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Author SHA1 Message Date
DottaandPaperclip 7ae81c9fa7 fix(slack): support rich questions and complete review delivery (#17255)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Questions and review decisions must work in the conversation where a
task started.
> - Slack omitted question context and did not publish several review
kinds.
> - Some answers saved in Paperclip also lost their authorized
continuation or their final Slack reply.
> - A settled card and a successful run did not prove that the user
received the result.
> - This pull request preserves complete questions and follows the
existing answer and delivery receipts through continuation.
> - Users can read the request, submit an authorized decision, and
receive the resumed task's result in the same conversation.

## Linked Issues or Issue Description

Refs #17045 and #17218.

**What happened?**

Slack question cards could omit instructions and editable starting text.
Checkbox reviews, item verdicts, task suggestions, and connection
requests had no publication path. Complex question answers submitted in
Paperclip could fail continuation authorization. Several review
continuations completed without delivering their result to Slack.

**Expected behavior**

Show the actual question and context. Use native Slack controls when
they preserve the form contract. Otherwise provide an explicit Paperclip
review link. Persist one authorized response, resume through the
existing delivery path, settle the card, and deliver the useful result
to its originating conversation.

**Steps to reproduce**

1. Start a task in Slack and ask a text or choice question with
instructions and help text.
2. Submit native text and choice responses, then submit a complex form
through Paperclip.
3. Accept a checklist, submit item decisions, select suggested tasks, or
decline a connection request.
4. Inspect the saved answer, continuation run, original Slack card, and
final Slack reply independently.

## What Changed

- Preserve full prompts, context, descriptions, recommendations, help,
and editable starting text. Use direct buttons for short choices, inline
searchable selects for longer lists, and native checkboxes with explicit
submission for multiple choices.
- Add native custom-answer and validated-text modals, ordinary
confirmation buttons, checklist decisions, per-item verdicts with
reasons, suggested-task creation/dismissal, and connection decline. Keep
governed approvals, permission grants, and forms that cannot be
represented faithfully in the full Paperclip review surface.
- Keep Slack-specific canonical-validation feedback in its owning
platform module. Shared callbacks delegate without interpreting provider
presentation.
- Reuse the existing canonical interaction transactions, callback
receipts, publication queue, and continuation delivery. Share ordinary
confirmation handling across Telegram and Slack. Recheck current
authorization and commit response receipts atomically.
- Settle cards with the saved answer and remove stale controls. Ignore
passive Slack link callbacks so opening a task does not display a false
answer error.
- Validate exact multi-select receipt mappings during native
continuation. Recover automation-origin connection replies from their
published prompt after validating the durable connection receipt.
- Keep oversized multi-select handoffs free of unused native tokens, and
retain the complete Paperclip form for 101–128 choices plus Other. Make
the original-conversation audience explicit before submitting a Slack
modal.
- Add rollback, provider serialization, callback, continuation, and
negative authorization regressions. Update the connector playbook and
feature/access maps. No React or application UI changes are included.
- Add a durable Q01–Q11 qualification index and provider coverage
matrix. Require distinct functional, good-experience, and
best-available-control assessments; real unanswered/answering/settled
evidence; saved results, continuation and navigation proof; and retained
failures. Mark other providers unaudited rather than assuming Slack
parity.

## Verification

Candidate: `e0017d446b1016a38d65382366cd1408cce33039`. The
eleven-core-format live Slack gallery is pinned to
`c3d458b2a06b660448940fd8cf33c5906f0058d5`; subsequent boundary fixes
and the sharing notice have automated verification, not new live
screenshots.

- Real Slack UI testing covered all 11 formats: text, closed choice,
long single select, multiple choices, choices with a custom answer,
pattern-validated text, confirmation, checklist, item verdicts,
suggested tasks, and connection requests. Each has
unanswered/answering/answered screenshots as applicable, an inspected
saved result, one continuation, and an individual experience review in
the local HTML gallery.
- The dedicated private QA app/channel used signed callbacks to the
local candidate. A separately approved password-protected, read-only
preview proved connection-review, suggested-task review, and
created-task navigation. Anonymous access, writes, and credential routes
were denied. No OAuth grant was attempted.
- Real testing exposed and repaired a multi-select continuation failure
and a misleading error on link-button clicks. Failed attempts remain in
the evidence. The final navigation replay opened the exact pending
connection request and declined it in Slack without granting access.
Suggested-task creation produced the selected child with the correct
parent and description.
- Final review-fix verification: **32 form tests**, **28
provider/form-rendering tests**, **30 publication tests**, and **171
native continuation/authorization tests** passed. Earlier **3
atomic-resolution rollback**, **9 targeted
callback/publication/Telegram**, and **28 review-continuation** cases
passed. The final Slack/Teams modal subset also passed. The
automation-origin connection cases, 101/128 custom-choice cases, and
oversized multi-select continuation reproduced before their fixes and
passed afterward; failing logs remain retained. These counts describe
relevant runs, not a reliability percentage.
- CI on `b5885b85fd` exposed a test fixture that assumed every Slack
modal block was an input; the new sharing notice correctly renders a
non-input block. The fixture now selects input blocks safely. The exact
signed-modal correction/one-continuation test passed locally, together
with 14 Slack form/modal tests. The failing CI log and its specific
cause remain recorded.
- `pnpm -r typecheck` and `pnpm build` passed. Server typechecking was
repeated after the final source changes. Map and module-boundary checks
and `git diff --check` passed.
- The full `pnpm test:run` was attempted and stopped after repeated
embedded PostgreSQL semaphore exhaustion on this host. Its 1,395-test
chat suite found two stale native-control assertions; both were
corrected and re-tested in a focused run. Focused database suites used
separate disposable databases on existing local PostgreSQL. The full
suite is not claimed green; new-head CI must complete before merge.
- Final-head CI passed on `e0017d446b1016a38d65382366cd1408cce33039`:
all test/build jobs and required `ci / verify` and `ci / e2e` gates are
green
([run](https://github.com/paperclipai/paperclip/actions/runs/40115430194)).
Greptile and Ponytail both reviewed this exact head at 5/5, the security
scan passed, and all review threads are resolved.
- All three QA app callbacks were restored to staging. Both temporary
tunnels and local proxies were closed. The local endpoint was archived
and its local credential copies removed. The candidate app was stopped.

Limits: provider execution used a deterministic Claude protocol fixture,
not an LLM. This is local real-provider UX proof, not deployed staging
or broader Codie/Claude qualification. The public preview intentionally
blocked ancillary artifact routes, so its destination pages could show a
partial-history warning. The complete permission-grant flow and every
oversized/mixed-form branch were not driven manually. Earlier fixture,
test, and provider failures remain recorded.

## Risks

- New reply routes require durable origin proof. Incorrect receipt
matching could lose a reply or route it incorrectly. Tests cover
missing, forged, mismatched, and revoked authority.
- Governed forms keep their Paperclip resolution checks. This change
does not grant new approval authority to Slack.
- Existing completed review results can become deliverable through the
repaired publication path without another provider run.
- No schema, lockfile, workflow, public task-status model, or
runtime-instruction change is included. This branch is not deployed.

## Model Used

OpenAI Codex, GPT-6 family, with code execution and tool use. The exact
backend 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 linked existing issues or described the issue in-PR
following the relevant issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [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 any risks above
- [x] All Paperclip CI gates are green on the new head
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
on the new head
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-24 10:29:15 -07:00
DottaandPaperclip d9b3a5653e feat(chat): add initial Slack communication guidance and connection menus (#13760)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors let people use the same tasks and agent tools from
external conversations.
> - Agents need communication guidance that fits the conversation
medium.
> - That guidance belongs in the original task context, without repeated
instructions on each turn.
> - Connection owners also need clear settings and a consistent way to
remove a connection.
> - This pull request adds initial Slack guidance, optional connection
instructions, and chat connection menus.
> - The benefit is clearer Slack replies with the existing Paperclip
workflow and permissions.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Agent replies in Slack and chat connection management in the Apps
catalog.

**Current behavior**

Slack tasks do not carry a saved communication profile. The catalog
shows a separate Manage button and does not offer removal on every chat
connection row.

**Proposed behavior**

Save Slack guidance when a new conversation creates a task. Restore that
original guidance when a model session is rebuilt. Do not append it to
ordinary follow-ups. Expose optional additional instructions in Slack
Settings. Put Manage and Remove connection in a three-dot menu for all
chat providers. Keep Finish setup visible for drafts.

**Reason and benefit**

Small answers fit in Slack. Substantial deliverables use ordinary
document or artifact tools with a useful Slack summary. Connection
settings apply to new tasks and cannot change permissions. Users can
remove both active and unfinished chat connections from the catalog.

**Breaking changes**

Two additive database columns store endpoint preferences and the initial
conversation snapshot. Existing endpoints default to empty preferences.
Existing conversations keep their original behavior. Non-Slack guidance
is unchanged.

Related public context:
https://github.com/paperclipai/paperclip/pull/13741 improves native chat
recovery. This change adds communication context to those existing
execution paths. A search found no duplicate communication-guidance PR.

## What Changed

- Add a provider-guidance registry, enabled for Slack first.
- Persist optional endpoint communication instructions and capture an
immutable snapshot when a conversation creates a task.
- Resolve guidance from the verified company-scoped connection. Restore
it for fresh native and legacy sessions without per-turn reminders,
extra model calls, or extra context queries.
- Add the Slack Settings field, validation, audit coverage, and
Storybook save/error states.
- Add Manage and Remove connection menus for all seven chat providers.
Keep the draft setup button. Require removal confirmation and allow
retry after failure.
- Add regression coverage, an active/draft menu story, and connector
documentation.

## Verification

All CI checks are green for 5f48df4e0. Greptile scored this head 5/5
with no actionable findings. No review threads remain unresolved.

- Passed `pnpm -r typecheck` and `pnpm build` on PR head 5f48df4e0.
- Passed design-token checks, UI typecheck, and all 20 catalog tests
after rebase. Tests cover all seven providers, active/draft removal,
confirmation, cache refresh, errors, and cancellation.
- Verified the active/draft menu in Storybook. The interaction test runs
without browser console errors.
- Passed focused guidance, endpoint persistence/isolation, heartbeat
trust, native context, ACPX, adapter utility, and CLI recovery tests.
Full UI and CLI groups passed (6,512 and 502 tests).
- Tested real Slack conversations on staging: concise updates with
public links, a planning question with buttons, a saved plan, a saved
report, task creation and assignment, and explicit detailed output. Old
tasks retained original preferences after an edit; a new task used the
changed preferences. Restored the staging setting afterward.
- Existing safe progress remained visible without duplicate final
replies or private reasoning.
- Broad local tests found resource/time-sensitive failures that passed
targeted reruns. One Cursor archive-download fixture failed on both this
branch and the unchanged main checkout. The full local suite is not
claimed clean. All PR-head CI test shards passed, including general,
serialized, Runner, and browser suites. The redundant local full-suite
rerun was stopped after CI completed successfully.
- Live delegation was not tested because the staging company has only
one agent. Live testing also found separate latency and runner
task-editing capability gaps; this PR does not add connector-specific
workflow behavior to hide them.

## Risks

- Prompt guidance changes the form of new Slack replies. Explicit
requests for detail still take precedence.
- The additive migration is idempotent. Conversation snapshots remain
fixed when connection settings change.
- Native and legacy recovery must preserve the initial context without
duplicates; targeted tests cover these paths.
- Removing a connection stops new work through the existing lifecycle
action. It retains Paperclip task history and does not delete the
external app or bot.

## Model Used

OpenAI GPT-6 through Codex, with repository editing, shell tools, and
browser testing. The host does not expose a more specific model ID or
context-window size. No separate model calls were added to the product.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 14:14:25 -05:00
DottaandPaperclip 57fd8b70d2 feat: add agent avatar download to Slack setup and settings (#13740)
## Thinking Path

> - Paperclip helps people manage AI agents for work.
> - Slack connections let a team talk to those agents in Slack.
> - Agents now have a saved avatar, but Slack setup did not offer that
image.
> - A matching avatar helps a team recognize its agent.
> - This pull request adds an optional avatar step and a download in
connector Settings.
> - Users download a PNG and upload it directly in Slack with clear
instructions.

## Linked Issues or Issue Description

**What existing behavior does this improve?**
Slack connector onboarding and its Settings page.

**Current behavior**
Setup does not offer the assigned agent's avatar or explain how to
upload it in Slack.

**Proposed behavior**
After Slack connection verification, users can download a 512 × 512 PNG
of their agent's saved avatar. They can upload it in Slack, confirm, or
skip. Settings keeps the download and upload instructions available
after onboarding.

**Reason and benefit**
The same avatar helps people recognize the agent across Paperclip and
Slack. Users who skip the optional step can return to it in Settings.

**Breaking changes**
None. No schema, authentication, Slack scope, or provider API change.
Completed connections keep their existing completion state. Searched
existing Slack avatar and Cliptoon PRs; no matching implementation was
found.

## What Changed

- Add an optional avatar step before personal Slack account linking.
Keep the numbered sidebar and shared footer.
- Resolve the selected agent's saved appearance for the preview and PNG
download.
- Add the same download and expandable upload instructions to connector
Settings.
- Remember uploaded or skipped per company and endpoint in browser
storage. Treat uploaded as user confirmation, not provider verification.
- Reject failed or non-PNG download responses and allow retry.
- Reuse the production avatar components in onboarding and Settings
stories.
- Test wizard progression, resume, Settings, download recovery, storage
isolation, and terminated assigned agents.
- Exercise real PNG downloads in the Slack browser flow and keep default
app names consistent with app creation.
- Fetch the assigned agent directly so its saved avatar remains
available after termination.

## Verification

- Focused chat suites: 48 passed; the two affected suites passed again
after the final naming fix (32 tests).
- Slack browser E2E passed through setup, avatar download, account
linking, and Settings download. PNG signature and 512 × 512 dimensions
verified.
- UI token gates passed.
- Browser: downloaded the real 512 × 512 PNG; checked confirmation,
return, mobile layout, and Settings instructions.
- Full workspace typecheck, application build, and production Storybook
build passed.
- All latest-head CI checks passed (54 passed, 2 skipped), including all
browser, chat, general, and serialized test groups. The unrelated Sentry
test failed once and passed on the single CI rerun; its suite also
passed locally.
- Local full-suite attempt encountered a rapid Slack callback ordering
failure under concurrent build load; that test passed in isolation, and
all three chat shards passed in CI. The remaining local run was not used
as the merge gate.
- Review the Connections / Slack / Add avatar and Avatar in Settings
stories.

## Risks

- Slack upload is manual. Confirmation does not claim to verify the
Slack icon.
- Optional step progress is browser-local. Clearing storage or changing
browsers can show it again. Setup still works when storage is
unavailable.
- The existing avatar API remains the image source. Download failures
show a retry message.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, 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 (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 09:38:48 -05:00
DottaandPaperclip b193077582 fix: report Slack callback health correctly behind Cloud proxies (#13694)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Slack connections turn messages into governed agent runs and return
replies to Slack.
> - Remote runs must replace an incompatible sandbox runner with the
controller's packaged binary.
> - The fallback used a package-relative path that does not match the
vendored server layout.
> - Slack callback health also compared the internal proxy address with
the public callback address.
> - Master now contains the runner fallback fix; this pull request fixes
callback health and extends missing-runner regression coverage.

## Linked Issues or Issue Description

Refs #13677, #13680, #13691, and #13686.

**What happened?**

A packaged controller stopped a Slack-triggered remote run with
`runner_remote_artifact_unavailable` when the sandbox runner needed
replacement. Working Slack callbacks also showed a stale URL warning
behind the Cloud gateway.

**Expected behavior**

The controller stages its packaged runner when needed. Callback health
uses the observed public address and still detects real address changes.

**Steps to reproduce**

1. Run a packaged server with a sandbox that has an older runner or no
runner.
2. Send a Slack mention to an agent that uses that sandbox.
3. Route signed Slack callbacks through a claimed Cloud gateway that
rewrites the upstream host.
4. Check the run and the Slack callback health panel.

**Paperclip version or commit**

Reproduced on master at `aeef493f4a7603b7b1254421b80fb00212982390`. The
fix branch also includes #13691.

**Deployment mode**

Packaged server with a Cloud gateway and a Daytona sandbox.

## What Changed

- Extend the controller-owned runner fallback tests with a missing
sandbox binary case; retain the fix now merged in #13686.
- Prefer dedicated gateway diagnostic headers that survive provider
rewrites of standard forwarded headers. Use validated host hints only
for callback-health evidence on claimed Cloud instances after provider
acceptance. Preserve request bodies, routing, authentication, and
configured callback URLs.
- Cover current, stale, and missing sandbox runners, all Slack callback
surfaces, rejected callbacks, malformed proxy hints, real host and port
changes, and the existing self-hosted behavior.
- Document the artifact lookup and callback-health boundaries.

## Verification

- Native session executor and binary resolver suites: 379 tests passed
after merging current master (`45c99a0d0`).
- Targeted callback integration suite with disposable PostgreSQL: 4
tests passed before rebase.
- Full `pnpm -r typecheck` and `pnpm build` passed after merging current
master. The full local suite passed 12,668 tests; one suite failed to
start its disposable PostgreSQL. Rerunning that suite alone passed all
31 tests.
- The built server resolver selected the executable under
`server/dist/vendor/paperclip-runner/bin/`.
- Final callback regression: all 4 targeted integration tests pass,
covering provider header rewrites, default ports, uppercase/trailing-dot
hosts, and ignored self-hosted hints.
- Live staging proof of the runner fix: a previously failed Slack thread
recovered, a new mention received its requested response, and the
account-connect command succeeded. Unsigned callbacks returned 401.
- Live browser and Slack acceptance passed: generated callback URLs,
account linking, a new mention, an interactive question and answer, and
all three callback-health indicators. The connector was activated
through the onboarding UI.
- All 54 latest-head checks pass, two optional checks are skipped, and
Greptile is 5/5 with no unresolved threads.

## Risks

- Runner fallback must select a binary for the remote platform. This
preserves explicit remote artifact overrides and the existing capability
checks.
- Proxy headers are not identity proof. They are used only for
diagnostics on claimed Cloud instances after the provider accepts the
request. Self-hosted instances ignore them. Wrong public hosts and ports
still warn.
- No database migration or new public API contract.

## Model Used

OpenAI GPT-6 via Codex. Used reasoning, repository tools, code
execution, and browser/native-app testing. Exact model variant and
context window were not exposed by the session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-19 17:32:51 -05:00
DottaandPaperclip c9e8677979 docs: document chat connector UX and make the runbook self-contained (#13675)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Connections let agents work with external services.
> - Contributors use the connection runbook to add and review providers.
> - The runbook depended on private issue references and did not capture
the chat setup UX conventions.
> - This pull request adds a chat connector UX guide and puts the
missing requirements in the runbook.
> - Contributors can apply the guidance without access to the internal
issue tracker or a personal skill installation.

## Linked Issues or Issue Description

**Issue type**

Missing documentation and unclear contributor instructions.

**Where is the issue?**

`doc/connections/CONNECTOR-PLAYBOOK.md` and the chat connector setup
guidance.

**What's wrong?**

The runbook sent contributors to private issues for validation, OAuth
ownership rules, and catalog review. The Slack setup work also
established useful UX rules that other providers should share.

**Suggested fix**

Add a companion UX document. Link it from the runbook. Include
validation and review requirements directly in the public documentation.
Use portable company and instance examples.

Related implementation:
https://github.com/paperclipai/paperclip/pull/13638. A search of related
PRs found no duplicate documentation change.

## What Changed

- Add `CHAT-CONNECTOR-UX.md` with setup, credential, identity, footer,
test, and management conventions.
- Include adaptation examples for Discord, Telegram, and email
providers.
- Link the companion from the runbook introduction, contents, and UX
section.
- Replace private issue references with inline architecture boundaries,
risk classification, validation evidence, and per-tool review
requirements.
- Replace personal deployment examples with sample company and instance
addresses.
- Mark the recorded Notion provider observations as a dated snapshot.

## Verification

- Passed `git diff origin/master --check`.
- Passed local validation of all 35 relative links and heading anchors
in the two documents.
- Passed code-fence and private-reference scans.
- Reviewed the guide against the Slack setup decisions and the existing
connection docs.
- Attempted `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build`. They
could not complete because this fresh worktree has no installed
dependencies (`@types/node` and the CLI `tsx` entry point are missing).
No application code changed.
- GitHub CI passed on commit `070fefc8b2513cb9469bae76e66940c33c1465ea`,
including typecheck, build, general and serialized tests, runner
verification, browser tests, and canary dry run.
- Security checks passed. Greptile scored the current commit 5/5 with no
findings or unresolved review threads.

## Risks

Low risk. This changes two documentation files only. Provider APIs and
screens can change. The guide requires authors to verify provider
capabilities, and the Notion example identifies its observation date.
The documentation does not assert new runtime support.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime model ID and context
window are not exposed in this session. Used reasoning, repository
inspection, shell execution, and documentation editing.

## 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 issue
id or instance-derived details
- [x] I have run the applicable documentation checks locally and they
pass; application checks were attempted and the environment limitation
is recorded above
- [x] I have added or updated tests where applicable (documentation
validation; no runtime changes)
- [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>
2026-09-19 08:16:56 -05:00