Files
PaperClipAI/server
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

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Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-05 10:58:12 -05:00
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