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PaperClipAI/doc/execution-github-identity.md
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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

7.4 KiB
Raw Blame History

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

New executions 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.

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.

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.

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.”

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

  1. Back up the instance database using the normal deployment procedure.
  2. 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.
  3. 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.
  4. 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.
  5. 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.