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Commits
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47ded8bf97 |
feat: manage AI runtime credentials through Connections (#13247)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent runs need credentials for a specific provider and sign-in method. > - Connections already owns accounts, grants, and access permissions. > - AI authentication should use those same boundaries. > - This pull request adds the storage, API, adoption, and runtime foundation. > - Legacy agents keep their authentication until they explicitly adopt a managed connection. ## Linked Issues or Issue Description **Problem or motivation** AI credentials are configured separately from Connections. Agents cannot consistently reuse a responsible user's account or a permitted shared account. **Proposed solution** Manage AI accounts with the existing Connections grants and permissions. Keep model and harness selection independent from credential selection. Preserve legacy authentication until validated adoption. **Alternatives considered** A separate credential registry would duplicate ownership and access policy. Automatic fallback would risk using the wrong account. **Roadmap alignment** This extends the shipped Apps, multi-user, secrets, and agent-runtime capabilities. The maintainer requested the feature and reviewed the UI. Related groundwork: #11899 (connection permissions), #10910 (connection wizard), #11692 (Claude subscription profiles), and #11854 (Codex account rotation). ## What Changed - Add AI-purpose/runtime-auth contracts and an additive, idempotent migration. - Add Claude, OpenAI, OpenRouter, and Grok provider capabilities and catalog entries. - Store credentials on grants. Resolve responsible-user defaults or explicit permitted grants. - Isolate managed credentials and provider sessions across accounts. Block missing credentials without ambient fallback. - Keep imported legacy secrets unchanged during reconnect. Use independent local Codex/Grok sign-in attempts for rotating credentials. - Add authorization, migration, concurrent refresh, retry, cancellation, and legacy-compatibility tests. This is part 1 of a two-PR stack. The app UI follows in #13248. Merge the foundation first. ## Verification - Updated against master `04e364236`, preserving upstream provider login and connector workflows. - Full workspace typecheck, production build, Storybook build, and token gates passed on the integrated branch. Final local-login changes passed 59 focused tests; new-agent and inbox regression suites passed 63 tests. - Browser checks verified automatic local Claude account detection, resumable Codex login commands, retry, focus restoration, and desktop/phone layouts. Commands create their isolated directory before invoking the CLI. - All current-head CI checks passed on `2a996560a`, including all server/workspace tests, browser shards, runner verification, typecheck, build, and canary dry run. Greptile reviewed that commit at 5/5 with no unresolved threads. Earlier local full-suite attempts hit the Mac PostgreSQL shared-memory limit; the complete suites passed in CI. - Renumbered the additive AI migration to `0276` after upstream migrations and regenerated its snapshot. Existing legacy agents retain their configuration. - Added local login status checks, owner-scoped retry, managed OpenCode remote homes, credential-aware model discovery, and task connection-repair delivery. ## Risks - Managed credential failures intentionally block execution. They do not restore legacy fallback. - Preview-era copied Codex/Grok subscriptions require independent reconnect. - The integrated branch has live provider acceptance coverage. This update verifies local Claude detection and Codex API-key task repair; it does not add a new subscription authorization/refresh or Daytona stress pass. - Runtime-auth connections must stay excluded from tool and channel handling. ## Model Used OpenAI GPT-6 through Codex, with reasoning, repository tools, code execution, and browser testing. The exact runtime 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> |
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8f40b4ad4b |
fix(connections): repair and simplify Google Workspace setup (#13289)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - App connections give agents controlled access to external services.
> - Managed Google Workspace methods depend on profiles enabled for each
Paperclip instance.
> - The catalog used those profiles, but connection creation used static
availability and rejected enabled connections.
> - Switching capabilities also reset personal ownership to company-wide
ownership.
> - This PR uses the same availability rules for catalog and setup, and
preserves supported ownership choices.
> - Paperclip is the default Google authentication method. A small link
opens custom OAuth settings when needed.
> - Local and cloud instances can start the selected Workspace
connection without broadening its audience.
## Linked Issues or Issue Description
**What happened?**
A fresh enrolled instance showed managed Google Workspace apps as
available. The issue was first found with Gmail. Selecting Continue to
sign in returned HTTP 422 with “This app does not have an available
connection method.” Changing from Read & create drafts to Read only also
reset Just me to company-wide ownership.
**Expected behavior**
Start Google authorization for an enabled profile. Keep personal
ownership when the selected method supports it. Reject profiles that the
instance cannot use.
**Steps to reproduce**
1. Start a fresh source test-drive and enroll the instance with
Paperclip Cloud.
2. Open Apps and select Gmail.
3. Select Just me and choose the agents that can use the connection.
4. Continue to setup and select Read only.
5. Go back to inspect ownership, then continue to sign in.
**Paperclip version or commit**
Reproduced on master commit
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2083bf6f9a |
feat(connections): add AgentMail inboxes and email tasks (#13256)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connections give agents controlled access to external services. > - Experimental channels already map conversations to tasks and durable work queues. > - Email needs inbox ownership, recipient envelopes, delivery records, and explicit sends. > - This pull request adds AgentMail to that infrastructure and keeps the provider key in the server vault. > - Agents can receive and send email from local or sandbox execution while the board follows each conversation in its task. ## Linked Issues or Issue Description **Problem or motivation** Agents need dedicated email addresses. Incoming email should become assigned work. Internal task comments and progress must never become outgoing email by accident. **Proposed solution** Add experimental AgentMail connections, an inbox assignment wizard, durable email intake and publication, task email cards, and authenticated API, CLI, and native runtime actions. Agents use Paperclip credentials to request sends. Paperclip owns the provider key and enforces access and task authority. **Alternatives considered** A general mailbox MCP connector does not provide durable task binding or publication boundaries. A separate mailbox application duplicates task collaboration. The board instead directs the agent through the normal task conversation. **Roadmap alignment** This extends the existing experimental connections and task infrastructure. Product scope and interaction design were reviewed with the maintainer. Related connection authority work: #11831 and #11818. The duplicate search found no competing task-based AgentMail integration. ## What Changed - Add AgentMail catalog data, shared contracts, company-scoped email records, and an additive migration. - Add vaulted setup, inbox assignment, access grants, trust guidance, and provider-side allowlist guidance. - Support WebSocket and signed-webhook intake through a shared durable pipeline, deduplication, catch-up, and task wakeups. - Queue explicit new conversations and replies with immutable send intents, idempotency, delivery state, and uncertain-send resolution. - Show inbound and outbound email cards in normal task conversations. Keep internal messages internal. - Add task-scoped CLI actions and the sandbox callback routes required for Daytona execution. - Provide a dedicated AgentMail skill automatically only to agents with active authorized inbox assignments. Keep email instructions out of the universal Paperclip skill. - Advertise connector-owned `agentmail_inboxes`, `agentmail_read_thread`, `agentmail_send`, and `agentmail_delivery` tools only in eligible native sessions. Recheck live authority on execution. - Isolate Codex CLI connector skills by agent and skill revision. Deliver the assigned skill in the run prompt for adapters that use shared skill directories, including resumed turns. Keep automatic skills out of manual persistent sync. Show them as read-only and document the pattern in the connector playbook. - Fix AgentMail health checks that entered local-stdio validation and optional missing Codex credential cleanup in sandboxes. - Add API, pipeline, authorization, sandbox, browser, and Storybook coverage. ## Verification - Live AgentMail testing covered WebSocket intake, signed webhooks, restart catch-up, and a full receive → task → Daytona Codex CLI → explicit reply → Delivered round trip. The reply was verified in the other inbox. The normal task composer also initiated an outgoing email child task. - The connector-skill change was verified in the browser: AgentMail appears once as an automatic, read-only skill with its assigned address. Disabling experimental chat connections removes it; re-enabling restores it. A regression test covers assignment data arriving after library data. - Connector regression coverage passed 178 runtime utility, email integration, skill-route, and heartbeat tests. All 17 Codex execution tests passed, including per-agent skill isolation, model identity, revision changes, removal, and prompt delivery without shared skill files. - After rebasing onto master, all 44 focused email, heartbeat, and native-authority tests passed. All 313 native-session executor tests passed. The UI regression suite passed all 3 tests. These test sets overlap earlier focused runs. - Full workspace typecheck and build passed after the rebase. Token gates passed. Earlier focused Playwright task/setup coverage and the Storybook build also passed. - Native connector tool execution uses deterministic integration tests. Live Daytona qualification used the Codex CLI adapter; the new shared-home prompt fallback has deterministic coverage. - The full repository suite is run by CI. The earlier unsharded local full-suite attempt was stopped after the equivalent CI suites passed and is not reported as a completed local run. Greptile reviewed `7e57dc267a8446d3c906e3cc5b8abc94fb8860eb` at 5/5 with no unresolved threads. All server, workspace, serialized server, and browser suites passed in CI. The build job hit a five-second timeout in a runner transport test; both variants and the full 80-test file passed locally with unchanged timeouts. The build passed on retry on the same commit without code or timeout changes. All required CI gates, including the final `ci / verify` and `ci / e2e` summaries, are green on `7e57dc267a8446d3c906e3cc5b8abc94fb8860eb`. ## Risks - Email from external senders can start normal agent work. Setup recommends a low-trust agent and AgentMail sender controls. Sender addresses never grant board membership. - Provider timeouts can leave uncertain sends. Retries retain their idempotency key; expired windows require reconciliation or operator resolution. - Connector skills and native tools are assignment-dependent and require current access. Revocation denies retained calls; assignment changes select a new runtime context. - Activation remains behind the experimental-channel setting. The native runner path has deterministic coverage; live Daytona qualification used the Codex CLI adapter. - Schema changes are additive. Inbox ownership is unique across companies. Disconnect preserves provider inboxes and task history. ## Model Used OpenAI GPT-6 (Codex). Used 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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a05b828bcd |
Reduce run polling and workspace inspection amplification (#13174)
## Thinking Path > - Paperclip manages agent work and shows run progress to operators. > - Run lists, live events, transcripts, and workspace details must remain responsive as usage grows. > - Run-list redaction rereads the full context for every run. Hidden tabs can still trigger requests through live events and manual timers. > - Workspace detail reads repeat Git inspection even when concurrent callers request the same state. > - This pull request batches registry reads, pauses hidden-tab refreshes, and caches Git inspection for display. > - Cleanup keeps fresh Git checks, and redaction keeps company and run boundaries. ## Linked Issues **What happened?** Run-list responses perform one extra database read per run and parse full context JSON to obtain small secret registries. Hidden tabs continue transcript reads and event-triggered refetches. Workspace detail requests repeat Git scans. **Expected behavior** A run list reads registries once. Hidden tabs stop recurring run reads and reconcile when visible. Concurrent workspace detail reads share a short-lived Git result. **Steps to reproduce** 1. Open run lists and task transcripts in several tabs while agents run. 2. Hide some tabs and observe transcript and event-triggered requests. 3. Request a 200-run list and count redaction database queries. 4. Request the same workspace detail concurrently and count Git inspections. Related: #5255 adjusts polling cadence. This change addresses hidden-tab lifecycle, batched registry reads, and workspace inspection reuse. No duplicate with this scope was found. ## What Changed - Batch heartbeat and live-run redaction into one company-scoped registry query. Select only registry JSON for run and issue redaction. - Resolve duplicate secret values once per request. Preserve each run's registry and remove registry material from responses. - Suspend company event sockets and transcript reads while hidden. Refresh active queries and resume transcript offsets on return. - Prevent queued event invalidations and developer health polling from fetching in hidden tabs. Gate legacy run-log readers in both UI variants. - Exclude legacy plugin placeholder connections from remote health probes. Select only due connection IDs in SQL before the sweep limit. Preserve existing plugin records. - Cache concurrent Git display inspections for five seconds, with at most 256 entries. Leave close-readiness and cleanup checks uncached. - Add regression coverage and document the performance behavior. - Stabilize the existing Rust descendant-lineage fixture: allow a bounded 30 seconds for 300 durable notifications under concurrent test load, retaining every correctness assertion and adding timeout diagnostics. ## Verification - Regression coverage verifies one registry query for 200 runs, per-run isolation, request-local secret resolution, decryption failures, Git cache expiry/bounds, hidden-tab pause, and visibility recovery. - Real PostgreSQL redaction/run-route suites passed all 57 tests; workspace-service coverage passed. The health-sweep regression verifies plugin placeholders and chat connections remain untouched and do not consume the sweep limit. - Both legacy transcript viewers retain history and resume their byte offset after visibility changes. The related visibility/progress/chunk suites passed all 29 tests. Other focused UI suites and token gates passed. - Full `pnpm -r typecheck` and `pnpm build` passed. Affected-package typechecks/builds passed after review fixes. The concurrent Rust provider suite passed 84 tests (two ignored), and Rust formatting passed. - Full local `pnpm test:run` stopped after the general-server group: 10,538 passed, 65 skipped, four failed. Fresh chat-delivery and health-sweep reruns passed; building the debug runner fixture cleared the native-event test. One unchanged native-session recovery assertion still fails locally with a semantic-digest error instead of the expected settled-session message. The full local command is therefore not green. CI runs the later groups separately and skips the two native-session tests requiring a prebuilt runner binary (confirmed in its 37-test native-session suite). - All CI gates pass on final head `ee610e737`: typechecking, general and serialized tests, browser tests, runner verification, build, and canary dry run. One server shard passed on its single retry after exposure fixtures encountered port 42001 where they assumed 42000; that suite also passed locally (25 passed, three platform-specific skips). - Greptile reviewed the final head at 5/5 with no actionable findings. ## Risks - Workspace delivery display can lag local Git changes by five seconds. Destructive operations still inspect current state. - Hidden tabs do not receive company live-event notifications until visible. Active queries refresh on return. - This change preserves legacy plugin records and does not repair instance-specific workspace rows. There is no database migration. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, code execution, and browser inspection. The exact 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 (targeted regressions; 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 - [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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889947c238 |
feat: add experimental native chat connectors (#13038)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People also ask agents for work in their existing chat tools. > - Each external conversation needs one task and a current authorized source. > - Retries, Stop, and provider failures must not duplicate work or expose private data. > - The first chat PR establishes the opt-in provider and data contracts. > - This PR adds experimental channel integration and its durable control plane. > - Users can request work from connected channels and inspect delivery in Paperclip. ## Linked Issues or Issue Description Refs #13100 and #13092. This is the second of exactly two chat PRs. Foundation #13100 is merged and changed 143 files. Runner prerequisite #13092 is also merged. This PR changes 400 files against master, below the 500-file review limit. It contains no wireframe images or HTML galleries. ## What Changed - Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat connections. Keep chat disabled unless the operator enables experimental chat connectors. Preserve the production GitHub tool connection and its normal setup path. - Bind each provider bot identity to one immutable Paperclip agent. Bind each admitted external conversation to one task. Paperclip owns tasks, runs, permissions, and audit records. - Add durable admission, per-conversation queues, questions, task controls, progress, final replies, images, files, and delivery receipts. Board comments remain internal unless explicitly sent to the channel. - Check current identity, provider reach, resource access, credentials, runtime generation, and exact source before provider effects. Keep private responses private. Never send raw reasoning, private logs, credentials, or tool arguments. - Hold uncertain sends for explicit audited resolution. Make Board Send-to-channel atomic and idempotent. Keep reconnect and setup credentials in Paperclip secret storage. - Preserve current native-runner authority across retries, lost acknowledgements, and recovery. Keep immutable input and completion contracts separate from newer user input. Receipt reconciliation cannot launch a provider. - Reconcile chat close/new ordering and provider-effect lock order. Audit resource access changes in the same transaction. Submit only the selected resource from each UI toggle so stale pages cannot undo unrelated access changes. - Drain Codex stdout before certifying process exit. Bound the drain with the existing shutdown grace. Preserve observed terminal authority without treating an undrained process as successful or reusable. - Incorporate master `018ca5da` with its ACP Stop, mobile task layout, runner packaging, and official lock changes. Preserve dedicated chat-answer continuations in both directions when ordinary queued comments are adopted after Stop. - Fence late adapter readiness behind an earlier Stop for the same run. Preserve verified cleanup for registered adapters. Handle single Stop, agent pause, duplicate Stops, and failure release without creating a false cancellation receipt. - Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact failed-chat retry authorization and lineage, retired question-source suppression, and the block on generic recovery that would discard the admitted source. Fresh deferred input retains its separate promotion path. - Incorporate master `2a05b5ed3` and its queue-admission extraction, simplified transaction ports, and separate runner CI job. Preserve exact durable receipts, actor separation, and dedicated-answer isolation through the new module. A failed receipt insert rolls back the accompanying deferred-wake merge. ## Verification Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are resolved. This successor fixes two test-harness boundaries exposed by CI: per-case route-module preparation and actual durable-save completion before intentional runner termination. Production code and all existing test/turn deadlines are unchanged. [Exact-head Greptile review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594) is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable findings or open review threads. [Fresh exact-head CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341) passes **all 24 jobs**, including Build and both required aggregates. Normal exact-head guarded merge was attempted and rejected by the remaining branch approval policy: CODEOWNER review is required and no human approval is present. Normal **squash auto-merge is enabled** as of September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified; no approval bypass or self-approval was used. Earlier-head results below remain historical evidence, not qualification of this successor. - Final exact-head Linux evidence: 995/995 chat integration cases; 36/36 agent-skills routes; 35/35 runner live-session cases, including real process kill/resume; 1948 runner Vitest cases with three existing benchmark/platform guards; 870/870 API-authority cases; and 104 browser cases with four existing optional skips. Rust, conformance/replay, full repository build, typecheck, canary, all server/workspace shards, and both required aggregates pass with normal CI concurrency. Earlier failed attempts remain recorded below. - Latest test-only qualification: 141/141 route/permissions/authentication cases pass in separate cold forks, with plain server types and independent review clear. The real-runner suite passes 35/35, with plain runner types and independent review clear. A controlled premature-save acknowledgement fails as expected; matching ownership/effect/process evidence, rejected saves, real turn outcome, test abort, and pre-kill liveness are covered. No local reproduction of the original CI scheduling failure is claimed. The preceding [CI run](https://github.com/paperclipai/paperclip/actions/runs/34479680858) passes 21/24 jobs, including all 995 Linux chat cases and browser aggregate (104 passed, four existing optional skips); only Build, the skills serialized shard, and the required verification aggregate fail. Its exact-head Greptile review was 5/5. Both failed job logs are retained. - Final fixture qualification: all eight focused Discord cases and all 995 chat integration cases pass. The exact modal statement/PID is observed before taking the real connection lock; the test then proves its actual blocking relationship before mutation. Original SQL execution, provider behavior, negative assertions, and 1s/15s timeouts remain unchanged. Independent review is clear and test/production hashes remain frozen. The preceding [CI attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777) passed 22 jobs, including Build/runner, typecheck, canary, all other test shards, and browser aggregate (104 passed, four existing optional skips); the two fixture failures and failed verification aggregate remain recorded, not relabeled as a pass. - Current queue-module composition: 308/308 recovery/batching/queue/Stop tests; 995/995 full chat integration; 89/89 module tests, including real PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary tests; plain server and UI types. All four actual local process/ACP browser paths pass in 1.4 minutes. Fresh databases, no skips or retries, stable reviewed source hashes. The initial boundary failure is retained; its no-op service wrapper was removed without changing recovery context or weakening the check. An exploratory standalone test-directory typecheck fails because its new upstream transformation config is not a standalone typechecking project; standard CI/build does not invoke it, and no configuration was weakened to suppress those diagnostics. - The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed [all 24 CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958) and exact-head Greptile review at 5/5. Required CODEOWNER review prevented its normal merge before master advanced again. - Final extracted-module composition: 307/307 recovery, batching, queue and Stop-control tests; 995/995 full chat integration; 49/49 module tests including eight PostgreSQL adapter cases; and 19/19 issue-update tests. Plain server types pass. All four actual local process/ACP browser paths pass in 1.3 minutes. Fresh databases, no skips or retries in these cohorts, frozen source hashes, and independent review clear. - The preceding head `3e4e1c1c` passes [all PR CI jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820), including Build and required `ci / verify` and `ci / e2e`. Both the original Rust failure and the previously load-sensitive lineage fixture pass with unchanged Linux concurrency. Master advanced afterward and required this reconciliation. - Final master composition: 448/448 focused UI tests, 186/186 adapter tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI, server, shared, and adapter types pass. Token gates and diff checks pass. Independent server and UI reviews are clear. - Stop-registration regression: both real-service cases fail against exact `a95` source and pass with the fix. The full corrected recovery/control suite passes 265/265. Duplicate-owner and failed-Stop controls also pass. Plain server types pass. The readiness barrier prevents provider startup without adding an acknowledgment to an already terminal run. - Final qualification strengthens terminal-field equality and repeats both affected cases successfully on a fresh database. All four actual local process/ACP browser paths pass again in 1.3 minutes, without skips or retries. The final screenshot shows Cancelled, a paused subtree, retained input, and no error toast. - Two new actual-service regressions fail before the merge fix. They prove that queued-comment adoption could consume a dedicated chat answer or add unrelated input to that answer. The fixed four-case cohort passes, including ordinary upstream continuation and adapter Stop controls. Full recovery passes 257/257. All four actual local process/ACP Stop browser flows pass in 1.4 minutes, without skips or retries, on a fresh database. - The unchanged runner artifact was qualified with 171/171 transport tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11. Six controlled reader tests prove the exit/drain repair. Its local serial Rust workspace passed 546 top-level cases plus two invoked helpers; the later passing Linux CI supplies default-concurrency evidence. - Prior exact-source full chat integration passes 995/995. Settings regressions cover concurrent stale pages, 501 destinations, pending state, rejected updates, and explicit retry. These deterministic tests do not prove live provider behavior. - Retained failed attempts and their causes are in the [qualification log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md). The first merge adapter run timed out while macOS slept for 290 seconds. Its unchanged repeat passed with a temporary sleep guard. No assertion, deadline, or CI gate was weakened. Review commands include `pnpm --filter @paperclipai/server exec vitest run src/__tests__/heartbeat-process-recovery.test.ts src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh disposable databases. See the [browser runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md) for provider setup and separate live acceptance steps. ## Risks - This remains experimental. Deterministic tests and bounded live evidence do not establish every provider feature, tenant, permission layout, or media shape. Teams work-tenant qualification is still open. - Failed and uncertain provider effects remain visible and can require operator action. A transport receipt does not prove recipient visibility. - Native controller and runner artifacts must remain compatible. Preserve lease ownership, terminal authority, source binding, and quarantine during future changes. - Access and audit rows commit together, but activity notifications remain best-effort. This is not a new durable event outbox. - The PR operation does not deploy a live server, replace its runner, or change provider permissions. Remaining live qualification is documented in the [temporary handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md). ## Model Used OpenAI Codex assisted with implementation, tool execution, testing, and review. The work records `gpt-6-astra` assistance. The environment does not report a context-window size. No private reasoning traces are included. ## 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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82f662656a |
fix(runner): restore legacy Git access and independent networking (#13094)
## Thinking Path
> - Paperclip runs agents for people with different GitHub accounts.
> - Managed operations must use the intended person's eligible
connection.
> - A failed duplicate connection must not hide a healthy grant for the
same account.
> - Legacy hosts also need their existing Git configuration when managed
access is not configured.
> - Runner networking and local Git operations must not depend on GitHub
broker availability.
> - This pull request separates those policies and improves failure
diagnostics.
## Linked Issues or Issue Description
**What happened?** New runs always cleared host Git credentials and
installed managed launchers. Network permission depended on GitHub
environment variables. A launcher failure could stop even local `git
status`. A newer unhealthy duplicate could take precedence over a
healthy connection, and generic health errors were shown as reconnect
requirements.
**Expected behavior:** Use a healthy eligible managed connection for the
intended account. Preserve host authentication only for unconfigured
standard-trust local or SSH execution. Permit local Git during broker
failures and keep network permission independent of GitHub credentials.
**Steps to reproduce:** Configure healthy and unhealthy grants for one
GitHub account, dispatch an agent, and execute Git commands. Separately
run an unconfigured legacy host with existing GitHub CLI authentication.
Stop the broker and run local `git status`.
**Paperclip version or commit:** Master at
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e095b84dab |
feat(connections): connect services from native task feeds (#13058)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents use connections to reach external services. > - A fresh native task can have no service tools installed. > - The agent needs a way to discover services and ask the responsible person for access. > - This pull request brings the existing connection-intent flow into native task execution. > - The person can connect from the task, and the agent can continue with updated tools. ## Linked Issues or Issue Description **Subsystem affected** Native runner tool authority, connection intents, task interactions, and shared connection setup. **Problem or motivation** A task that needs an unconnected service cannot finish its work. Leaving the task to configure access also loses context. A resolved request must survive a restart and resume the correct agent once. **Proposed solution** Expose connection discovery and access requests as server-owned native tools. Render a durable task card and use the shared setup dialog. Persist outcome delivery and start a fresh provider session after access is ready. **Alternatives considered** Sending the person to the Connections page adds navigation and does not solve continuation. Polling for authorization consumes runs and can create duplicate requests. **Roadmap alignment** This extends the existing connection-intent runtime and setup experience. It reuses the shared access model and the native runner. Related: #12345, #12347. The service-slug fix in #12906 is related but separate. Companion evaluation PR: https://github.com/paperclipai/paperclip-evals/pull/21. ## What Changed - Expose `connections_search` and `connection_request` with server-bound company, task, agent, and responsible user. Preserve the legacy entry points. - Discover catalog services and authorized custom connections. Check installation, identity, health, and executable permissions before reporting ready. - Keep pending cards through ordinary messages. Reuse requests and retire stale ownership. Put Connect at the right of Not now. - Reuse the shared setup flow in a task dialog. Keep access additive and default to the requesting agent. Recover from cancelled or blocked OAuth windows with a new-tab fallback. - Persist outcome delivery with an idempotent wake key. Resume in a fresh session and recheck ownership before dispatch. - Add native browser fixtures, offline Storybook states, server contracts, and evaluation fixtures. Update guidance and documentation. ## Verification - `pnpm build`: passed after replaying the change on current master. - `pnpm -r typecheck`: passed. - `pnpm check:token-gates`: passed. - `pnpm --filter @paperclipai/ui build-storybook`: passed. - New continuation-policy regression cases: 16 passed. - Docker-backed PostgreSQL regressions passed for requester-only OAuth access, assignment-only expiry, terminal expiry, and credential-free setup metadata. - Shared setup and task-card UI tests: 121 passed, including configured MCP reconnect URL recovery and preserving user edits across refetch. - Storybook browser checks: all 119 passed on the latest reconnect fix. - `pnpm test:run`: 4,734 tests passed in the first server group, but embedded PostgreSQL startup failures and resulting cleanup errors prevented a complete local pass. All Linux CI lanes passed on the latest reviewed commit. One external-object route test returned an unexplained 500 on the first run; it passed twice locally and the failed shard passed on retry without code changes. - Earlier feature-checkout evidence: three deterministic native browser journeys passed, including restart delivery and an actual fixture tool result. Legacy scripted coverage also passed. All 59 added stories were inspected in light and dark themes. - Live Notion testing recorded successful provider reads. The manual test used a local-trusted instance. It does not prove authenticated/cloud deployment or every provider journey. - Native browser rerun reached the embedded PostgreSQL startup limit before bootstrap, so the latest checkout’s full native browser journey remains unverified. Both OAuth page/task regression cases passed against isolated Docker-backed PostgreSQL 17. They verify no premature task access, requester-only completion, additive retries, and reconnect preservation. - Applied both new migrations twice to isolated PostgreSQL 17. Foreign keys remained intact, duplicate active delivery keys were rejected, and failed delivery records did not block retries. Reviewer path: start a fresh test drive, enable the native runner, use an agent that can perform work directly, and ask it to summarize a Notion page. Connect from the card, then verify the resumed provider call and source-linked answer. The default test-drive CEO is instructed to delegate, so it can introduce an unrelated hiring step. ## Risks - Two additive migrations create durable deliveries and a partial unique wake index. They are idempotent. The wake index can require a maintenance window on large tables because migrations run in a transaction. - OAuth and continuation cross asynchronous boundaries. Tests cover ownership changes, retries, additive access, and restart delivery; live provider behavior still varies. - The latest requester-scope fix has not yet been exercised through live OAuth. GitHub, API-key, authenticated-user, and all recovery journeys are not claimed as verified. ## Model Used OpenAI GPT-6-based Codex assisted with implementation, tests, and review using tools and code execution. The runtime does not expose the exact model version, context window, or reasoning setting. Live evaluation used `gpt-5.6-luna`; manual native testing used `gpt-5.6-sol`. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used and disclosed unavailable runtime details - [x] I have checked ROADMAP.md and confirmed this extends existing connection 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 feature 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 - [ ] I have run all required tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation - [x] I have considered and documented risks - [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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b97101893f |
feat(projects): select multiple GitHub source repositories (#13010)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Projects give tasks a common source repository and execution context. > - The current project form asks for a raw URL and unrelated metadata. > - Teams need to select several repos from GitHub connections they can use. > - This pull request implements the reviewed project form and repository editor. > - The server checks credential ownership and shared audiences before discovery. > - Existing workspace URLs and runtime identity rules remain compatible. ## Linked Issues or Issue Description **Problem or motivation** Project creation accepts one raw repository URL. It does not help users select repos from their usable GitHub connections or attach several repos together. **Proposed solution** Add a shared GitHub repository picker to project creation and Configuration. Support multiple selections, transactional persistence, and the existing GitHub setup flow. Simplify the project form and Configuration tab as reviewed. **Alternatives considered** Keep a raw URL field or add a separate repository table. The existing workspace collection already supports several repositories and keeps legacy URLs compatible. **Roadmap alignment** This builds on the shipped MCP Tool Gateway and Apps capability. It does not change runtime credential delegation. Related work: #11662 addresses the existing dialog's viewport limits. #4552 addresses generic Git URLs; this change preserves those URLs in existing workspaces. ## What Changed - Add company-scoped repository discovery from usable personal and shared GitHub grants, with provider-ID deduplication, PAT pagination, and partial failure handling. - Document the repository endpoints and board access requirements in OpenAPI. - Validate new selections and save projects with multiple repository workspaces in one transaction. Preserve legacy URLs and existing selections whose access was lost. - Implement the reviewed Create project dialog, shared repository editor, scrolling, and mobile layout. - Move repositories above environment variables, remove Status and Goals controls and env help paragraphs, move Created to the bottom, and redirect Overview to Configuration. - Reuse GitHub setup in dialogs, preserve project drafts, and verify popup completion through the API. - Replace the configuration story's DOM adapter with explicit production composition. Keep the reviewed mobile and short-viewport stories. ## Verification - Passed: `pnpm build`, `pnpm -r typecheck`, `pnpm build-storybook`, and `pnpm check:token-gates`. - Passed: focused repository access, database persistence, configuration, and connection setup tests. - Passed: `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/project-repositories.spec.ts`. - The browser tests use a real temporary server/database. They cover create, forty persisted repos, mobile scrolling, save/reload, legacy URL editing, and rejection without a partial project. - GitHub responses and popup completion use deterministic fixtures. No real GitHub account was authorized by the test suite. - All CI general, serialized server, and browser test shards pass on the final commit. - The local full-suite run overlapped review edits and was stopped; fresh repository, OpenAPI, UI/CLI, and connection tests pass. Unrelated local worker, built-in-agent, and routine timing/socket failures passed isolated reruns. - Final commit `1b3308dca`: all CI gates pass, including build, runner verification, typecheck, canary dry run, and security checks. Greptile is 5/5 with no unresolved review threads. - Storybook visual regression is opt-in and was skipped by CI; the Storybook build passed locally. ## Risks - Repository discovery depends on provider availability. Failed connections are reported while successful results stay usable. - Selections identify source workspaces; they do not grant agents new credentials. The existing primary-workspace and responsible-user identity rules still apply. - No database migration is needed. Existing API status, goals, dates, and manual workspace URLs remain supported. ## Model Used OpenAI Codex, based on GPT-6, with repository inspection, code execution, and browser tools. The runtime does not expose a more specific model deployment ID or context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [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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1cc45086d3 |
feat: use the responsible person's GitHub for shared agent operations (#13005)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Several people can send instructions to the same agent and task. > - A fixed GitHub token in the provider process can keep the first person's access after another person's message is accepted. > - Task ownership cannot select credentials for each accepted instruction or preserve the identity of an operation already in progress. > - This pull request records ordered execution identity contexts and resolves credentials when managed Git, gh, or GitHub tools start. > - The benefit is automatic personal GitHub access for shared agents, with durable continuation rules and no teammate credential fallback. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: orchestration, connection grants, database, runtime adapters, native runners, and run details. **Problem or motivation** A shared agent must use the person whose instructions it has accepted. A queued message must retain its author. A retry or approval without new instructions must retain the originating identity. GitHub must remain optional for ordinary work. **Proposed solution** Persist execution identity separately from task ownership. Give new processes a run-scoped broker capability and token-free managed launchers. Capture identity at operation start. Keep an explicit dedicated-agent grant as an override. Show redacted diagnostics in run details. **Alternatives considered** Per-task ownership, fixed provider tokens, and mutable repository author configuration do not handle accepted steering or concurrent operations. A manual account-selection action would add unnecessary setup to each turn. **Roadmap alignment** This completes the existing Multiple Human Users, MCP Tool Gateway & Apps, Secrets Manager, and Self-healing Runs capabilities. The implementation follows the maintainer-approved plan. Related work: Refs #12843, Refs #12907. Existing proposals #4618 and #8945 cover per-agent or per-worktree author configuration. This change instead follows the accepted human instruction across runtime types. Refs #11831 for governed personal connection delegation; this change preserves connection audience checks and does not use standing delegation as a personal credential fallback. ## What Changed - Add durable, ordered identity contexts and active run references. Preserve message authors through consolidation, steering, retries, delegation, approvals, routines, and restart. - Add an authenticated operation-time GitHub credential broker and local/remote managed git and gh launchers. Keep personal tokens out of the long-lived provider process. - Resolve GitHub gateway and server-side Git operations through the same responsible-person or dedicated-grant selection rules. - Make absent and unavailable GitHub credentials non-blocking at generic startup. Clear host and prior-person credentials. Keep anonymous Git access where supported. - Add run-detail identity history and the dedicated-account warning. Keep task ownership and queue-versus-steer decisions unchanged. - Preserve personal OAuth declarations through connection edits. Retain exact selected grants in the gateway. - Fix continuation races found during real acceptance: verify a warm owner before credential rotation, and wait for bounded durable runner suspension before the next run starts. - Make migrations replay-safe. Retain identity through agent/run deletion, remove it with its company, and clean terminal launcher directories before releasing execution environments. Document coordinated release and rollback. ## Verification - Full workspace typecheck, build, and token gates passed. The complete local suite passed in its normal test groups: 17,120 passing tests, including all 143 serialized server suites. After integrating the newly merged runner API work, full local typecheck and build passed again, along with 890 focused integration tests. All 31 checks on the integrated revision passed, including build, browser E2E, release registry, canary dry run, typecheck, security and all test suites. Greptile is 5/5 with all review threads resolved. - Current focused checks passed: 142 native executor tests, 67 runtime lifecycle tests, 9 durable identity tests, 75 credential/routine tests, 19 low-trust/resumption tests, and the executable migration replay test. - Authenticated browser acceptance with two Paperclip users and two GitHub accounts on one shared native agent passed. Real commits and pushes followed A → B accepted steering → queued A continuation in the same saved conversation. GitHub commit author and committer identities matched all three operations. Both runs succeeded and task ownership stayed unchanged. - Real GitHub MCP calls switched from A to B after accepted steering. A delegated subtask retained its originating identity across a server restart. - Disabling B's GitHub connection left ordinary work successful. Managed gh was unauthenticated and the provider had no inherited GH_TOKEN or GITHUB_TOKEN. - The browser displayed run-detail diagnostics and the exact dedicated-account warning. A final controller-restart check followed by another-person continuation retained the conversation, selected the correct GitHub login and Git author, and removed each terminal launcher directory. - Company-lifetime migration and all five previously failing CI suites passed locally (167 tests). Same-token gateway A → B → A and six broker/launcher boundary tests passed. - Remote callback, launcher, sandbox, and runtime contract tests passed. Both native and legacy Codex completed actual Daytona executions on the integrated revision ([campaign results](https://github.com/paperclipai/paperclip/actions/runs/34155056509)). The remote package-manager shim staging regression also passed locally. ## Risks - Deploy the migrations, server broker, launchers, and runner artifacts together. Existing processes finish with their original contract. New managed processes need the broker endpoint for GitHub operations. - Finish or stop new managed executions before rolling application code back. Keep the additive schema and identity history during rollback. - Scripts that require a persistent raw GH_TOKEN must use managed git, gh, or GitHub gateway tools. Run capabilities authorize code executing within that run to acquire its current identity; this is not hostile-code isolation within one execution principal. Managed commands prevent automatic credential carryover; arbitrary code deliberately copying a credential is outside that boundary. - Uncertain steering acknowledgement deliberately holds new credential acquisition until reconciliation. Already-started operations retain their captured identity. - GitHub private access and provider outages can still fail the specific operation that needs them. Dedicated grant failure does not fall back to personal access. ## Model Used OpenAI GPT-6 through Codex assisted implementation, review, shell execution, and browser acceptance. The exact model variant and context-window size are not exposed in this session. Tool use included TypeScript and Rust tests, database integration tests, GitHub CLI, and authenticated browser control. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (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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932ddb7b37 |
feat: browse GitHub repository access across organizations (#12998)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - GitHub connections give agents access to approved repositories. > - One GitHub identity can use installations across several organizations. > - The permissions page linked to one installation and showed an unfiltered list. > - Users could not easily find another organization or inspect a large selection. > - This change adds account filtering, search, and access configuration links. > - Users can inspect repository access in one compact view. ## Linked Issues or Issue Description Refs #12993. Related repository-catalog work in #11228 and #11234 was checked. This change only improves the existing GitHub connection permissions page. **What existing behavior does this improve?** The GitHub connection permissions page and its repository display metadata. **Current behavior** The page links directly to an existing installation. The repository list has no account filter, search, height limit, or private-repository marker. Refresh access occupies a separate section. **Proposed behavior** Show all authorized repositories by default. Filter by account or organization and search by name. Open GitHub's account chooser to configure access across organizations. Show GitHub icons and private-repository locks. Keep refresh beside configuration and limit the visible list to about ten rows. **Reason and benefit** Users can find repositories across organizations and configure missing access without creating another GitHub identity. Large repository lists no longer fill the page. **Breaking changes** None. Repository display metadata gains an optional private flag. Older snapshots remain valid and gain the flag after access refresh. No SQL migration is required. ## What Changed - Add an All accounts view, account filter, search, and empty states. - Link both configuration controls to GitHub's app account chooser. - Place an accessible refresh icon beside the configuration button. - Keep the repository heading and list in one section. - Add GitHub icons and private-repository locks. - Cap the scrollable list at ten rows using a design token. - Persist GitHub's private flag only when the provider returns a boolean. - Recover missing legacy app configuration from GitHub installation metadata. - Update tests and the GitHub connection runbook. ## Verification - Focused tests passed: 54 permissions-page tests and four GitHub metadata tests. - UI and server typechecks passed before submission. Token gates passed. - Browser checks verified account filtering, search, empty results, and the configuration destination. - The live list contained 40 repositories. Its final height was 272 pixels, which fits ten single-line rows with gaps. Scrolling retained all rows. - A live access refresh populated 30 private-repository lock icons from GitHub metadata. - Full workspace typecheck and build passed. The broad local suite stopped in the general-server group with 18 failed files. Failures include macOS temporary-path handling and embedded PostgreSQL startup. That run also overlapped the legacy fix and retained a stale GitHub module; the final focused run passed all 58 tests. Clean-runner CI is tracked separately. - Latest-head review is 5/5 with the legacy chooser finding resolved. All CI checks passed on commit `0ff2b63f348f5c87d8b7df6e43388f60f5d872d9`, including build, typecheck, all test shards, browser tests, and canary dry run. ## Risks - Older repository snapshots lack visibility metadata until refreshed. Unknown visibility does not display a lock. - The account filter lists authorized installation owners. Users add other organizations through GitHub's chooser. - Filtering changes only the displayed list. GitHub remains authoritative for repository access. ## Model Used OpenAI GPT-6 (`gpt-6-astra`) via Codex. Reasoning, code execution, and browser tools were used. The exact context window size 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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bac60d9d31 |
fix: preserve GitHub sign-in and show connected repository access (#12993)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - GitHub connections give agents an account with selected repository access. > - Fresh local instances enroll with production Paperclip Cloud. > - Enrollment could finish while the GitHub OAuth profile remained disabled. > - Setup then switched to a personal access token form without explanation. > - This change preserves sign-in intent and shows the connected account and repositories. ## Linked Issues or Issue Description Related: #12907, #12943, #12947. Existing open GitHub connection work was checked. No duplicate was found. **What happened?** After Cloud enrollment, a fresh test-drive asked for a GitHub key. Production did not advertise the managed GitHub profile. Staging did. The permissions page also omitted the authenticated username and repository names. **Expected behavior** Continue with GitHub OAuth when available. Explain unavailable sign-in and allow retry otherwise. Show the GitHub username and complete accessible repository list. **Steps to reproduce** Start a fresh test-drive. Choose GitHub and complete instance enrollment while the Cloud GitHub profile is disabled. Open an existing GitHub connection's permissions page. ## What Changed - Preserve managed sign-in intent when the gallery omits its profile. - Refresh the selected gallery entry on retry without resetting the audience. - Fetch all pages of GitHub installations and repositories. - Store only repository IDs, full names, and installation IDs in grant metadata. - Show the GitHub username, repository list, management link, and refresh action. - Discard the repository snapshot after newer installation lifecycle events. Preserve snapshots verified after delayed events. - Lock and re-read grant metadata when applying installation events or saving refreshed access. Patch only webhook fields for other events. Reject snapshots if access changed during the external fetch, using unique access revisions even when timestamps collide. - Show repository installation recovery for managed OAuth even when the app also offers an advanced PAT method. - Update tests and the GitHub connection runbook. No SQL migration is required. ## Verification - Local typecheck, build, and token gates passed. All latest-head CI gates passed, including the complete test matrix and browser suites. Greptile is 5/5 with no unresolved findings. - All 382 focused setup, permissions, metadata, service, and webhook tests passed across final runs. One socket-hang-up test passed on rerun with the full service suite. Final service, metadata, and webhook checks passed all 230 tests. - The broad local suite was stopped after failures. Seven workspace-runtime exposure and control-conflict failures reproduce on base commit `54a99d884`. The broad run also overlapped local iteration; final focused tests and clean-checkout CI are tracked separately. - Browser: a fresh production-backed instance completed enrollment, retried after profile enablement, reached GitHub consent, recovered from a missing installation, and completed OAuth. - Browser: the permissions page showed the authenticated username and the selected private test repository. A real `get_me` call returned the same account. Reading the selected repository passed; reading an unselected private repository failed with 404. - Browser: a second fresh instance completed enrollment and OAuth without a PAT form or unavailable state. Its username and repository list survived reload and refresh. A real get_me call on the final code returned the displayed account. ## Risks - Repository names are now stored in company-scoped grant metadata and shown with that credential. They are display data, not authorization data. - Large selections require more GitHub API calls. A failed later page rejects the refresh rather than reporting a partial list. - Older grants and webhook-invalidated snapshots require Refresh access to load the list. - Cloud profile enablement is separate deployment configuration. This PR does not change OAuth scopes or GitHub App permissions. ## Model Used OpenAI GPT-6 (`gpt-6-astra`) via Codex. Reasoning, code execution, and browser tools were used. The exact context window size 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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d2d647c34b |
fix(connections): honor identity after reconnect (#12897)
## Thinking Path > - Paperclip is the open source app that people use to manage AI agents for work. > - Connections give agents access to external services with a selected credential identity. > - A removed connection keeps its database row so Paperclip can retain its history. > - A fresh GitHub setup can select a different identity from the removed connection. > - The retained row incorrectly kept its old credential policy after that new selection. > - The GitHub callback then could not save the new grant and returned the user to setup. > - This pull request applies the explicit identity selection when Paperclip revives an archived row. > - The benefit is a successful GitHub reconnect after the user changes from a dedicated agent account to a personal account. ## Linked Issues or Issue Description **What happened?** After a user removed a dedicated-agent GitHub connection, a fresh setup with “My GitHub account” returned to the setup page with `oauth=failed`. The Cloud claim succeeded, but the local connection still used the old `per_agent` policy. **Expected behavior** A fresh setup must apply the explicit identity choice. An interrupted draft or an explicit reconnect must keep its existing identity. **Steps to reproduce** 1. Connect GitHub with a dedicated agent identity. 2. Remove the connection. 3. Start a fresh GitHub connection with “My GitHub account.” 4. Complete GitHub OAuth. 5. Observe that Paperclip returns to the setup page instead of the permissions page. **Paperclip version or commit** `342c01fee` **Deployment mode** Local dev (`pnpm dev`) with embedded Postgres and the staging managed connector. **Additional context** This follows the GitHub access UI change in #12893. ## What Changed - Apply an explicit Access identity when a fresh gallery setup revives an archived connection row. - Preserve the identity for interrupted drafts and explicit reconnects. - Do not carry credential material across an identity change. - Apply the omitted organization default during a fresh archived-row recovery. - Restore the prior grants and credential policy transactionally if a revived setup rolls back. - Disable the connection and surface a specific failure if that restoration cannot complete. - Preserve newer concurrent grant changes with a row lock and optimistic version check. - Preserve newer concurrent connection identity/configuration changes with a locked state fingerprint. - Add regressions for dedicated-to-personal OAuth, organization-default recovery, rollback, rollback failure, and concurrent grant/connection changes. ## Verification - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts` — 222 tests passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - Browser proof on an isolated local instance: dedicated connection removed, personal setup selected, staging GitHub OAuth completed, permissions page opened, connection reported active and healthy, personal grant active, old agent grant revoked. ## Risks - Low migration risk. This change has no schema migration. - The behavior changes only when a fresh setup explicitly selects an identity for an archived connection row. - Existing draft resume and explicit reconnect behavior stays unchanged. - Connection-manager checks still protect changes to a retained credential identity. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5, with reasoning, browser control, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (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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0ffc091473 |
feat(connections): add durable GitHub identities and webhooks (#12843)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agents need source control access for repository work > - A shared token cannot preserve the responsible person's identity or an agent's dedicated identity > - GitHub App tokens also need durable refresh, repository access checks, and webhook delivery > - Paperclip already has managed connections, encrypted grants, run secret leases, and merge-confirmation behavior > - This pull request extends those systems with GitHub identities instead of adding a parallel credential system > - The benefit is durable GitHub access with explicit identity, repository, runtime, and webhook boundaries ## Linked Issues or Issue Description No public GitHub issue describes this connection change. This description follows the feature request template. **Subsystem affected** Connected Apps, connection grants, secret resolution, native Git runtime setup, webhook processing, and the Apps UI. **Problem or motivation** Users need to connect GitHub once and let agents use the correct GitHub identity. A run should use a dedicated agent account when one exists. Otherwise, it should use the responsible person's account. The connection must survive token expiry, repository access changes, and temporary instance downtime. **Proposed solution** Add user-owned and agent-owned GitHub grants to the existing connection model. Resolve one identity for MCP, Git, `gh`, health checks, and webhook bindings. Store provider tokens in the existing encrypted secret system. Refresh expiring token pairs under the existing lease and compare-and-swap path. Register signed Cloud webhook bindings and process normalized pull request and installation events through a durable local inbox. **Alternatives considered** An organization-wide GitHub token would lose person and agent attribution. Environment variables alone would bypass the managed connection and grant model. A new GitHub-only credential store would duplicate the existing secret and access systems. GitHub App installation tokens and private-key custody remain outside this first version. **Roadmap alignment** This change implements the Connected Apps direction. It also extends the shipped MCP Tool Gateway, per-agent secret access, and action-attribution systems. It does not add a repository catalog. The open repository catalog work in [#11234](https://github.com/paperclipai/paperclip/pull/11234) is related and complementary. ## What Changed - Added agent-owned connection grants and a per-agent credential policy with company and subject constraints. - Added a managed GitHub App method while keeping the personal access token method as an advanced fallback. - Added durable access-token and refresh-token handling with proactive rotation and one automatic recovery after a provider `401`. - Added GitHub identity and installation summaries without storing repository-name lists. - Added signed Cloud webhook binding, event lease, acknowledgement, local idempotency, pull request merge processing, and installation access handling. - Added one identity resolver for MCP, native Git, `gh`, checkout, health checks, and webhook bindings. - Added a class-3 run projection for `GH_TOKEN`, `GITHUB_TOKEN`, a `github.com`-only credential helper, SSH-to-HTTPS rewrite, and GitHub noreply commit attribution. - Added personal and dedicated-agent setup choices plus identity, repository, continuity, and webhook status in the Apps UI. - Added schema migrations, tests, and connection documentation. ## Verification - The current head is fully green in GitHub CI, including build, typecheck, all serialized/general server shards, all browser shards, policy, canary dry run, review, and security checks. - Live staging proof completed with a non-expiring GitHub App user token, selected-repository installation, repository add/remove refresh, managed MCP, native `gh`, HTTPS clone/push/delete, GitHub noreply commit attribution, signed merged-PR webhook acceptance, durable Cloud-to-instance delivery, and installation-access event processing. Temporary branches and temporary repository access were removed afterward. - `pnpm check:token-gates` passed. - `pnpm -r typecheck` passed before and after the rebase onto `origin/master`. - `pnpm build` passed. - The focused connector suite passed 285 tests after the rebase. - The full stable suite passed 5,790 tests and failed 22 tests across 8 general server files. The failures reproduced as shared-runner environment issues. They included `/tmp` versus `/private/tmp`, closed database connections, and invalid high ephemeral ports. The focused connection tests pass in isolation. ## Risks - Migrations add agent grant subjects and a durable connection-event inbox. Migration numbering and safety checks pass. - A raw GitHub user token enters the agent process for Git and `gh`. Per-tool Ask-first controls cannot limit those shell operations. The UI warns users about this boundary. - GitHub App user tokens can be non-expiring. Paperclip performs a continuity check every 30 days, but provider revocation still requires a reconnect. - The webhook path accepts only signed and bounded payloads. It stores a minimal normalized record and no raw provider payload. - GitHub repository permissions remain authoritative. Removed access can make a cached repository count temporarily stale, but runtime access fails immediately. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, `gpt-5.6-sol`, extended reasoning, tool use, code execution, browser control, and multi-file repository editing. The context window size was not provided. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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f449b05bc5 |
feat(apps): unify permissions and action testing (#12802)
## Thinking Path > - Paperclip is the control plane for companies that use AI agents. > - Apps give humans and agents controlled access to external services. > - The existing app detail flow split permissions, tests, setup, and activity across separate pages. > - The split made access rules harder to understand and made reconnect work hard to find. > - New write actions also defaulted to Ask first, which did not match the intended connection policy. > - This pull request combines permission control and action testing, removes the setup page, and moves connection activity into Audit. > - The benefit is one clear place to configure, test, reconnect, and review each app. ## Linked Issues or Issue Description **What existing behavior does this improve?** The installed app Permissions, Test, Setup, and Activity views. **Subsystem affected** Cross-cutting. This change updates the React UI, shared app defaults, server permission behavior, tests, smoke scripts, and connection documentation. **Current behavior** App access and action testing use separate pages. The app detail view also links to a setup page after installation. Connection activity uses a separate tab. New write actions default to Ask first. **Proposed behavior** Permissions uses the connection access language from the initial flow. It includes searchable Read and Write sections, a three-state permission control, and a Test dialog for each action. Reconnect appears below a Needs attention header on Permissions and Review. Old Setup and Test links redirect to Permissions. Old Activity links redirect to the filtered company Audit feed. New write actions default to Allowed. **Reason and benefit** A person can understand and test app access without moving between several pages. Reconnect work stays visible where the person reviews the connection. Audit events use one consistent feed and filter model. New connections have the intended default policy. **Breaking changes** The Setup, Test, and app Activity tabs are removed. Existing deep links redirect to their replacement pages. Existing saved action permissions do not change. Only defaults for new write actions change. **Additional context** This builds on the managed app connection work in #12728. A search found no duplicate open pull request or issue. ## What Changed - Combined action testing with Permissions. - Added searchable Read and Write action groups. - Added Off, Ask first, and Allowed controls with tooltips. - Added an action Test dialog with agent selection, arguments, and formatted results. - Removed the installed-app Setup and Activity tabs. - Added reconnect guidance to Permissions and Review when a connection needs attention. - Routed connection activity into the company Audit feed and preserved the Apps & tools filter in streamlined Audit. - Moved connection removal to the Connectors-page management menu. - Made new write actions default to Allowed across connection creation paths. - Updated regression tests, browser suites, smoke scripts, and connection documentation. ## Verification - `pnpm check:token-gates` - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts server/src/__tests__/generic-mcp-connection.test.ts server/src/__tests__/tool-access-service.test.ts ui/src/components/AppConnectionSidebar.test.tsx ui/src/pages/apps/AppDetail.test.tsx ui/src/pages/apps/AppNotConnected.test.tsx ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx ui/src/pages/apps/Connections.test.tsx ui/src/pages/apps/composio-services.test.ts ui/src/pages/audit/AuditFeed.test.tsx ui/src/pages/tools/PasteConfigTab.test.tsx` (517 tests passed) - `pnpm exec vitest run ui/src/pages/apps/app-detail/TestPanel.test.tsx ui/src/pages/audit/AuditHub.test.tsx ui/src/pages/audit/AuditFeed.test.tsx ui/src/pages/apps/AppDetail.test.tsx ui/src/pages/apps/Browse.test.tsx` (96 tests passed) - Targeted Playwright verification for connection removal, rename on Permissions, inline action testing, and Smoke Lab Audit evidence (5 flows passed) - `pnpm -r typecheck` - `pnpm build` - `pnpm test:run` completed with 5,755 passing tests and 20 unrelated macOS harness failures. The failures use `/tmp` versus `/private/tmp`, invalid ports above 65535, and workspace fixtures outside this change. ## Risks - Low migration risk. This change has no database migration. - Old app-detail URLs depend on redirect compatibility. - New connections grant write actions by default. Finalization remains configure-authorized and audited, Ask first and Off remain available per action, and existing connections keep their saved policy. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected - check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex, exact model ID `gpt-5`. The client does not expose the context-window size. The model 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 - [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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5f87090894 |
Make managed Cloud OAuth handoffs invisible (#12790)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Apps let people give agents governed access to external providers > - Paperclip Cloud brokers shared provider authorization for managed stacks > - The managed flow sent the browser through a confirmation page after the tenant had already prepared sign-in > - A lost confirmation response could also show an expired-session error before the provider page opened > - This pull request adds an opaque handoff contract and one shared tenant coordinator > - The benefit is a direct and recoverable transition from Paperclip to every Cloud-brokered provider ## Linked Issues or Issue Description **What happened?** A managed Paperclip Cloud connection opened the Cloud confirmation route. A response-loss race could show an expired-session error while the authorization still continued. **Expected behavior** The current Paperclip loading state must stay visible while the tenant exchanges an opaque session. The browser must then open the provider directly. Self-hosted and direct OAuth must keep their existing behavior. **Steps to reproduce** 1. Open Apps on a Paperclip Cloud stack. 2. Start a managed provider connection. 3. Select Continue to sign in. 4. Observe that the browser visits the Cloud confirmation route before it reaches the provider. **Paperclip version or commit** `b872cd3d1b404bdaff70af493a2973ceb7e5d6ec` **Deployment mode** Paperclip Cloud hosted stack. No related open issue or pull request was found in the repository search. ## What Changed - Add a backward-compatible opaque Cloud handoff to the shared OAuth start contract. - Validate the Cloud descriptor on the server and expose no browser-selected endpoint. - Exchange managed handoffs through one fixed same-origin route in every Apps OAuth launcher. - Keep dialog popups reserved before asynchronous work and retain the tenant loading state. - Add recent-login resume storage, bounded retry behavior, terminal tenant errors, tests, and Storybook states. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - Focused connector and UI suites: 184 passed and 202 skipped. - `pnpm build` - `pnpm build-storybook` - The full local suite reached one unrelated macOS path-alias failure. The untouched test expected `/var/...` and received the equivalent `/private/var/...`. The same test reproduces in isolation. ## Risks - A malformed managed descriptor now fails closed in Paperclip instead of opening a URL. - A legacy Cloud deployment can omit the descriptor. Paperclip then uses the existing validated confirmation URL. - Direct provider OAuth and self-hosted flows do not receive a handoff and remain unchanged. - Rollback is a normal revert of this commit because the contract is optional and backward compatible. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex with GPT-5.6, reasoning mode, tool use, 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 - [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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8c3b8c432a |
Simplify app connections and enable managed Google access (#12728)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps subsystem gives humans and agents governed access to external tools. > - The current connection flow hides Apps behind an experimental gate and repeats setup text. > - Google sharing choices and generic MCP permissions do not use one consistent opening model. > - Self-hosted installs also need a safe default origin for managed OAuth without a manual config file. > - This pull request makes Apps available, simplifies connection setup, and applies one governed permissions model. > - The benefit is a shorter connection flow that works on a clean self-hosted install. ## Linked Issues or Issue Description **What existing behavior does this improve?** This improves the Apps connection setup flow, managed Google connection flow, generic MCP connection flow, navigation, and runtime origin discovery. **Subsystem affected** Cross-cutting. This changes `ui/`, `server/`, `packages/shared/`, connector documentation, and browser tests. **Current behavior** Apps require an experimental switch. Setup pages repeat titles and explanatory copy. Connection names require manual input. Google credential sharing does not always offer both personal and organization access. Generic MCP providers do not start with the same permission choices. Managed OAuth needs a public URL setting even when the request already has a safe HTTPS origin. **Proposed behavior** Apps are available by default. Setup asks only for required permissions and sharing choices. Paperclip creates conflict-free connection names. Google apps and generic MCP providers use the same human and agent access model. Managed OAuth derives a validated same-origin HTTPS URL when no explicit public URL is set. **Reason and benefit** A clean self-hosted install can connect a managed Google app without hidden setup. Humans can share a service account with their organization. The shorter flow reduces duplicated choices and setup errors. **Breaking changes** The Apps experimental switch is removed. Existing connection APIs remain compatible. New connections can receive a numeric suffix when a name already exists. No duplicate or related public issue was found. ## What Changed - Removed the Apps experimental gate and the breadcrumb that leaves the Apps section. - Simplified all connection setup pages and moved optional provider requirements into one small link. - Added consistent human and agent access choices for Google apps, Zapier, and generic MCP connections. - Added organization sharing to Google Workspace credentials while keeping personal access available. - Generated connection names automatically and resolved name conflicts with numeric suffixes. - Derived a validated public HTTPS origin from the request for config-free managed OAuth. - Updated connector contracts, tests, browser coverage, and authoring documentation. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts server/src/__tests__/generic-mcp-connection.test.ts` (273 passed) - Targeted UI/service regression suite (308 passed) - Six targeted Playwright connection journeys on a fresh onboarding instance (6 passed) - Fresh-install browser proof through Tailscale HTTPS: enrolled with Paperclip Cloud, connected managed Google Drive, and completed a real read operation. - [Exact-head CI run](https://github.com/paperclipai/paperclip/actions/runs/33669760711): all 23 matrix jobs passed, including build, typecheck, server, serialized, canary, and all browser shards. - Greptile 5/5 on `0ae2a859f269984ee950d0af231a5b09a06f3dfd`, with no unresolved review threads. ## Risks Apps are now visible to all operators. The removed experimental flag no longer hides unfinished app definitions. Managed Google availability still depends on the Cloud profile rollout and active instance enrollment. Automatic conflict handling changes only the display name of a newly conflicting connection. > I checked [`ROADMAP.md`](ROADMAP.md). MCP Tool Gateway and Apps are shipped. Connected Apps is planned, and this change improves the existing shipped connection flow. ## Model Used OpenAI Codex, GPT-5, with reasoning, browser control, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (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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1ab159d3a7 |
feat(apps): consolidate connector management (#12684)
Completes the post-managed-OAuth connector lifecycle, Paperclip Cloud provisioning defaults, governed test flows, and consolidated Apps UI.\n\nCo-Authored-By: Paperclip <noreply@paperclip.ing> |
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0b73ebb86c |
Fix managed OAuth catalog activation (#12623)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Apps system gives agents governed access to external services > - The managed OAuth callback discovers provider tools before it activates a grant > - Fresh managed connections kept every discovered tool in quarantine > - The Apps page also counted disabled tools as available actions > - This pull request makes setup activation atomic and keeps later catalog changes quarantined > - The benefit is a usable catalog after consent without weakening reauthorization safeguards ## Linked Issues or Issue Description N/A — no public GitHub issue exists for this follow-up. Related merged work: [#12619](https://github.com/paperclipai/paperclip/pull/12619) and [paperclip-cloud #319](https://github.com/paperclipai/paperclip-cloud/pull/319). **What happened?** A fresh Paperclip-managed OAuth connection discovered the correct Google Workspace tools, but it left every allowed tool in quarantine. The Apps page then reported zero actions for write profiles and counted disabled actions for read profiles. **Expected behavior** A fresh or revived managed connection must remain disabled until Paperclip stores credentials, discovers the catalog, reviews the profile allowlist, installs default policies, and activates the connection. A later reauthorization must preserve user choices. A later catalog change must quarantine new or changed tools. **Steps to reproduce** 1. Connect a managed Google Workspace write profile. 2. Complete provider consent and return through the instance callback. 3. Open the connection in Apps. 4. Observe that the connection is active but the allowed actions remain quarantined. **Paperclip version or commit** Commit `c7ebc089c` from merged pull request #12619. **Deployment mode** Self-hosted local development through Tailscale HTTPS. The same callback logic applies to Cloud-hosted instances. **Installation method** Built from source with pnpm. **Agent adapter(s) involved** Not adapter-specific. This change affects the core Apps and tool-access paths. ## What Changed - Kept fresh and revived managed connections in the draft state until catalog finalization succeeds. - Added a managed-draft refresh option that quarantines discovery results without changing generic draft behavior. - Activated reviewed profile tools, created bindings, and installed ask-first policies in the existing finalization transaction. - Preserved custom profiles, bindings, archived state, and policies during ordinary reauthorization. - Kept new or changed tools quarantined after activation and kept out-of-profile tools disabled. - Counted only active catalog entries as available actions in the Apps page. - Added retry, revival, reauthorization, policy, profile, and UI regression coverage. ## Verification - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` — passed, 208 tests. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/apps/AppDetail.test.tsx` — passed, 52 tests. - Server and UI typechecks passed. - `pnpm build` — passed on the final tree. - `pnpm check:token-gates` — passed. - `git diff --check` — passed. - Browser walkthrough — passed for all 16 enabled Google Workspace profiles through the staging Cloud broker and a self-hosted Tailscale HTTPS instance. Every final connection became active and exposed at least one allowed action. - `pnpm test:run` — the changed suites passed. The shared live-QA environment caused unrelated workspace-runtime concurrency and cleanup failures, so hosted CI is the clean-environment authority for the full suite. ## Risks - The change affects managed OAuth only. Customer-owned OAuth setup keeps its current behavior. - A failed initial finalization now leaves a safe draft that the callback can retry. - An ordinary active reauthorization does not rebuild defaults, so existing user policy remains intact. - There are no database migrations and no public API changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5.6, with reasoning, repository tools, browser control, code execution, test execution, and parallel subagent review. The effective context window was managed by the Codex task runtime. ## 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 the changed suites 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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a7e6b818e9 |
feat(apps): add Paperclip Cloud managed OAuth connector (#12600)
## Thinking Path > - Paperclip lets operators give governed tools to AI agents. > - Connected Apps already support provider OAuth and personal connection grants. > - Some providers require one stable callback and do not support dynamic client registration. > - Self-hosted Paperclip instances can run at private or changeable origins. > - Paperclip Cloud can provide the stable callback while each instance keeps its durable provider credentials. > - This pull request adds the instance side of that managed OAuth protocol and keeps customer-created clients available. > - The benefit is a safe path to one-click Workspace connections for hosted and enrolled self-hosted instances. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting. This change updates the server, Apps UI, shared app definitions, and connection documentation. **Problem or motivation** Some OAuth providers require a pre-registered callback and provider-owned client. An arbitrary self-hosted Paperclip origin cannot use that client callback directly. Paperclip ID must also stay limited to product identity instead of resource authorization. **Proposed solution** Use the existing Paperclip Cloud application as the fixed callback broker. Enroll each instance to an exact origin and separate Ed25519 and X25519 keys. Bind every request and sealed envelope to the instance, environment, user, company, provider, profile, and exact scope set. Store durable provider credentials only in the originating instance vault. **Alternatives considered** Customer-created OAuth clients remain available as the independent fallback. A generic redirect relay was rejected because it would allow caller-selected destinations and scopes. Paperclip ID was rejected as the broker because it is the identity boundary. A new service was rejected because the existing Cloud application already owns customer login and the public callback origin. **Roadmap alignment** This work extends the shipped MCP Tool Gateway and Apps milestone. It also supports the Connected Apps and Cloud deployments roadmap items. Companion Cloud implementation: https://github.com/paperclipai/paperclip-cloud/pull/312 The duplicate search found no related open Paperclip PR or issue. ## What Changed - Add a `paperclip_cloud_connector` client with signed requests, exact profile and scope bindings, and X25519-sealed credential handling. - Add explicit self-hosted enrollment with owner-only instance key storage and exact HTTPS origins. - Route managed Google Workspace setup through Paperclip Cloud and preserve customer-created OAuth clients. - Keep broker claims retryable until the local vault transaction commits. - Keep managed Google per-profile removal local-only to avoid client-wide provider revocation. - Add setup status to the Connections page and retain the Paperclip ID names as compatibility aliases. - Document the trust boundaries, enrollment, callback, refresh, removal, and rollout flows. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/shared exec vitest run src/app-definitions.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/services/paperclip-cloud-connector.test.ts src/services/paperclip-cloud-connector-enrollment.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts -t 'brokered Gmail OAuth|brokered OAuth state'` - `pnpm --filter @paperclipai/ui exec vitest run src/pages/apps/Connections.test.tsx` - `pnpm check:token-gates` - `pnpm build` - The full stable test runner also reproduced existing macOS workspace, skill-discovery, and listener fixture failures outside the changed paths. GitHub Linux CI is the authoritative full-suite result. ## Risks - The managed flow depends on https://github.com/paperclipai/paperclip-cloud/pull/312. Real provider profiles stay disabled until Cloud deploys that protocol and the provider approves the managed client. - A Cloud outage blocks new authorization and refresh. Existing access tokens continue to work until expiry. - Managed Google profile removal only deletes the local grant. This avoids invalidating the user's other profiles that share the managed Google client. - Legacy `paperclip_id_connector` records require a reconnect after their current access tokens expire. Old Paperclip ID keys and refresh tokens are not sent to Paperclip Cloud. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5.6 (Codex). Agentic coding, tool use, code execution, and subagents were enabled. The context-window size is 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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a560b48d6d |
feat(apps): refine Postman and Shopify setup (#12357)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give those agents governed access to external tools. > - Provider catalogs must match each provider's current protocol and credential contract. > - Postman method labels and API-key placement were outdated. > - Shopify now offers a UCP commerce endpoint that needs a managed agent-profile argument. > - This pull request updates both providers and documents the complete connection-authoring workflow. > - The benefit is accurate setup, safer runtime defaults, and a repeatable provider review process. ## Linked Issues or Issue Description Refs #11965 This is stack 10 of 11. It depends on stack 9 and preserves the final catalog work recovered from #11965. Related: #5904 covers Shopify skill routing. This pull request covers the Apps connection contract instead. ## What Changed - Update Postman hosted MCP methods, capability choices, default selection, and bearer-token placement. - Add Shopify UCP commerce and Storefront compatibility methods with public-store prerequisites. - Inject the reviewed Shopify UCP agent profile at runtime and remove that managed field from user input schemas. - Classify Shopify checkout completion and cancellation as destructive actions. - Expand the connection authoring runbook from provider research through verification and pull request handoff. - Add focused shared, server, and UI coverage. - Make the approved-execution waiter phase-aware so slow preparation cannot consume the provider execution timeout and grace period. - Settle legacy pre-execute-on-approve requests and invocations as failed, clear their stale idempotency key, and allow a fresh governed approval instead of leaving work stuck in `executing`. ## Verification - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts server/src/__tests__/tool-access-service.test.ts ui/src/pages/apps/AppsConnect.test.tsx -t "Postman|Shopify|normalizeConnectionMethodConfig|classifyRisk"` (16 passed) - `pnpm exec vitest run server/src/services/approved-execution-wait.test.ts` (4 passed) - `pnpm exec vitest run server/src/__tests__/tool-gateway.test.ts -t "enforces policy, approvals, retries, rate limits, and company boundaries for connected remote MCP calls"` (1 passed) - `pnpm exec vitest run server/src/__tests__/tool-gateway-service.test.ts` (21 passed; includes legacy approval settlement and fresh-approval recovery) - `pnpm --filter @paperclipai/server typecheck` - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` ## Risks - Shopify UCP calls now include a Paperclip-managed agent profile that overrides caller input at the same path. - Postman EU credentials now use the hosted MCP server's bearer-token contract instead of the general REST API header. - The catalog generator and checked-in definitions change together to prevent regeneration drift. - Approved execution preparation has an explicit two-minute bound; provider execution retains its own 65-second timeout and persistence grace starting from durable provider start. - Legacy approvals created before execute-on-approve are intentionally terminalized and must be requested again under the current signed contract. > I checked `ROADMAP.md`. This provider update does not duplicate planned core work. The related open Shopify PR addresses skill routing, not Apps connections. ## Model Used OpenAI Codex, GPT-5. The runtime exact model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge |
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d387cc0ff0 |
feat(connections): add managed external MCP connectors (#12346)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Connection intents need secure provider implementations to complete setup. > - Some providers use managed OAuth or external credential brokers. > - Those tokens must stay out of durable Paperclip state and fail closed when refresh fails. > - This pull request adds managed connector backends and the required storage contract. > - The benefit is safer provider setup with governed credential lifecycles. ## Linked Issues or Issue Description Refs #11965 This is stack 8 of 11. It depends on stack 7 and replaces another reviewable part of #11965. ## What Changed - Add managed Google Workspace and external connector backends. - Add Vercel Connect support without storing provider bearer tokens. - Add replay-safe migration 0232 and its generated snapshot. - Fail closed and clear stale token bindings when organization OAuth refresh needs reauthorization. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - Result: 194 tests passed. - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` - `pnpm exec vitest run --project @paperclipai/server server/src/services/remote-url-credentials.test.ts` (5 passed, including URL userinfo vault extraction) ## Risks - Broker metadata errors can block provider setup. - OAuth refresh failure disables the shared organization connection until reauthorization. - Migration 0232 is generated, ordered after 0231, and safe to replay. > 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 |
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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> |
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fcb2e99e8f |
feat(apps): expand the self-serve connection catalog (#12344)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A useful app store needs accurate and selectable provider definitions. > - Local brand assets now cover the expanded provider set. > - Provider methods differ in transport, authentication, ownership, and required scope. > - This pull request expands the catalog and encodes those provider contracts. > - The benefit is a larger self-serve store with explicit setup choices. ## Linked Issues or Issue Description Refs #11965 This is stack 6 of 11. It depends on stack 5 and replaces another reviewable part of #11965. ## What Changed - Add and update provider definitions for the self-serve catalog. - Add Google Workspace connection methods and capability profiles. - Add catalog generation, ingestion, URL matching, and contract tests. - Update legacy key tests to use a provider that still uses header credentials. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - Result: 164 tests passed. - `pnpm build` ## Risks - An incorrect provider definition can offer the wrong setup method. - Contract tests verify transport, authentication, and provider URL behavior. - 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 either (a) linked existing issues with `Refs #` or (b) described the issue in this pull request - [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> |
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6244e4cf32 |
feat(apps): add Composio and Gmail connectors (#12342)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - App connections need both direct providers and managed provider hubs. > - The grant layer now defines safe credential ownership. > - Composio needs parent and child connection lifecycle rules, and Gmail needs governed setup. > - This pull request adds both connector families on the grant foundation. > - The benefit is broader app access without weakening credential isolation. ## Linked Issues or Issue Description Refs #11965 This is stack 4 of 11. It depends on stack 3 and replaces another reviewable part of #11965. ## What Changed - Add Composio parent and child connection support. - Add Gmail connection setup and governance. - Preserve credential paths and remove duplicate binding declarations. - Cascade Composio pause and restore actions to child connections. ## Verification - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - Result: 164 tests passed. - `pnpm build` ## Risks - Parent lifecycle changes can affect every Composio child. - The service restores only children whose provider accounts remain active. - Credential binding paths are normalized before secret resolution. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [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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20ccf3f476 |
feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - External tools need explicit identity and access boundaries. > - Shared connection credentials cannot represent every user-scoped use case. > - Grants must stay company-scoped and support safe delegation. > - This pull request adds connection grants, identity rules, and their database contract. > - The benefit is durable control over which identity an agent may use. ## Linked Issues or Issue Description Refs #11965 This is stack 3 of 11. It depends on stack 2 and replaces another reviewable part of #11965. ## What Changed - Add company and user connection grants. - Add delegated identity and membership rules. - Synchronize database, shared, server, and UI contracts. - Register the grant-member replacement route in the OpenAPI surface in the same layer that mounts it. - Add migration 0231 with replay-safe guards and coverage. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/openapi-routes.test.ts` (5 passed) - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - Incorrect grant selection could expose the wrong credential scope. - The service enforces company and subject boundaries before credential use. - Migration 0231 is generated, ordered after 0230, and safe to replay. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either linked a public issue or 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> |
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b51112798f |
feat(apps): improve gateway and workspace connection UX (#12340)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - App connections must work in both the operator UI and agent tool gateway. > - The first stack layer adds secure remote connections. > - Operators still need clear setup, test, and recovery states. > - This pull request adds the gateway behavior and the workspace connection experience. > - The benefit is a connection flow that is easier to understand and recover. ## Linked Issues or Issue Description Refs #11965 This is stack 2 of 11. It depends on stack 1 and replaces another reviewable part of #11965. ## What Changed - Improve remote tool gateway connection behavior. - Add clearer app setup, test, and recovery states. - Add focused server and UI tests for the new paths. - Keep the diff isolated from later identity and catalog work. - Stabilize DNS-pinned remote HTTP protocol fixtures and the managed-runtime public-origin fixture for this independently tested layer. ## Verification - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` (150 passed) - `pnpm test:run` - `pnpm check:token-gates` - `pnpm build` ## Risks - Gateway errors now surface through new user-facing states. - A stale connection can require a new setup attempt. - The change does not add a database migration. - The injected HTTP transport and public URL are test-only fixtures; production DNS pinning and runtime behavior are unchanged. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [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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cabc9146d0 |
feat(apps): add secure remote MCP and PostHog setup (#12339)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give those agents governed access to external tools. > - Remote MCP setup needs secure endpoint validation and durable credentials. > - PostHog needs both browser sign-in and personal API key setup paths. > - This pull request adds the shared remote MCP foundation and the PostHog definition. > - The benefit is a secure and reusable base for later app connection work. ## Linked Issues or Issue Description Refs #11965 This is stack 1 of 11. It replaces the first reviewable part of #11965. ## What Changed - Add guarded remote MCP setup and credential handling. - Add PostHog OAuth and API key connection methods. - Add focused server, shared contract, and UI coverage. - Keep the migration replay-safe and idempotent. - Give the late-close security regression the same 10-second CI headroom as the adjacent real-timer handshake test. - Synchronize fake-timer handshake tests at the exact ensure-session boundary so real filesystem setup cannot race the fake deadline. - Drive PTY overflow coverage only after listener registration so scheduling cannot reorder the test fixture. ## Verification - pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts server/src/__tests__/plugin-worker-manager.test.ts (220 passed; affected cases also passed five focused stress repetitions) - `pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never leaks a sandbox-provided value from a late close rejection into logs or the result"` (1 passed) - `pnpm exec vitest run packages/adapter-utils/src/acpx-engine/execute.test.ts -t "never promotes a late ensureSession resolution|closes a late-resolving real handle exactly once"` (2 passed) - `pnpm -r typecheck` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/tool-access-service.test.ts` - `pnpm --filter @paperclipai/db check:migrations` - `pnpm build` ## Risks - Remote endpoint validation can reject configurations that previously passed without checks. - OAuth configuration errors can block setup until the operator corrects the provider settings. - The migration uses guarded statements so repeated execution is safe. - The test-only synchronization changes do not affect runtime behavior; they remove filesystem/fake-clock and listener-registration races observed under parallel CI load. > I checked `ROADMAP.md`. This stack continues the existing app connection work from #11965 and does not duplicate another planned item. ## Model Used OpenAI Codex, GPT-5. The runtime model ID and context window were not exposed. The model used reasoning, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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05d58cd884 |
fix(tool-gateway): keep unsigned ask-first requests out of the review queue without cancelling them (#11338)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The tool gateway creates approval requests and the review queue reads them > - The gateway creates a request row before it adds the signature > - A review-queue read can see the row during that short unsigned state > - The old read path cancels the unsigned row, so approval returns `409 action_not_pending` > - This pull request hides unsigned in-flight rows and keeps them pending until signing finishes > - The benefit is that approval succeeds while invalid signed requests remain cancelled ## Linked Issues or Issue Description **What happened?** A review-queue read cancelled a pending tool action request when the request had no signature yet. The next approval call returned `409 action_not_pending`. **Expected behavior** The review queue must hide an unsigned in-flight request and keep its state as `pending`. A request with an invalid signature must remain cancelled. **Steps to reproduce** 1. Create a require-approval tool action request. 2. Read the review queue while the request signature is still null. 3. Approve the request after the creator adds the signature. 4. Observe that the old code cancels the request and the approval call fails. **Paperclip version or commit** Commit `720aa0a494bbaa1711bc7a3d795f810765915bfe`. **Deployment mode** Local dev with the embedded PGlite database. **Installation method** Built from source with pnpm. **Agent adapter(s) involved** Not adapter-specific. This is a core tool access service bug. **Database mode** Embedded PGlite. **Access context** Board and agent tool approval flow. ## What Changed - Keep a pending request with a null signature out of `listActionRequests` results. - Cancel a request when its non-null signature fails verification. - Add a permanent regression test for the unsigned request transition. - Update the contract test for unsigned and invalid-signature requests. ## Verification - Run the tool access service, tool gateway service, tool gateway, and tool access policy service tests. - Confirm 227 tests pass. - Run the `@mcp-runnable` Playwright end-to-end suite in CI. - Run the US-9 loop 30 times in CI. ## Risks The change alters review-queue filtering for unsigned requests. A null signature now means that signing remains in progress. Invalid signed requests keep the existing cancellation behavior. The change has no database migration. ## Model Used OpenAI Codex, GPT-5, with tool use and code execution. The model reviewed the handoff, repository rules, and pull request state. The implementation author supplied the code and tests. ## 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] 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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0a511ed1b0 |
feat(apps): support multiple provider connections (#11060)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps subsystem connects company tools through governed provider connections. > - A company can need more than one account for the same provider. > - The current database constraint and Apps flow assume one named connection per company. > - New quarantined actions also need an explicit review decision before activation. > - This pull request supports multiple provider connections and complete action review decisions. > - The benefit is safer access control and a clear multi-account Apps workflow. ## Linked Issues or Issue Description Refs: #11040 **Subsystem affected** Cross-cutting. This change affects the Apps UI, the tool access API, the shared request contract, and the database schema. **Problem or motivation** The connection name constraint prevents a company from keeping more than one connection for a provider. The Apps UI also reuses an existing OAuth connection when a user asks to connect another account. Action review can enable selected entries without recording a decision for every quarantined action. **Proposed solution** Remove the company and connection name uniqueness constraint. Let users open, count, edit, and create multiple provider connections. Require the finish request to cover every quarantined action exactly once before the server activates reviewed entries. **Alternatives considered** The UI could generate unique internal names and keep the database constraint. This would preserve a one-connection assumption in the data model and would make display names part of identity. The server could also infer review decisions from enabled actions. This would not distinguish a reviewed disabled action from an action that the user did not review. **Roadmap alignment** This change extends the completed MCP Tool Gateway and Apps milestone. It also supports the Connected Apps roadmap item. It follows the navigation and connection management work in #11040. ## What Changed - Remove the company-scoped connection name uniqueness index with an ordered and idempotent migration. - Add a reviewed action list to the finish-app contract and reject incomplete or duplicate review decisions. - Activate reviewed entries and keep unreviewed quarantined entries blocked. - Enable a completed connection and preserve the company and connection scope in all updates. - Show provider connection counts and open the provider setup page from Browse. - Let users edit existing connections or connect another account without reusing an active OAuth connection. - Update focused server and UI coverage for multiple connections and action review. ## Verification - Ran the focused Apps UI suite. All 116 tests passed in 11 files. - Ran the focused server and CLI suite. All 276 tests passed in 3 files. - Ran `pnpm --filter @paperclipai/db check:migrations`. The migration safety check passed. - Ran `pnpm -r typecheck`. All projects passed. - Ran `pnpm build`. All projects built successfully. - Ran `pnpm test:run`. It passed 3,735 tests and skipped 4 tests. One worktree-safety assertion failed because the execution workspace reloads its worktree marker. The same test passed with an isolated non-worktree marker. - Ran `pnpm check:token-gates`. It reports 12 existing violations in the unchanged `PaperclipOrbit3D.tsx` file from the target branch. - Started the six affected Playwright specifications. Chromium could not start because the host does not provide `libatk-1.0.so.0`. The GitHub e2e jobs will verify these specifications. - GitHub Actions passed every final-head CI gate, including all three e2e shards and the aggregate `e2e` and `verify` jobs. - Greptile reviewed final commit `9af9200426` at 5/5 with zero review threads. ## Risks - Removing the name uniqueness index permits duplicate display names. Stable connection IDs and UIDs remain unique within a company. - The finish-app endpoint accepts the new review field as optional for backward compatibility. When clients send it, the server requires a complete decision for all quarantined actions. - Multiple OAuth connections depend on the explicit new-connection route flag. Focused tests cover active and draft connection reuse. - The migration is ordered after migration 0210. Its `DROP INDEX IF EXISTS` statement is safe to repeat. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex with the `gpt-5.6-sol` model assisted this change. The agent used repository tools, code execution, test execution, and agentic reasoning. The Codex runtime manages the context window. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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03cfad7ceb |
feat(apps): connect Notion through MCP OAuth (#11009)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Apps give agents governed access to external tools. > - The Apps gallery lists Notion, but the server required manually configured OAuth credentials. > - Notion's hosted MCP server supports OAuth discovery and dynamic client registration. > - Notion also requires HTTPS or a loopback HTTP redirect URI. > - This pull request adds a direct Notion MCP OAuth path with PKCE and reusable dynamic clients. > - It also adds the current Apps UI states for connect and reauthorization. > - The benefit is a secure Notion connection with no manual client credential setup. ## Linked Issues or Issue Description **What existing behavior does this improve?** The Apps gallery, Apps connect route, OAuth token lifecycle, and managed MCP gateway. **Subsystem affected** `server/`, `packages/shared/`, `scripts/`, and `ui/`. **Current behavior** The Notion gallery cards are disabled. The server uses the classic Notion OAuth endpoints and requires operator-supplied client credentials. It does not register an OAuth client from provider metadata. Concurrent refreshes can also replay a rotating refresh token. **Proposed behavior** Enable the Notion Apps flow. Discover OAuth metadata from `https://mcp.notion.com/mcp`. Register and reuse a public RFC 7591 client with PKCE. Require HTTPS or loopback HTTP callbacks. Serialize refreshes, store each rotated refresh token before the new access token can be used, and show a reconnect state for `invalid_grant`. **Reason and benefit** Operators can connect the built-in Notion MCP app without creating or copying OAuth credentials. Paperclip keeps dynamic clients and rotating tokens in the company secret store. **Breaking changes** None. Explicit environment client credentials still take priority. Existing Slack and Linear OAuth endpoint hints remain unchanged. Other OAuth apps remain disabled unless they are allowlisted. **Additional context** PR #10910 is a related, broader Connections v3 wizard replacement. This PR is the focused current Apps flow. The MCP Tool Gateway and Connected Apps items in `ROADMAP.md` cover this planned capability. ## What Changed - Classify all 20 reviewed Notion MCP tools with provider-scoped read and write defaults. - Require approval for selected Notion mutations, including move, duplicate, and convert actions that generic verb matching missed. - Preserve company-scoped connection and catalog resolution for Notion profiles and policies. - Add RFC 7591 dynamic client registration with `token_endpoint_auth_method=none` and mandatory PKCE. - Store the dynamic client ID on the connection and store any returned client secret in the company secret store. - Reuse the registered client for later connects and keep explicit environment credentials as the first choice. - Discover protected-resource and authorization-server metadata from the Notion MCP endpoint. - Add `redirectConstraints: "https-or-loopback-http"` to the generated Notion app definition and shared contract. - Reject non-loopback plain HTTP callbacks before network access with a TLS setup error. - Serialize client registration and token refresh operations within the server process. - Store a rotated refresh token before publishing the refreshed access token. - Treat `invalid_grant` as terminal and move the connection to a clear reauthorization state. - Add focused coverage for registration reuse, callback constraints, refresh rotation, and terminal grants. - Enable the Notion Apps route and add connect, redirect, success, error, and reconnect UI states. - Keep non-allowlisted OAuth apps blocked and cover the UI policy with regression tests. ## Verification - The focused Notion policy integration test passed with embedded PostgreSQL. - The focused 20-tool classification test passed. - The server typecheck passed on the governance head. - `pnpm -r typecheck` passed on the rebased head. - `pnpm --filter @paperclipai/server typecheck` passed after the security follow-up. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts -t \u0027DCR|refresh tokens|invalid_grant|abandoned lease\u0027` passed 10 focused security tests. - `pnpm build` passed on the rebased head. - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts -t 'OAuth|oauth'` passed 14 tests. - `pnpm exec vitest run packages/shared/src/app-definitions.test.ts` passed 5 tests. - The complete server group passed 3,686 tests with 4 skipped. - The complete UI group passed 3,656 tests. - The full local runner found one environment-only CLI failure because this agent runtime injects static AWS credentials into a test that expects `AWS_PROFILE` only. `env -u AWS_ACCESS_KEY_ID -u AWS_SECRET_ACCESS_KEY pnpm exec vitest run cli/src/__tests__/secrets.test.ts` passed all 8 tests. - The prior UI verification passed 55 focused tests, `pnpm check:token-gates`, the Storybook build, and review of six 1440 x 1000 screenshots. - OAuth request sequence: protected-resource metadata `GET https://mcp.notion.com/.well-known/oauth-protected-resource/mcp`; authorization metadata `GET https://mcp.notion.com/.well-known/oauth-authorization-server`; dynamic registration `POST https://mcp.notion.com/register`; authorization `GET https://mcp.notion.com/authorize`; token exchange and refresh `POST https://mcp.notion.com/token`; MCP traffic `POST https://mcp.notion.com/mcp`. - The live metadata and registration probe confirmed that Notion accepts HTTPS and loopback HTTP redirects. It rejects a plain HTTP private hostname. - A later QA task owns the full browser consent and managed gateway tool-list dry run against a configured HTTPS deployment. ## Risks - Notion can add tools. Unrecognized names use the generic classifier, and new or changed risky tools stay quarantined after connection activation. - A deployment that uses a private non-loopback hostname must configure HTTPS before it can connect Notion. - Dynamic registration creates a provider-side client. Paperclip reuses it because registration does not provide a standard delete operation. - Refresh coordination uses a database CAS lease across service instances. An unclean crash leaves an uncertain lease and requires reconnect instead of risking refresh-token replay. - The current Apps surface overlaps with PR #10910. Merge order can require a small conflict resolution if that PR lands first. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex on a GPT-5 runtime. The exact deployment ID and context window are not exposed. The runtime used reasoning, repository tools, code execution, and network 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> Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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cac3c0fa1a |
feat(connections): add runtime subjects and grants (#9982)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Connections is the subsystem that lets operators connect external apps and govern which subjects may use those credentials > - #9958 established the v3 schema foundation and #9981 adds the AppDefinition catalog layer > - The runtime still needs subject-aware authorization state, scoped key handling, and API/OpenAPI routes so connected apps can actually be granted and used safely > - This pull request adds the runtime grants/authorization behavior on top of the catalog branch, while keeping unrelated dependency and workflow sync commits out of the stack > - The benefit is a reviewable runtime layer that can land after the catalog PR, then unblock the wizard and orchestrator cutover work ## Linked Issues or Issue Description Refs #9958 and #9981. Refs #9981. No public GitHub issue exists for this branch. This is the runtime layer for the Connections v3 stack and is rebased onto `master` after #9981 landed. ## What Changed - Adds the connection user authorization state migration and schema wiring. - Adds shared runtime subject/grant types and validators. - Adds runtime grant and scoped key behavior in the tool-access service. - Adds runtime route coverage and registers the routes in OpenAPI. - Replays only the Connections runtime commits on top of the catalog branch, dropping unrelated sync/dependency history from the prior closed runtime PR. ## Verification - `pnpm run preflight:workspace-links` - `pnpm exec vitest run packages/shared/src/validators/tool-access.test.ts server/src/__tests__/tool-access-service.test.ts` ## Risks - Medium: runtime grant enforcement is security-sensitive and must fail closed for unknown key scopes. - Migration ordering depends on the schema and catalog layers already merged through #9958 and #9981. - This PR is rebased and retargeted to `master` with runtime-only commits. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex coding agent with repository tool use. ## 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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d23fbf8ae4 |
feat(connections): add AppDefinition Wave 1 catalog (#9981)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Connections is the subsystem that defines which external apps and MCP-style integrations operators can browse, configure, and run > - The v3 schema core in #9958 added stable connection identities, auth metadata, and grant-aware contracts, but the app catalog still used the older gallery shape > - The product needs a richer, typed AppDefinition catalog so browsing and setup can render provider-specific auth and configuration requirements consistently > - This pull request moves the Wave 1 app catalog onto generated AppDefinition data and carries that shape through shared types, server lookup paths, and app connection UI > - The benefit is that follow-up runtime and wizard work can build against one catalog contract instead of local-only mock/gallery data ## Linked Issues or Issue Description Refs #9958. No public GitHub issue exists for this branch. This is the catalog layer for the Connections v3 stack after the schema-core foundation in #9958. ## What Changed - Adds generated AppDefinition data for the Wave 1 catalog and ingestion reporting. - Replaces the legacy tool app gallery exports with AppDefinition-centered shared contracts, validators, and tests. - Updates server tool-access lookup behavior to use the AppDefinition catalog. - Updates app connection UI surfaces and tests to consume AppDefinition-backed catalog data. - Documents the catalog ingestion workflow in the connector playbook. ## Verification - `pnpm run preflight:workspace-links` - `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 server/src/__tests__/tool-access-service.test.ts` ## Risks - Medium: this changes the catalog contract used by shared, server, and UI app connection surfaces. - Catalog data quality matters because generated definitions now drive browse/setup display. - Follow-up runtime and wizard PRs must rebase on this branch or on master after this lands. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex coding agent with repository tool use. ## 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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7e00f67138 |
feat(connections): add v3 schema core (#9958)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies and their governed access to external systems. > - Connected Apps build on the existing Apps and MCP gateway substrate so companies can configure reusable, auditable integrations. > - The current connection record does not yet have a stable public address, explicit ownership/auth method fields, or subject-specific credential grants. > - Without that schema core, later OAuth, per-user authorization, token brokering, triggers, and connector-service phases cannot enforce tenant and subject boundaries consistently. > - This pull request adds the forward-compatible Connections v3 schema core while preserving the existing connection lifecycle and directly migrating the remote MCP transport name. > - The benefit is a company-scoped, least-privilege foundation for one-click integrations without bypassing Paperclip secrets, profiles, rules, or audit controls. ## Linked Issues or Issue Description No matching public issue was found. **Problem** Paperclip's current app connections need a durable identity and authorization substrate before Connected Apps can safely support multiple setup methods, per-user credentials, provider tenants, and managed connector services. The existing schema only models a single connection-level credential set and uses legacy transport terminology. **Proposed solution** Add a stable company-scoped connection UID, explicit ownership/auth/transport fields, a subject-aware `connection_grants` table, and multi-key credential annotations. Backfill existing connections and workspace grants in a reversible migration, then update shared/server/UI contracts to the new `mcp_remote` transport name. **Related work** - Related foundation: #9534 - Roadmap: Connected Apps (one-click integrations) ## What Changed - Added company-scoped connection `uid`, `ownership`, `authKind`, and canonical transport fields across database, shared contracts, validators, services, and UI fixtures. - Added `connection_grants` with workspace/user subject rules, provider tenant metadata, credential secret refs, revocation state, company scoping, and uniqueness constraints. - Added migration `0182_connections_v3_schema_core` to backfill stable UIDs, rename `remote_http` to `mcp_remote`, infer auth kinds, create default workspace grants, and support rollback coverage. - Added multi-key credential annotations and updated gateway/access services without changing the existing lifecycle behavior. - Updated the connection glossary, connector playbook, and security threat model for the new identity, grant, and relay boundaries. - Added explicit test UIDs to direct database fixtures so the new non-null invariant is exercised across affected server suites. ## Verification - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/db typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts server/src/__tests__/tool-gateway-service.test.ts server/src/__tests__/tool-gateway.test.ts server/src/__tests__/heartbeat-runtime-skills.test.ts server/src/__tests__/tool-oauth-legacy-backfill.test.ts server/src/__tests__/tool-access-policy-service.test.ts server/src/__tests__/heartbeat-runtime-mcp-servers.test.ts packages/db/src/connections-v3-schema-core-migration.test.ts packages/shared/src/validators/tool-access.test.ts --config vitest.config.ts` — 9 files, 218 tests passed. - Latest-head GitHub Actions: build, typecheck, general/serialized suites, backup/worktree restore coverage, both e2e shards, canary, policy, and security scans pass. - Greptile: 5/5 with zero unresolved threads. - `pnpm check:token-gates` remains red only on five pre-existing `#9627` color literals outside this change. ## Risks - **Migration risk:** UID backfill and default-grant creation touch every existing connection. The migration uses company-scoped uniqueness, deterministic legacy UIDs with ID suffixes, and seeded up/rollback coverage. - **Authorization risk:** Grant rows carry credential references. Constraints enforce workspace-vs-user subject shape, company/connection lookup indexes, one default grant per connection, and one user grant per connection/subject. Security review is requested specifically for this design. - **Compatibility risk:** `remote_http` is renamed directly to `mcp_remote`; all repository call sites and fixtures are updated in the same change. - **Future-phase risk:** Subject-bound token issuance, triggers, and connector-service relay verification remain fail-closed requirements documented for later phases; this PR does not expose those capabilities. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex CLI coding agent. The runtime did not expose an exact underlying model ID or context-window size; capabilities used include repository inspection, code editing, shell execution, test execution, Git/GitHub CLI operations, and structured reasoning. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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cfa5e0704e |
feat(mcp) [split 3/8]: add tool access policy core (#9558)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Governed MCP access spans contracts, runtime enforcement, adapters, UI surfaces, and operator verification > - The parity reference PR #9534 is too large for effective automated or human review > - The feature therefore needs a linear stack whose individual diffs stay below the 100-file review limit > - This pull request is split 3/8 and focuses on tool-access policy and authorization core > - The benefit is a standalone, testable review boundary while preserving byte-for-byte parity at the top of the stack ## Linked Issues or Issue Description - Related parity reference: #9534 - Problem: Authorization, OAuth binding, secret projection, content guards, and policy evaluation need a security-reviewable server boundary. - Proposed solution: Adds tool-access services/routes/tests plus the runtime service dependencies directly imported by the core, without registering the routes in the application. - Alternatives considered: keeping #9534 as one 403-file review, or rewriting the feature to manufacture seams; both were rejected in favor of path extraction plus compile-driven boundary moves. - Roadmap alignment: this advances the existing governed MCP/tool-access work already represented by #9534; it does not introduce a separate roadmap initiative. - Stack position: base branch is `pap10341-split/02-schema-shared`. - Merge policy: merge bottom-up, in order, only after the complete eight-PR stack has been reviewed and the top-of-stack parity gate remains empty. - Requested review: SecurityEngineer for authz, OAuth, secrets, and content guards; Greptile on every PR. ## What Changed - Adds tool-access services/routes/tests plus the runtime service dependencies directly imported by the core, without registering the routes in the application. - Keeps this PR below 100 changed files and independently typecheckable. - Preserves the final tree from #9534 when combined with the other seven stack levels. ## Verification - `pnpm typecheck` - Focused server Vitest run — 4 files, 143 tests passed ## Risks - Authorization bugs could permit cross-company or over-broad tool access; the PR remains inert until PR 4 wiring and requires dedicated security review. - Stack risk: merging out of order can expose incomplete layers; mitigate by following the documented bottom-up merge policy. - Parity risk: later edits to an intermediate branch can drift from #9534; mitigate by re-running the empty top-of-stack diff before merge. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, exact model ID `gpt-5.4`; runtime-managed context window; medium reasoning with repository, shell, Git, GitHub CLI, and code-execution tools enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] Internal references are omitted except the execution-plan link explicitly required for this coordinated split stack - [x] My branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge ## Stack Coordination - Internal execution plan: [PAP-13874](/PAP/issues/PAP-13874#document-plan) - Parity reference: #9534 - Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563 - Merge bottom-up only after full-stack review and an empty parity diff at #9563. --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |