## 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>
12 KiB
GitHub identity during agent execution
Shared agents use the GitHub connection of the person whose accepted instructions they are executing. Task ownership remains unchanged. GitHub is optional: ordinary work can start without a connection; a private checkout, authenticated API call, or commit can fail when that operation needs credentials or author metadata.
Accepted instructions and continuations
run_identity_contexts records ordered revisions, stored message authors, originating causes, parent contexts, acceptance state, and redacted GitHub outcomes. heartbeat_runs.active_identity_context_id selects the current revision. Existing historical runs are not backfilled with inferred authorship.
Human messages use their stored authenticated author. Queued messages retain their delivery order. Accepting steering reserves a pending revision before delivery, then activates it after the provider acknowledgement. Rejected delivery leaves the prior revision active. An uncertain acknowledgement holds new credential acquisition; a later acknowledgement or its authenticated native event receipt reconciles the reservation. Replays cannot reactivate an older revision. Activation locks the task before the run, matching task and queue mutations so concurrent status changes cannot deadlock identity initialization.
Delegated work and interactions persist their originating context. Retries retain the originating run's active context. Background continuations carry their source run; dependency wakes use the task's continuation context, independently of its owner. Scheduled and webhook routines use the routine's responsible person; manual invocations use the caller, and edits preserve the routine's responsible person.
Managed GitHub operations
Executions with managed GitHub configured receive token-free git and gh launchers and a run-scoped capability. Each launcher invocation requests the active context through the authenticated runtime transport and resolves one eligible credential at operation start. A gh command's child Git processes inherit that command's captured identity. Later steering does not change already-started operations. When a subsequent run resumes a settled native conversation, the controller starts a fresh provider process with that run’s capability and rebinds its token-free launcher paths. The durable conversation and protected provider settings remain unchanged. Local and remote durable runners complete their bounded suspension before the controller releases the session for the next run, so a queued continuation cannot race unfinished cleanup.
The broker endpoint rejects browser origins and session cookies, validates a distinct signed runtime scope, and rechecks the company, agent, and live run. Sandboxes relay the capability through the existing authenticated callback bridge. Tokens are returned only to the managed command process. They are not persisted in identity history or injected into the long-lived provider process.
Low-trust executions cannot receive raw GitHub credentials, including dedicated agent tokens. The broker rechecks current agent, project, task, and retained run policies before credential resolution. An external guest's internal sponsor is accountable for the task, but does not authorize using the sponsor's account. Read-only access must use separately authorized tools that enforce that boundary.
Server-side Git operations and GitHub gateway calls follow the same selection rules. Approved gateway operations retain their signed originating identity. Connection audience and tool policies continue to apply to the selected person's connection. Native catalogs remain stable across identity changes, but each invocation resolves the selected grant again. Personal OAuth secret declarations survive connection pauses and metadata edits.
Managed commands disable ambient Git credential helpers, Git global/system configuration, host GitHub CLI configuration, and host SSH identity access. Per-operation GitHub CLI configuration is isolated in a writable configuration directory beneath the managed launcher directory. Missing credentials clear previous author and token values; no teammate, standing delegation, host token, or company-default user's account is substituted. Anonymous/local operations remain available where supported.
Remote launchers prepend their directory to the execution target's effective
PATH. An explicit remote PATH override is preserved; otherwise Paperclip
reads the provider's environment before staging the launcher shell files.
This keeps legacy NVM and user-local agent installations available alongside
newer images with system-wide CLIs. The generated shell files retain that
combined path with managed git and gh first. Sandbox command checks use
the same sanitized environment as execution, so a CLI visible only in the
provider's default environment cannot pass the launch check. Failed path
discovery stops startup instead of silently falling back to a minimal path.
Scripts that previously read a persistent GH_TOKEN must use managed git, gh, or GitHub gateway tools. Managed execution skips legacy GitHub token bindings in agent, environment, project, and routine configuration before secret preflight. Configure personal or dedicated access through the GitHub connection instead. Directly invoking an unmanaged executable or retaining a token obtained during an earlier invocation is outside the managed invocation contract.
Legacy hosts and networking
When no managed GitHub connection is installed for an agent, standard-trust local and SSH executions retain that execution host's existing Git and GitHub CLI credentials, configuration, credential helpers, and SSH agent. Paperclip does not import controller credentials into an SSH target. Sandbox, plugin, and low-trust executions do not receive this compatibility fallback. Once a managed connection is configured, unavailable or revoked access never falls back to host authentication. Switching modes replaces the provider process while preserving the settled conversation.
Runner network access is independent of GitHub credentials. The controller
enables networking for standard-trust execution. Low-trust runs and runners
without a controller network decision retain a restricted default. An operator
can set PAPERCLIP_RUNNER_NETWORK_ACCESS=disabled to restrict normal execution;
user environment bindings cannot override that decision. Outer execution-
environment network restrictions still apply. The controller projects the assigned worktree's Git metadata paths so
Git can operate without exposing unrelated workspace or provider state. The
sandbox also receives read access to validated provider executable resources
and the target host's DNS and CA files, including resolver symlink targets
outside /etc. Provider credential directories remain isolated.
A managed broker outage does not prevent local Git operations. Launchers clear credentials and run the command without authentication, with a redacted error category identifying configuration setup, transport, or capability rejection. They do not retain a previous operation's token or replay a GitHub operation.
Healthy eligible grants for the same stable GitHub account ID take precedence over duplicates with failed health checks. Credential acquisition can retry once against another grant for that same principal and account, before any GitHub operation begins. Run identity diagnostics include the selected connection and grant IDs, without credential values. Access-refresh conflicts retry once against current state and never turn a concurrency conflict into a reconnect requirement.
Dedicated accounts and diagnostics
An explicit dedicated-agent grant overrides personal selection. Revoked, disabled, unavailable, or ambiguous dedicated grants do not fall back to a person's account. Removing the dedicated configuration restores personal selection.
Connection setup and permissions display: “This agent uses this GitHub account for everyone's work, instead of the person giving instructions.”
The GitHub permissions page shows repositories across all connected accounts in one scrollable list. It has no account filter or repository search. Repository icons, private-repository indicators, refresh, and GitHub configuration links remain available. The “Add More Repos on GitHub” button opens GitHub’s app installation and repository-access setup.
Multiple eligible connections for the same GitHub account are treated as one identity, using GitHub's stable account ID rather than its login. The resolver selects an available grant, preferring the newest authorization with a stable ID tie-breaker. Duplicate eligibility includes an active credential record with the correct owner, the OAuth access-token reference, and repository access metadata. It keeps that grant's credential and connection policy together; it does not combine repository access or bypass connection audiences. Distinct accounts or unidentifiable duplicate grants remain ambiguous. Managed commands print the redacted reason when GitHub access is unavailable, while unrelated local operations can still proceed without credentials.
Run details show identity revisions and redacted GitHub results: responsible person, selected login when available, personal/dedicated source, and an unavailable reason. Tasks do not receive an additional identity indicator or takeover action.
Deployment and verification
Deploy the schema, server broker, launcher staging, and runtime environment contract together. Already-running processes retain their original environment; only newly dispatched processes receive the broker contract. Run-scoped capabilities remain valid only while their bound run is active.
Focused coverage lives in run-identity.test.ts, github-operation-credentials.test.ts, and github-launcher.test.ts, alongside the native steering, gateway, routine, and callback-bridge suites. Live acceptance additionally requires two authenticated Paperclip users, two authorized GitHub accounts, and a designated disposable repository for push verification. Local commit metadata and mocked API results do not replace that live push test.
Release procedure
- Back up the instance database using the normal deployment procedure.
- Build and deploy one revision containing migrations 0240–0245, the server broker, managed launchers, and the runner artifacts. Run the standard pending-migration check before admitting new runs. These additive migrations are safe to replay and do not infer authorship for historical runs.
- Let pre-rollout executions finish with their original runtime contract. New executions must have an active identity context and the managed launcher capability before provider startup.
- Check one ordinary run without a GitHub connection, then an authenticated GitHub operation. Inspect the run details for the responsible person and credential outcome. Verify a queued continuation on the same conversation.
- If rollback is needed, finish or explicitly stop executions using the new broker before removing its endpoint. Keep the additive schema and identity history. Do not drop identity columns or tables to roll back application code.
Remote acceptance uses the existing paid runner workflow with a narrow selection. Run it against the same immutable revision as the release; a successful local test does not qualify a different remote runner artifact.
Identity history survives deletion of the originating agent or run, so surviving subtasks and approvals retain their responsible person. The company foreign key and company-deletion service remove these company-scoped records when their company is deleted. Completed runs remove their managed launcher files before releasing a remote environment; same-run recovery retains them until the terminal boundary. Cleanup failures are logged and do not change the run result.