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Author SHA1 Message Date
DottaandPaperclip 4fdef9457f refactor(tools): isolate credential ownership (#17161)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections need durable credentials that survive authorization and
token rotation.
> - Storage, registration, refresh coordination and credential selection
lived in the general tool service.
> - Each has a different ownership boundary: secrets, process-wide
registration, database leases and per-service refresh work.
> - This pull request gives those responsibilities named modules and
passes their narrow capabilities to consumers.
> - The benefit is visible credential ownership while retaining current
concurrency and failure behavior.

## Linked Issues or Issue Description

Depends on #17159. Earlier stack: #17144 → #17146 → #17147 → #17155 →
#17157 → #17159 → this PR.

**What existing behavior does this improve?**

Maintenance of OAuth credential persistence, refresh and provider
credential access.

**Current behavior**

The 14,877-line service owns registration flights, refresh leases,
secret writes and provider selection alongside app setup.

**Proposed behavior**

Dedicated owners handle credential storage, client registration, refresh
leases, connection/grant refresh, GitHub continuity and Vercel
credential access. Credential selection composes those owners.
Authorization callbacks remain in the coordinator for the next
extraction.

**Reason and benefit**

The entry point falls to 12,019 lines, a reduction of 2,858. Lease
acquisition and cleanup can be reviewed together, independently of
callback completion.

## What Changed

- Extract credential owners and shared single-flight/connection-link
primitives. The largest new module is 650 lines.
- Preserve process-wide client-registration flights, per-service refresh
maps and GitHub sweep state.
- Preserve live cloud-connector lookup, options and environment reads;
use the existing secret client and transaction-scoped clients.
- Extend the real local HTTP/PostgreSQL OAuth fixture with concurrent
refresh across two service instances and authenticated use of rotated
credentials.

## Verification

- The two extended HTTP integration cases pass before extraction for
public and client-secret-basic clients.
- After extraction, all 470 public service and HTTP integration cases
pass, including refresh failure, abandoned leases, secret redaction and
membership revocation cases. The fixture was then strengthened after
review: a second expiry must use the persisted rotated refresh token,
and the provider rejects the old token. Both cases pass before and after
extraction; server typecheck also passes.
- Server typecheck, module-boundary gate and diff whitespace checks
pass.
- All 233 pre-existing function/method bodies match by normalized syntax
comparison.
- Full typecheck/build will run at the stack handoff. The earlier
interrupted local full suite remains unverified; all current-head CI
gates pass, with Greptile 5/5 and no open review findings.

- Prior-head CI failure retained: run 39708550066, general server shard
2/12, `native-session-executor.test.ts` case “preserves a real listening
process and its marker when a health RPC times out” raised
`runner_remote_process_identity_unavailable` /
`process_identity_changed`. Both the fixture and runner implementation
are unchanged. The isolated case passes without changing assertions or
timeouts. The fresh full CI run passes for the test-only review fix; the
prior failure remains recorded here.

## Risks

- Changing state lifetime could permit duplicate refreshes or
registrations. Existing concurrency cases and the real HTTP fixture
exercise these paths.
- A transaction-scoped secret write must stay inside its authority lock.
Function bodies, await ordering and client arguments are preserved.
- The fixture proves assembled local HTTP/database behavior, not live
third-party qualification.
- No schema, public API, policy or scheduling change is intended.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code execution.
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>
2026-10-21 22:21:43 -05:00
DottaandPaperclip 4413bb262f refactor(tools): isolate OAuth protocol boundaries (#17147)
## Thinking Path

> - Paperclip manages AI agents and their access to external tools.
> - Tool connections use OAuth to obtain credentials from remote
providers.
> - The tool-access service mixed provider protocol parsing with
database and secret writes.
> - This made protocol changes hard to review without reading the full
coordinator.
> - This PR gives discovery, endpoint policy, and client exchange
explicit owners.
> - The coordinator keeps authorization, leases, persistence, and audit
decisions.
> - A real local provider fixture checks the boundary through public
routes.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The ownership of OAuth discovery, registration, token exchange, and
client metadata.

**Current behavior**

The tool-access service contains over 20,000 lines. Provider responses,
endpoint policy, and stateful operations share the same closure.

**Proposed behavior**

Small protocol modules accept settings and named request capabilities.
They return normalized results. The service owns durable state and
existing public exports. This is part 3 of the stack: #17144, then
#17146, then this PR. It targets #17146's branch. Review only this PR's
diff.

## What Changed

- Extract endpoint policy, metadata parsing/discovery,
registration/token exchange, provider error normalization, and the
public client metadata document.
- Validate remote registration responses in the protocol module. Return
client material to the coordinator for secret and connection writes.
- Remove the unused raw provider response from the internal token
result. Keep every consumed field.
- Preserve process-wide registration single-flight, service-local maps,
refresh leases, membership checks, callback checks, and transaction
ownership.
- Reuse connection-method URL normalization. Keep the endpoint setting
and clock callbacks live.
- Add a real local HTTP OAuth/MCP route fixture for public and
Basic-authenticated clients.
- Reduce `tool-access.ts` from 20,917 lines / 808,777 bytes to 19,293
lines / 749,158 bytes. The seven OAuth modules total 1,697 lines; the
largest has 582 lines. The stack removes 2,232 lines from the original
service.
- Record the next profile-resolution and token-broker boundaries in the
dated plan.

## Verification

- Baseline: 466 service cases and 80 protocol/provider-policy cases
pass. The new two-case HTTP fixture passes before moving production
code.
- After: `pnpm exec vitest run
server/src/__tests__/tool-access-oauth-protocol.integration.test.ts
server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/remote-mcp-connectors.test.ts
server/src/__tests__/remote-http-rebinding.test.ts
server/src/__tests__/oauth-client-metadata.test.ts` — 508 tests pass
with one worker and disposable PostgreSQL.
- The fixture drives connect, metadata discovery, DCR, PKCE code
exchange, callback, catalog review, and finish. It checks persisted
active state, secret references, issuer/auth-method binding, and
wire-level authentication.
- `pnpm -r --workspace-concurrency=2 typecheck` passes. The sandbox-only
attempt could not open a local IPC socket; the same command passed with
local process permissions.
- `node scripts/check-module-boundaries.mjs` and `git diff --check`
pass.
- AST comparison confirms 37 moved bodies are unchanged. Registration
protocol and persistence statements match their original halves. Token
exchange only drops its unused raw result. Preflight uses explicit
defaults and a clock callback.
- Initial fixture authoring used a nonexistent catalog enabled field;
the corrected assertion checks persisted status and reviewer identity.
An initial typecheck found optional defaults at the new boundary; the
caller now passes its already-validated defaults.
- Final-stack local verification: `pnpm -r --workspace-concurrency=2
typecheck` and `pnpm build` pass. Remote CI is green at
`3dc46c132408556ecb31038a9b9621ac20aacefc`. Greptile is 5/5 with no
actionable findings or open inline threads.

- Full local-suite limitation: `pnpm test:run` was interrupted after 79
minutes during the serial general-server phase, after CI had completed
the full test matrix. Before interruption, it flagged the unchanged
`company-search-service.test.ts` suite (26 database cases skipped). One
isolated rerun passed all 28 cases without code changes. The original
log and a pre-interruption copy are preserved. The original failure
cause was not reproduced. The full local suite and its later groups are
not claimed as passed; the complete CI matrix is green on this stack.

## Risks

- OAuth endpoint checks and issuer/resource binding are security
boundaries. Existing denial, redirect, scope, DCR, secret-redaction, and
refresh tests cover the preserved paths.
- A moved closure could capture stale policy or split
registration/refresh ownership. The new modules hold no mutable state.
Policy is read through the existing callback, and state stays in the
service.
- The local fixture proves real HTTP and database behavior. It does not
claim a live third-party provider sign-in.
- No schema, API, authorization policy, or persisted-data migration
changes are intended.

## Model Used

OpenAI Codex, GPT-6 family, with code execution and repository 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>
2026-10-21 22:21:41 -05:00