Commit Graph
58 Commits
Author SHA1 Message Date
DottaandPaperclip 4857799a88 feat(connections): deliver saved instructions to authorized agent turns (#15216)
Persist optional connection instructions and deliver authorized snapshots to agent execution prompts. Keep provider templates with each app definition, preserve edits and opt-outs, and replace sessions when guidance or access changes.

Use shared production settings across setup and Permissions, with source visibility in agent Instructions. Add the initial memory-provider defaults and managed Honcho workspace configuration. Include migration 0298 and regression coverage for generic providers, runtime delivery, authorization, and catalog regeneration.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-05 18:16:00 -05:00
DottaandPaperclip b43073d11f feat(connections): sync and group accounts managed by aggregators (#15254)
## Thinking Path

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

## Linked Issues or Issue Description

**Subsystem affected**

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

**Problem or motivation**

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

**Proposed solution**

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

**Alternatives considered**

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

**Roadmap alignment**

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

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

## What Changed

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

## Verification

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

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

## Risks

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-05 14:57:04 -05:00
DottaandPaperclip 839cac1343 fix: request supported offline access for generic MCP OAuth (#14950)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use external MCP tools through the governed gateway.
> - Remote MCP connections can use OAuth access tokens that expire.
> - Some providers issue refresh tokens only after an offline-access
request and consent.
> - Resource scopes hid that identity-provider capability in the generic
connection flow.
> - This pull request requests supported offline access and tests expiry
through a local MCP server.
> - The benefit is continued tool access without another sign-in when
the provider permits refresh.

## Linked Issues or Issue Description

Related PR: #13447 addresses the same OAuth symptom together with
managed Codex configuration. This PR focuses on generic MCP OAuth. It
also covers consent, explicit scope overrides, legacy reconnects, exact
scope persistence, and real HTTP expiry tests.

**What happened?**

A generic MCP resource can advertise only its tool scopes. Its OAuth
server can separately advertise `offline_access`. Paperclip selected the
resource scopes and omitted the offline-access request. A provider could
then issue an access token without a refresh token. Tool access stopped
after the access token expired.

**Expected behavior**

Paperclip adds advertised offline access to the selected tool scopes
when the OAuth server does not exclude refresh tokens. It requests
consent and stores the scopes sent in the authorization request.
Existing connections can discover this capability when the user
reconnects. Providers without this capability keep their existing scope
behavior.

**Steps to reproduce**

1. Run `node scripts/mcp-fixtures/servers/oauth-refresh-fixture.mjs`
from the repository root.
2. Add its MCP URL as a generic connection on a local Paperclip
instance.
3. Approve the test consent page and call `read_status`.
4. Let the two-minute access token expire and call the tool again.
5. Before this fix, the connection needs another sign-in. With this fix,
the call refreshes the token and succeeds.

**Paperclip version or commit**

The integration regression reproduced the missing-refresh-token failure
on the parent of this PR's fix. The same test passes with the fix.

**Deployment mode**

Local development. Automated tests use a loopback HTTP MCP/OAuth server
and a disposable PostgreSQL database.

## What Changed

- Track offline-access capability separately from MCP tool scopes.
- Add supported offline access and consent for generic connections.
- Preserve the actual requested scopes through callback completion and
reconnect.
- Discover the capability for older connections with cached OAuth
endpoints.
- Add a reusable MCP/OAuth fixture with PKCE, token expiry, resource
binding, and refresh-token rotation.
- Test shared and personal gateway calls through two refresh rotations.
Cover scope selection, unsupported refresh, and legacy reconnects.
- Document the behavior and local test commands.

## Verification

- The two real HTTP expiry tests failed before the fix with
`oauth_refresh_missing` after the first token expired.
- Tests passed on the current head: 76 generic MCP regressions, all 365
tool-access service tests, and 4 fixture controls.
- Full workspace `pnpm -r typecheck` and `pnpm build` passed. Server
TypeScript checks also passed after the review fixes.
- All remote checks passed on
`d22909bb34e9d54478c0002077c498ffe105932d`. Greptile gave 5/5 with both
previous findings resolved. The complete local `pnpm test:run` is still
running.
- Run `node --test
scripts/mcp-fixtures/servers/oauth-refresh-fixture.test.mjs` for the
standalone provider controls.
- Run `pnpm exec vitest run
server/src/__tests__/generic-mcp-connection.test.ts` for the Paperclip
integration tests.

## Risks

- Users can see a consent prompt when a generic provider supports
offline access.
- The provider can still decline to issue a refresh token. Access works
until expiry, then the user must reconnect.
- A provider that advertises offline access but rejects the scope
produces an OAuth error. This PR does not add an automatic retry without
that scope.
- Existing grants without refresh tokens need another sign-in. The fix
does not change them in place.
- Curated Apps keep their reviewed scope and authorization-parameter
allowlists. No database migration is required.
- This simulation verifies the suspected failure. The reported internal
MCP server has not been tested.

## Model Used

- OpenAI Codex, based on GPT-6, with reasoning, tool use, and code
execution. The runtime did not expose a more specific model ID or
context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-02 14:13:59 -05:00
DottaandPaperclip 4ac374103f fix(connections): repair Asana MCP and add shared-app sign-in (#14756)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections let agents use provider tools through the permission
gateway.
> - Asana provides an official remote MCP server, but its v2 server
requires a registered MCP OAuth app.
> - Setup can discover retired v1 endpoints and send a callback that
differs from the displayed URL.
> - This pull request repairs custom app setup and adds sign-in through
Paperclip's shared app.
> - Users can choose their own app without enrolling with Paperclip
Cloud.
> - Agents can use Asana tools after the user connects their account and
sets action permissions.

## Linked Issues or Issue Description

Related: #14739 supplies the personal credential repair used by resumed
Asana setup. No duplicate Asana authentication PR was found.

**What happened?**

Asana setup failed even with a user-created app. Root discovery metadata
still points at v1. MCP v2 uses the Asana OAuth issuer and requires an
MCP app with a client secret. Local setup also displayed a localhost
callback while an Origin header could make authorization use a numeric
loopback callback.

**Expected behavior**

Sign in with Paperclip's app when its broker profile is available. Keep
custom MCP app setup available without Cloud enrollment. Use the correct
issuer, callback, client credentials, and resource throughout setup.

**Steps to reproduce**

1. Open Asana in the connection catalog.
2. Supply an Asana MCP app's client ID and secret.
3. Start OAuth on a local instance opened with a numeric loopback
address, or resume a draft that cached v1 metadata.
4. Observe the wrong discovery endpoint or callback mismatch.

**Paperclip version or commit**

Reproduced from b54b2dc35c. Rebased onto
master at `0829d94af` after the single-screen setup change in #14811.

**Deployment mode**

Local development from source. The managed path also supports enrolled
self-hosted instances.

## What Changed

- Add the `asana.mcp` managed profile and the default Sign in with Asana
method.
- Use Asana's reviewed v2 protected-resource metadata before cached
endpoints.
- Require a custom MCP app's client secret and retain saved credentials
during setup or reconnect. Repair only the known Asana v1
issuer/resource binding, retaining company and callback checks.
- Expose a boolean for the acting user's saved client secret. The form
offers secret reuse only when that user has an active grant with the
required reference.
- Let users select their own app from the enrollment and
shared-app-unavailable screens, or from Advanced on the single-screen
setup page.
- Canonicalize HTTP loopback callbacks even when the request includes an
Origin header.
- Extend signed broker claims and provider URL validation for Asana.
Require refresh credentials on managed authorization.
- Document setup, distribution, and shared-app rollout requirements.
- Resolve permission-profile name collisions when finishing another
account. The live staging test found this after renaming the first Asana
connection; OAuth succeeded but profile finalization failed.

## Verification

- Final live staging proof used app commit
`c6053157c4e42ac017727117b754ae77fa5c45fa` and the real Cloud broker at
`767b63835170f664542afd0df99a76615e204b62`. In the embedded browser,
default shared sign-in required no client credentials, returned through
the central Cloud callback to the tenant, and discovered 39 actions. Get
me succeeded through the gateway as the selected QA agent (2.1 seconds).
The custom-app connection also returned a real result on this final
build (0.9 seconds).
- Retried the shared draft that failed during the first staging test. It
completed after the profile-name fix, retained the selected agent, and
kept the existing custom connection intact. Two database regressions
reproduced the collision before the fix and passed afterward. The
updated transaction rollback test also passes.
- Shared reconnect returned to the same staging connection with 39
actions. Earlier staging checks verified the custom-app fallback when
the shared profile was unavailable, saved-secret reuse on reconnect, and
Off blocking the action test. Allowed was restored after that check.
- Local live-provider checks also repaired a saved Asana v1
issuer/resource binding without reentering the secret and verified that
numeric-loopback setup uses the displayed localhost callback. Expiring
the local managed access-token timestamp triggered a real Asana refresh
and a successful Get me call. These early local broker tests used
enrollment/authentication and storage fixtures; the final staging proof
used deployed Cloud identity and persistent storage.
- The new production app is registered and configured, but production
sign-in has not been deployed or verified. Live provider revocation was
not run because the existing staging test app is shared with other
connections.

- After rebasing onto the single-screen setup flow, full `pnpm -r
typecheck`, `pnpm build`, and `pnpm check:token-gates` pass. Focused
verification passes 365 service and 36 broker-client tests. Broader
checks pass all 833 shared-package tests and all 530 connector-page
tests. The shared suite uses `TMPDIR=/private/tmp` to avoid macOS
temporary-directory symlinks in its canonical-path tests. The UI tests
verify the shared-app default and switching to a custom app with its
required client secret.
- Embedded-browser smoke on the current rebased build verified the
shared sign-in default, Advanced → custom app (client ID and secret
required), and switching back to Paperclip. Both existing Asana
connections remained connected after restart. No new provider
authorization was performed during this smoke.
- The full local `pnpm test:run` was interrupted when the execution
session restarted. Before interruption, it reported one runtime-slot
restart test failure. That test passed on an isolated retry after
clearing two unused PostgreSQL shared-memory segments. The full local
suite did not complete; CI must pass on the current head before merge.
- All 52 CI and security checks pass on
`9318fd4e9b616cdc3de12f40cdb9bd32d865af4c` (CI run `36882064080`),
including all eight browser shards, nine serialized-server shards,
build, typecheck, and canary dry run. Two optional Storybook checks were
skipped. Greptile review 4 reports 5/5 on this exact commit, with all
review threads resolved. Its updated summary identifies the current SHA;
this comment-triggered review did not publish a separate GitHub check
run.
- Provider revocation is unit-tested in the companion broker. Live
provider revocation was not run because the existing test app is shared
with other connections.

## Risks

- The shared Paperclip Asana MCP app has been registered with its
production callback and Any workspace distribution. Its secret is
provisioned in the production secret store, and the runtime client ID
and secret reference are configured. The production profile is enabled
in the saved deployment configuration. The companion broker has merged
and passed staging deployment; production sign-in still requires a
production deployment and live verification. Custom setup remains
available.
- Asana MCP uses the provider's fixed `default` grant. Paperclip action
policies limit agent tool use; they do not narrow provider consent.
- The callback correction affects HTTP loopback OAuth flows. Public
HTTPS callbacks retain their existing behavior.
- Reviewed discovery URLs now override stale cached endpoints. Tests
cover the Asana v1-to-v2 repair.
- No schema migration. Connection removal retains the existing
local-only revocation behavior.

## Model Used

OpenAI GPT-6 through Codex, with code execution, browser testing, and
GitHub tooling. The exact model variant and context window are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-01 10:24:44 -05:00
467125fafb feat(connections): one-screen connector setup with stated defaults (#14811)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents use Connections (the Apps catalog) to act in services like
Notion, GitHub, Google Workspace and Railway
> - Each connector asked the user to answer setup questions before it
went to the provider. Most of the questions already had the correct
answer selected
> - ROADMAP.md lists "simpler setup" for Apps and Connections as ongoing
work. This change continues that work
> - This pull request removes the questions that Paperclip can answer
itself. It states the defaults in one line and moves the choices behind
"Change" and onto the Permissions tab
> - The benefit is that most connectors take one click in Paperclip and
then the provider's own consent screen

## Linked Issues or Issue Description

No public issue exists. This is the description, from the enhancement
template.

**What existing behavior does this improve?**
The setup flow for tool connectors in the Apps catalog.

**Subsystem affected**
Apps and Connections: `ui/src/features/connections`,
`ui/src/pages/apps`, the `packages/shared` app definitions, and the
OAuth routes in `server/src/routes/tool-access.ts`.

**Current behavior**
Every connector opened with an Access step. The step asked who can use
the connection and which agents get it, and both answers were already
selected. 18 connectors also asked "How do you want to connect?" when
Paperclip could rank the methods. The Google apps and Postman also asked
"What should Paperclip be able to do?" before sign-in. The four gateway
connectors (Zapier, Arcade, Composio, Executor) used a separate two-step
wizard. Asana was pinned to a customer-owned OAuth app, so the user had
to register an app in Asana's developer console. The "Set all" control
on the Permissions tab changed only one action. After the user approved
access, Railway's consent page showed "you can close this window" and
did not return to Paperclip.

**Proposed behavior**
One screen per connector, with one primary button. The screen states the
defaults in one sentence, for example "Connects for everyone in your
organization, available to all agents". A "Change" link opens one
Advanced panel. When the provider's metadata allows dynamic client
registration, Paperclip registers a client itself. Connecting lands on
the Permissions tab. On that tab, "Set all" changes every action in the
group.

**Reason and benefit**
The user makes fewer decisions before the connection exists. Most
choices are easier to make after the connection, on the Permissions tab,
where a change has an immediate effect.

**Breaking changes**
None. No schema or API change. Existing connections keep their settings.

## What Changed

- **No Access step.** `ConnectionSetupFlow` no longer has the Access
step. The flow shows the resolved default above the primary button and
on the completion screen. The access controls moved into one Advanced
panel. The panel opens automatically only when a setting in it is
required.
- **A default method for every app.** The flow always picks the ranked
default method. Alternate methods are in the Advanced panel. The Google
and Postman capability choice is not asked before sign-in. The
write-capable method is the default.
- **Gateway connectors.** `RemoteMcpProductionSetup` (Zapier, Arcade,
Composio, Executor) no longer has its own Access step. Its commit path
and the main commit path use one helper, `askFirstCatalogEntryIdsFor`,
for server-suggested defaults.
- **Dynamic registration from live metadata.**
`canRegisterOAuthClientDynamically` now allows registration when the
provider advertises a registration endpoint, even if the catalog entry
lists only customer-owned clients. The Asana and Linear definitions and
catalog text match live probes. Asana issues clients for loopback
callbacks only, so a hosted deployment still needs an Asana app.
- **Connection setup states.** New
`packages/shared/src/connection-setup-state.ts` sorts each method into
`instant`, `authorize`, `paste` or `register`. The gallery card verb
("Connect" or "Add key") comes from this resolver and the instance's
ownership availability.
- **Generic MCP.** The generic path no longer asks "Does it need a key?"
first. A credential challenge from the server shows the key field.
- **Permissions tab.** Each action row shows its risk level. Each group
has a "Set all" control. The control sends one change for the whole
group. Before, each row's save started from the same render, so the
saves overwrote each other. The Zapier/Arcade/Composio/Executor setup
screen had the same defect.
- **OAuth callback interstitial.** A cross-site browser navigation to
`/api/tools/oauth/callback` gets a small same-origin "Finishing your
connection…" page. That page repeats the request, and the repeat does
the code exchange. Railway's consent page replaces itself after about
two seconds, and the code exchange plus tool discovery takes longer than
that. The interstitial uses only a meta refresh, because the OAuth code
is single-use. Requests without `Sec-Fetch-Site: cross-site` take the
old path.
- **Linear registers through its MCP server.** Linear pins the console
endpoints at `linear.app`. Pinned endpoints now replace discovery only
when the method cannot register, or when the connection has an
operator-entered client. So a Linear connection now finds the
registration endpoint at `mcp.linear.app`.
- **Own-OAuth-app recovery stays on the one-click screen.** When the
method also accepts a customer-owned client, the client fields are in
the Advanced panel. The panel opens after a failed sign-in. "Try again"
resumes the draft with the operator's client.
- **E2E specs** follow the one-screen flow. The Access-step clicks are
removed, the specs open **Change** before they pick agents, and they
expect GitHub's **Add key** verb.
- **Default permissions do not change.** New connections still allow
every action. The user can set actions to Ask first or Off on the
Permissions tab.

## Verification

- `cd ui && npx vitest run src/pages/apps src/features/connections
--no-file-parallelism`
- `cd packages/shared && npx vitest run src/app-definitions.test.ts
src/connection-setup-state.test.ts`
- `cd server && npx vitest run src/__tests__/tool-access-service.test.ts
src/__tests__/remote-mcp-connectors.test.ts`
- `pnpm check:token-gates`
- New tests:
- `PermissionsPanel.group.test.tsx` checks that "Set all" sends one
change for the whole group. It fails on the old code.
  - `action-permissions.test.ts` checks the group update.
  - `connection-setup-state.test.ts` checks the four setup states.
- A server test checks that a cross-site callback gets the interstitial
and does not use the OAuth state, and that the same-origin repeat
completes the connection.
- Manual check on a hosted staging deployment. GitHub, Google Drive,
Composio, Notion, PostHog and Railway each connected from one screen and
returned to the Permissions tab. On Railway, "Set all" changed all 65
write actions, and the change remained after a reload.
- Visual changes: snapshot baselines are intentionally not updated. See
the `doc/design/DECISION-SHEET.md` entry "Per-change snapshot
verification demoted to dormant (Jul 13 2026)".

## Risks

- **Fewer confirmation clicks.** Organization-wide access is the
default, and the user does not confirm it on a separate step. This was
already the preselected answer. The flow shows the default before the
user clicks and again after the connection.
- **Google write scope.** Google apps now request the write-capable
scope by default. A narrower scope needs a new sign-in.
- **Dynamic registration from live metadata.** A provider can advertise
registration and then reject a redirect URI. Asana rejects hosted
callbacks, for example. In that case registration fails, and the
customer-owned client path remains available for recovery.
- **Callback interstitial.** The OAuth callback adds one same-origin
step for cross-site browser navigations. Browsers without `Sec-Fetch-*`
headers use the old direct path.
- Chat and bot connectors (Discord, Telegram, Microsoft Teams, iMessage)
do not change.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- Claude Opus 5.5 (Anthropic), model ID `claude-opus-5-5`, used through
Claude Code with tool use (shell, file editing, browser automation) and
extended thinking. It wrote the code, the tests and this description. A
human product owner directed the work and tested it by hand.

## Checklist

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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: scotttong <squadbot000@gmail.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-09-30 23:13:47 -07:00
DottaandPaperclip ad55d0a281 fix(connections): repair personal credentials and request write access (#14739)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents use Apps through a gateway that checks identity, company
access, and action policies.
> - Personal pasted credentials can point to company secrets. Setup can
show success while the gateway rejects every call.
> - Several OAuth methods also omit the scopes needed for their
supported write actions.
> - This pull request gives setup, health checks, and invocation the
same credential rules. Owners repair existing connections by
reconnecting.
> - New connections request reviewed permissions for their supported
actions. Read-only choices remain available under Advanced.
> - Agents can use the connections people give them, while existing
consent, identity boundaries, and action restrictions remain enforced.

## Linked Issues or Issue Description

Refs #14009 and #14008. This addresses the personal-credential defect.
The separate GitHub organization-identity selection defect is outside
this change.

Related work: #13942 fixed part of new personal-key setup. #14200
independently fixes legacy personal reconnect and protects managed-agent
profile credentials during removal. This PR covers that ownership
invariant across key and secret-URL setup, reconnect, health, discovery,
and invocation, and keeps owner reconnect as the repair path. #14059
tracks requested versus provider-asserted OAuth scopes; it remains
separate work. I searched open PRs and issues for Zapier, Airtable
scopes, connector writes, and personal credential failures.

**What happened?**

A Zapier secret URL saved through personal setup can become a company
secret referenced by a user grant. Health checks bypass the gateway's
ownership check, so the connection appears healthy but calls fail with
`grant_credential_invalid`. Custom-header paths can also receive a
duplicate `credentials.` prefix. Omitted OAuth scopes make write access
depend on provider defaults.

**Expected behavior**

Personal invocation credentials belong to the selected user. Setup,
health, and actual calls enforce the same rule. New connections request
documented permissions for supported read and write actions. Existing
tokens gain no permissions without provider consent.

**Steps to reproduce**

1. Connect Zapier or a generic secret URL with the personal identity.
2. Allow an agent to use the connection and complete setup.
3. Invoke a tool through a run-scoped gateway. The legacy layout fails
ownership validation despite successful setup.

**Paperclip version or commit**

The implementation started from
`44736c9c7c67b7b646ead9d51721db10f5b83835` and was rebased onto master
at `94e8dec56`.

**Deployment mode**

Built from source. Regression tests use isolated PostgreSQL fixtures and
controlled MCP transports.

## What Changed

- Share credential writing, ownership validation, and canonical paths
across initial setup, resume, reconnect, rotation, health, discovery,
and gateway calls. Keep OAuth client-registration secrets separate from
invocation credentials.
- Existing personal connections with company-scoped credentials require
owner reconnect with a fresh key or secret URL. Reconnect creates a
correctly owned value and updates the existing grant and declarations.
There is no automatic ownership backfill or new startup hook.
- Preserve PostgreSQL timestamp precision when reconnect checks whether
a grant changed. Previously, converting the timestamp to a JavaScript
Date could reject reconnect with a false concurrent-change error.
- Protect credentials used by other grants, connections, bindings,
managed-agent profiles, routine triggers, or secret proposals from
connection removal.
- Review all 117 tool methods, including 84 OAuth methods. Record
explicit scopes or documented provider-default exceptions with official
evidence. Add Airtable's seven scopes, Hugging Face repository/job
scopes, and other documented MCP permissions.
- Prefer available write-capable methods. Put explicit read-only choices
under Advanced. Explain pasted-key permissions and offer reconnect for
missing OAuth consent. Preserve existing grants, policies, Google
availability gates, and curated scope allowlists.
- Reconnect generic secret URLs and custom headers using their stored
credential fields. Refresh the catalog after setup, correct reconnect
feedback and error guidance, and let Cancel exit invalid setup while
Save & exit retains draft-saving behavior.
- Apply ownership checks to the new GitHub repository/skill connection
picker. Align the permission audit with the Google scope reductions
merged on master.
- Add run-scoped gateway, ownership, owner-reconnect, OAuth URL,
insufficient-scope, UI, and catalog-wide regression coverage. Update the
connector playbook and permission audit.

## Verification

Latest commit `97bc0b86e0eae0ec892e4ac44beff1a66164b20e` passes all
CI/status gates (55 completed check runs, no failures or pending checks)
and has a completed Greptile review at **5/5 with no outstanding
findings**. GitHub reports the PR as mergeable/CLEAN.

- **Embedded browser:** used the actual server and built UI from this
worktree, a fresh isolated database, and local HTTP MCP fixtures.
Completed personal bearer-key, secret-URL, and custom-header setup;
reproduced the legacy ownership failure; reconnected through the owner’s
form; and completed writes afterward. Read-back was verified for
bearer-key and secret-URL connections. Public organization-wide setup
appeared immediately in Browse without reload. Zapier URL
validation/Cancel and Google’s enrollment gate were also exercised.
- **Persistence and invocation:** verified user ownership, canonical
`credentials.authorization` / `remote.url` / `headers.X-Api-Key`
declarations, and unchanged connection/grant identity. The old company
secrets retain their ownership. Separate HTTP calls through an actual
run-scoped gateway session completed a write and read-back.
- **Backend coverage:** the final gateway suite passes all 82 cases,
including catalog Zapier and generic inline reconnect. It checks
company/user isolation, canonical declarations, same-endpoint URL
validation, fresh credentials, retained restrictions, and real gateway
read/write execution using fixture transport. A timestamp with
PostgreSQL microseconds covers the former false reconnect conflict.
- **Local checks:** 368 catalog, gateway, repository, and UI tests
passed before the final extra Zapier case; 49 GitHub skill access tests
also passed. All three Apps browser regressions pass, including
reconnect through the actual form and catalog visibility without reload.
Full `pnpm -r typecheck`, `pnpm build`, server typecheck after the final
patch, and token gates passed. Full tool-access service runs hit varying
15-second Google fixture timeouts; both affected cases and the updated
reconnect assertion pass in isolation (3 tests). The complete test
matrix passes in CI on this head.
- **Verification limits:** no live provider account was available for
Zapier/Airtable/OAuth consent or account-bound write proof. Public
metadata and local fixtures do not establish provider consent. The
original development database clone failed on a pre-existing missing
`tool_connections_transport_check` constraint; browser acceptance used a
fresh isolated database created by the normal CLI onboarding flow.

## Risks

- Existing broken personal connections stay unusable until their owner
reconnects. Health, discovery, and invocation return an actionable
ownership error; startup does not rewrite credential ownership.
- Scope changes affect new authorization requests. Providers may still
require resource selection, account roles, paid plans, or app
verification. Existing consent and action restrictions remain unchanged.
- Shared credentials are retained rather than reassigned or revoked.
Provider-default exceptions and unavailable live checks are documented
in `doc/connections/CONNECTOR-PERMISSION-AUDIT.md`.
- No new endpoint, database table, lockfile change, or CI workflow
change is included.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code editing, shell
execution, web research, and browser tools. The exact deployment model
ID and context window were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 14:32:34 -05:00
DottaandPaperclip d432dc7fa3 Add GitHub-synced skill sources (#14713)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Company skills supply instructions and files to those agents.
> - GitHub imports already exist, but users cannot manage repositories
as skill sources.
> - Repository refresh also needs caller-authorized access and complete
local packages.
> - This pull request adds Sources inside Skills and reuses GitHub
connections from Apps.
> - Installed snapshots let agents use skills without fetching GitHub
during a run.
> - Manual refresh preserves skill identity and leaves failed imports on
their last good version.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: skills UI, server, database, shared contracts, and
runtime materialization.

**Problem or motivation**

Users keep skills in GitHub repositories. They need a clear way to
select, import, and refresh those skills. Existing imports do not expose
repository management or consistently preserve supporting files.

**Proposed solution**

Add company-scoped skill sources. Browse repositories from all
accessible GitHub connections, or paste a public repository or branch
URL. Select whole skill packages, inspect included files and reference
warnings, and install complete, immutable snapshots. Refresh each source
manually.

**Alternatives considered**

Project repository settings hide the workflow from Skills. A second
GitHub connector would duplicate credentials and grants. Upstream
editing and PR creation are separate work.

**Roadmap alignment**

This implements the Skills Manager direction in ROADMAP.md. The
maintainer requested this scope and reviewed the component and full-app
journey stories before implementation.

Related reports: Refs #10285, Refs #10949, Refs #13464. Related work:
#14356, #13656, #9268.

## What Changed

- Add source and entry records, an idempotent migration, company-scoped
APIs, and legacy GitHub import adoption.
- Reuse current caller grants and credential refresh. Combine and
deduplicate repository inventories across accessible connections. Pasted
public URLs also prefer the active user’s authorized connections. Tokens
stay in the Git child environment, never argv or disk.
- Fetch a shallow Git snapshot at one immutable commit. Scan the full
local tree, including hidden and nested folders. Read Git objects
without checkout or archive transformations and enforce nested package
boundaries.
- Bound Git downloads to 128 MiB and three minutes. Cancel active
process groups and remove incomplete downloads. Preserve cancellation
and deadlines while progress drains; close stalled HTTP progress streams
after 30 seconds. Reuse caller-scoped temporary snapshots for
preview/import after reauthorization.
- Index repository package boundaries once and cap expanded work at
1,000 packages, 10,000 files, and 100 MiB, including repeated copies of
shared blobs. Bound path depth and the shared path index. Discovery
keeps audited manifests without retaining all package bodies.
- Resolve moving branches before fetching so unchanged discovery reuses
caller-scoped snapshots. Limit active scans, scan frequency, and new
downloads per caller and company; quotas apply before metadata reads and
across connections, and cached scans do not consume the download quota.
- Store complete versions with script content, binary bytes, and
executable modes. Preserve these through copies, runtime caches, and
runner packaging.
- Stage downloads before publication. Use source leases, revision
checks, and transactional activity records. Keep installed versions
after failures, upstream deletion, deselection, and disconnect.
- Add the approved import flow, Sources page, selection tree,
provenance, read-only Studio behavior, and saved return from GitHub
setup.
- Add package manifests, commit-pinned file previews, and separate
runtime requirements and reference warnings. Supporting files are
included together; nested skills remain independently selectable.
Preview requests reauthorize the caller and re-audit package content.
- Show installed skills as compact links beneath each source. Repository
titles open GitHub. Keep Refresh, Select skills, and Disconnect source
in a three-dot menu. Source rows omit the branch, imported count, and
refresh timestamp; action alignment and repository titles work at narrow
widths.
- Stream discovery metadata over an opt-in NDJSON response. Show
measured Git download progress and real package/file counts, animate
newly checked skills, support cancellation, and require a complete scan
before selection. Keep the existing JSON API.
- Retain component stories and add a separate full-app journey story
group. Include fixed progress states and interactive scan,
large-repository, interruption, and saving stories.
- Update Skills documentation and product contracts. Suppress private
GitHub skill references in telemetry. Privacy review requested for the
telemetry changes.

## Verification

- Local repository typecheck, full build, token gates, and Storybook
build passed during this work. Focused transport, authorization,
scanner, persistence, route, and UI tests pass. The final UI refinement
passes all eight focused UI tests, UI typecheck/build, and token gates.
The scanner resource and repeated-discovery fixes pass 132 focused
scanner, transport, authorization, source-service, route, and rate-limit
tests, plus server typecheck/build. Full-suite verification comes from
CI; the older full local Vitest run was stopped after unrelated chat
failures and a font-test failure, all of which passed in fresh focused
runs. At commit `1098d5996`, all 54 active checks pass; two optional
Storybook jobs are skipped. CI covers repository typecheck, build, the
full test suites, browser shards, and the canary dry run. Greptile is
5/5 with no open findings; the security scan also passes.
- Adversarial scanner tests verify repeated-blob byte accounting with
and without declared sizes, package/file/path caps, one-time repository
indexing, metadata-only discovery audits, and nested package boundaries.
Additional tests cover branch movement, snapshot reuse, caller/company
quotas, isolation across connections, active-lease cleanup, quota
recovery, and rejection before any metadata API call.
- Real Git tests verify hidden paths, exact binary bytes, executable
modes, export-ignore preservation, symlink/submodule reporting, pinned
commits, caller-scoped cache reuse, cancellation, cleanup, and
credential isolation. Regression tests hold both download slots with
permanently blocked progress callbacks, verify timeout/cancellation
cleanup and retry, and exercise HTTP backpressure cancellation. Access
tests cover automatic public-URL connection selection and revoked
grants. Database tests verify company and grant audiences.
- Live isolated browser test: the public `anthropics/skills` scan now
completes and discovers all 20 skills without connecting an account.
Imported canvas-design with all 83 files, opened it from Sources, and
verified the installed binary-font preview/download control. Package
previews also expose the complete file inventory before import.
Cancelled an active Git download and retried successfully to all 20
discovered skills; the browser displayed measured download progress. The
current audits reject four other packages; eligible selections remain
importable.
- Browser checks verify the simplified source rows at desktop and narrow
widths, keyboard navigation into the actions menu, Refresh from the
menu, selection, and fixture disconnect with installed skills retained.
Storybook includes a menu-open checkpoint and a 320px layout.
- Storybook includes receiving/preparing download checkpoints and a
timed full-app import journey, plus cancellation, retry,
large-repository, and saving states. Streaming tests cover split UTF-8
frames, incomplete streams, late responses, cross-company requests, HTTP
errors, and JSON compatibility.
- Earlier live acceptance on this PR imported `stitch-skill` with
`DESIGN.md`, assigned it to an agent, disconnected its source, and ran a
successful Studio test that read both installed files. An editable copy
changed independently. Both Skills variants, mobile selection, and
return from GitHub setup were exercised.
- Private access, revoked credentials, OAuth success return,
binary/script preservation, concurrent refresh, transaction rollback,
version pins, and legacy adoption have automated coverage. A real
private-repository OAuth grant was not created during this test.

## Risks

- The migration groups recognizable legacy imports without provider
calls. Their first successful refresh completes the local package
snapshot.
- Reference checks are advisory. They cover Markdown links and explicit
relative resource paths, not arbitrary runtime dependency graphs.
Preview text is capped at 64 KiB; imported bytes remain complete.
- Git must be installed on the server. Shallow fetches still download
the branch snapshot, including files outside selected packages.
Downloads have size/time/concurrency limits. Temporary caches are
bounded and caller-scoped. GitHub API quota still applies to repository
metadata and the connection picker; content no longer uses per-file API
requests. Failed scans retain installed content.
- Sources depend on the current caller's GitHub access. A saved
connection does not grant access to another person's token.
- GitHub script support and immediate manual refresh are explicit
maintainer-approved requirements. The operator trusts the selected
repository and accepts upstream script and executable-mode changes on
refresh. Static audits are not a sandbox or a guarantee of safe code;
agents may later invoke installed helpers under their runtime
permissions. Import and refresh do not execute scripts, hooks, package
installation, or builds. Raw URL and skills.sh imports keep their prior
script restrictions.
- Source originals remain read-only. Refresh affects subsequent unpinned
runs; explicit pins and active runs retain their versions.
- The telemetry change removes source-managed GitHub identifiers from
skill-reference events. It introduces no event or field. Please review
the privacy boundary.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code execution, and
browser tools. The exact serving model ID and context-window size are
not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 13:32:58 -05:00
DottaandPaperclip d72389bee2 feat: add Browser Use Cloud connector and live task browsers (#14627)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps gateway gives agents governed access to external tools.
> - Browser Use Cloud can run browser work, but a tool result alone does
not let a person watch or take over.
> - A task needs a durable browser session, a visible viewer, and
recorded costs.
> - This pull request adds a Browser Use Cloud v4 connection and
interactive browser tabs on tasks.
> - People can follow the work, interact with the page, and retain the
browser after the agent finishes.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need governed access to Browser Use Cloud. People need to see and
interact with the same browser from the task. A browser must remain
available after a run finishes and appear at the correct point in the
task feed.

**Proposed solution**

Add a native REST connection for the v4 API. Bind each session to its
company, task, agent, and credential grant. Open its interactive viewer
in the task side panel. Record provider costs as financial events. Use
`browser-use-cloud` as the app and connector key. Keep its skill with
the connector and deliver it only with authorized connection tools.

**Alternatives considered**

A v3 MCP connection would expose tools without the v4 lifecycle
integration. An external viewer link would leave the task. A fixed
viewer size would prevent pages from responding to changes in the task
pane.

**Roadmap alignment**

This extends the governed Apps gateway and Connected Apps roadmap. It
uses the existing task, grant, secret, approval, and financial records.
The work was requested by the maintainer. A search found no duplicate
Browser Use connector PR or issue.

## What Changed

- Add the Browser Use Cloud app, brand asset, API-key connection, and
profile settings under the `browser-use-cloud` key.
- Bundle the `browser-use-cloud` skill with the connector. Keep it out
of global `skills/` discovery. Deliver it only with authorized task/run
connection tools. Remove retired connector skill keys from runtime
overlays and preserve unrelated browser skills.
- Expose seven v4 tools through the governed gateway and deliver them to
native and CLI agents.
- Persist sessions, browsers, runs, event and recovery cursors, shutdown
leases, and cumulative cost accounting. Recover uncertain paid starts
without replaying them.
- Enforce task ownership, credential grants, approvals, revoked access,
and budget limits.
- Add interactive task browser tabs and compact chronological feed
entries. Retain the viewer across tab switches and keep visible idle
browsers open.
- Add debounced automatic viewport fitting, standard size presets, and a
viewer ownership lease.
- Add lifecycle, authorization, accounting, viewport, UI, and Storybook
coverage.
- Add an idempotent database migration after the current master
migration. Preserve deployed migration hashes. Migrate pre-release Cloud
connection and financial keys without replacing grants, credentials, or
browser history.
- Document provider behavior, live acceptance results, and the lack of
documented passkey forwarding.

## Verification

- Full workspace typecheck and production build pass on the updated
branch.
- Token gates, brand asset validation, module boundaries, and migration
ordering pass.
- Cloud tests verify global skill exclusion, authorized task/run
delivery, unassigned agents, disabled connections, revocation, adapter
isolation, and secret exclusion. The existing AgentMail connector
assignment test also passes.
- Migration replay runs twice against existing browser work and
financial records. It preserves the records and avoids duplicate costs.
- The focused provider, app catalog, OpenAPI, connection gateway, and
migration regression suites pass. Recovery coverage includes lost
replies, process crashes, provider rejection, and browser arrival
acknowledgement.
- All 54 checks pass on `2974b5f03641ad0cea3c941d8c02579316fa8c92`,
including the full test matrix, browser E2E shards, build, typecheck,
security, and release canary. Two optional Storybook jobs are skipped.
- Greptile is 5/5 on the same commit, with zero unresolved review
threads. The corrected review uses the actual master-to-head diff.
- The local `pnpm test:run` started and was stopped after the full CI
matrix passed. It did not complete locally; the full-suite result above
comes from CI.
- Earlier live acceptance used an isolated company with a capped
provider credential. The agent opened paperclip.ing, the embedded viewer
accepted navigation, and the same browser stayed available after
completion and tab switches.
- The local Storybook build passes. Stories cover the panel, footer,
feed entries, settings, lifecycle failures, and viewport modes with an
offline viewer fixture.

## Risks

- Browser Use charges for hosted work. Provider caps and local budget
checks reduce exposure; reported costs can arrive after work completes.
- Viewer and CDP URLs grant access to the browser. The server validates
and restricts them. They are excluded from agent results and durable
event data.
- Runtime resizing of v4 agent browsers uses a provider option confirmed
by live testing but absent from its published agent schema. Resizing
during a click may invalidate coordinates. Fixed presets remain
available.
- Viewport ownership is process-local and resets on restart. The
lifecycle and accounting records remain in the database.
- The original intermittent embedded-viewer stall has not been fully
diagnosed. A bounded reconnect and active-session recovery cover the
observed failure paths.
- Live tests did not cover every revocation, approval, rate-limit, or
restart case. Deterministic integration tests cover those paths. Passkey
forwarding is not claimed.
- Unknown create outcomes keep the credential available for cleanup.
Run-list absence cannot prove a paid POST was rejected, so recovery
stays pending until it can identify provider work.

## Model Used

OpenAI Codex, GPT-6. Used reasoning, repository search, code execution,
browser interaction, and test tools. The exact serving model ID and
context-window size were not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-30 07:13:16 -05:00
DottaandPaperclip 8781f06a87 feat(connections): enable MCP aggregators by default (#13964)
## Thinking Path

> - Paperclip helps people manage AI agents for work.
> - Connections let those agents use external services with explicit
access rules.
> - Zapier, Arcade, Composio Connect, and Executor already have setup
and runtime support.
> - Their experimental switch still blocks discovery and setup by
default.
> - This pull request removes those gates and the Settings toggle.
> - Users can connect these providers without enabling an experiment.

## Linked Issues or Issue Description

Refs #13755. Refs #13941.

**What existing behavior does this improve?**
Apps browsing, inline setup, and agent connection search for the four
MCP aggregators.

**Current behavior**
An instance must enable the MCP aggregators experiment before users or
agents can start setup.

**Proposed behavior**
All four providers are available by default on local and managed
instances. Old stored and managed values still parse but cannot disable
them.

## What Changed

- Remove the aggregator gates from Apps, inline setup, server setup, and
agent search.
- Remove the Settings toggle and its UI hook.
- Retain the old setting key only for upgrade compatibility. Normalize
it to true and ignore managed overrides, as Apps already does.
- Replace opt-in fixtures with default-on coverage. Test old false
values, all four setup flows, provider choice, and the removed toggle.
- Update current connector guidance and remove the opt-in from the
runner acceptance fixture.

## Verification

- 306 focused tests passed across eight files: shared remote MCP
contracts; server remote MCP lifecycle, aggregator fallback, settings
normalization, and managed overlay; UI Apps browsing, setup, and
experimental settings.
- Server and UI TypeScript checks passed.
- UI token gates and `git diff --check` passed.
- The full local suite was not run, per the maintainer's instruction.
All 54 CI checks passed; two checks were skipped. One unrelated
workspace-preview readiness timeout passed on one failed-shard retry.
- The setup fixtures use simulated MCP responses. This change does not
claim new live provider acceptance.

## Risks

- Existing instances now show all four providers, even if the old flag
was false. This is intentional.
- External provider choice, credentials, company isolation, agent
grants, and tool policies still apply. Showing a connector does not
authorize an external account.
- No data migration is required. The compatibility key keeps old managed
configuration documents valid.
- Historical Zapier live acceptance remains incomplete in the existing
evidence report. The maintainer explicitly requested the default-on
rollout for all four existing providers; the report records that scoped
exception.

## Model Used

OpenAI GPT-6 (`gpt-6-astra`) through Codex, with reasoning, repository
tools, and test execution. 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>
2026-09-24 17:31:32 -05:00
DottaandPaperclip 18dac1e1ef feat(connections): add experimental memory providers and remote MCP access (#13942)
## Thinking Path

> - Paperclip manages AI agents and their work.
> - Connections give agents governed access to external tools.
> - Agents need durable memory across tasks and execution environments.
> - Mem0, Zep, Supermemory, Cognee, and Honcho provide hosted memory
tools.
> - This pull request adds their setup flows behind an experimental
toggle.
> - It also delivers assigned MCP tools through the native remote Codex
runner.
> - Operators can connect a provider once and use the same governed
tools locally or in Daytona.

## Linked Issues or Issue Description

**Problem or motivation**

The Apps catalog lacks a complete set of memory providers. Remote native
Codex agents also need access to assigned managed MCP tools without
receiving provider credentials.

**Proposed solution**

Add five memory connectors behind the disabled-by-default Experimental
memory connectors setting. Use the existing connection setup and
permissions UI. Default their tools to Allowed. Preserve company
boundaries, operator permission changes, provider scopes, and audit
attribution.

**Alternatives considered**

Direct provider credentials in each sandbox would duplicate setup and
bypass the managed gateway. The remote runner instead uses its existing
protocol channel to call the gateway on the server.

**Roadmap alignment**

This maintainer-requested experiment supports the Memory / Knowledge and
Connected Apps roadmap areas. It adds provider connections without
introducing a separate memory UI. Related connector authoring
documentation is tracked in #13692; no duplicate memory-provider
implementation was found.

## What Changed

- Add provider definitions, official branding, and the experimental
setting for all five providers.
- Use OAuth for Zep and Supermemory, API credentials for Mem0 and
Honcho, and a bundled Cloud API bridge for Cognee with no runtime
downloads or subprocesses.
- Default memory tools to Allowed and classify destructive actions
explicitly.
- Fix personal remote credential resolution and propagate provider tool
errors.
- Relay assigned managed MCP tools to remote native Codex through the
runner protocol. Recheck current authority for each call and rotate
stale tool contracts.
- Add 21 Storybook states and complete OAuth walkthrough fixtures.
- Document provider research, sanitized tool inventory, and live local
and Daytona proof.

## Verification

- Passed workspace typecheck: `pnpm -r typecheck`.
- Passed production build: `pnpm build`.
- Full local `pnpm test:run`: 13,273 passed, with failures from
process/readiness timeouts under parallel load. Reran all 16 affected
suites with one worker: 456 passed, leaving two macOS `/var` versus
`/private/var` path assertions. Both passed with `TMPDIR=/private/tmp`.
No test failures remain unverified. Latest-head remote CI passes all 54
checks (two optional Storybook jobs skipped). Greptile is 5/5 with no
unresolved findings.
- Latest Cognee gateway regression: 71 passed, including public
deployment without a runtime host and immediate recovery after a
provider error. Bundled bridge tests: 25 passed.
- Browser setup and real agent tasks exercised all five providers. Mem0,
Cognee, Zep, and Honcho have successful store/retrieve proof.
- Supermemory now has scoped read/write consent. Local storage and real
Daytona write, document read, and semantic recall passed; indexing
completion was verified before claiming success.
- All five providers were exercised through a real Daytona sandbox and
its native runner MCP relay. Provider credentials remained on the
server. The final bundled Cognee bridge also passed a fresh Daytona
store/recall run. All disposable sandboxes were removed and verified
absent after testing.
- Storybook is rebuilt and contains the experimental toggle, catalog,
setup, permissions, and error states. The Zep and Supermemory access
steps advance correctly.

## Risks

- Provider OAuth scopes and plan limits remain independent of Paperclip
tool permissions. An Allowed tool can still be rejected by the provider.
- Providers can queue memory indexing; save acceptance does not prove
that semantic recall is ready.
- Remote tool contracts must stay synchronized with current connection
authority. Regression tests cover revocation and stale contracts.
- This change has no database migration. Existing connections remain
usable when the experimental catalog toggle is disabled.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, repository
edits, code execution, and browser automation. The exact context window
size is not exposed in this session. Live acceptance agents 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 (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-24 15:54:38 -05:00
Michael Nguyen 30182c704c feat(telemetry): propose connector telemetry events behind proposal markers (#13582)
Adds connection.created / connection.updated / connection.invoked as proposed-telemetry wrappers (unregistered; the TelemetryClient cannot queue or send them) plus the server-side emitter wiring and tests. No telemetry is transmitted by this change. Proposal: #13578. Coordinated release plan and review package: PAP-24 (Step A.1).
2026-09-23 22:32:40 +00:00
DottaandPaperclip 24429024e7 feat: add Fireflies connector and summary-ready routines (#13890)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps gives agents governed access to external tools through stored
credentials.
> - Routines start work when an external service sends an event.
> - Fireflies provides meeting transcripts and summaries through an
official hosted MCP server.
> - This PR adds that connection and accepts signed meeting events
through the shared app webhook flow.
> - Agents can review completed meetings with the same permissions and
audit records as other work.

## Linked Issues or Issue Description

**Problem or motivation**

Operators need agents to read Fireflies meetings and start follow-up
work when a summary is ready. The Apps catalog lacks Fireflies. The
shared app webhook flow needs to accept its signed deliveries.

**Proposed solution**

Use the official Fireflies MCP endpoint with OAuth or a vaulted bearer
API key. Extend the existing Another app or script flow with signed
webhook support. Verify the raw-body signature and pass the JSON payload
as external data. Select Meeting Summarized in Fireflies. Deduplicate
identical signed deliveries, including setup deliveries.

**Alternatives considered**

A separate REST connector would duplicate the governed MCP path.
Polling, legacy V1 payloads, and automatic provider-side webhook
registration are outside this change.

**Roadmap alignment**

This extends the existing MCP Tool Gateway & Apps and Scheduled Routines
surfaces. It adds a provider to those systems. It does not introduce a
second integration framework.

**Additional context**

A GitHub search found no existing Fireflies issues or PRs. Provider
references and verification limits are in
`doc/connections/FIREFLIES.md`.

## What Changed

- Add the official Fireflies catalog definition, generated registry,
provider evidence, and branded artwork.
- Reuse Access → Connect, dynamic discovery, Permissions, vault storage,
policy, and audit behavior.
- Classify Fireflies sharing, movement, and access revocation as writes.
- Preserve Off and Ask first restrictions during OAuth reauthorization
and API-key replacement. New actions retain normal defaults.
- Add `app_webhook` authentication to the shared Another app or script
flow. Accept bearer tokens or raw-body HMAC-SHA256. Preserve earlier
`fireflies_hmac` triggers and revision snapshots for compatibility.
Existing text columns need no migration.
- Verify `X-Hub-Signature` or `X-Hub-Signature-256` against the exact
request body. Preserve generic event payloads and deduplicate identical
signed requests.
- Keep the routine wizard generic. Show one webhook URL and secret in
Another app or script. Keep all new app webhook event names
provider-neutral. Keep provider setup instructions in the connector
documentation.
- Pass generic webhook JSON to the task in an explicit external-data
block, capped at 16,384 characters. Keep strict meeting validation for
existing legacy Fireflies triggers.

## Verification

- Feature implementation commit `0882dc8a1`: all 54 CI checks passed;
two conditional Storybook checks skipped. This includes full tests,
typecheck, build, browser E2E, canary dry run, and security checks.
Greptile rated this commit 5/5; all review threads are resolved.
- Full local `pnpm -r typecheck`, `pnpm build`, and token gates passed
on the final code. Targeted connector, gateway, webhook, revision, and
UI suites passed during implementation. After the provider-neutral
follow-up, all 84 app-webhook and routine-service tests passed; the
final payload-to-task assertion also passed in the 72-test routine suite
and a clean-config rerun.
- The long local `pnpm test:run` invocation started before the final
edits and was stopped after the final-commit CI suites passed. It
reported one generic webhook test failure while those files were
changing; that test and the entire routine suite passed on the final
source, including a clean-config reproduction. The interrupted local run
is not counted as a full-suite pass.
- In the embedded browser, completed official OAuth consent and
discovered 20 live actions. Real meeting listing, transcript retrieval,
and summary/action-item retrieval succeeded as the selected agent.
Turning a live read Off blocked its test; catalog refresh preserved the
restriction.
- Embedded-browser Another app or script setup, back/save/resume, narrow
layout, and a signed synthetic Fireflies delivery succeeded. The UI
reported authentication passed without creating a task. Fixtures cover
signature tampering, malformed requests, ordinary app event names,
duplicate/setup deliveries, rotation, revisions, pause/archive, and
company isolation.
- Existing MCP browser suite: 8 passed and 2 provider-dependent cases
skipped. Branding checks passed; connector artwork and webhook setup
were checked at desktop/mobile widths and in light/dark modes.
- An unauthenticated POST to a correctly formatted public webhook URL
reached the staging tenant verifier through the existing Cloud gateway.
- A real Fireflies webhook delivery remains unverified. A staging
callback is available for the operator walkthrough. Live API-key
authorization, credential expiry, and a new meeting's summary completion
were not tested against the provider. Fixtures cover these protocol and
lifecycle paths where applicable.

- Storybook follow-up `c54174faa`: 27 production-component stories cover
every UI change, with a source-to-story map in the connector
documentation. Static Storybook build, UI typecheck, token gates, and
Playwright checks for all stories and the mobile footer pass. All PR
checks passed for this Storybook follow-up; Greptile reviewed
`c54174faa` at 5/5.

## Risks

- Fireflies may change its hosted MCP tools or OAuth behavior. Tool
discovery stays dynamic. Experimental search/fetch tools are not
required.
- Public webhook setup requires HTTPS and a separate signing secret.
Fireflies normally emits events for meetings owned by the configuring
account.
- Reauthorization touches shared MCP permission code. Regression tests
cover existing restrictions, new actions, connection removal, and other
gateway callers.
- Webhook receipt grants no tool access. The routine agent still needs
an authorized Fireflies connection.

- New generic triggers rely on provider event subscriptions. Without a
sender-supplied idempotency key, changed request bytes count as a new
event. Existing legacy Fireflies triggers retain summary-only filtering
and per-meeting deduplication.

## Model Used

OpenAI Codex, model `gpt-6-astra`. Used reasoning, repository editing,
code execution, and embedded-browser testing. The runtime did not expose
a context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-23 17:11:16 -05:00
DottaandPaperclip a10702a878 feat(slack): add governed tools for Slack-origin tasks (#13828)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors let people start and continue agent tasks from other
services.
> - A Slack conversation needs access to its surrounding discussion and
Slack collaboration tools.
> - The agent must use the linked requester's access and keep private
material within its permitted audience.
> - This pull request adds Slack tools through the existing connector
contribution and approval framework.
> - People can ask an invited bot to read a discussion, create follow-up
tasks, and collaborate in Slack.

## Linked Issues or Issue Description

**Subsystem affected**

Chat connectors, connector runtime, tool gateway, and connection
Settings/Access.

**Problem or motivation**

Slack-origin tasks can receive messages but cannot inspect the rest of a
channel or act through the originating bot. People must paste context or
configure a separate integration.

**Proposed solution**

Supply typed Slack tools and a bundled skill only to the originating
task and assigned agent. Resolve the linked requester on the server.
Check bot and requester access before reads and writes. Use existing
durable actions and approvals. Retrieved messages remain source
material.

**Alternatives considered**

Slack's user-OAuth MCP server does not replace the customer-created chat
bot. An unrestricted Web API proxy would not provide suitable permission
or publication boundaries.

**Roadmap alignment**

This extends the existing MCP Tool Gateway & Apps work with a provider
contribution. It does not add a task dispatcher or a separate Slack task
lifecycle. Related: #11144 covers generic per-user MCP grant execution;
this change binds Slack bot operations to chat-origin tasks.

## What Changed

- Add 39 typed Slack tools, a method/scope matrix, a bundled skill, and
shared native/HTTP execution.
- Bind tools to company, endpoint, task, run, assigned agent, and
admitted linked requester. Check membership and revocation on each call
and before queued writes.
- Add paginated reads, bounded history search, source links, messages,
file uploads, reactions, pins, bookmarks, topics, canvases, lists, and
approved channel operations.
- Restrict private-source publication, including automatic replies and
uploaded deliverables. Keep other people's bot DMs inaccessible.
- Reuse action receipts, idempotency, approvals, and reconciliation.
Suppress an identical explicit-send/final-reply duplicate. Return
governed results through their verified originating conversation.
- Add endpoint-bound personal search OAuth storage and lifecycle. Keep
native real-time search disabled until a runtime meets Slack's
transient-result requirements. Current runtimes use bounded history
search.
- Show capabilities, scope upgrades, and personal search authorization
in Settings/Access and Storybook. Document provider and runtime limits.

## Verification

- Current head `0eb21cba4`: CI checks pass and Greptile is 5/5 with no
unresolved findings. One unchanged rapid-callback timing test passed on
a single CI retry.
- Approval presentation regressions cover board-comment precedence and
exact Slack publication; the expanded database assertion passed in CI.
The local PostgreSQL startup probe later became unavailable, so that
final assertion was verified in CI. Slack setup and failed-run retry
browser tests also passed locally.

- Full workspace typecheck and build passed. Server typecheck/build
passed again after the approval routing fix.
- Broad local suites passed in separate groups: server 12,958 tests, UI
6,555, shared 770, skills catalog 20, and other workspace packages
2,652. CLI and serialized server checks passed after environment/timeout
retries. These are composite results, not one uninterrupted green
full-suite invocation.
- PostgreSQL authority regression covers admitted identity,
cross-company/task/agent rejection, recovery, retained-session
revocation, OAuth refresh/disconnect races, approval execution, exact
publication lineage, retries, uncertain sends, and duplicate
suppression.
- Gateway/response regressions cover separate-origin approval batches
and durable continuation. Focused provider, access, search, native
runtime, route, and AgentMail regressions pass.
- Storybook capability, missing-scope, OAuth configuration,
authorization, and disconnect states were inspected in the browser.
- Live staging: read a channel decision and full thread, create exactly
two assigned backlog tasks, add a reaction, paginate discovery to
exhaustion, and return bounded search matches with source links and
coverage.
- Live staging: create/edit/read a canvas and list, inspect the canvas
in Slack, post/edit one message, and create a channel only after
approval. New channels remain disabled for responses.
- Live staging: read a response-disabled channel from the requester's
DM; writes to that channel were denied. The test setting was restored.
- Final live retest passed: explicit file upload and exact content
read-back; approved deletion of only the disposable bot message;
continuation confirmation returned to the original Slack thread without
repeating the action.
- Optional OAuth, private multi-user boundaries, native RTS, and CLI
provider execution are not fully live-qualified. The staging agent
initially supplied malformed tool arguments; valid arguments succeeded,
and the tool/skill descriptions now emphasize UUID write keys.

## Risks

- Existing Slack apps must add scopes and reinstall for new
capabilities. Provider plans and document permissions can still restrict
operations.
- Instances need an independent `PAPERCLIP_TOOL_ACTION_SIGNING_SECRET`
for governed tool actions. The staging instance was configured with
explicit operator approval; fleet provisioning is a separate gap.
- Native RTS is not exposed on current transcript-retaining runtimes.
Bounded history scans are deliberately reported as incomplete. Inline
file reads support text/canvas content up to 256 KiB; other types return
metadata.
- Private document edits fail closed when the full audience cannot be
verified. Uncertain effects other than posts/uploads require inspection
instead of blind retries.
- Shared approval-delivery code now separates outcomes by source run to
preserve origin boundaries. No database migration is required.
- A separate completion-validator gap remains when the agent cites a
prior run's registered artifact during finalization. It asked for
registration again even though Slack delivery was confirmed. This change
does not add a connector-specific task-completion policy.

## Model Used

OpenAI GPT-6 through Codex, with repository tools, code execution, and
browser testing. The exact deployed model identifier and context-window
size were not exposed in the session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-22 15:29:07 -05:00
DottaandPaperclip a959e47508 fix(apps): reduce Google Chat scopes and block unread filters (#13820)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps give agents controlled access to external services.
> - Google Chat uses OAuth profiles and reviewed MCP tools.
> - Those profiles request membership and read-state access that the
supported feature set does not need.
> - Removing read-state access also requires us to block unread search
filters, including on existing connections.
> - This pull request reduces both OAuth methods and enforces the
reduced search contract before dispatch.
> - Users retain conversation lookup, message history, ordinary search,
and approved message sending.

## Linked Issues or Issue Description

**What happened?**

Both Google Chat profiles request membership and read-state scopes. The
supported tool set does not include membership listing or read-state
updates. Message search still advertises an unread filter. Related work:
Refs #12619.

**Expected behavior**

Managed and customer-owned OAuth request only the scopes needed for
supported features. Unsupported unread filters fail clearly before any
provider call. Existing cached catalogs and broader grants must not
bypass that policy.

**Steps to reproduce**

Start Google Chat OAuth from either connection method and inspect the
requested scopes. Inspect the message-search tool schema, then submit a
search with `searchParameters.isUnread` set to true or false.

**Paperclip version or commit**

The scope change is based on master at `110d176fc`.

**Deployment mode**

Managed Cloud and self-hosted instances with Google Chat Apps enabled.

## What Changed

- Remove `chat.memberships.readonly` and `chat.users.readstate.readonly`
from shared profiles and all four Chat connection methods.
- Hide unsupported read-state fields and instructions in agent and board
Test tool schemas.
- Reject explicit unread filters, including false, null, snake-case
fields, and encoded filter objects, before provider dispatch.
- Recheck previously approved calls and support existing profile-bound
and URL-only Chat connections.
- Add scope, signed broker request, OAuth URL, allowlist, schema, and
dispatch regression tests.
- Document coordinated app/broker rollout, existing-grant reconnects,
and the remaining deployment checks.

## Verification

- All seven focused OAuth and Chat gateway test files pass: 498 tests on
the rebased branch.
- `pnpm -r typecheck` and `pnpm build` pass, using pinned pnpm 9.15.4.
- The complete sharded CI test matrix passes, including general server,
Chat, workspace, serialized server, Runner, and all eight browser e2e
shards. The duplicate unsharded local `pnpm test:run` was stopped after
CI passed; it did not complete locally.
- `git diff --check` passes.
- `node scripts/ingest-app-definitions.mjs` succeeds and leaves the
branch unchanged. Google Workspace JSON is the durable reviewed input
used by the generator.
- All current-head CI checks pass at
`7ee755371714dc036fff1c7da844776fee3f2ec1`, including typecheck, build,
and canary dry run. Greptile is 5/5 with zero unresolved threads. The
generator concern was withdrawn after review of the source and
regeneration evidence.
- No production deployment or live Google consent test was performed.
After coordinated deployment, verify reduced consent scopes, normal
search/history, message sending, and rejection of unread filters.

## Risks

- Coordinate deployment with the companion Cloud broker scope change.
Mixed versions can reject exact-scope requests.
- Existing tokens are not narrowed or revoked. Grants with old scopes
need new consent. Do not revoke a shared Google client to migrate one
profile.
- Explicit unread filters now return an error instead of being sent to
Google. Ordinary search and the approved send tool remain available.
- No database, UI, lockfile, or workflow changes.

## Model Used

OpenAI Codex, a GPT-5-based coding agent, with tool use and code
execution. The exact runtime model ID and context window were not
exposed in this session.

## Checklist

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

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-22 15:12:30 -05:00
Devin FoleyandPaperclip c496acb570 Return client errors for known OAuth reconnect states (#13794)
Map missing OAuth refresh credentials and terminal reauthorization to HTTP 422. Preserve reconnect instructions and reporting of unexpected provider failures.

All 363 focused tests and server typecheck pass. Required CI and review checks passed; Greptile 5/5 with no unresolved comments.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-21 20:50:01 -07:00
Devin FoleyandPaperclip a7d3b17a97 Explain disabled Slack MCP app access during discovery
Recognize Slack's exact disabled-app response and return actionable setup
instructions from catalog and health routes. Bound response parsing and keep
unknown upstream errors reportable without exposing provider settings links.

Verified 361 focused tests, server typecheck, and authenticated discovery.
The three route regressions fail before this change and pass afterward.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-21 20:25:06 -07:00
Devin FoleyandPaperclip 878734a061 fix(tools): treat OAuth sign-in challenges as client errors (#13786)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connected apps can require OAuth sign-in before they list their
tools.
> - Remote discovery recognizes this condition as `oauth_challenge`.
> - Discovery and catalog refresh currently return it as HTTP 502.
> - The server error handler reports that response as a crash.
> - This pull request returns HTTP 422 for the explicit sign-in
challenge.
> - The operator keeps the sign-in instructions, while unexpected
upstream failures remain reportable.

## Linked Issues or Issue Description

**What happened?**

Connecting a remote MCP app that answers with a recognized OAuth
challenge returns HTTP 502. Reading an empty catalog or explicitly
refreshing it does the same. The server error handler then sends the
expected sign-in condition to error monitoring.

**Expected behavior**

A known sign-in requirement returns HTTP 422 with the existing
`oauth_challenge` code, message, and setup/reconnect links. An
unexplained upstream HTTP 400 or an unavailable upstream service still
returns 502 and reaches error monitoring.

**Steps to reproduce**

1. Configure a remote MCP app that returns HTTP 401 with a Bearer
challenge.
2. Connect the app, read its empty catalog, or request a catalog
refresh.
3. Observe HTTP 502 and a server error report before this change.

**Paperclip version or commit**

Reproduced on `6de50ba594b15efaa3eae6ed869cd39b3a436456`.

**Deployment mode**

Server with remote MCP connections. The regression coverage uses local
PostgreSQL and mocked upstream HTTP responses.

Related: #9750 addresses MCP initialization and session recovery. It
does not change the classification of this recognized sign-in condition.
Targeted searches found no duplicate classification PR.

## What Changed

- Return 422 for `oauth_challenge` from discovery and from catalog
health-error normalization.
- Preserve the existing structured error and remediation links.
- Test automatic empty-catalog reads and explicit refreshes. Verify that
OAuth challenges produce no Sentry capture and that upstream 400/503
failures still do.
- Update the direct-connect and blocked-redirect expectations and
document the monitoring behavior.

## Verification

- Before the fix, three sign-in route regressions fail with 502 instead
of 422; all four upstream-error controls pass.
- After the fix, all 339 tool-access and error-handler tests pass,
including authorization and redirect protections.
- These suites ran against disposable Homebrew PostgreSQL 16.14 through
the existing test-constructor seam. The temporary setup and config
remain outside the repository. CI uses the ordinary embedded PostgreSQL
setup.
- Direct server `tsc --noEmit` passes.
- Full build and recursive typecheck were attempted; the Runner Rust
step cannot run because `cargo` is absent on this machine.
- Full `pnpm test:run`: 8,211 passed, 14 failed, 4,759 skipped. The 36
failed files match the existing embedded PostgreSQL startup/cleanup and
macOS runtime-cache `EACCES` limitations. The changed database-backed
service suite passed separately with local PostgreSQL.
- Greptile: 5/5 with no unresolved comments. Seven CI workers received a
simultaneous shutdown signal; the failed jobs are being retried through
the normal workflow. Other completed checks passed.

## Risks

Low risk. Clients now receive 422 instead of 502 for the explicit
`oauth_challenge` condition. The code, message, and remediation links
remain available. No permissions, credential handling, OAuth discovery
rules, retry policy, or schema change. Other upstream failures retain
their existing behavior.

## Model Used

OpenAI GPT-6 via Codex, with reasoning, repository inspection, code
editing, and test execution. The session does not expose an exact model
snapshot 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 (339 service and
error-handler tests; full workspace limitations are 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
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-22 00:34:45 +00:00
DottaandPaperclip 8813a50105 feat: run GitHub review bots through Paperclip agents (#13717)
## Thinking Path

> - Paperclip manages agent work as tasks and runs.
> - GitHub chat brings repository conversations into those tasks.
> - A review bot needs the assigned agent, its authority, and governed
provider tools.
> - The existing channel connection did not supply that review workflow
or a complete setup journey.
> - This pull request adds GitHub App setup, account access, event
prompts, task-bound review tools, and exact-commit checks.
> - Operators can inspect each review through the same task, run, and
activity systems.

## Linked Issues or Issue Description

**Subsystem affected**

GitHub chat, governed connection tools, task execution, shared/database
contracts, and connector setup UI.

**Problem or motivation**

Operators need a GitHub review bot that runs their assigned Paperclip
agent. Mentions and PR events must preserve task ownership and requester
authority. Provider publication must use the bot App identity and
enforce the configured permissions.

**Proposed solution**

Extend the existing GitHub chat connector with resumable App onboarding,
linked-member and sponsored-guest access, editable event prompts, and
governed review operations. Validate structured assessments on the
server and compute a stable Paperclip Review check for the exact head
commit.

**Alternatives considered**

A separate review scheduler would duplicate Paperclip execution and
permissions. Reusing personal GitHub credentials would change the bot
identity and credential boundary.

**Roadmap alignment**

This extends the existing Connected Apps and governed-tool
infrastructure. The project owner requested and approved this design.
Related PR #8645 imports external Codex review feedback; this change
runs an assigned Paperclip agent and publishes its results through the
existing chat connector.

## What Changed

- Include the current Paperclip instance origin in the copied setup
prompt. Storybook uses its configured Paperclip origin; callback
parameters and URL credentials are excluded.

- Add a Claude/Codex copy button in the real setup and Storybook opening
step. Its detailed prompt asks four setup questions and guides
embedded-browser setup, verification, and optional required checks.
Clipboard failure exposes selectable instructions.
- Add a tutorial that explains why App installation, review scheduling,
and required checks are separate choices.

- Add manifest registration, an existing-App path, separate installation
and repository selection, repository refresh, and explicit account
confirmation.
- Add low-trust agent guidance, effective capability verification,
member selection, and explicit restricted guests with a sponsor.
- Add configurable PR events, prompts, repository overrides, rating
thresholds, and separate formal-review permissions.
- Give the assigned agent governed App tools to read PRs, comment, begin
an assessment, submit findings, and optionally submit a formal review.
- Bind review history, root PR events, and inline replies to ordinary
tasks. Deduplicate deliveries/findings and reject stale publication.
- Link check Details to the underlying task on the current trusted
hostname, or to Reviews before task creation.
- Add schema migration 0283, API contracts, production UI, and 49
interactive Storybook states.
- Repair local lease recovery. Keep the Cloud Dockerfile identical to
master; no provider-pack layer or runtime-default environment variable
is added.
- Retry only rolled-back wake-admission transactions after transient
endpoint-lock contention. A deterministic held-lock regression proves
one accepted wake.

## Verification

- Current head: `7ba761fe007bb798400d3e62346fa964f607f0f8`, rebased on
master `d9b3a5653e41f2ee5a1345b97c86a238f7a5c8e9`. Dockerfile has zero
diff against master. Final workspace typecheck and build passed. The new
PostgreSQL migration regression passed and preserves existing relation
and constraint identities after replay.
- Greptile reviewed this exact head at 5/5. There are zero unresolved
review threads and no merge conflicts.
- All current-head checks are green: 54 passed and two conditional
Storybook jobs skipped. This includes complete server/workspace test
suites, build, typechecks, policy checks, Runner suites, browser suites,
and security status. One timing-sensitive callback-ordering test passed
in isolation and its CI shard passed one retry. The duplicate local
full-suite run was stopped after CI completed; it is not counted as a
local full-suite pass.
- Before the final Slack rebase and migration renumbering, 186 focused
GitHub tests, 14 native bootstrap cases, token gates, and Storybook
build passed. The final rebase retained the new Slack communication
guidance.
- The embedded-browser setup test copied the full detailed prompt,
including the configured Paperclip instance URL. Desktop and narrow
layouts were checked. Component tests cover successful copying and
clipboard failure with selectable text and retry.
- Live local and hosted GitHub acceptance evidence refers to application
revision `cb703ac959876a07ebf3d7a295847f9f351eb6fc`. Real agent tasks
exercised issue mentions, automatic PR reviews, inline findings,
repeated mentions, task continuation, and failing-to-passing checks
after a push. The Storybook agent generated, built, and browser-rendered
pages; missing acceptance text failed, matching text passed, and broken
JSX produced an incomplete result.
- Live cases also covered independently disabled push events, prompt
injection, duplicate signed deliveries, rapid pushes, stale-result
rejection, finding deduplication, and restart recovery. Formal reviews
were denied while disabled and published only after explicit enablement.
Check Details links pointed to the underlying task on the trusted
hostname.
- Those hosted native Claude runs used the provider-pack layer now
removed from this PR. They do not prove native Claude works on the
standard Cloud image. A replacement hosted native Codex run is not yet
verified: the disposable QA tenant has only an Anthropic AI connection.
No new staging or production deployment was made for the packaging
removal.
- Required-check merge enforcement could not be tested because the
private disposable repository's GitHub plan rejected the rules
configuration. Published success/failure/incomplete check states were
verified directly.

## Risks

- Latest master allocated migration 0282 to Slack. The GitHub migration
is regenerated as 0283 with replay-safe table/index/constraint creation;
a PostgreSQL regression verifies existing relations and constraints are
preserved. Existing preview tenants remain subject to the fleet
migration-history compatibility preflight; no bypass is introduced.

- Migration 0283 adds company-scoped configuration, registration,
review, and publication records. Existing connections retain their
behavior until reviews/tools are enabled.
- Signed webhooks and expiring registration state remain required.
Hosted installations also need the companion narrow Cloud gateway
exemptions.
- Agent assessments can be incomplete or wrong. The server enforces
coverage/result structure, current-head publication, rating policy, and
separate formal-review permission; it does not replace code-review
judgment.
- No Cloud image packaging changes are included. Remote native
ACPX/Claude and OpenCode retain their existing operator-supplied
provider-pack prerequisite. Native Codex and Codex with managed MCP
tools do not require that pack. Earlier staging deployment evidence
refers to its stated revision, not this packaging-removal head.
Production rollout and merging remain outside this change.

## Model Used

OpenAI GPT-6 through Codex, with repository, code execution, API, and
embedded-browser tools. The exact serving model ID and context-window
size were not exposed by the environment.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 14:41:19 -05:00
DottaandPaperclip b82661b561 refactor(connections): retire the legacy Composio broker (#13758)
## Thinking Path

> - Paperclip manages agents and their access to external tools.
> - Connectors expose these tools through a governed MCP gateway.
> - PR #13755 added a direct Composio MCP connection behind the
experimental MCP aggregators flag.
> - The old project API-key broker still created toolkit child
connections and showed a separate Services tab.
> - Keeping both paths leaves obsolete setup and session code in the
product.
> - This change removes the broker and preserves direct MCP setup,
credentials, permissions, and execution.
> - Saved legacy records fail closed and remain available for explicit
removal.

## Linked Issues or Issue Description

Related: #13755. This retirement supersedes the legacy-path fixes
proposed in #12630, #12632, #12634, and #12906. It does not close those
PRs.

**What existing behavior does this improve?**

Composio connector setup, management, and runtime dispatch.

**Current behavior**

Composio offers both direct MCP and a project API-key broker. The broker
mints sessions and creates one child connection per toolkit.

**Proposed behavior**

Offer only direct MCP. Remove the toolkit Services UI, REST routes, API
client, and session broker. Block saved legacy parent and child records
from discovery, execution, health checks, reconnect, and OAuth. Preserve
their records and credentials until the operator removes each
connection.

**Reason and benefit**

The direct MCP connector becomes the single supported Composio workflow.
Provider accounts remain managed in Composio.

## What Changed

- Remove the API-key catalog method and its generated-source definition.
- Delete Composio broker clients, session creation, account
synchronization, child lifecycle, and toolkit routes.
- Remove the Services tab, service rows, child provenance, and
cascade-removal controls. Keep Vercel provenance intact.
- Retain a shared retirement guard for stored legacy records. Show
Retired status and replacement/removal guidance in the connection list
and details; hide obsolete runtime controls.
- Preserve the experimental MCP aggregators flag and direct MCP
infrastructure.
- Replace broker fixtures with retirement tests and extend direct
Composio catalog/reconnect coverage.

## Verification

- Focused shared, server, and UI tests passed with one worker. Server
retirement tests use a name filter; no full local test suite was run, as
requested.
- Server and UI TypeScript checks passed.
- Token gates and UI build passed.
- Real browser: opened the saved Composio connection, refreshed all 11
tools, and ran the provider's read-only GitHub account-list operation
through the standard Test dialog as an agent. The provider returned
success using the existing OAuth credentials.
- See `doc/connections/COMPOSIO-BROKER-RETIREMENT.md` for scope and live
evidence.
- Storybook build passed. A fresh real agent used
`COMPOSIO_SEARCH_TOOLS` and `COMPOSIO_MULTI_EXECUTE_TOOL` to return the
actual Paperclip DeepWiki hierarchy: one success, zero errors. Gateway
audit records confirm both calls succeeded.
- Browser retirement check: a credential-free legacy fixture showed the
guidance, opened the direct MCP replacement flow, and was removed
through the standard confirmation.
- Focused regressions for the experimental settings copy and exact
OpenAPI route coverage passed. All latest-head CI checks passed (54
successful, two intentionally skipped); Greptile scored 5/5 with no
unresolved review threads. The PR has no merge conflicts.

## Risks

This intentionally breaks the old Composio project API-key and
child-connection workflow. Existing legacy records cannot run, even if
their stored status is active. Operators must create a new direct MCP
connection and choose access rules; credentials and grants are not
migrated. Remove each old record separately to delete its credentials.
No schema migration or data deletion runs automatically. Direct MCP
connections keep their existing grants and secrets.

## Model Used

OpenAI GPT-6 via Codex, with reasoning, code execution, and browser
tools. The exact runtime variant and context-window size are not exposed
in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 13:57:35 -05:00
DottaandPaperclip e8c8ba3c19 feat(apps): add experimental MCP aggregator connectors (#13755)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its tool gateway applies company access rules and approval controls
to connected apps.
> - MCP aggregators expose many apps through one provider endpoint.
> - Each aggregator needs its own credential, catalog, grants, and
lifecycle in Paperclip.
> - This pull request adds independent Zapier, Arcade, Composio Connect,
and Executor setup with a common Access → Connect layout.
> - A default-off MCP aggregators flag lets operators opt in while we
complete provider acceptance tests.
> - Agents use the normal Paperclip permissions, Test screen, and
gateway after setup.

## Linked Issues or Issue Description

**Subsystem affected**

Apps, connection setup, shared contracts, and the remote MCP gateway.

**Problem or motivation**

Aggregator endpoints need clear provider setup and correct MCP sessions.
Generic setup does not explain each provider's authentication or broad
execution tools. Provider approval must preserve the original execution
instead of replaying a write.

**Proposed solution**

Add four separate connectors behind Settings → Experimental → MCP
aggregators. Start with human and agent access, then connect the
endpoint and read its tools. Enable tools by default. Use the existing
Permissions and Test screens after setup. Keep legacy Composio API-key
and child connections intact.

**Alternatives considered**

A shared connection for all providers would mix credentials and access
rules. Separate provider-specific permission and test screens would
duplicate existing controls. Vercel Connect is outside this change.

**Roadmap alignment**

Extends the existing MCP Tool Gateway & Apps capability and the
Connected Apps roadmap area. This work was requested and reviewed by the
maintainer.

Related work: #11894, #12630, #12632, #12634, and #12906 concern the
legacy Composio broker. #13102 also covers remote MCP pagination. This
change preserves the broker path and adds initialized sessions, response
matching, and provider resume handling alongside pagination.

## What Changed

- Add branded setup and interactive Storybooks for Zapier, Arcade,
Composio Connect, and Executor. Use the existing access controls and
normal action tests. Do not request a connection name or action choices
during setup.
- Add the default-off `enableMcpAggregators` flag to settings, managed
feature metadata, the catalog, and setup guards. Hidden connections keep
running. Legacy Composio connections remain unchanged.
- Reuse the vault, grants, policy, and catalog models. Support OAuth
discovery, bearer tokens, custom headers, and credential-bearing URLs.
Add no database tables or migrations.
- Initialize and retain Streamable HTTP sessions by connection and
effective credentials. Read paginated catalogs and match streaming
responses to request IDs.
- Classify unfamiliar aggregator tools as writes despite upstream
read-only hints; only exact reviewed read capabilities enter the
read-only allowlist. Legacy Composio child behavior is preserved.
- Preserve provider authorization links and execution IDs. Support
Executor approve/resume, decline, and cancel without automatic replay of
uncertain writes.
- Preserve Off and Ask first choices during refresh and reconnect. Allow
new tools and retire removed tools. Keep agent access updates atomic and
preserve an empty agent selection.
- Document connector UX rules, provider branding sources, and live
acceptance results.
- Stabilize the existing Sentry release fixture after its repeated CI
failure by reusing one module mock; production Sentry behavior is
unchanged.

## Verification

- Final head `d11781970`: [CI
run](https://github.com/paperclipai/paperclip/actions/runs/35633534900)
passed, including broad typecheck, test shards, build, and E2E. All 54
checks pass; 2 optional checks are skipped. Greptile is 5/5, Security
Scan passes, and all review threads are resolved.

- Passed 27 focused connector Vitest checks and 18 connector-only
Storybook browser checks before the flag change. All 85 stories rendered
at desktop and narrow widths.
- Passed 5 connector lifecycle/server checks and 7 selected flag checks
after adding the flag. The latter cover settings, managed defaults,
cached catalog visibility, and all four setup routes.
- Review fixes passed 13 risk/handoff/lifecycle checks, dedicated
session-expiration and transport regressions, 13 selected
connector/gateway CI cases, and 10 selected setup/reconnect UI cases. A
real Composio connection-list call also succeeded through the refreshed
UI on `9ab115f71`.
- UI and server TypeScript checks passed. UI build, Storybook build,
token gates, and diff whitespace checks passed during implementation.
- Real browser and real Paperclip agent tests passed for Arcade,
Composio, and Executor. Tested action permissions, denied agent access,
reconnect, disconnect, and isolation. Tested Arcade catalog
additions/removal and Executor provider approve/resume, decline, and
cancel.
- Zapier live acceptance is incomplete. Its dedicated provider server is
configured, but its credential-copy dialog returned an empty clipboard
through browser automation. No live Zapier action is claimed.
- The three isolated Sentry release cases pass after the CI fixture fix.
- Local verification is deliberately narrow at the maintainer's request.
The full local suite, recursive typecheck, and repository-wide build
were not run. CI provides the broader checks.

## Risks

- Shared MCP transport changes affect other remote MCP servers. Protocol
fixtures cover initialized sessions, streaming response matching,
pagination, and isolation.
- Broad execution tools remain broad permissions. The provider governs
actions inside those tools.
- Provider handoff links are retained briefly in memory. After a server
restart, a one-time link may require reopening the provider dashboard.
Paperclip does not replay the original call.
- Zapier remains unproven live. Custom-header imports and self-hosted
endpoints have fixture coverage rather than a separate live account for
every variant.
- Turning the experimental flag off hides setup; it does not revoke
existing credentials or stop existing connections.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, shell
execution, and browser automation. The exact runtime model ID and
context-window size are not exposed in this session. A separate
Anthropic-backed Paperclip agent performed live gateway acceptance
tasks.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 12:53:11 -05:00
Devin FoleyandPaperclip 165b10bd98 fix: enable GitHub Actions MCP toolset (#13553)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The GitHub connector lets agents use repository tools through MCP.
> - GitHub excludes Actions from its default MCP toolsets.
> - Approval of Actions permissions therefore does not make workflow
tools appear in Paperclip.
> - This pull request adds Actions to the requested toolsets for
discovery and execution.
> - Users can refresh existing connections and use workflow tools under
the existing access rules.

## Linked Issues or Issue Description

**What happened?**

GitHub Actions tools remain absent after the GitHub App receives Actions
read/write access and the user refreshes actions in Paperclip. Paperclip
does not request the Actions MCP toolset.

**Expected behavior**

Authorized GitHub connections expose workflow tools, including
`actions_run_trigger` with `method: "run_workflow"`, so agents can
dispatch an existing release workflow.

**Steps to reproduce**

1. Connect GitHub to Paperclip with access to a repository that has a
dispatchable workflow.
2. Grant the GitHub App Actions read/write permission and approve the
installation update.
3. Refresh the connection's actions in Paperclip.
4. Observe that the workflow tools are absent.

**Paperclip version or commit**

Base commit: `fae698031`.

**Deployment mode**

Hosted instance with a managed GitHub connection. The same missing
header affects PAT connections.

No matching public issue or pull request was found in the duplicate
search.

## What Changed

- Send `X-MCP-Toolsets: default,actions` through the shared GitHub MCP
header helper. This covers discovery, refresh, and execution for
existing and new managed or PAT connections, including legacy rows
identified through `transportConfig`.
- Test catalog refresh, tool risk classification, and workflow dispatch
through a mock MCP server.
- Document tool names, workflow arguments, required GitHub permissions,
and the refresh step.

## Verification

- Passed both affected test suites: `pnpm exec vitest run
server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/tool-gateway.test.ts` (391 tests).
- Passed `pnpm check:token-gates` and `git diff --check`.
- Live provider check: the default catalog returned 45 tools.
`default,actions` returned 49 tools, with no tools removed. The four
added tools were `actions_get`, `actions_list`, `actions_run_trigger`,
and `get_job_logs`.
- Live `actions_get` / `get_workflow` call succeeded. No workflow was
dispatched during live verification.
- Passed `pnpm -r typecheck` and `pnpm build` with the existing Rust
toolchain added to PATH.
- Rechecked server typecheck and build after the legacy-connection fix;
both passed.
- The full local test run has reported three skills-cache failures in
`company-skills-service.test.ts`. All three reproduce on the untouched
base commit (`fae698031`) on this macOS host: runtime-cache directory
renames fail with `EACCES`. The full run remains in progress.
- Greptile: 5/5 on `7d391e3c7`, with no unresolved review threads.
- After deployment, use **Refresh actions** on an existing GitHub
connection and verify the workflow tools appear.

## Risks

- Refreshed GitHub catalogs expose more tools. Existing access,
approval, and quarantine rules still apply. `actions_run_trigger` keeps
GitHub's destructive classification because it also supports
cancellation and log deletion.
- GitHub still enforces token and installation permissions. Dispatch
requires Actions write permission and a workflow with
`workflow_dispatch`.
- No database migration or saved connection edit is required.

## Model Used

OpenAI GPT-6 through Codex, with code execution and tool use. The exact
serving model ID and context window are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-16 17:10:34 -07:00
Devin FoleyandPaperclip 6fe8e30625 feat(apps): add Railway connection and governed deployment tools (#13415)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps gives agents governed access to external resources.
> - Operators need to inspect Railway services, read logs, deploy code,
and run container commands.
> - Railway offers hosted MCP with OAuth, but broad remote actions hide
their internal operations.
> - This PR adds a branded connection and fixed direct operations
through the existing gateway.
> - Separate SSH keys enable container commands under the same grants
and policies.
> - Operators can require approval for an action and inspect the
resulting audit record.

## Linked Issues or Issue Description

**Subsystem affected**

Apps catalog, connection setup, gateway execution, and connection
documentation.

**Problem or motivation**

Agents need Railway access through Paperclip. Operators need to grant
and revoke that access, inspect available actions, and govern deployment
and container operations without giving agents provider credentials.

**Proposed solution**

Reuse hosted MCP OAuth, vault storage, catalog discovery, grants, and
the gateway. Probe the actual credential before enabling fixed GraphQL
operations. Use a dedicated grant-owned SSH key for bounded container
commands.

**Alternatives considered**

A catalog entry alone cannot execute the missing operations. The hosted
general agent has opaque internal effects. An unrestricted CLI runtime
can bypass action policy and inherit ambient credentials.

**Roadmap alignment**

This extends the existing MCP Tool Gateway & Apps path and the Connected
Apps direction in ROADMAP.md. It does not add a plugin or parallel
connection service.

Related PRs #311, #939, and #7861 concern hosting Paperclip on Railway.
They do not add this outbound Apps connection. The separate shared
agent-picker fix is #13414 and is not included here.

## What Changed

- Add the generated Railway catalog entry, official marks, provenance,
and OAuth setup guidance.
- Add fixed service/deployment status, bounded logs, and
redeploy/restart/rollback tools. Block source deployment until the
provider can atomically bind the approved repository and commit.
- Verify API access with an explicit workspace before exposing direct
tools.
- Add grant-owned SSH key setup and a bounded runner with host
verification, target checks, isolated state, and cleanup.
- Block the opaque hosted railway-agent and accept-deploy actions.
Preserve normal Allowed defaults and Ask-first policies for other
actions.
- Quarantine new or changed Railway schemas after initial discovery,
including reconnect.
- Add provider, lifecycle, gateway, SSH, UI, and browser fixtures.
Document setup, limitations, and the release checklist.

## Verification

- Security follow-up: removed the unsafe source-deployment mutation.
Direct calls and old active catalog entries are denied before any
upstream request, including normalized aliases. Refresh marks retired
entries disabled. All 386 focused Railway, catalog and gateway tests
passed, and server TypeScript checking passed. Full [GitHub
CI](https://github.com/paperclipai/paperclip/actions/runs/35139421144)
passed on d86530ab9, including typecheck, build, all tests, runner
checks, and browser tests. Superagent passed and confirmed the P2 fix.
Greptile reviewed the same commit at 5/5 with no findings.

- CI follow-up: fixed the missing Railway SSH operation in the OpenAPI
document, including its request schema, operator-only authentication,
and error responses. The failure reproduced locally before the fix; all
403 selected API, Railway, catalog, and artwork tests passed after it.
Synced current master and resolved the catalog/artwork conflicts.

- After rebase: 440 focused provider, lifecycle, gateway, catalog, and
container-panel tests passed. AppDetail and AppsConnect passed another
196 tests.
- Full typecheck, build, token gates, and the gallery browser check
passed after rebase.
- During implementation, full build and the gallery browser check
passed. Shared generic-MCP fixtures covered OAuth callback/state/issuer
binding and failure paths.
- Local live consent and tools/list succeeded. There were 44 active
hosted actions and two blocked actions. A workspace-bound API probe and
direct project/service/environment reads succeeded. The inspected
project had no deployed services. No provider mutation ran.
- Full GitHub CI passed on commit 303340f19, including all
server/workspace test groups, typecheck, build, runtime verification,
release dry run, and browser tests. The original local full-run attempt
was incomplete; the complete automated suite is now verified in CI.

Manual review: connect Railway, review the actual actions, install for
an agent, and run a resource read through the gateway. Choose Ask first
before testing a deployment mutation. Configure a dedicated key only
when container access is needed.

**Release qualification is still open.** Live agent gateway reads/logs,
rejected and approved deployment calls, refresh/revoke, public HTTPS
consent, and SSH enrollment/commands/cleanup need an authorized
disposable service. The passing API diagnostic does not replace those
tests. See doc/connections/RAILWAY.md and RAILWAY-REVIEW.md.

## Risks

Overall risk is medium. New runtime behavior is gated to Railway
connections, but the PR changes shared catalog, credential lifecycle,
and gateway code. A regression in those paths can affect other Apps
connections. The highest-impact operations are Railway deployments and
container commands.

- Provider consent can authorize an entire workspace. Catalog labels are
not local resource allowlists. Direct tools check target membership, and
provider permissions still apply.
- Shell commands have broad internal authority. Action policy cannot
approve each internal shell step. Timeouts close the local connection
but cannot guarantee remote child-process termination.
- Log and command output may contain application secrets that pattern
redaction cannot recognize.
- Source deployment is unavailable until the provider supports atomic
repository/commit binding. Existing deployments can still be redeployed,
restarted or rolled back.
- No database migration is required. Rollback can remove promotion and
direct dispatch while preserving connection data and the generic MCP
path.
- Live Railway qualification must still pass before release acceptance.

## Model Used

OpenAI Codex, based on GPT-6, with code execution and browser testing.
An independent read-only security agent reviewed the local
implementation. The exact serving model ID and context window were not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-16 13:54:44 -07:00
DottaandPaperclip 9adeabb590 fix(connections): unblock personal MCP auth discovery (#13497)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections let people give agents access to external tools.
> - A personal connection needs the current user's authorization.
> - A new MCP URL must be probed before Paperclip can discover its
sign-in method.
> - Requiring a personal grant before that probe prevents sign-in from
starting.
> - This pull request permits the initial probe for a creator-owned
draft with no credentials.
> - People can complete personal setup while later requests retain
authorization checks.

## Linked Issues or Issue Description

**What happened?**

Connecting an unknown MCP URL with "Just me" failed with HTTP 502 and
"This connection needs the current user's authorization". Paperclip
checked for a personal grant before contacting the provider. The health
wrapper also changed the expected authorization error into a server
error.

**Expected behavior**

Discover OAuth and start browser sign-in. Create a personal grant after
consent. For a public endpoint, discover its tools and create the empty
personal grant after a successful probe. Keep missing authorization on
later health checks as HTTP 422.

**Steps to reproduce**

1. Add an unknown remote MCP URL with no saved credentials.
2. Select "Just me".
3. Check the link. Before this fix, the request fails before sign-in or
tool discovery.

**Paperclip version or commit**

The three original regressions fail against `6cfe4acff` with the service
fix removed and pass with it restored.

**Deployment mode**

The defect was reported in production and reproduced in local server
tests with isolated PostgreSQL.

Related work: Refs #11831. Refs #11144. Searches found no duplicate fix.

## What Changed

- Allow an initial credential-free probe only for the creating user's
personal draft with unknown authentication and no supplied credentials.
- Leave OAuth grant creation to the callback. Create an empty personal
grant only after a public probe succeeds.
- Preserve the personal grant for URLs that already contain a
credential.
- Make empty personal grant creation conflict-safe without overwriting a
concurrent grant or duplicating its creation audit.
- Commit the empty grant and audit atomically. Retain the established
public draft identity after a later catalog failure, so a failed retry
cannot remove a successful retry's grant.
- Run the following catalog/default-profile step in its own transaction,
so failures discard partial catalog, profile, binding, and audit changes
without deleting the established identity.
- Verify archived personal connections retain their owner: another user
is rejected before probing, while the original owner can resume setup.
- Preserve `user_authorization_required` and HTTP 422 in health
failures.
- Cover the connect and OAuth callback routes, real loopback HTTP,
credential-bearing URLs, and later health checks.
- Document personal setup and the test fixtures.

## Verification

- Red/green: the original three tests failed with the exact reported
error before the fix and passed after it.
- The credential-bearing personal URL regression also failed before its
guard was added.
- Focused suite: `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/generic-mcp-connection.test.ts
src/__tests__/tool-access-service.test.ts` passed all 385 tests across
the two suites. An earlier run had a socket hang-up in an existing
agent-permissions test; the unchanged suite passed on rerun.
- The concurrent rollback regression failed before its fix because the
successful retry's grant was deleted. It now verifies the grant and
draft survive and a later normal health check succeeds.
- Database fault injection during profile-entry insertion reproduced
partial catalog writes before the transaction fix. The regression now
verifies unchanged catalog rows, no partial profile/bindings, a retained
grant, and successful retry.
- CI's first serialized-server shard 3 attempt failed an existing
peer-agent mutation test (the real run-context guard ran despite the
test's mock). The test passed in isolation and all 108 tests in that
suite passed unchanged locally. The single failed-shard rerun passed
without code changes.
- Final-commit CI: all 32 applicable checks passed on
`639f037987352cab6084c4ebfa5dbf7b0aed6046`, including all 385 affected
tests, the full test matrix, browser suite, build, typecheck, release
checks, and security checks. The two Storybook-only checks were not
applicable and skipped. Greptile is 5/5 with all review threads
resolved. [Successful CI
run](https://github.com/paperclipai/paperclip/actions/runs/35027478353).
- `pnpm -r typecheck` passed.
- `pnpm smoke:mcp-fixtures -- --require-paperclip` passed.
- `pnpm build` passed.
- Full local `pnpm test:run` was attempted: its general-server group
finished with 12,372 passed, 4 failed, and 70 skipped tests. The run
started before review edits; its two MCP failures used the old cached
service (including an insert without the new conflict clause). All 385
focused tests pass on the final code. The other failures were existing
workspace-cleanup and runtime-port tests; their unchanged suites passed
on rerun (66 passed, and 25 passed/3 skipped). The local command stopped
before later groups. The final-commit CI matrix is the full-suite merge
gate; this local run is not claimed as green.

## Risks

- The initial probe must not become a general authorization bypass. It
is restricted to the creating user's draft. Normal health checks retain
authorization enforcement.
- Public endpoints get a personal grant with no secrets only after they
answer successfully. Credential-bearing URLs keep their existing grant.
- The concurrent-probe regression seeds the catalog and default profile
to isolate grant creation. Existing first-time catalog/profile creation
races are outside this change; this does not claim to make the entire
setup flow concurrency-safe.
- No database migration or UI change is required. OAuth tests use a
simulated provider; the public endpoint test uses real loopback HTTP.

## Model Used

OpenAI Codex, GPT-6-based assistant for regression tests and PR
preparation; a GPT-5-based Codex assistant assisted with the initial
implementation. Exact runtime model IDs and context-window sizes are not
exposed in this session. Both used reasoning, repository tools, and code
execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-15 17:11:59 -05:00
DottaandPaperclip 13bae6fa21 fix: reject unsupported REST tool connections without stdio validation (#13346)
## Thinking Path

> - Paperclip manages AI agents and their connections.
> - Connection checks must use the configured transport.
> - The tool service treated every remaining transport as local stdio.
> - Anthropic's old REST method therefore failed with a templateId
error. A REST connection with a valid stdio template could incorrectly
pass.
> - Anthropic now has a supported AI-account flow. This pull request
removes its obsolete REST setup option and limits stdio checks to stdio
connections.
> - Users can connect an AI account, and existing unsupported
connections receive an accurate error.

## Linked Issues or Issue Description

Related: #13248 added the supported AI-account flow. Searches for
related REST health and templateId bugs found no duplicate fix.

**What happened?**

The Anthropic REST API-key connection showed `Local stdio MCP
connections must use an approved templateId`. Health checks and catalog
discovery both fell through to the local stdio path. A REST connection
with an approved template could report success and expose the template's
catalog without a REST integration.

**Expected behavior**

Only local stdio connections use command templates. Unsupported
transports return an accurate HTTP 422 error. New Anthropic accounts use
the supported runtime authentication flow.

**Steps to reproduce**

1. Check out the test-only commit `924e6e85a` in a separate worktree and
install dependencies.
2. Run `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
server/src/__tests__/tool-access-service.test.ts -t 'unsupported
REST|obsolete Anthropic'`.
3. The tests exercise saved Anthropic REST configuration and an
unsupported REST connection containing an approved stdio template. They
cover health checks and catalog discovery separately.
4. Run the same tests on the fix commit. They pass. The full affected
files also pass.

**Paperclip version or commit**

Reproduced against master `6cef9743c`.

**Deployment mode**

Server transport handling. Reproduced with an isolated embedded
PostgreSQL test database. No provider account or live credentials are
required.

## What Changed

- Restrict stdio health checks and tool discovery to `local_stdio`.
- Return and audit `tool_connection_transport_unsupported` with HTTP 422
for unsupported tool transports.
- Remove Anthropic's obsolete REST method from the generated catalog and
its durable ingestion source. Keep its subscription and API-key AI
methods.
- Cover the reported error, false-success case, rejected obsolete setup,
connection removal, and the UI's AI-account submission path.
- Replace impossible reconnect forms for removed methods with supported
setup, while preserving connection removal.
- Preserve AI-versus-tool intent isolation for legacy requests and
reject new unsupported Anthropic tool requests.
- Document recovery for existing unsupported connections.

## Verification

- Clean-worktree red/green: the same command failed all six regression
cases at `924e6e85a` and passed all six at `4d3de9de0`. The failing run
includes the reported templateId error.
- Green: all 555 tests across the six affected test files passed.
- Recovery UI red/green: three added cases failed before the recovery
fix and passed afterward; all 200 tests across setup, detail, and
advanced controls passed.
- After the recovery UI update, UI typecheck/build and token gates
passed again.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm check:token-gates` — passed.
- Catalog regeneration — passed with the documented
`PAPERCLIP_CONTENT_TEMPLATES` override for the local capture corpus.
- Full CI on `69fb31fd4` — passed all general and serialized test
shards, browser shards, typecheck, build, runner verification, and
canary dry run:
https://github.com/paperclipai/paperclip/actions/runs/34726975425.
- The local serial `pnpm test:run` was stopped after the fixture
correction superseded that run; full-suite verification above comes from
CI. All 555 affected tests passed locally, including all 17
connection-intent tests after the correction.
- Greptile — 5/5, successful check on final commit `69fb31fd4`, no
unresolved findings.
- No live Anthropic validation was performed. The UI regression uses a
fake key and a mocked AI-account response.

## Risks

Existing obsolete REST connections remain in needs-attention state.
Users must add an account through the supported flow and remove the old
connection. Credentials and grants are not transferred automatically.
Removal remains covered. The specialized AgentMail and Composio paths
keep their existing behavior. There are no schema or permission changes.

## Model Used

OpenAI GPT-6 through Codex. The exact serving model ID and
context-window capacity are not exposed in this session. Used reasoning,
code editing, shell tools, and test execution.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 19:26:58 -05:00
DottaandPaperclip 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>
2026-09-12 16:30:10 -05:00
DottaandPaperclip 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 250deab910.
The fix is rebased onto current master.

**Deployment mode**

Local source test-drive. Regression tests also cover authenticated cloud
mode, HTTPS callbacks, and instance credentials supplied through
environment variables.

Related PRs: #13098 preserves task context through enrollment and OAuth.
#12619 introduced the managed Google Workspace rollout. This PR fixes
availability validation and ownership changes in that setup flow.

## What Changed

- Share instance-specific managed-method filtering between catalog
discovery and connection creation.
- Keep stored managed methods recognizable during callback, refresh, and
revoke.
- Preserve credential ownership when switching to another method that
supports it.
- Replace the Google authentication radio cards with a small Use your
own Google OAuth app link. Reveal custom fields only when selected, with
a Use Paperclip instead link to return. Associate the toggle with its
labeled field region for screen readers.
- Test all 16 managed Google Workspace profiles in local and
authenticated cloud modes, including cloud environment credentials and
unavailable profiles.
- Test ownership across all nine Workspace app cards, including
capability changes, authentication changes, and enrollment return.
- Document the shared availability and ownership behavior.

## Verification

- All 135 setup tests pass after the UI change. The focused connector
and service suites also passed before this presentation-only change.
- The expanded Workspace matrix includes 32 local/cloud callback cases,
16 cloud environment-identity cases, 32 unavailable-profile cases, and
18 UI ownership cases.
- `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass.
UI typecheck and token gates also pass on final commit `2071002d6`.
- Browser tests cover Gmail, Calendar, Chat, Docs, Drive, People,
Sheets, Slides, and Workspace Search in an isolated source test-drive.
- Each app reaches Google sign-in with its expected read-only scopes.
Personal ownership persists after capability or authentication changes.
Chat also resumes its saved setup with read-only access intact.
- Browser verification of the new layout: custom fields start hidden,
the small link reveals them, and keyboard activation of Use Paperclip
instead hides them. Personal ownership and read-only selection persist.
- Google consent was not granted. Live provider reads and a deployed
cloud instance remain unverified.
- The local repository-wide suite was stopped at the maintainer's
request. Full CI verification passed for final commit `2071002d6`: 31
successful checks, two optional Storybook checks skipped. This includes
repository tests, browser E2E, typecheck, build, and canary dry run.
Greptile reviewed that commit at 5/5 with no outstanding findings.

## Risks

- The shared availability helper affects all managed connectors. It
filters methods by the instance's advertised profiles and does not
mutate the static catalog.
- Stored connections can resolve their managed method after availability
changes. The broker still enforces current access during authorization
and refresh.
- No database migration or provider scope change is included.

## Model Used

OpenAI Codex (GPT-6), with reasoning, code editing, shell tools, and
browser automation. The session does not expose an exact runtime model
ID or context-window size.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 07:57:48 -05:00
DottaandPaperclip 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>
2026-09-11 16:56:38 -05:00
DottaandPaperclip 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>
2026-09-11 08:34:24 -05:00
DottaandPaperclip 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>
2026-09-10 10:06:45 -05:00
DottaandPaperclip 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 668110469. **Deployment
mode:** Self-hosted. **Installation method:** Git checkout. **Agent
adapters involved:** Native Codex runner and shared adapter execution
setup. **Database mode:** Existing instance database; no migration.
**Access context:** Responsible person's managed grant, or explicitly
unconfigured legacy host. **Node.js version:** 26.4.0 locally.
**Operating system:** macOS development and Linux execution hosts.

**Relevant logs or output:** Previously `GitHub credential context
unavailable` hid configuration, transport, and capability errors. New
diagnostics identify these categories without credential values.

**Additional context:** Refs #13005 and #13022. Dependency provisioning
is addressed separately in #13093.

## What Changed

- Prefer healthy eligible grants and retry credential acquisition once
for the same principal and account before starting an operation.
- Preserve host Git configuration only when managed access is
unconfigured on a standard-trust local or SSH target.
- Project authentication mode and validated Git metadata into native
runner boundaries; refresh resumed provider settings when modes change.
- Enable network access through an explicit standard-trust controller
decision, independently of GitHub. Omitted or restricted decisions stay
disabled; replace warm providers when that decision changes.
- Run local Git with cleared credentials when the managed broker fails,
with specific redacted diagnostics.
- Retry access-refresh conflicts once without treating concurrency as
expired authorization.
- Show retry instead of reconnect for transient GitHub health failures.
Add optional authorization and run-diagnostic fields without a database
migration.

## Verification

- All latest-head CI gates are green, including typecheck, general and
serialized suites, browser tests, canary, native runner verification,
and build. Greptile is 5/5 with no remaining findings; the security scan
passed.
- Full recursive typecheck and build passed. UI token gates passed.
- Full general server run: 7,110 passed, one transient socket hangup;
that file passed on retry. All remaining workspace groups passed,
including 5,552 UI and 478 CLI tests. The complete serialized rerun
passed all 144 suites / 2,179 tests after the initial isolated timeout
passed on retry.
- 195 final launcher and native session tests passed, including
host/managed transitions, local/remote warm network-policy changes,
broker rotation, and attempts to override validated controller
filesystem roots.
- GitHub gateway fallback, duplicate connection selection, refresh
conflicts, per-user reauthorization, and native transport/security
suites passed.
- Additional live native fixtures passed SSH public-key authentication
and a Git credential helper in fresh and resumed host-mode sessions. An
unwritable managed configuration directory preserved local Git (exit 0)
while GitHub CLI failed with `configuration_directory_unavailable` (exit
4). The temporary SSH listener and keys were removed.
- Applicable Rust suites passed except two timing failures under load;
each failed case passed in isolation. The final environment contract
test passed.
- Linux native runner acceptance passed in both managed and legacy host
modes: DNS, HTTPS, npm package download, fresh-worktree Git status,
authenticated GitHub user lookup, repository read, and a new run
continuing the same provider conversation. Managed broker outage
preserved local Git and rejected authenticated access without host
fallback.
- Matching Linux server/runner artifacts and the separate provisioning
repair are deployed to the development instance. A fresh UI-dispatched
task and a new run after a server restart both passed all six shell
checks through the live controller and credential broker. Both runs
selected the expected healthy connection/grant and retained the same
provider conversation. Neither connection was repaired or reconnected.

The sandbox roots are assigned from the validated execution-target probe
**after** ordinary bindings are merged. Regression coverage supplies
forged roots and verifies they cannot override the controller paths.
Networking is enabled only for an explicit
`PAPERCLIP_RUNNER_NETWORK_ACCESS=enabled` controller decision; omitted
values remain disabled.

## Risks

Unconfigured standard-trust local and SSH runs regain access to host Git
authentication resources. Managed, sandbox, plugin, and low-trust runs
do not gain this fallback. Revoked managed access never falls back to
another account. Deploy server and runner artifacts together;
already-started operations retain their captured identity. An
unauthenticated command can still fail when it requires GitHub access.

## Model Used

OpenAI GPT-6 through Codex, with code editing, shell execution, tests,
and browser inspection. The exact model variant and context-window size
are not exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 10:15:10 -05:00
DottaandPaperclip 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>
2026-09-08 15:55:26 -05:00
DottaandPaperclip 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>
2026-09-08 08:21:28 -05:00
DottaandPaperclip 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>
2026-09-07 14:32:20 -05:00
DottaandPaperclip 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>
2026-09-07 10:01:58 -05:00
DottaandPaperclip 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>
2026-09-07 09:07:09 -05:00
DottaandPaperclip 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>
2026-09-05 10:58:12 -05:00
DottaandPaperclip 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>
2026-09-04 18:02:52 -05:00
DottaandPaperclip 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>
2026-09-03 21:23:26 -05:00
DottaandPaperclip 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>
2026-09-03 16:33:13 -05:00
DottaandPaperclip 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>
2026-09-02 14:05:53 -05:00
Dotta 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>
2026-09-01 14:55:35 -05:00
Dotta 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
2026-08-31 20:40:12 -05:00
DottaandPaperclip 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>
2026-08-31 14:34:46 -05:00
Dotta 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
2026-08-29 12:08:35 -05:00
Dotta 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
2026-08-29 12:08:34 -05:00
DottaandPaperclip b3343dbd64 feat(connections): add self-serve intent runtime (#12345)
## Thinking Path

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

## Linked Issues or Issue Description

Refs #11965

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

## What Changed

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

## Verification

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

## Risks

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

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

## Model Used

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

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:34 -05:00
DottaandPaperclip 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>
2026-08-29 12:08:34 -05:00
DottaandPaperclip 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>
2026-08-29 12:08:33 -05:00
DottaandPaperclip 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>
2026-08-29 12:08:33 -05:00
DottaandPaperclip 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>
2026-08-29 12:08:32 -05:00