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fix(microsoft): support personal accounts without changing existing connections - #8784

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codex/microsoft-personal-oauth
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waleedlatif1 wants to merge 3 commits into
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codex/microsoft-personal-oauth

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@waleedlatif1

@waleedlatif1 waleedlatif1 commented Oct 8, 2026 •

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Summary

  • Add personal Microsoft account connections for OneDrive, Outlook, and Word through one optional, separate OAuth app.
  • Preserve existing Microsoft connections and sign-in, including their original client during refresh and reconnect. Keep account selection, managed credentials, and knowledge sources aligned.
  • Document setup and account-type restrictions. Personal options remain hidden until configured; either client can be deployed independently.

Type of Change

  • Bug fix

Testing

Root VITEST_MAX_WORKERS=4 bun run test --concurrency=1 -- --pool=forks --maxWorkers=6 --retry=1; focused regression suites; six Postgres integration cases covering source provisioning, credential visibility and isolation; five HTTP integration cases covering PKCE, signed identity tokens, nonce rejection, refresh rotation, and client isolation. Integration runs produce a JSON report. The stop-after HTTP acceptance suite also passes with source fixtures waiting for durable persistence before reuse. Lint, type checks, 58 audits, docs manifest, block registry, and workflow checks pass.

Live Microsoft validation: identity and scope verification, refresh for all three personal providers, OneDrive file operations, production Word document operations, Outlook drafts and calendar events. All 17 checks passed; temporary fixtures were removed.

Checklist

  • Code follows project style guidelines
  • Self-reviewed my changes
  • Tests added/updated and passing (new tests pass the test-audit authoring gate)
  • No new warnings introduced
  • I confirm that I have read and agree to the terms outlined in the Contributor License Agreement (CLA)

@vercel

vercel Bot commented Oct 8, 2026 •

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1 Skipped Deployment
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@greptile

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@cubic-dev-ai review this PR

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cubic-dev-ai Bot commented Oct 8, 2026

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@cubic-dev-ai review this PR

@waleedlatif1 I have started the AI code review. It will take a few minutes to complete.

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No issues found across 37 files

Confidence score: 5/5

  • Automated review surfaced no issues in the provided summaries.
  • No files require special attention.

Turn on auto-fix | Re-trigger cubic

@greptile-apps

greptile-apps Bot commented Oct 8, 2026 •

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RetriggerConfidence Score: 5/5

[High risk] Adds new OAuth providers for Microsoft personal accounts.

The PR appears safe to merge; no actionable issues remain from this review.

What we checked:

  • Successful runs pass the wait: The response uses the stored execution ID. The script requires a completed run, and the log writer saves its status and end time.

Summary

Adds separate personal Microsoft connections for OneDrive, Outlook, and Word while keeping existing connections tied to their original app.

  • Personal account choices appear only when configured.
  • Compatible personal credentials work with organization pickers and member sources.
  • The latest changes document isMicrosoftPersonalProvider and wait for saved source runs before reusing them.
  • All three previous threads were checked against the current code. Their fixes are present; no new actionable issues were found.
Diagram
%%{init: {'theme': 'neutral'}}%%
flowchart LR
  Connect[Connect an account] --> Choice{Configured account type}
  Choice -->|Work or school| Existing[Existing Microsoft app]
  Choice -->|Personal| Personal[Separate personal Microsoft app]
  Existing --> WorkGrant[Original provider ID]
  Personal --> PersonalGrant[Personal provider ID]
  WorkGrant --> Refresh[Refresh through the issuing app]
  PersonalGrant --> Refresh
  WorkGrant --> Service[Compatible service and source choices]
  PersonalGrant --> Service
Loading

Reviews (3) · Last reviewed commit: "fix(microsoft): document provider matchi..." · Reviewed by Greptile

Comment thread apps/sim/lib/sim-search/connectors.ts
Comment thread apps/sim/lib/oauth/oauth.ts
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@greptile

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@cubic-dev-ai review this PR

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@cubic-dev-ai review this PR

@waleedlatif1 I have started the AI code review. It will take a few minutes to complete.

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No issues found across 43 files

Confidence score: 5/5

  • Automated review surfaced no issues in the provided summaries.
  • No files require special attention.

Turn on auto-fix | Re-trigger cubic

Comment thread packages/deployment-config/src/env-capabilities.ts
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@greptile

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@cubic-dev-ai review this PR

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@cubic-dev-ai review this PR

@waleedlatif1 I have started the AI code review. It will take a few minutes to complete.

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No issues found across 44 files

Confidence score: 5/5

  • Automated review surfaced no issues in the provided summaries.
  • No files require special attention.

Turn on auto-fix | Re-trigger cubic

This branch was previously deployed

1 inactive deployment
Preview — 08839129 Deployed Oct 8, 2026 by vercel[bot]
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