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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 30ff3d7c58 feat(routines): expose activity gate API (#9438)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Scheduled routines provide recurring control-plane work without
manual intervention
> - The new activity gate can suppress scheduled runs when no external
work occurred
> - The core scheduler and database support landed without a public
create/update contract
> - Agents, operators, and managed plugins need validated fields plus
discoverable semantics to opt in safely
> - This pull request exposes the activity gate through routine APIs,
revisions, plugin contracts, tests, and skill documentation
> - The benefit is backward-compatible control over idle scheduled work
without losing activity-triggered follow-up

## Linked Issues or Issue Description

- Refs #8534

## What Changed

- Added shared activity-gate policy and scope enums with create/PATCH
validation.
- Persisted activity-gate fields through routine creation, updates,
revision snapshots, pipeline snapshots, and revision restores.
- Defaulted legacy revision snapshots during restore and added
regression coverage for pre-field snapshots.
- Extended managed-plugin routine declarations, production
reconciliation, and the SDK test harness to preserve non-default gate
settings.
- Added end-to-end API coverage for create/PATCH/list/detail
round-trips, defaults, and invalid enum rejection.
- Documented schedule-only semantics, activity windows,
own-run/read-action exclusions, scopes, and an hourly quiet-night
watcher example.

## Verification

- `pnpm exec vitest run packages/shared/src/validators/routine.test.ts
server/src/__tests__/routines-service.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run packages/shared/src/validators/plugin.test.ts
packages/plugins/sdk/tests/testing-actions.test.ts
server/src/__tests__/plugin-managed-routines.test.ts
server/src/__tests__/routines-service.test.ts -t 'activity
gate|preserves declared activity gate settings|resolves routine agent
and project refs'`
- `pnpm exec vitest run ui/src/lib/workspace-routines.test.ts
ui/src/pages/Routines.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck`
- `pnpm --filter @paperclipai/plugin-sdk typecheck`
- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm check:token-gates`
- GitHub CI: all final-head checks green; Storybook visual regression
skipped by path rules.
- Greptile: 5/5 with no unresolved review threads.

## Risks

- Low risk: defaults remain `always` and `company`, preserving existing
routine behavior and old revision snapshots.
- Managed plugin manifests can now declare the same validated gate
settings as the public routine API; omitted values retain core defaults.
- Revision snapshots now include the new fields so policy changes are
not lost or treated as no-ops during restore.

> For core feature work, checked `ROADMAP.md`: this extends the existing
Scheduled Routines roadmap item and does not duplicate a separate
planned capability.

## Model Used

- OpenAI GPT-5.5 via Codex CLI, with repository tool use and code
execution; context-window size was not exposed by the 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 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>
2026-07-24 16:47:24 -05:00
DottaandPaperclip b3c0fadd63 feat(routines): add date variable controls (#8655)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Scheduled routines can prompt agents with variables that are filled
in at dispatch time.
> - Existing routine variable handling supported plain text-like values,
but date inputs need a structured contract so routines can pass
consistent date values.
> - Operators also need date variables to be easy to configure and
override from the routine UI.
> - This pull request adds a date variable type across shared
validation, server dispatch, and UI editing/run dialogs.
> - The benefit is that routine authors can define date inputs once and
agents receive validated ISO-style date values when routines run.

## Linked Issues or Issue Description

Refs #219

Feature request:

- Problem/motivation: Scheduled routines need first-class, typed date
variables so operators can configure dates without relying on free-form
text conventions.
- Proposed solution: Add an `x-date` routine variable type with shared
parsing/validation, server dispatch support, and UI date-picker controls
in routine variable editors and run dialogs.
- Alternatives considered: Continue treating dates as plain text, but
that leaves validation and formatting to individual operators and
agents.
- Roadmap alignment: This is a focused improvement to the completed
Scheduled Routines milestone and does not duplicate an active roadmap
item.

Related PR search:

- Searched existing PRs/issues for `routine date picker`, `date
variables`, and `scheduled routine date variable`; no direct duplicate
PR was found.

## What Changed

- Added the shared `x-date` routine variable contract, parsing,
defaults, and validation coverage.
- Extended routine dispatch to validate and pass date variable values.
- Added date input controls to the routine variable editor and routine
run variables dialog.
- Added focused tests for shared validation, server dispatch, and the UI
date controls.

## Verification

- `git diff --check public/master...HEAD`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
packages/shared/src/routine-variables.test.ts
packages/shared/src/validators/routine.test.ts
server/src/__tests__/routines-service.test.ts
ui/src/components/RoutineRunVariablesDialog.test.tsx
ui/src/components/RoutineVariablesEditor.test.tsx`
  - 5 test files passed
  - 68 tests passed

## Risks

Low to medium risk. This adds a new routine variable type across
shared/server/UI paths, so the main risk is compatibility with existing
routine variable payloads. The change keeps existing variable types
intact and adds targeted validation tests for the new date behavior.

> 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 coding agent based on GPT-5, with terminal, git, GitHub
CLI, and local test execution capabilities.

## 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>
2026-06-26 12:00:16 -05:00
DottaandPaperclip d6d7a7cea6 Add routine revision history and restore flow (#5285)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies.
> - Routines are the scheduled/recurring work surface that keeps a
company operating without manual kicks.
> - Operators need routine edits to be auditable and recoverable,
especially when routines control assignments, prompts, triggers, and
webhook secrets.
> - Documents already have revision-style safety, but routines did not
have equivalent history or restore semantics.
> - This pull request adds append-only routine revisions across the
database, shared contracts, server routes, and board UI.
> - The benefit is safer routine iteration: users can inspect history,
compare changes, restore older definitions, and avoid overwriting newer
edits.

## What Changed

- Added `routine_revisions` storage, latest revision pointers on
routines, shared types, validators, and API docs for routine revision
history.
- Added server service/route support for listing routine revisions,
conflict-aware routine saves, and append-only restore operations.
- Added a History tab on routine detail with revision preview,
structured change summaries, description line diffs, dirty-edit
blocking, restore confirmation, and restored webhook secret surfacing.
- Extracted the line diff helper from `DocumentDiffModal` into
`ui/src/lib/line-diff.ts` for reuse.
- Rebased the branch onto current `public-gh/master` and renumbered the
routine revision migration to `0077_unusual_karnak` after upstream
`0076_useful_elektra`.
- Made the `0077` routine revision migration idempotent so installs that
already applied the branch-local `0076_unusual_karnak` can safely
advance.
- Updated the plugin SDK test harness routine fixture with the new
revision fields required by the shared `Routine` contract.

## Verification

- `pnpm --filter @paperclipai/db run check:migrations` passed.
- `pnpm exec vitest run --project @paperclipai/shared
packages/shared/src/validators/routine.test.ts` passed.
- `pnpm exec vitest run --project @paperclipai/ui
ui/src/lib/line-diff.test.ts
ui/src/components/RoutineHistoryTab.test.tsx
ui/src/lib/workspace-routines.test.ts ui/src/pages/Routines.test.tsx`
passed.
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/routines-service.test.ts --pool=forks
--poolOptions.forks.isolate=true` passed.
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/routines-routes.test.ts --pool=forks
--poolOptions.forks.isolate=true` passed.
- `pnpm --filter @paperclipai/plugin-sdk typecheck` passed after
updating the SDK test harness fixture.
- `pnpm --filter @paperclipai/plugin-sdk build` passed; this refreshed
local generated SDK output needed by plugin example typechecks.
- `pnpm -r typecheck` passed.

## Risks

- Medium migration risk: this adds routine revision storage and
backfills existing routines. The migration is ordered after upstream
`0076` and uses `IF NOT EXISTS` / duplicate-object guards to tolerate
earlier branch-local migration application.
- Restore behavior intentionally appends a new revision instead of
mutating history; callers expecting an in-place rollback need to follow
the new latest revision pointer.
- Restoring webhook triggers recreates webhook secret material, so users
must copy newly surfaced secrets after restore.
- Conflict-aware saves now reject stale routine edits when the client
sends an older `baseRevisionId`.

> 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-based coding agent, with shell/tool use in a local
git worktree. Exact context-window size is not exposed in this 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

Screenshots: not attached in this draft PR; the new UI flow is covered
by component tests listed above.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-05 11:54:52 -05:00