Commit Graph
5 Commits
Author SHA1 Message Date
DottaandPaperclip b09f17fbfd fix(agents): repair queued setup through task connection cards (#20361)
## Thinking Path

> - Paperclip manages AI agents doing work for people.
> - Agent verification must finish before an accepted task can start.
> - A missing AI account default can prevent verification before a
provider starts.
> - Lifecycle policy treated that owned configuration refusal as a
temporary failure and retried each minute.
> - The accepted turn remained Queued without explaining the
prerequisite.
> - Park account configuration failures and reuse the task's existing
inline connection card.
> - Successful repair rechecks verification and releases the original
queued turn under its original authority.

## Linked Issues or Issue Description

**What happened?** An OpenCode agent selected the responsible user's
OpenRouter default, but that default did not exist. Verification retried
unchanged configuration indefinitely and its accepted task stayed
Queued.

**Expected behavior:** Preserve accepted work, explain the setup
prerequisite, and let the appropriate person repair it using the
existing task connection UI. Completion must verify the agent before
starting the same queued turn. Genuine pause, approval and access gates
remain effective.

**Reproduction:** Create an OpenCode Runner agent with a
responsible-user OpenRouter binding and no personal default; assign a
task while verification is pending. The base retries verification and
shows an unexplained queue.

Related: #18702 handles pending task connection recovery after account
repair. This PR handles the earlier agent-verification boundary. #20330
addresses a separate Codex governed-wait timeout and is already merged.

## What Changed

- Share owned account-selection failure evidence through a pure library
contract. Lifecycle policy parks those configuration failures with
fixed, redacted guidance; temporary infrastructure errors retain their
retries.
- Batch setup-state reads for unstarted queued turns. Distinguish manual
repair from automatic setup retries and preserve Stop, started/history
state and lifecycle holds.
- Reuse the existing `connection_intent` card, account selection and
completion APIs. Its controller-only `agentSetup` marker accepts only
never-started legacy turns; runtime tokens still require a running run.
- Address the card to the lifecycle verifier's account owner, preserving
the task's execution principal and private-task visibility. Attach
missing cards on admission, verification, startup and full recovery,
including retained retries and continuations. Repeated delivery and
publication remain bounded. A new queued turn supersedes the setup card
of a stopped turn; generic connection cards retain cross-run reuse.
- Recheck lifecycle verification after usable-account completion, then
release the existing turn through the normal readiness path. Preserve
decline, Stop, reassignment and changed setup-owner gates. Fence an
in-flight verification failure from overwriting a repair; add no
provider wake or recurring worker.
- Park owned account refusals during resume as well as initial
verification. Bind setup cards to the lifecycle operation, settle
obsolete deliveries, and keep explicit Retry guidance accurate.
- Reuse the router’s existing lifecycle pin for setup repair without
rerouting the task, advancing the pool cursor, or replacing its saved
binding. Legacy direct-account cards remain readable.
- Hide the incorrect Resume banner during setup, retaining genuine
manual/budget pause controls. Document the execution and retry contract.

## Verification

- Red: eight original behavior assertions failed on the base, including
the real selector's retry decision and the real batched queue
projection. Six owned selection cases failed classification.
Temporary-error presentation, different task/verifier users, retained
retry/continuation recovery and the setup Resume banner also have
failing-before/passing-after regressions.
- Green: 430 affected backend, lifecycle, shared-contract and UI tests
passed before the final review corrections. Subsequent focused runs
cover one inline card, real account selection/completion, duplicate
delivery/publication, verification before readiness, unchanged run
authority, private tasks, no extra provider wake,
decline/Stop/reassignment, company isolation, invalid runtime tokens,
transient retries and redacted diagnostics.
- Final setup/card and generic connection-service suites: 49 tests
passed. The stopped-turn case failed before the correction, then passed
with real account completion, the stopped source remaining cancelled,
and the replacement source remaining queued.
- After rebase, all 129 focused assertions passed. The local queue
suite’s 88 execution assertions passed repeatedly, but its
database-fixture teardown exceeded both 30-second and 120-second hooks.
An isolated queue case completed, and the setup/connection suites fully
passed. The original queue test and cleanup remain unchanged; broad CI
supplies the full-suite result.
- Server/UI typechecks, module boundaries, token gates and diff checks
passed. `pnpm verify --explain` requested broad CI because the
execution-contract document changed; no redundant full local suite was
substituted.
- Real source acceptance: macOS arm64, Node 26.4.0, isolated embedded
PostgreSQL and local board identity. Created an OpenCode/OpenRouter
agent and task through the API with no default. Admission retained one
unstarted turn and produced the existing inline Connect OpenRouter card.
The browser opened its credential form and closed it without entering
credentials. The same card/run persisted after server restart and
reload, with the setup label and no incorrect Resume. The browser also
reproduced Stop followed by a new queued turn retaining the stale card
on the prior head. On `12f609c98372fd1e50644028db75cfcc8deb210d`,
startup superseded the stale card and retained the same replacement
turn, with the original turn still cancelled and no provider execution.
- The earlier CI case-search failure also reproduces on exact base
`0e3fdebea8257bdff11573081c76b306f12db230` without this PR. Its repair
is now in master via #20371; this branch is rebased onto it and contains
no API-search changes.
- Staging's actual Runtime test returned “Connect an account and choose
your personal default” before provider startup. The original turn later
started independently on deployed code, then hit a separate
workspace-export failure. Automatic file recovery subsequently marked
that run successful; its task remains Blocked and the trial’s useful
output is unverified. This PR is not deployed; provider authentication
through its card and downstream publication remain unverified. No
account, credential, default, permission or binding was changed during
diagnosis.
- Previous revision review: Greptile 5/5 on
`12f609c98372fd1e50644028db75cfcc8deb210d`, with all four inline
findings addressed and resolved. [Full CI
passed](https://github.com/paperclipai/paperclip/actions/runs/42713494508)
on that revision: 59 successful checks, one neutral check and three
intentional skips, with no pending or failed checks.

- Latest revision `976bcae993805a8a2222395bbff9394f6791b424`: resume,
router and Retry-copy regressions failed before repair. Green: 92
lifecycle/setup/shared tests, 83 setup/generic-connection/router tests,
and 137 UI/shared tests. Server/UI typechecks, module boundaries and
token gates passed. [Full CI
passed](https://github.com/paperclipai/paperclip/actions/runs/42720731137)
on this exact revision: 59 successful checks and three intentional
skips, with no pending or failed checks. Greptile reviewed this head at
5/5; all six review findings are addressed and resolved. Real Stop/retry
acceptance retained the same replacement turn and current-operation card
through two actual server restarts, with no provider execution.

## Risks

- Known account configuration failures now require repair or explicit
Retry. Temporary failures keep automatic retries; accepted work and
authority remain intact.
- The projection adds one company-scoped batch read only for unstarted
queued turns. Card attachment examines at most 100 active candidates and
adds no timer, worker, schema or migration.
- The optional stored setup-card marker requires an aware reader during
rollback. No run/session/checkpoint identity format changes. Setup
presentation grants no access and cannot bypass verification or other
gates.

## Model Used

- OpenAI GPT-6 (Codex), with reasoning, tool use, code editing and test
execution. The exact serving model identifier and context-window size
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-09 17:49:34 -06:00
Devin FoleyandPaperclip 8f79a32898 fix(connections): keep agent access consistent through setup and permission changes (#19352)
Task-hosted tool setup kept requester-only defaults, and audience edits could leave runtime installations restricted after permission bindings were widened. Large provider catalogs could also fail before creating an access card.

Use the normal agent audience defaults for new tool setup, preserve explicit selections through verified OAuth and draft resumption, and synchronize permission bindings and runtime installations atomically. Enforce agent-edit authority and preserve existing access during additive account reuse.

Validation: 915 focused regression tests, typechecks, and builds passed. All 54 CI checks passed and Greptile Apex scored the reviewed head 5/5 with no unresolved threads. Broad local test failures, recoveries, and incomplete heartbeat coverage are documented in the PR.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-11-05 17:38:32 -08:00
DottaandPaperclip b43073d11f feat(connections): sync and group accounts managed by aggregators (#15254)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents governed access to external tools.
> - Aggregator gateways can expose accounts that users already connected
upstream.
> - The Apps catalog did not show those accounts or their current
provider status.
> - Separate cards and setup tasks also made account ownership unclear.
> - This pull request discovers upstream accounts and groups them under
one app card.
> - Users can find connected apps while each provider keeps control of
its accounts.

## Linked Issues or Issue Description

**Subsystem affected**

Connections across the database, shared contracts, server, and board UI.

**Problem or motivation**

Users cannot see which apps are connected through a saved aggregator
gateway. Native and upstream accounts need one app card. Discovery must
preserve company, user, gateway, and credential boundaries.

**Proposed solution**

Sync account metadata from Composio, Arcade, and supported Executor
gateways. Keep upstream account management in each provider. Use source
chips and search to browse the catalog. Preserve native setup and the
gateway's existing access policy.

**Alternatives considered**

Creating a local executable connection for each upstream account would
duplicate authorization state. Using an agent task for routine Composio
setup would add an unnecessary step. The board now calls the saved
gateway directly for that setup.

**Roadmap alignment**

This extends the shipped Connected Apps and MCP Tool Gateway features in
ROADMAP.md. The duplicate search found no open PR for managed account
discovery.

Related work: Refs #13755, Refs #13941, Refs #14725, Refs #13855. Open
PR #12906 covers adjacent toolkit routing work.

## What Changed

- Add provider-neutral discovery, sync, and refresh APIs. Preserve the
Composio API paths.
- Cache observations by company, saved gateway, viewing user, and
credential version. Retain stale observations after failed or incomplete
scans.
- Add optional Arcade account sync credentials in the vault. Discover
Executor accounts through its supported inventory interface.
- Group native and upstream accounts in one app card. Imported account
menus open their provider. Gateway menus own refresh and sync setup.
- Add Paperclip, Composio, Arcade, Installed, and All chips. Show 50
catalog entries per page. Keep connected accounts above discovery. Keep
explicit provider searches scoped.
- Simplify Composio app setup and refresh its connected app list on the
gateway Permissions page.
- Add a compact agent access card and task creation defaults for
connection setup. Preserve explicit blocks and approval policies.
- Add two replay-safe migrations, service and UI tests, Storybook
journeys, and acceptance stories.

## Verification

- Passed the repository typecheck, full build, token gates, and
migration ordering check.
- Passed the focused provider adapter, connection interaction, and
catalog tests after rebasing onto master.
- Passed all nine database sync and migration replay tests using a
disposable database on the test-drive PostgreSQL cluster. Removed that
database after the run.
- Verified Arcade cursor pagination against its official Go SDK and
passed all eight adapter tests, including short and incomplete pages.
- Passed all 45 interaction tests after making the exact requested tools
and their Allowed/Ask first permissions visible before granting access.
Verified the compact card in Storybook.
- Passed the complete UI suite on the final code: 683 files and 7,432
tests, including the corrected Composio destination assertions. Passed
130 focused tests for the UUID, management-link, and health-status
corrections.
- Passed 22 Composio setup/sync tests, 23 connection-intent service
tests, and the connection migration test in separate disposable
databases. Database startup alone was substituted; the suites exercised
their real SQL and services.
- Passed all 10 OpenAPI route checks and the full-stack
connection-intent browser test, including scoped consent, agent
continuation, and task completion.
- The local full runner encountered embedded PostgreSQL startup failures
on this loaded macOS host. The earlier in-flight run also held the
pre-fix Arcade transform; a fresh run of the final provider suite
passes. The final-head CI is queued during GitHub’s active Actions
incident: https://www.githubstatus.com/. The previous run also lost
several runners simultaneously; its real catalog assertion failures are
fixed and the fresh complete UI suite passes.
- Tested the real test-drive server in the embedded browser with a live
Composio gateway. Detected Airtable and Circleback. Verified refresh
progress, account rows, source chips, search scope, and 50-entry
pagination.
- Arcade and Executor coverage uses provider fixtures. Live credentials
were unavailable.
- Storybook builds successfully and includes grouped native/provider
accounts, stale and unavailable discovery, optional Arcade setup, and
mobile states. The acceptance document records the simulated and live
coverage separately.

- Greptile reviewed final commit
`217b024c27b5933e773ce9419c4e92b1032042c6` at 5/5. All six review
threads are resolved, security scans pass, and the PR has no merge
conflicts. The outstanding remote checks are `ci / Select trusted
runner` and `review`, queued by GitHub. They need to complete before
merge.

## Risks

- Provider response changes can break inventory discovery. Failed scans
retain observations and show stale status.
- Composio scans only the supported catalog and can take time. Large
inventories run in the background with progress and a bounded lease.
- Arcade requires a project API key and user ID when the gateway cannot
supply them. This key is used only for discovery.
- Executor discovery depends on the server's exposed inventory tools.
Unsupported servers report unavailable discovery.
- Cached account rows do not grant access or create executable
connections. Gateway policies still govern tool use. Account deletion
and per-app authorization remain upstream.
- The migrations add tables and one nullable column. Replay preserves
existing rows and company-scoped foreign keys.

## Model Used

OpenAI Codex, based on GPT-6. The session does not expose a more
specific serving model ID or context limit. Used reasoning, repository
tools, code execution, and browser verification.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-05 14:57:04 -05:00
DottaandPaperclip a36cbffa9e fix(connections): broaden natural-language and aggregator search (#14725)
## Thinking Path

> - Paperclip manages agents and the services they need for work.
> - Agents use connection search to discover a setup path before they
request access.
> - Tool-only filtering hid channel and AI methods from this search.
> - Requiring every query word to match rejected normal task
descriptions.
> - A small aggregator index also omitted supported apps such as
Circleback.
> - This pull request broadens retrieval and returns purpose-specific
setup guidance.
> - Agents can choose a relevant result while existing access and
provider-choice checks still apply.

## Linked Issues or Issue Description

**What happened?**

A search such as “AgentMail create an email address and manage an agent
mailbox” returned no usable result. “Help me find tools for circle back”
also missed Composio's supported Circleback toolkit. Queries longer than
200 characters failed validation.

**Expected behavior**

Return useful native and verified aggregator matches from
natural-language queries. Include channel/email methods when Chat
connectors is enabled. Identify each method's purpose and the correct
setup path.

**Steps to reproduce**

Use the queries above with `connections_search` from an active task.
Enable Chat connectors for the AgentMail case. The regression suite
reproduces these misses before the change.

Related routing work: #13941. This change does not change the runner
failure path or add channel setup to tool-only connection cards.

## What Changed

- Rank name and capability matches. Accept extra words, split names,
small spelling errors, and queries up to 4,000 characters.
- Include tool, channel/email, and AI methods. Return company-prefix
setup links for channel and AI flows.
- Add a dated snapshot of 1,583 official Composio toolkit names and a
refresh script. Merge duplicate MCP variants for search and link each
support claim to official evidence.
- Find authorized indexed aggregator namespaces within longer queries.
Return multiple app matches when the agent needs to choose.
- Prefer exact app names over fuzzy matches for other apps; retain
existing AI readiness.
- Preserve native preference, company and identity boundaries,
administrative denials, and saved provider consent.
- Add relevance and database regressions, extend native tool-authority
coverage, and document search behavior.

## Verification

- Red: 15 new assertions failed against the previous implementation; the
existing baseline passed. Added red-green regressions for Motion versus
fuzzy Notion and existing AI access during review. A further regression
covers mixed ready/unconfigured AI results and their per-result setup
guidance.
- Green: all 103 tests in the eight focused shared, database,
runtime-tool, fixture, and route suites pass on the latest commit.
- `pnpm -r typecheck` and `pnpm build` passed.
- Latest-commit CI passed: 54 successful checks and two skipped checks,
including the full test matrix, browser E2E, typecheck, build, and
canary dry run.
- The long local `pnpm test:run` attempt began before the review fixes
and retained transformed pre-fix search code; it also hit an unrelated
timing failure. Fresh serial reruns of the affected search suites and
three timeout cases passed all 124 tests. Parallel local route shards
hit two additional database setup timeouts; both suites passed all 17
tests on a fresh serial rerun. The complete corresponding CI suites also
passed. Duplicate broad local runs were stopped after CI completed. The
local UI suite independently passed all 7,007 tests.
- Greptile: 5/5 on `cc6a0180d`; all review findings resolved.
- Browser verification passed in a disposable local instance through
real process-agent search requests: AgentMail opened its setup flow with
the requester selected; the saved Circleback choice produced the
Composio setup card; a paragraph-length Notion query produced its setup
card. No provider credentials or external accounts were created.
- The browser test caught an invalid UUID-based setup URL. The fix uses
the company prefix and has a regression assertion.
- A 3,971-character catalog query found Circleback first in a local 10
ms spot check after sharing query preparation across the catalog scan.
This is a single measurement, not a performance guarantee.

## Risks

- Broader retrieval can return extra candidates. Named services rank
first; agents must select the relevant method.
- The public support snapshot can age. It proves catalog support, not
account authorization or the availability of every requested action.
- Channel and AI methods use existing setup links. The tool connection
card still accepts tool methods only.
- No schema, migration, credential, or runner lifecycle changes.

## Model Used

OpenAI Codex (GPT-6). The session does not expose a more specific model
identifier or context-window size. Used reasoning, repository search,
code execution, tests, 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>
2026-09-30 10:20:50 -05:00
DottaandPaperclip b3343dbd64 feat(connections): add self-serve intent runtime (#12345)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need a governed way to request app connections during issue
work.
> - The catalog now describes the available providers and setup methods.
> - A request must become a durable, company-scoped intent before an
operator acts on it.
> - This pull request adds that intent runtime across server, agent,
CLI, and shared contracts.
> - The benefit is a safe bridge from agent need to operator-approved
setup.

## Linked Issues or Issue Description

Refs #11965

This is stack 7 of 11. It depends on stack 6 and replaces another
reviewable part of #11965.

## What Changed

- Add connection intent types, validation, service logic, and routes.
- Add agent runtime tools and CLI support for connection requests.
- Add issue-thread interaction support for connection intents.
- Add runtime, route, adapter, and contract tests.
- Hold the final resolved-continuation row lock through asynchronous
adapter preparation until an actual process spawn, so parking or
reassignment cannot cross that boundary.
- Report Hermes Gateway's first remote run request through the shared
dispatch hook so the resolved-intent lock is released at the true
dispatch boundary.
- Revalidate the addressed user's live non-viewer membership and
connection-management authority for every intent mutation, including
OAuth completion.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 176 tests passed.
- `pnpm build`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-stale-queue-invalidation.test.ts` (32 passed;
includes non-process dispatch lock-release coverage)
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/connection-intents-service.test.ts -t
"addressed-user mutation"` (1 passed)
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/tool-access-service.test.ts -t "binds OAuth
callback completion to the initiating board session"` (1 passed)
- `pnpm --filter @paperclipai/hermes-paperclip-adapter test --
src/gateway/server/execute.test.ts` (23 passed; includes dispatch-hook
ordering and exactly-once coverage)
- `pnpm --filter @paperclipai/hermes-paperclip-adapter typecheck`

## Risks

- A malformed intent could create an unusable operator request.
- Validators and company checks reject invalid or cross-company
requests.
- The final continuation gate holds the issue row lock through adapter
preparation until process or remote dispatch; later operator changes use
the normal active-run interruption path.
- The change does not add a database migration.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:34 -05:00