paperclip/docs
Dotta e9828f8bf4
fix: reuse saved model connections during agent setup (#13161)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent setup connects each agent to a model provider.
> - The organization can already hold subscription logins and API keys.
> - The simplified setup flow did not consistently offer those saved
credentials.
> - This pull request restores reuse and selects a saved connection by
default.
> - Agents keep secret references, so reuse does not copy or rotate
credentials.

## Linked Issues or Issue Description

Related change: #13011. Searched public issues and PRs; no duplicate fix
found.

**What happened?**

Onboarding and new-agent setup could ask for a new API key or sign-in
despite an existing saved connection. A general environment auth signal
could also be mistaken for the owner's saved Claude subscription.

**Expected behavior**

Offer saved credentials from the selected organization. Default to a
saved subscription when one exists. Otherwise select a saved API key.
Keep the option to enter a new key or sign in to another account.

**Steps to reproduce**

1. Save a Claude or OpenAI API key, or complete a supported subscription
login.
2. Add another agent with the same provider.
3. Open the provider connection step.
4. Check whether the saved credential is available and selected.

**Paperclip version or commit**

Reproduced on 5cb4f061d after #13011. This branch is rebased onto
current master.

**Deployment mode**

Built from source. Tested in an isolated local test drive with embedded
storage and board access.

## What Changed

- Add a shared saved-credential lookup and picker for active personal
and organization keys.
- Reuse saved Claude subscriptions and saved Codex account homes. Select
an existing connection by default.
- Preserve secret references through connection tests and agent
creation, including the native Claude and Codex runner setup paths.
- Store newly entered onboarding keys separately. Do not rotate another
agent's key.
- Keep explicit choices during metadata refresh. Prevent refreshes from
remounting an active login panel.
- Add integration tests and production-component Storybook stories.
Document connection reuse.

## Verification

- All 5,628 UI tests passed before rebase.
- Twenty targeted server credential tests passed.
- UI typecheck, UI build, token gates, and diff whitespace checks
passed.
- Browser walkthroughs covered onboarding and new-agent setup, saved
keys, saved subscription fixtures, and new sign-in screens.
- Live Claude and Codex API-key probes succeeded. Created both agents
and confirmed that each retained its saved-secret reference. Both secret
versions remained unchanged. Codex passed after one retry.
- Live subscription authentication was not repeated. Subscription flows
use fixture browser tests and integration tests.
- After rebase and the cache fix, all 109 focused onboarding and
agent-creation tests passed.
- Full repository `pnpm build` and `pnpm -r typecheck` passed.
- The full local test attempt encountered timeouts and embedded
PostgreSQL startup failures under parallel load. All four affected
suites passed in isolation: 20 tests, with no code changes. The complete
CI matrix passed, including all workspace, general server, serialized
server, browser end-to-end, build, typecheck, and canary dry-run checks.
- Greptile reviewed commit d53ddf6b82c101d35894587afc9b0d135a5abc55:
5/5, successful check, no review threads.

## Risks

- The default connection mode changes when saved credentials exist. A
saved subscription takes priority over saved API keys; personal keys
appear before organization keys.
- A listed credential can be expired or unavailable in the selected
environment. The existing connection test still checks it.
- No database migration or API contract change is required.

## Model Used

OpenAI Codex, GPT-6. The exact runtime model identifier and
context-window size are not exposed in this session. Used reasoning,
code execution, repository tools, and browser automation.

## 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>
2026-09-10 12:57:53 -05:00
..
adapters fix(adapters): prevent engine fallback and preserve usable runtime defaults (#13105) 2026-09-09 13:27:24 -05:00
api fix(ui): restrict company navigation to accessible memberships (#13039) 2026-09-08 11:57:23 -05:00
assets/pr-5426 Add issue controls and retry-now recovery (#5426) 2026-05-07 12:23:13 -05:00
cli fix(onboarding): restore browser launch and gate canaries (#12667) 2026-09-01 10:10:30 -05:00
companies Add routine support to recurring task portability 2026-03-23 16:57:38 -05:00
deploy feat: add experimental native chat connectors (#13038) 2026-09-10 10:06:45 -05:00
guides fix: reuse saved model connections during agent setup (#13161) 2026-09-10 12:57:53 -05:00
images fix: restore docs deleted in v0.2.3 release, add Paperclip branding 2026-03-03 15:49:43 -06:00
plans feat(issues): add issue documents and inline editing 2026-03-13 21:30:48 -05:00
pr-screenshots [codex] UI and dev ops quality-of-life (#6384) 2026-05-19 15:52:39 -05:00
specs feat: simplify agent onboarding and configuration (#13011) 2026-09-08 14:22:32 -05:00
start copy: unify user-facing "company" wording to "organization" (#12243) 2026-08-27 01:04:55 -07:00
agents-runtime.md fix(timeouts): raise sandbox wall-clock backstop to 4h and make acpx_local timeouts self-describing (#9232) 2026-07-08 13:50:00 -07:00
built-in-agents.md [codex] Add built-in agents and Reflection Coach bundle (#9206) 2026-07-09 16:29:30 -05:00
docs.json feat(onboarding): first task opens as a chat with a chief of staff (#13068) 2026-09-08 20:19:14 -07:00
favicon.svg fix: restore docs deleted in v0.2.3 release, add Paperclip branding 2026-03-03 15:49:43 -06:00
feedback-voting.md fix(security): route paperclipai CLI guidance through safe npx form (CWE-78) (#11400) 2026-08-14 22:11:16 -07:00
pipelines-tutorial.md Add pipeline workflow primitives and operator UI (#7903) 2026-06-26 12:02:44 -05:00