - Design Proposals are staged references. Fixture interactions do not prove API behavior, permissions, or provider execution. - UI changes to shared controls may affect pages outside the proposal sandbox. Focused browser checks and the full CI matrix passed. ## Model Used - OpenAI Codex, GPT-6 family. The exact runtime model ID and context window are not exposed in this session. The model used reasoning, code execution, browser inspection, and local tests. Earlier branch commits were also AI-assisted in this Codex conversation. ## 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 available in this session) - [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 where applicable - [x] I have either linked existing issues or described the issue in-PR following the relevant issue template - [x] I have not referenced internal or instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal ticket id - [x] I have run focused 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 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: Scott Tong <scott@scotts-mbp-m5-max.local> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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23b2ceb0d1 |
feat(connections): add unified Google Workspace connector (#15545)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connected Apps supply governed tools to those agents. > - Google services currently require separate connections or one broad request. > - Users need one account and control over which services it can access. > - A picker must change the OAuth request, not just the screen. > - This pull request binds selected services to consent and tool access. > - The benefit is simpler setup without enabling unselected tools. ## Linked Issues or Issue Description **Subsystem affected** Connections catalog, OAuth grants, and the MCP tool gateway. **Current behavior** Google setup uses separate service profiles. A combined request alone cannot express the user's choice before Google consent. Accumulated Google grants can be broader than a new request. **Proposed behavior** Offer one Workspace connection. Let users choose Gmail, Drive (including Docs, Sheets, and Slides), and Calendar. Start all three with read and write access. Let users disable groups or choose read-only access. Do not offer Chat, Contacts/directory, or cross-service Search in new setup. Bind selected scopes to durable OAuth state. Cap effective tool access to both the saved request and provider-reported consent. **Reason and benefit** Users can choose services without managing several accounts. Existing company, identity, agent, and action-policy controls remain in force. **Breaking changes** No database migration. Existing service connections and grants remain supported. New Workspace requests require the companion broker change in https://github.com/paperclipai/paperclip-cloud/pull/823. Old brokers reject narrowed requests safely. Related work: #14740 reduced Google scopes; #14774 introduced the earlier catalog hold. #15412 proposes a separate Gmail REST implementation. This maintainer-requested change extends the existing Connections and governed tool gateway paths. It does not replace them. ## What Changed - Add one Workspace catalog entry and a namespaced action catalog. Retain legacy definitions and saved accounts. - Use the approved production service picker in Apps and task-hosted setup. Keep dropdowns between names and toggles. Block empty selection. - Derive exact scopes from a closed registry. Default selection requests nine scopes. New requests exclude Chat, Contacts/directory, and Search scopes. - Bind selected scopes through managed and customer-owned OAuth state, callback, claim redemption, and refresh. - Cap accumulated Google grants to the saved selection. Recheck grant-specific permission at discovery, listing, and dispatch, including cached actions. - Restore the current subject's saved request on reconnect. Block on grant-load failure. Preserve draft selection on cancel and retry. Do not create an account on picker cancellation. - Preserve healthy services during partial outages, without combining grants across identities. Keep writes from being automatically replayed. - Preserve the original 21-scope legacy Workspace envelope contract as individual profiles evolve. - Add production-component Storybook stories, request validators, consent regression tests, and rollout guidance. Integrate the stories with the current feature catalog while preserving their IDs. ## Verification - Integrated branch merges current master and has no merge conflicts. - Full workspace build passed on the integrated checkout. - Token gates passed. Storybook catalog structure check passed: 283 files and 2,750 stories. - Final affected app suites: 914 passed. This includes 502 database-backed service/gateway tests and 412 UI/shared/validator/broker-handoff/governance tests. The production picker tests cover defaults, identity-specific reconnect, and failed-load recovery. - Full workspace typecheck passed after adding required current-master Storybook annotations. The final UI build also passed. - The full repository suite is still running and includes the two pre-fix retry assertions. Both were updated for the current gateway's explicit-retry contract and pass in the clean 502-test database run. No complete final-head full-suite pass is claimed. - The initial local database startup failure came from missing native-library symlinks in the fresh dependency install. The package's postinstall repair fixed it; the clean database-backed run has no skipped tests. - Broker focused suite: 47 passed, including real signed session → callback → claim redemption and wrong-scope rejection. Full broker suite before the final test-only follow-up: 3,562 passed, 103 skipped. - Real integrated-app walkthrough: Connectors → Workspace → customer-owned app → service picker. Verified all three defaults, empty-selection blocking, cancel/reopen with the selected read-only access preserved, preserved form values, and zero saved connections after cancel. Credentials were synthetic; no Google grant was made. - Current-head CI and Greptile review remain pending. Previous-head results are not treated as current. ## Risks Ship the companion broker before app instances send narrowed requests. Enable the intended Workspace client/profile separately on the target broker. This pull request does not deploy a tenant app, start a fleet rollout, alter Google Console, or upgrade the pinned reviewer stack. The three-group picker is not proof of live provider access. Before production, verify a real selected-service grant, reconnect, refresh, allowed reads/writes, and denied unselected actions on the isolated staging reviewer app. Google verification and preview enrollment remain separate requirements. Legacy service profiles stay compatible. New grant metadata keeps provider scope evidence separate from requested scope evidence. Missing or unsupported evidence fails closed. No scope union across user or organization grants is allowed. ## Model Used OpenAI Codex, GPT-5-based coding agent, with repository editing, code execution, and browser tools. The exact serving model ID and context-window size were not exposed. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have 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 issue ID - [ ] I have run all final-head 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 risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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5245959023 |
fix(github): simplify App reconnection and credential recovery (#16856)
Show clear GitHub connection recovery guidance and reconnect the saved App before requesting replacement credentials. Preserve PEM bytes through paste, upload, and retry, with production-page Storybook and browser regression coverage. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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ccbfefef5f |
test(ui): retire 33 duplicate executions and share render setup (#16072)
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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3dffd2197d |
test: consolidate owner fixtures and retain real regression proof (#16047)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Tests protect sandbox execution, run recovery, credentials and the board UI. > - Several owner suites repeat the same setup and prove the same result more than once. > - These copies add maintenance work and can hide weak assertions. > - Each cut needs a retained test that proves every distinct contract. > - This pull request consolidates repeated setup and removes twelve redundant executions. > - It also replaces two weak assertions with checks of real outputs. > - The benefit is 2,831 fewer test lines with clearer regression proof. ## Linked Issues or Issue Description **What existing behavior does this improve?** The maintenance and regression strength of the existing Vitest owner suites. **Subsystem affected** Sandbox adapter utilities, server heartbeat recovery and environment capabilities, and the board UI. **Current behavior** Tests copy database rows, query builders, render calls and runtime inputs. Some cases repeat an existing contract. One token test omits a real bridge credential. A PostHog host comparison can compare absent controls. **Proposed behavior** Use small local helpers with fresh values and the same action order. Keep each distinct contract in an owner test. Check real bridge credentials and fixed PostHog method states. Carry the exact persisted first-run success assertion into the stronger cancellation keeper. **Reason and benefit** The ten test files shrink by 2,831 net lines. Twelve redundant executions retire. All other case tables, inputs, security boundaries, timeouts and cleanup rules remain. **Breaking changes** None. This round changes tests and audit evidence only. **Additional context** Refs: #15978, the merged first cleanup. Refs: #16022, the merged prior cleanup. Its squash merge is `dabb8c5daf430a1987af611e2e7ca4c7b23ef7d4`. Related open work: #14634 repairs feedback fixture completion; #14477 supplies explicit sandbox fixture tools; #14198 changes cleanup retry behavior in another heartbeat file. This audit preserves those separate action and cleanup contracts. It does not apply their changes. This PR was first stacked on `codex/test-audit-followup`. After #16022 was squash merged, only the two Round 6 commits were replayed onto merged master `dabb8c5daf430a1987af611e2e7ca4c7b23ef7d4`. The original stack head is preserved in a local snapshot branch. The current diff contains only ten test files and two evidence files. No merge is requested. ## What Changed - Consolidate repeated setup in three sandbox adapter suites. Remove seven redundant executions and retain the real protocol, cleanup and scratch-file checks. Save 875 lines. - Consolidate heartbeat database fixtures and read queries. Retain exact wake cancellation, total run count and the actual first-run success receipt. Remove one duplicate execution. Save 1,372 lines. - Remove two repeated rejected-capability cases. Carry the absent snapshot assertion into the retained runner case. Save 22 lines. - Consolidate UI fixtures and render calls. Remove two repeated connection cases. Replace the weak PostHog comparison with fixed method and required-key checks in both real hosts. Save 562 lines. - Record audit scope, decision and expansion counts, all twelve keeper mappings and deliberate mutation results in the [audit report](https://github.com/paperclipai/paperclip/blob/codex/test-audit-round-six-delivery/doc/plans/2026-10-12-test-audit-round6.md) and [controls evidence](https://github.com/paperclipai/paperclip/blob/codex/test-audit-round-six-delivery/doc/plans/2026-10-12-test-audit-round6-controls.json). ## Verification Source baseline: `a090035cafb29c06f6fca2dbe43561ad866b7c1b`. All ten original test programs are byte-identical at the stacked base `58c5c4aa241c85f4665a3159c192888bbb2a5cfa`. - Baseline: 1,841/1,841 cases passed in the main thirty-file owner/sibling run. Another 219/219 cases passed in nine extra files. - Preservation: all four proposal packages passed independent review. Whole-program helper expansion retains ordered inputs, callbacks, awaits, queries, fresh allocations and hooks outside the declared assertion migrations and repairs. - Candidate: all 2,048 cases passed across 39 complete owner/sibling files. The main run passed 1,831 cases. The extra run passed 217 cases. Both runs had zero failures and zero skips. - PostHog control: the repaired positive case passed. The original weak case passed with authentication choices removed. The repaired case failed at its fixed OAuth aria-checked assertion under the same mutation. - Eight accepted mutations failed at their intended assertions. They cover bridge-token exclusion, fallback cleanup, READY bytes, real scratch-file preservation, exact wake cancellation, the persisted first-run success receipt, rejected capability snapshots and reachable PostHog method controls. Two original weak cases passed with the same defects. All production source bytes were restored. - Rejected control: changing run status before legacy release timed out before wake cancellation. This result is not counted as assertion proof. Its replacement changed only the persisted receipt after real drain in the existing transaction. It failed at the direct fixed succeeded-row assertion. - No new code comments or 1,000-line threshold crossings were introduced. No production, schema, lockfile or workflow changes are included. On the exact final test sources, later committed as `d8de9422f0703d4508a9dc880b67a07f13e0f110`, `pnpm -r typecheck`, `pnpm check:token-gates` and `pnpm build` passed. The required full `pnpm test:run` completed with **exit 1** after **52.14 minutes** on clean, immutable `d8de9422f0703d4508a9dc880b67a07f13e0f110`. HEAD and tracked sources remained unchanged. The first general-server group ran 889 files: **882 passed, one failed and six skipped**. Its 18,032 cases were **17,925 passed, two failed and 105 skipped**. The only failing file was `server/src/__tests__/remove-test-home.test.ts`. On macOS, the read-only runtime bundle and symlink cleanup cases returned `ENOTEMPTY`. The permission-error case expects `EACCES` or `EPERM`. Four reported failure entries cover these two cases, including their cleanup errors. The test and helper are byte-identical to previous master `4b766b872993045a2e787404f0475503683e5ded` and audit master `e364b92c82`. The default wrapper stopped after that group failed. **Later local groups did not run.** The earlier public-MCP, HTTP log redaction and workspace snapshot failures did not recur. The 39 focused owner/sibling files and all 48 remote CI jobs completed independently. This result is an unresolved macOS cleanup limitation, not full local success. No test, skip, retry, timeout or cleanup rule was changed to hide it. The three adapter files received a whitespace tidy after focused execution. Full runtime AST and string/template/regex byte equality link those tested sources to the final sources. All 134 adapter helper calls were checked again. Replayed code commit `3d3defd2a60595a623045d9e2c6c586f4acb3452` has the exact final test bytes. Evidence commit `e868e6645ce0d598d756d3458f0b3d71afd6db4a` adds the report and controls JSON, with one historical ancestry clarification. All ten accepted test hashes and all seven production-owner source guards match. No package, lockfile, workspace, TypeScript, Rust or Vitest dependency manifest changed since the audit snapshot. The [original stack CI workflow](https://github.com/paperclipai/paperclip/actions/runs/38312876910) passed all 48 jobs on head `c171d6c0d603d22bb997c1f9a9bdcd5bcc5d22aa`. Those results are historical stack proof. The [fresh master-context CI workflow](https://github.com/paperclipai/paperclip/actions/runs/38318223856) completed successfully with **all 48 jobs passed** on current head `e868e6645ce0d598d756d3458f0b3d71afd6db4a`. Its tested merge commit was `41292af60c6eb60d477637d23822bb17b08dc07e`, combining workflow base `88bf4c6c1d222f818faa56257efe79207c892a6c` with that head. The delivery commits remain based on pinned master `dabb8c5daf430a1987af611e2e7ca4c7b23ef7d4`. Both required master checks, `ci / verify` and `ci / e2e`, passed. Two separate optional Storybook checks were skipped by their scope gate. [Fresh Greptile review](https://github.com/paperclipai/paperclip/pull/16047#issuecomment-6133323165) gives the current head **5/5**, with no findings, inline comments or unresolved review threads. The [current-head commitperclip review](https://github.com/paperclipai/paperclip/actions/runs/38318223666) also completed successfully. This PR remains open and draft; no merge is requested. The local macOS failure above remains unresolved. ## Risks - A helper could share a value or capture the wrong binding. Independent expansion and lexical binding checks guard the actual helper calls. - A retired case could contain a distinct assertion. Each cut has an exact keeper map and carried observations. - A mutation could fail before the intended assertion. Controls reject timeouts and earlier failures. The rejected receipt mutation remains in the evidence. - The delivery ancestry changed after the parent squash merge. Exact source hashes preserve the audited tests and producer receipts. Fresh CI and review passed in the current master context; the broad local run remains evidence from its immutable audit snapshot. - The complete local default failed in two unchanged macOS cleanup cases. Later local groups were not run. This limitation remains visible even though focused checks and remote CI passed. ## Model Used OpenAI Codex, based on GPT-6, assisted with this work. The exact served model ID and context window are not exposed in this session. It used repository tools, code execution, AST analysis and parallel audit 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 - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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e0f30a4c71 |
feat(apps): collapse provider connections behind an "N connections" toggle (#16097)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps page shows one card for each provider. Each card lists the
connections for that provider.
> - Some providers have many connections. For example, a team can have
five OpenAI accounts.
> - Each connection uses a full row. Thus, the page becomes long and
cluttered.
> - This pull request puts the connection list behind a "N connections"
row with a chevron. The user clicks the row to show or hide the list.
> - The benefit is a shorter Apps page. Connections that need action
stay visible.
## Linked Issues or Issue Description
**Subsystem affected**
UI: the Apps page (`ui/src/pages/apps/Browse.tsx`), the `ConnectorCard`
component.
**Problem or motivation**
A provider card shows every connection as a full row. When a provider
has many accounts, the card is very tall. The page is hard to scan.
**Proposed solution**
When a card has two or more connections, show a "N connections" row with
a chevron below the card header. A click on the row opens or closes the
list. The list is closed when all connections are healthy. The list is
open when a connection needs attention or setup. The row also shows the
count, for example "· 1 needs attention". The list is open while a
search is active. A card with one connection does not show the row.
**Alternatives considered**
- Always show the list. This is the current behavior, and it causes the
clutter.
- Show the toggle for one connection too. This adds a click and gives no
benefit.
- Always close the list. This can hide an account that needs
reconnection, so we did not use it.
## What Changed
- `ConnectorCard` counts native connections, gateway-managed accounts
(Composio, Arcade, Executor), and chat or bot endpoints.
- When the count is two or more, the card wraps the list in the existing
`Collapsible` component. The trigger row shows the count and a chevron
that turns when the list opens.
- The list opens by default when one or more connections need attention
or setup. The trigger row shows how many need attention.
- The `Browse` page sends `defaultExpanded` and the current trimmed
search query while a search is active. A new search opens the list
again, even after the user closed it.
- The upstream account state logic moved into the `upstreamAccountState`
helper. The list render and the attention count use the same helper. The
behavior did not change.
- The attention count and Finish setup action share one predicate. A
verifying endpoint stays visible until setup is complete. Four
regression cases cover provider setup, identity linking, missing setup
metadata, and completed setup.
- New tests in `Browse.test.tsx` cover: open and close with the toggle,
search opens the list, one connection stays inline, and the list opens
when an account needs attention.
- New review story:
`ui/storybook/stories/connection-setup/apps-connection-count-toggle.stories.tsx`
("Apps, channels, and extensions / Connection setup / Connection count
toggle"). It includes production component fixtures for collapsed,
expanded, needs-attention, search-match, single-connection,
page-overview, and unfinished-chat-setup states. The original six story
IDs are retained; the unfinished chat setup fixture adds one ID.
## Verification
- `pnpm exec vitest run ui/src/pages/apps/Browse.test.tsx`: all 84 tests
pass. The new test closes an active search result, changes the query,
then returns to the first query. It fails before the search-reset fix
and passes after it.
- `node scripts/storybook-catalog.mjs --check`: passes (265 story files,
2,520 stories). Story annotations describe the production components,
fixture boundary, and covered capabilities.
- `pnpm check:token-gates`: passes.
- Full repository typecheck and build passed after the master merge. The
final UI typecheck passes after the setup fix. Final full build and
Storybook build pass on `d4c923d3ce0`. The built index retains all six
prior story IDs and adds the unfinished-chat-setup ID. Chromium checks
pass for all seven states, including the setup action and toggle
behavior. All 54 successful CI checks pass on this head, with two
intentional skips, including all general and serialized test shards,
E2E, typecheck, and build. The fresh Apex review is 5/5 on this head
with no unresolved findings. The separate, unsharded local `pnpm
test:run` invocation has not completed; complete suite verification
comes from CI.
- The stories use local account fixtures and stub navigation. They do
not prove a live provider connection or persistence.
## Risks
- Low risk. The change is UI only, with no API or data change.
- Behavior change: users must click to see the connections on a healthy
card with two or more connections. Cards with a problem stay open, so a
broken connection is not hidden.
## Model Used
- Anthropic Claude Opus 5.5 (`claude-opus-5-5`), used in Claude Code
with tool use (shell, file edit, test runs).
OpenAI GPT-6 (`gpt-6`) through Codex assisted conflict resolution,
regression tests, and repository verification. This session does not
expose an exact 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
🤖 Generated with [Claude Code](https://claude.com/claude-code)
---------
Co-authored-by: Devin Foley <139239+devinfoley@users.noreply.github.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
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22d05644f4 |
feat(ui): add Speko voice setup, task calls, and Storybook coverage (#15728)
Runtime #15727 is merged. This PR adds the UI. Qualification follows in
#15729.
## Thinking Path
> - Paperclip manages agent work through tasks and governed connections.
> - Chat connections already bind external conversations to those tasks.
> - Speko handles voice and telephony, while the selected Paperclip
agent does the work.
> - A call needs durable session authority, ordered follow-ups, and safe
result delivery.
> - This PR adds the Speko setup and call controls to the existing Apps
and task UI.
> - This PR depends on #15727. The qualification suite follows
separately. Speko stays experimental.
## Linked Issues or Issue Description
**Problem or motivation**
Phone and browser voice conversations cannot use the chat connection
task lifecycle. A separate voice runtime is needed to preserve task
authority, retries, and reply history.
**Proposed solution**
Add company-scoped voice sessions, signed callbacks, durable replies,
inbound intake, and an agent-facing outbound-call tool. Reuse existing
tasks, queues, secrets, and publications.
**Roadmap alignment**
This extends the experimental chat connector entry points under Agent
Chat and Connected Apps. The project owner requested this feature.
Refs #11418 for the original provider catalog proposal. This
implementation uses the newer chat connection infrastructure rather than
an MCP catalog-only integration. Refs #15721 for remote OpenCode
startup.
## What Changed
- Add the Speko Apps catalog entry, provider artwork, and browser SDK.
- Reuse existing agents in setup. Keep the optional Company Phone Agent
in the catalog, with connection instructions available to any assigned
agent.
- Add task voice controls, transcripts, phone callbacks, inbound-line
settings, and call Activity entries.
- Surface retryable connection and incoming-task inventory failures,
preserve active call controls and cached tasks, restore keyboard focus
after recovery, and bound notification polling so a stuck request cannot
hide later results.
- Put Save & exit and Connect Speko in the credential step’s shared
footer.
- Add deterministic production-component Storybook fixtures for setup,
lifecycle, failures, permissions, and phone surfaces.
- Include voice components in the design guide. Stories never request a
real microphone or place calls.
## Verification
- All 27 focused UI/controller regressions, UI typecheck, token gates,
and 28 map/catalog structural tests pass. The shared connection cache
test covers pause/resume invalidation during the 30-second fresh period.
- Storybook builds 157 Speko production-component stories. The complete
prior 156-story set passed all 624 checks on UI source
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473c80d13f |
Automatically import and update project repository skills (#16066)
Automatically import skills from new GitHub project repositories and update enabled sources in the background. Preserve project-derived access, saved selections, immutable execution versions and explicit pins; add legacy adoption, refresh and connection repair in Sources. Include durable scheduling and bounded work credits, production Storybook journeys, real GitHub-to-routine acceptance receipts and final-head CI/security/Greptile qualification. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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df06df2306 |
fix(slack): allow direct messages without at-mentions (#16151)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Slack connections let people start and continue agent tasks. > - The Require at-mention setting currently applies to channels and direct messages. > - A person who sends a direct message has already selected the agent. > - This pull request exempts direct messages from mention checks, including queued work. > - People can talk normally in DMs while channel messages keep the configured mention rule. ## Linked Issues or Issue Description Refs #15612, which introduced the Require at-mention setting. Searches found no duplicate PR for the DM exemption. **What happened?** With Require at-mention enabled, a plain Slack DM does not start or continue agent work. New Slack connections enable the setting by default. **Expected behavior** Direct messages do not need an at-mention. Top-level DM replies remain top-level. Channel messages and channel thread replies still follow the saved mention setting. **Steps to reproduce** 1. Enable Allow direct messages and Require at-mention on a Slack connection. 2. Send a plain DM from an authorized sender. 3. Confirm the agent responds without an at-mention. Send a plain follow-up and confirm it also works. 4. Confirm unmentioned channel messages remain filtered when Require at-mention is enabled. 5. Disable Allow direct messages and confirm new DMs remain blocked. **Paperclip version or commit** Source baseline: `eb06c9fedd`. **Deployment mode** Built from source. Automated tests use disposable local Postgres and provider fixtures. This change has not been deployed or retested in live Slack. ## What Changed - Exempt DMs at inbound admission, task mutation, work authorization, and heartbeat queue claim. - Keep channel mention checks and all existing sender, endpoint, and destination checks. - Update regressions for new connections, follow-ups, deferred delivery, and coalesced queued messages. - Clarify the Slack settings copy, connection documentation, and verification maps. - Refresh the affected Storybook review references after source inspection. ## Verification - Passed 55 Slack and durable scheduler tests with Vitest on the current rebased commit, including admission through the extracted inbound module. - Passed `pnpm -r typecheck` and `pnpm build` on the rebased PR commit. - Passed token gates and map checks. - Passed Storybook catalog validation after rebase: 223 files and 2,210 stories. - Full local `pnpm test:run` was stopped before completion after three failures in the unchanged tool-access suite. All 418 tests in that suite passed in a standalone rerun. The focused regressions passed; full GitHub CI remains the merge gate. - Greptile reviewed commit `b0293fa6571403c5e01c30bb7b5fcc5e91b88c97`: 5/5, with no findings or unresolved review threads. All 55 GitHub checks passed on this commit; two optional Storybook jobs were skipped. - No live Slack messages were sent during implementation verification. ## Risks Existing Slack connections now accept authorized plain DMs even when Require at-mention is enabled. Allow direct messages and sender authorization still apply. Queued DM work follows the same exemption. Channel behavior and DM reply routing are unchanged. No schema or migration change is required. ## Model Used OpenAI GPT-6, running as Codex, with reasoning, tool use, and code execution. The runtime does not expose a more specific 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> |
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7d7f55e4be |
fix(apps): show user avatars and center access rows (#15577)
## Thinking Path > - Paperclip helps people manage AI agents and their access to apps. > - The app access page shows people with linked chat accounts. > - The identity response omitted the user's saved image. > - The row placed the avatar beside only the first name line. > - This change returns the image and centers the avatar beside both name lines. > - People can recognize linked accounts and still see initials when no image is available. ## Linked Issues or Issue Description **What happened?** The app access page showed initials even when the linked Paperclip user had a profile image. The avatar was above the vertical center of the Disconnect button. **Expected behavior** Show the linked user's saved image. Center it beside the Paperclip and chat names. Keep initials when no image is available. **Steps to reproduce** 1. Link a Slack account to a Paperclip user with a profile image. 2. Open the app's Access tab. 3. Inspect the person's avatar and the two name lines. Searched public issues and pull requests. No duplicate fix was found. Related avatar work in #15095 concerns agent uploads, not linked user profiles. ## What Changed - Return `paperclipUserImage` from the chat principal service and declare it in the API and client types. - Use the shared avatar primitives and center the avatar beside the full name block. Keep full names available in hover text. - Add image and initials examples to the existing Storybook access story, with image and alignment checks. - Extend the service test to check saved images and missing images. ## Verification - Token gates and `git diff --check` pass. - The 33 existing chat setup and identity-link UI tests pass. - The OAuth installer service regression test passes. - Chromium rendered the Storybook Access story at desktop and mobile sizes. The avatar, name block, and Disconnect button centers all measured 307 CSS pixels on desktop. - UI typecheck passes. Full repository typecheck and build stop at the Rust runner because this workspace has no `cargo`. The initial parallel typecheck also exceeded the 4 GiB workspace limit. The full local test attempt was stopped as memory approached the 4 GiB limit; it has no complete verdict. CI passed the full build, typecheck, test, and E2E lanes on the initial commit. The previously reviewed commit passed 54 checks with two intentionally skipped Storybook checks. Master was merged on October 10 to resolve an import conflict; fresh CI is running for `24badb742d331c1b6ee3e90cbd06defefe5cd634`. Token gates and whitespace checks pass after conflict resolution. The single retry after CI runner shutdowns passed. Greptile gives this commit 5/5, with both review threads resolved. ### Screenshots The Storybook fixture shows an image, fallback initials, and a pending account.   ## Risks Low risk. The API field is additive and needs no migration. The image uses the same avatar primitive as other user identities. Missing or failed images retain the initials fallback. Other chat providers share this access row. ## Model Used OpenAI Codex, GPT-6. Tool use and code execution. The runtime does not expose a more specific 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 - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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f329b24ee1 |
feat: give tasks durable project-optional workspaces (#15749)
Give tasks durable company-scoped workspace bindings independent of project assignment, channel defaults and authorized repository preparation. Reuse verified input seeds and sparse output recovery while preserving trust, privacy and controller provisioning boundaries.
Full CI and E2E, Superagent, legacy checks and Greptile Apex 5/5 passed on reviewed head
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f0e12c8519 |
Add managed Slack setup with an independent own-app path (#15679)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Slack connects a person to an agent through an installed app and a verified identity. > - Independent installations must remain usable without Paperclip Cloud or manager credentials. > - Approved Cloud deployments can use Slack manager grants to create and install each agent's app. > - Both paths should share credential storage, identity checks, recovery, and the existing runtime. > - This pull request adds gated managed setup and keeps independent app setup under Advanced. > - It also makes ongoing connection settings and personal test messages easier to use. ## Linked Issues or Issue Description **Subsystem affected** Slack setup, connection settings, tenant credential storage, and the Cloud connector handoff. **Problem or motivation** Approved deployments need an installation flow without pasted configuration tokens. Open-source users must retain their independent Slack app flow. A connection manager also needs a simple way to check a bot from Settings. **Proposed solution** Use the managed path when the instance is configured to support it. Choose agent and Connect are the two visible stops. Continue starts authorization or installation. Use your own app remains under Advanced before creation. Save personal manager grants by company, Paperclip user, Slack user, workspace, and manager app. Reuse only verified identities for test messages. Unknown identities must complete a private Slack connection challenge before linking and receiving the test DM. **Alternatives considered** A shared bot would change each agent's Slack identity. Requiring Slack CLI or a hosted service for self-hosted users would remove independent installation. **Roadmap alignment** This maintainer-requested change improves Connected Apps and experimental Agent Chat. It adds provisioning and management controls to the existing Slack runtime. **Additional context** The companion Cloud broker profile is a separate deployment prerequisite. Managed setup remains gated. Existing-app adoption is deferred. ## What Changed - Extract Slack registration, provider requests, completion, customer-owned setup, managed setup, and personal manager grants into focused services. Preserve the compatibility facade and independent removal cleanup. - Add company-scoped manager grants and a registration reference through an additive, idempotent migration after current master. Keep runtime credentials separate from app-registration secrets. - Add authenticated manager authorization, sealed handoff, serialized refresh and revocation, app creation, managed installation, and installer-bound OAuth fallback. - Preserve creation intent, block automatic uncertain recreation, save credentials before downstream checks, and validate app, workspace, bot, scopes, and installer identity. - Add the two-stop production wizard and ordered stories. Keep the own-app, manual, existing-app, and legacy-draft paths. - Simplify Settings. Open Slack configuration targets the saved app. The test-message action has its own row. Remove the old manual-avatar section, channel-message section, and broken permissions link. - Add paginated account discovery and a private connection challenge for unknown accounts. Expired invitations stop waiting and offer a new private invitation. Save send receipts before provider dispatch and preserve confirmed delivery when activity logging fails. - Reinstall the saved managed app on explicit reconnect, replace revoked credentials, and resume completion. Persist reconnect intent and duplicate-request receipts without creating another app. - Update provider browser tests, recovery tests, secret redaction, setup documentation, and the agent prompt. Preserve current master's durable verification scheduling. ## Verification - Full workspace typecheck and repository build passed on `56d389d47a`. The subsequent reconnect retry fix in `288364eada` also passed UI typecheck and UI build. - 114 focused Slack registration cases and 13 production managed-wizard cases passed, including fresh-token reconnect, retry after installation failure, and duplicate reconnect requests. - All nine affected Slack browser cases passed against the production UI and a disposable fixture server. They cover managed setup, automatic setup, own-app selection, refresh, recovery, mobile behavior, and connection settings. - Eight focused real-database test-message cases passed. They cover a private ownership challenge, saved grant reuse, account pagination, revoked and conflicting links, workspace mismatch, disabled DMs, revoked membership, audit failure, ambiguous dispatch, and secret canaries. - UI token gates and the production Storybook build passed. - Greptile reviewed exact head `288364eada5d9c114fad991ff634612639d06672` at 5/5 with no actionable findings or unresolved review threads. - The full repository test suite and current-head CI are running. Their final results will replace this line before merge. - Earlier live feature previews created two bots in the authorized Paperclip Slack workspace and reused one personal manager grant. Local managed Continue created and installed a bot without a configuration token or a separate Add to Slack action. Avatars, welcome DMs, signed callbacks, and direct replies were observed. A Settings test DM also arrived in the signed-in user's Slack account. - Earlier staging thread qualification required manual publication recovery for one bot. Current-head live qualification remains required before enabling the production default. Fixture results do not establish Slack approval behavior in other workspaces. ## Risks - Personal manager tokens can create apps. They stay in scoped vault entries. The manager client secret stays at the broker. Company, actor/session, origin, and app identity checks apply throughout setup. - The additive migration must also work on qualification instances that applied earlier branch migrations. Table, column, index, and constraint creation is idempotent. - Creation and message timeouts can leave uncertain outcomes. Saved request IDs prevent automatic duplicate dispatch. - Unknown Slack identities must receive and complete their private challenge while signed in. Account selection alone does not grant Paperclip permissions. Existing revoked or conflicting links are not overwritten. - A development-only manager transport uses an explicitly configured private credential file for local qualification. Production ignores this transport; no manager credentials are bundled with open source. - Managed rollout requires Slack approval, the companion broker deployment, configured secrets, and final live qualification. Removing a connection does not delete its Slack app. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, code execution, and browser tools. The session does not expose the exact serving 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 - [ ] 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> |
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1e0cfcb4fc |
test: retire redundant suites and consolidate owner coverage (#15978)
Retire duplicate ACPX and Codex proof after migrating unique assertions to their behavioral owners. Consolidate repeated fixtures and exact case matrices while preserving lifecycle, protocol, company, credential, approval, and ordering contracts. Remove the unused runtime-controls compatibility path and document test ownership and preservation evidence. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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3ec7309d91 |
feat(voice): add experimental Speko task connection runtime (#15727)
First PR: runtime. UI: #15728. Qualification: #15729.
## Thinking Path
> - Paperclip manages agent work through tasks and governed connections.
> - Chat connections already bind external conversations to those tasks.
> - Speko handles voice and telephony, while the selected Paperclip
agent does the work.
> - A call needs durable session authority, ordered follow-ups, and safe
result delivery.
> - This PR adds an explicit voice transport to the existing connection
runtime.
> - The UI and qualification suites follow in linked PRs. Speko stays
experimental.
## Linked Issues or Issue Description
**Problem or motivation**
Phone and browser voice conversations cannot use the chat connection
task lifecycle. A separate voice runtime is needed to preserve task
authority, retries, and reply history.
**Proposed solution**
Add company-scoped voice sessions, signed callbacks, durable replies,
inbound intake, and an agent-facing outbound-call tool. Reuse existing
tasks, queues, secrets, and publications.
**Roadmap alignment**
This extends the experimental chat connector entry points under Agent
Chat and Connected Apps. The project owner requested this feature.
Refs #11418 for the original provider catalog proposal. This
implementation uses the newer chat connection infrastructure rather than
an MCP catalog-only integration. Refs #15721 for remote OpenCode
startup.
## What Changed
- Add additive voice schema, shared contracts, session APIs, and
provider callbacks.
- Bind browser, inbound, and outbound sessions to an endpoint, task, and
selected agent.
- Add low-trust guest intake in an explicitly selected sandbox and keep
ordinary approval rules.
- Submit task work through session-scoped tools and push approved
replies through Speko POST /v1/calls/{id}/messages.
- Distinguish provider acceptance from confirmed spoken playback.
Reconcile reports without downloading recordings.
- Add protocol, migration, persistence, provider, and
delivery-diagnostic tests.
## Verification
- Master
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ed2c22ea8c |
feat(connections): simplify dedicated GitHub App setup (#15416)
## Thinking Path > - Paperclip manages agent work and the tools each agent can use. > - GitHub bots need their own App identity and restricted repository access. > - Manual App configuration and repeated setup gates make that connection hard to finish. > - GitHub can create an App from a manifest, but people must approve creation and repository access. > - Each Paperclip stack should own configuration, credentials, signature verification, and task admission. > - This change uses Cloud as an encrypted callback and event gateway, then completes setup in the stack. > - GitHub review bots have their own experimental setting. Chat connector opt-in does not control them. ## Linked Issues or Issue Description **What existing behavior does this improve?** Dedicated GitHub App setup, bot settings, and task-scoped GitHub replies. **Current behavior** Users must configure an App, copy credentials, repeat repository selection, and complete manual verification gates. Review settings are hard to scan. Mentions in descriptions can be missed, and automatic completion text can produce an extra GitHub comment. **Proposed behavior** Choose an agent and connect GitHub under a personal account or organization. GitHub asks for creation and installation consent. Paperclip resumes the same draft, stores secrets locally, imports access, verifies delivery, and opens Settings. Each accepted request has one editable App-owned comment for progress and results. Review assessments produce deterministic checks for the reviewed commit. **Breaking changes** GitHub bots require their own default-off experimental opt-in. The setup-method and delegated-agent screens are removed. Per-person automatic-run flags remain readable but are replaced by author filters. Existing connections, direct webhooks, saved restrictions, and manual existing-App recovery remain supported. Companion gateway: https://github.com/paperclipai/paperclip-cloud/pull/688 (merged). The roadmap and related PRs were checked; no duplicate dedicated-App wizard was found. ## What Changed - Add an independent **GitHub review bots** setting across the catalog, routes, identity admission, and task controls. Existing bots continue running when the UI setting is off. - Replace setup with Choose agent and Connect GitHub. Support personal and organization owners, inline low-trust conversion, saved drafts, known organization suggestions, automatic completion, and same-App recovery. - Keep manifests, OAuth PKCE, credential exchange, vault storage, installation verification, and original webhook-signature validation in the stack. Use the Cloud sealed gateway for public callbacks and outbound local delivery. - Add resumable owner metadata in migration 0323. Retry a failed registration renewal through the same durable replacement rather than creating another App route. - Support authorized mentions in issue and PR bodies, comments, inline comments, and review summaries. Preserve attachments, edited-source identity, duplicate protection, and lifecycle invalidation. Filter requests explicitly addressed to another connected bot. - Give agents task-scoped review, comment, and update tools. Update one working comment through progress and final output. Close coalesced requests and recover delayed acknowledgements, including deleted earlier working comments. Preserve automatic replies for legacy connections without saved review configuration. Preserve partial publication evidence and quarantine uncertain automatic fallbacks without blocking Board messages or questions. - Reorganize Settings and Access with rich slash-skill instructions, numeric passing scores, clear automation controls, formal-review tooltips, member and contributor sections, and verified App branding links. Preserve invalid score drafts and automation choices across tabs. - Paginate repositories in 20-row batches with search and a true connection-wide toggle. Batch verification at GitHub's 500-ID token limit. Keep saved repository overrides while hiding their editor. - Give each review a detail URL that remains usable beyond the newest 100 records. Synchronize the manager OpenAPI contracts and add recovery, authorization, UI, and browser regressions. - Reconcile the current master branch and retain its agent avatar, feature catalog, and extracted heartbeat preparation code. Preserve a saved test-drive port and recover from an occupied high port. ## Verification - Focused UI, independent experimental-setting, and CLI tests: 199 passed. - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` passed. The broad local Vitest attempt was interrupted after resource timeouts and stale expectations; the affected regressions passed focused reruns. The latest-head full CI matrix passed, including all browser shards, server/chat suites, builds, typechecking, canary packaging, and Docker context integrity. A Docker Hub 429 required a CI retry; it passed without changing the code. - Final review repairs: 127 attachment/event tests and server typecheck passed. All 13 final integration regressions passed under the normal CI timeout, covering legacy reply compatibility, deleted coalesced comments, inline-only review completion, progress edits, and native final recovery. Restart-safe description/review attachments passed the attachment suite. - Final regressions: four reply/lifecycle tests, both native GitHub wait tests, 171 feature-gate/reply-contract tests, the routed review preview, and five scheduler/reply regressions passed. The final fixture repair also passed all six setup-continuation cases and all three complete chat-test shards in CI, covering terminal receipts and retries under the normal CI timeout. One loaded-host receipt run exceeded its local timeout; the exact case passed in an isolated rerun and the complete CI shard. - GitHub integration tests cover personal and organization setup, retry recovery, edited mentions, attachment provenance, coalesced requests, delayed acknowledgements, partial review writes, old review URLs, and company boundaries. - Browser qualification: both GitHub journeys, all five provider setup/management journeys, and the GitHub uncertain-send recovery journey passed. GitHub setup, reconnect, and task replies run with chat disabled; chat enabled alone cannot expose GitHub bots. The disposable qualification database was removed after testing. - Earlier live qualification verified App-owned issue replies, native slash-skill invocation, progress comment edits, and a 5/5 PR review with a passing current-head check in the dedicated permissions-smoke repository. These live checks did not use personal credentials as bot execution authority. ## Risks - Deploy the merged Cloud gateway protocol before the stack update. Each callback and encrypted event must retain the original instance and tenant binding. - Migration 0323 uses idempotent column additions for test installations that already applied the earlier draft migration number. - A verified connection does not prove runtime isolation or a completed review. Runtime checks remain separate. - Required merge checks must be configured in GitHub. A passing numeric score does not formally approve a PR; approval and request-changes tools remain opt-in. - Existing-App credentials cannot silently renew an uncertain manifest exchange. Recovery preserves the existing App, draft, connection, and agent. - Repository changes save immediately. Global toggles affect all currently available repositories, including unloaded rows, without granting new installation access. - A failed or uncertain tool write suppresses automatic fallback text; the governed outbox retains its evidence. Deleted or replaced response comments are not recreated through a personal credential fallback. - GitHub logo upload remains an optional human action in GitHub App settings. Runtime provisioning, delegated setup, screenshot publication, and production push delivery remain deferred. ## Model Used OpenAI Codex, based on GPT-6, with tool use and code execution. The exact runtime model identifier and context 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 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 (focused suites; complete test matrix is checked 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> |
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3fc64c5156 |
feat(slack): add Require at-mention setting (#15612)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Slack messages can create tasks and continue existing tasks. > - A reply in a subscribed thread can start agent work without a new mention. > - Some users want to control each reply with an explicit bot mention. > - This pull request adds a Require at-mention setting to Slack app settings. > - The setting checks new messages and queued messages before they start work. ## Linked Issues or Issue Description **What existing behavior does this improve?** Slack app settings and the rules that admit inbound messages. **Subsystem affected** Server, UI, database, and shared API contracts. **Current behavior** After the bot joins a thread, an ordinary reply can wake the agent. Direct messages do not need a bot mention. **Proposed behavior** Add Require at-mention below Allow direct messages. When enabled, each channel message, thread reply, and direct message must mention the bot. Direct messages must also be allowed. **Reason and benefit** Users can prevent ordinary conversation from starting agent work. **Breaking changes** New Slack connections require a bot mention by default. Existing connections keep their saved setting. Work that has already started is not cancelled. **Additional context** A search for existing at-mention PR titles found no duplicate. ## What Changed - Add the endpoint field, schema validation, API response, and UI toggle. New Slack connections enable the setting. - Add an idempotent database migration and generated metadata. Renumber it to 0321 after current master. - Check the current setting at inbound admission, task mutation, and the first heartbeat queue claim. - Keep Slack tool access and recovery for already-running work when the setting changes. - Cancel queued batches that contain an unmentioned input, including coalesced messages. - Dispatch promoted follow-ups after the scheduler releases its agent start lock. Preserve these checks in the new queue and run-control modules. - Filter unmentioned messages without retaining their content. - Keep provider-message deduplication and existing access checks. - Add thread, DM, duplicate-delivery, queued-message, and new-connection default regression tests. - Document the setting and its scope. ## Verification - Previous head `16791bb7`: typecheck, build, all server shards, Runner checks, and E2E passed. Two chat shards failed in three fixtures that used unmentioned Slack messages. - Update setup follow-ups to mention the Slack bot. Disable the mention rule explicitly in the callback ordering test, which tests ordinary subscribed replies. - Previous local checks passed: six Slack integration cases, all 46 durable chat scheduler tests, all 24 queue/run-control tests, migration safety, and UI token gates. - Greptile reviewed `16791bb7` with 5/5. All review threads are resolved. - Head `53163c20f`: all five focused integration cases passed. These cover all three prior CI failures and both default-on channel/DM cases. Fresh CI and Greptile are running. - Full local recursive typecheck, build, and repository tests were not repeated for this fixture-only change. CI supplies these checks. - Manual check: create a Slack connection. Require at-mention must be on. An ordinary thread reply or DM must not wake the agent. A bot mention must wake it once. Disable the setting and confirm ordinary replies work again. ## Risks - The migration adds a non-null boolean with a false default. Apply it before the new server runs. - The setting also applies to DMs. The UI help text states this. - Enabling it blocks queued unmentioned work but does not cancel a run that has already started. - Full local verification is limited by the environment constraints above; latest-head CI must pass before merge. ## Model Used OpenAI GPT-6 (Codex agent), with reasoning, tool use, and code execution. The runtime does not expose a more specific model version 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 - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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0726a00e80 |
feat(apps): qualify Bitly, Context7, Hugging Face and Resend MCP (#15686)
## Thinking Path > - Paperclip lets people manage AI agents and govern their tools. > - Apps already supports provider-hosted MCP servers. > - Useful providers still need real setup and read proof before Browse exposure. > - Browser testing found a Bitly token-format failure and an OAuth callback that replaced an explicit empty agent selection. > - This PR qualifies four provider methods and fixes those shared OAuth paths. > - Providers that still need login or approval remain withheld from new Browse listings. ## Linked Issues or Issue Description Refs: #15621, the merged hosted MCP qualification batch. Searches found no duplicate Bitly or Context7 implementation PR. **What existing behavior does this improve?** Apps setup, provider MCP discovery, token exchange, and saved agent access through an OAuth callback. **Subsystem affected** Shared Apps definitions, the server tool-access service, and the UI setup/recovery route. **Current behavior** Bitly's callback can fail with `oauth_access_token_missing` when its token response is not JSON. Curated MCP callbacks can treat an explicitly saved empty install set as access for all agents. Context7 is hidden and Hugging Face lacks a curated anonymous method. Saved drafts for hidden providers cannot finish setup through their catalog wizard. **Proposed behavior** Request JSON token responses. Record explicit remote MCP install choices in the install transaction and preserve them at callback. Keep managed subject/default access when no choice was saved. Expose the qualified Bitly and Context7 methods, add anonymous Hugging Face Hub access, and record Resend qualification. Resume hidden providers only through an exact matching company-visible saved draft. **Reason and benefit** People can connect useful hosted tools through the existing Apps flow. An explicit zero-agent selection survives authorization. Public documentation lookups need no OAuth app, account, or key. **Breaking changes** Explicitly saved empty MCP install choices now remain empty. Existing managed defaults without a saved choice retain their behavior. No schema migration or API shape change. ## What Changed - Qualify Bitly OAuth, Context7 public MCP, Hugging Face public MCP, and Resend OAuth with real browser setup, useful UI reads, and reload checks. - Negotiate JSON OAuth token responses and preserve explicitly saved MCP agent reach with a transactional config marker. - Add durable provider overrides, permission reviews, dated text-only evidence, and official branding provenance. Remove all seven evidence images and their report references. - Restore Finish setup for hidden-provider drafts with company/application/provider checks; keep fresh setup withheld. Preserve success after the exact resumed draft becomes active, and restore valid completed URLs to that exact saved Permissions page; reject initially active, disabled, or archived resume targets. Align the Context7 route assertion with its new qualified availability. - Retain hidden ClickUp, Klaviyo, and monday.com research with exact login/approval gates. monday.com requires provider callback allowlisting. ## Verification - Connector service suite: 420 passed, including default/empty/agent/company reach and managed OAuth lifecycle coverage. - Shared catalog: 36 passed. Override tests: 3 passed. Brand checks: 101 identities passed. - Focused UI setup/recovery, Browse, and OAuth-helper suites: 306 passed. Actual hidden-draft resume/reload passed; a public Context7 draft seeded in the isolated app completed through the active-state refetch and persisted with zero agents after reload. The completed URL refresh and View connection open the exact saved Permissions page. Fresh hidden setup, normal initially active resume, disabled/archived status, and provider mismatch are rejected; a draft at the completion stage stays in setup. - Recursive typecheck and build passed again after rebase. The full local Vitest run began before rebase and was cancelled as superseded while still in the general-server phase; it is not a completed pass. Exact-head CI supplies broad coverage. The focused connector service suite passed against the final code. UI typecheck, build, and token gates passed again after the draft-recovery fix. - Targeted mock MCP Playwright journey: 1 passed (34.9s). It now verifies View connection reaches the exact saved Permissions route, both discovered actions, and reload persistence. This replaces the stale Browse expectation found by CI. - All CI gates passed on final commit `32bb4c6422411eee632486950e45e2735102d1b3`. The inherited-pause test timed out in the cleanup run and passed on one retry without code changes; the entire file also passed locally, 36/36. Its exact timing cause remains unresolved. A signoff timeout on the preceding production-code commit also passed on its single retry. Greptile reviewed the final commit at 5/5 with no open findings. - Actual UI reads: Bitly current-user read; Resend List Domains including a fresh setup after the final callback refinement; Context7 React docs; Hugging Face public docs search. No provider writes or real agent runtimes ran. - [Text-only qualification report](https://github.com/paperclipai/paperclip/blob/32bb4c6422411eee632486950e45e2735102d1b3/doc/connections/easy-mcp-batch-2-2026-10-09.md) include evidence limits and exact blockers. Account/profile/domain results are omitted. ## Risks - Bitly `mcp.all` and Resend `full_access` remain broad provider grants. Qualification kept writes Off and selected no agents. Read proof does not establish write behavior or refresh rotation. - The explicit-choice marker applies to new install saves; older unmarked flows keep their existing defaults. Its JSONB merge avoids overwriting concurrent config fields. - Public provider catalogs and rate limits can change. Unqualified providers remain withheld from new Browse entries; retained connections remain available for recovery. ## Model Used OpenAI Codex, based on GPT-6, plus OpenAI `gpt-6-luna` subagents for provider research, browser testing, and review. The exact primary serving variant and context-window size are not exposed by this runtime. Used reasoning, code execution, and browser tools. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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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> |
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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 |
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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> |
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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> |
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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> |
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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> |
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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> |
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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 |
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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> |
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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> |
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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> |
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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> |
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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> |
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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> |
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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> |
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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> |
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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> |
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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> |
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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> |
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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
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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>
|
||
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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> |