Files
PaperClipAI/maps/agent-access-map
DottaandPaperclip b31ec0a2dc feat(ui): link routines to a filtered task list (#18317)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Routines create tasks that people need to inspect and manage.
> - The routines list sends its View all runs link to Audit.
> - Tasks already supports routine origin filters in its API, but the
page has no control for them.
> - This pull request adds a Routine tasks checkbox and links to that
selection.
> - People can inspect routine work in the normal task list, search, and
board views.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The routines list link and the Tasks filters.

**Current behavior**

View all runs opens Audit. People cannot select routine-created tasks in
the Tasks filter menu.

**Proposed behavior**

View all tasks opens `/issues?view=all&originKind=routine_execution`.
Routine tasks is selected. People can toggle or clear it from Tasks.

**Reason and benefit**

People can use normal task controls to inspect work created by routines.
The filter includes manually started routine runs. It excludes manual
tasks and other automatic work.

**Breaking changes**

The routines list link changes its label and destination. No API,
schema, authorization, or routine execution contract changes.

## What Changed

- Add Routine tasks under Visibility in the current, streamlined, and
legacy Tasks filters. Keep Live runs only in the same group and use Show
agent-created tasks with proper capitalization where that control is
available.
- Keep the selection in the URL through reload, search, task navigation,
and checkbox changes.
- Apply the existing API origin filter before pagination. Include
routine tasks even when other automatic tasks are hidden.
- Keep source filtering in the shared task filter module and collection
owners. Reuse the existing company-scoped issue-list contract. Hide the
live-run control in the design sandbox, which does not load live-run
IDs.
- Update regression coverage, product docs, feature/access maps, and the
toolbar preview.

## Verification

- All 58 final-head checks are complete with no failures for
`f46c2e409b20fa372d166f4721601a0471894fb0`, including successful `ci /
verify` and `ci / e2e` gates. Greptile and Paperclip Review rate this
commit 5/5 with no actionable findings or unresolved review threads. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/41078093110).
- Local checks pass: full repo typecheck/build for the feature, UI
typecheck/build after the final refinements, token gates, feature-map
checks, and Storybook catalog generation.
- Regression coverage exercises both real list implementations, filter
grouping and selection, search and all board columns, URL/pagination
state, and mixed pending-decision batches. The Visibility update passed
all 89 relevant tests across separate runs. The final sandbox correction
passes all 10 filter-menu tests, including three cases that reproduced
the bug before the fix. The earlier broad UI run passed 10,043 tests
across 845 files.
- Browser proof used the actual local app with disposable PostgreSQL
data: three tasks created through the routine-run API and one manual
task. Followed View all tasks; verified the selected Routine tasks
checkbox under Visibility, toggling, reload, search, and board view.
Checked current, streamlined, and legacy filter presentations.
Screenshots show the link, routine-only results, and requested
capitalization/grouping.
- Failure accounting: the initial broad UI run found two preference
expectations that needed the new false default; those were corrected
before the full UI pass. Scrolling tests hit five-second timeouts in
combined runs and passed in isolated reruns without timeout changes. A
duplicate full local UI run was stopped after the earlier final-commit
CI UI lanes passed, with no failures reported in that stopped run.
- Full local `pnpm test:run` could not complete because native
PostgreSQL initialization exhausted the host semaphore pool. A direct
initdb probe confirmed `could not create semaphores: No space left on
device`. Browser verification used a disposable container; no host
settings or other workspace processes were changed.
- Review found that the newly exposed live-run control could empty the
design sandbox, which has no live-run IDs. The sandbox now disables that
unsupported control; its regression test failed before the fix and
passes after it.

## Risks

- Low risk. The change uses the existing routine origin and read
permissions. A routine task remains automatic work, including when a
person starts it manually.
- The routine checkbox is exposed only on the Tasks collection. Other
filter consumers retain their controls and normalize the new field to
false.
- Routine histories and Audit run links inside routine details keep
their current behavior.

## Model Used

- OpenAI GPT-6, through Codex, assisted with implementation and
verification. The exact runtime model ID and context window are not
exposed in this session. Capabilities used: repository editing, command
execution, tests, and browser interaction.

## 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>
2026-10-30 10:28:58 -05:00
..

Paperclip agent access map

This map accompanies the feature map. It records APIs, agent entry points, permission boundaries and verification for the same capability IDs. The shared contract defines the format and maintenance rules.

The chat scenario catalog uses these same IDs for human requests and expected outcomes. Its scenarios retain the access boundaries here; neither a CEO role nor a planned scenario grants board authority or establishes a working production tool binding.

Use full capability IDs when referring to access contracts outside their file: onboarding/company means the company capability in onboarding.md in both maps. The feature index lists feature and capability IDs; IDs and references explains entry-point references and stable naming.

Browse access contracts

The same-named feature recipes define navigation and capability IDs. Run node scripts/storybook-catalog.mjs for the generated maps/generated/agent-access-map.md index, or browse the published feature guide. Add or update the affected companion; there is no central registration or count.

Existing baseline source references describe the original inspection, not current verification. Record new executed evidence in the PR, issue, or CI artifact with its revision and scope. Do not refresh unrelated headers as bookkeeping.

Using an entry

Read its Policy and Gaps before selecting an agent path. Native fallback, legacy REST/CLI, stdio MCP and a personal assistant connection can have different authority and availability. Use a real admitted production binding; a scenario declaration is not an installed tool. A restricted entry records current enforcement and leaves any unresolved delegation decision visible.

For API catalog disagreements, follow the route/service authorization and record discovery drift. For not-applicable, retain the concrete exception and local path. Split shared business operations from client-only presentation.

Use maintain-verification-skill to reconcile changed source and both maps. Use verify-paperclip and existing API/runner/MCP fixtures to collect the permitted-agent and denial evidence; report blocked/not-run coverage honestly. Run node scripts/check-maps.mjs after editing. The structural check does not certify permissions, API catalog coverage, tool admission or live behavior.

Native REST transport

The call_api parity change reconciles affected baselines against 58e16dbddfc9c8d0cf60867f9d9847f0feda055b and the changes in this PR. Ordinary REST operations use the same route authorization as legacy agent REST. Dedicated tools remain optional for those operations; protocol endpoints still need their existing clients. Board-only routes remain restricted for agent identity.

Native search_api / call_api is enabled by default, but explicit server, company-allowlist and binding settings can narrow admission. It requires a running authorized native run, current task assignment and execution-run binding, company and budget authority, task privacy, and a permitted work mode. Ask and Plan retain mutation restrictions, and runs retain their admitted JWT scope during restart recovery even when task mode changes. A waiting agent does not gain independent native control just because a REST route exists. Connection-management reads support Standard, Ask and Plan; mutations require Standard. Skill-test runs and nonstandard task-bridge keys cannot administer connections. These gates supplement each operation's grants, resolved resource and target scope, and responsible-user authority. See the rollout policy and connection authorization.

Credential-bearing replies, including company exports and their legacy alias, stay inline under a 10 MiB limit and use encrypted mutation receipts. Other saved API snapshots are limited to the issuing actor and responsible user, plus authorized administrators. Artifact uploads enforce the same access checks as downloads; private snapshots are excluded from company exports and public company logos. Explicit deliverables use the existing sharing path. Native event history, checkpoints and completion records omit API bodies while preserving receipt metadata and replay digests. Restored webhook secrets use the same encrypted receipt and inline response policy as newly created webhook secrets. Task image access requires the company boundary and the task permission; skill-test and low-trust agents do not need company-wide browsing authority. Completion replay applies the same idempotent projection to stored and expected payloads; the run-log guide describes its fields.

Sources: API client, catalog, native authority, credential storage classification, snapshot access, and history redaction. The affected entries remain baseline and source-only; this reconciliation does not certify every operation. Targeted real-route proof lives in the API integration suite, including owned routines, skill tests, scoped secrets, proposals and private export replay.