Files
PaperClipAI/maps
DottaandPaperclip 554a770c6f perf(apps): scope connection profile configuration reads (#18687)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps Permissions page reads saved access profiles for one
connection.
> - The page fetched every company profile, rule, and binding.
> - It used only the app profile and eligible task-granted profiles for
that connection.
> - This pull request adds a saved configuration read owned by the
profile service.
> - The route keeps current connection and per-profile management
checks.
> - The benefit is fewer database rows, less Node work, and a smaller
response for the same displayed configuration.

## Linked Issues or Issue Description

**Subsystem affected**

Server profile configuration reads and the Apps Permissions and Review
data caller.

**Problem or motivation**

One connection page loaded and serialized unrelated company profiles. In
the local fixture, this produced a 32.35 MB response with 76,001 rule
rows.

**Proposed solution**

Select the displayed connection's app profile and exact eligible
connection-intent profiles before loading their entries and bindings.
Return an explicit configuration DTO with complete selected arrays. Keep
summary and pending-review work on the existing full API.

**Alternatives considered**

Filtering the full response in the browser retains the database and Node
cost. Truncating the full API would break other clients. Filtering
entries to the connection would lose selectors and bindings needed by
saves.

**Roadmap alignment**

This improves the existing governed Apps capability. It does not add a
new access policy. Related merged work: #18673 and #18681. Related
harness cleanup: #18683. Public PR searches found no duplicate
connection configuration projection.

## What Changed

- Add `ToolProfileConfiguration` and `GET
/api/tool-connections/{connectionId}/profile-configuration`.
- Select `app:<connectionId>` at any status and exact active, correctly
bound `connection_intent` profiles. Run the existing per-profile
visibility filter before configuration queries.
- Preserve complete ordered entries and bindings. Keep all save
behavior, empty-binding install fallback, and the existing full profile
API.
- Switch AppDetail and AgentConnectionAccess to the configuration DTO.
Use a distinct cache key below the existing profiles prefix so mutation
and reconnect invalidations still refresh it.
- Add real PostgreSQL differential and authenticated HTTP tests, UI
caller coverage, a reproducible benchmark, and access-map documentation.

## Verification

Baseline: `3f8ebfff8aa9febd0733c6f65b07485dcadfd0e2`, after both #18673
and #18681. Final head: `b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22`.
Current implementation and reproduction details are in [the performance
note](https://github.com/paperclipai/paperclip/blob/b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22/doc/performance/2026-11-02-connection-profile-configuration.md).

- AppDetail: 79 tests passed. Existing access/action saves, install
fallback, grant removal, errors, and refresh cases use the new caller.
- Real PostgreSQL differential: passed. Full ordered selected
configuration equals the old full-list selection. Cases cover extra
bindings, sibling selectors, wrong source/key/status/binding, null and
non-string agent metadata, fresh mutations, empty app bindings,
visibility filtering, and company scope.
- Production HTTP authentication: API key and run JWT cases passed.
Hidden personal accounts omit spanning profiles. Private connection
reads fail. Restored ownership restores visibility. Revoked management
grants deny fresh calls. Final UID canonicalization and foreign-company
404 assertions passed on the current head.
- Map structural check, token gate, and `git diff --check`: passed.
- Required local `pnpm -r typecheck` and `pnpm build`: passed on the
current head. `pnpm test:run` was started once. Its first chat shard
passed (337 tests, 151.87 seconds); the second shard was intentionally
interrupted after the complete final-head CI suite passed. This partial
local attempt is not a full local test pass. The same stable-runner
general and serialized partitions and Runner lanes passed in [final-head
CI](https://github.com/paperclipai/paperclip/actions/runs/41538805231),
including aggregate `ci / verify`. No local assertion failures were
observed before interruption.
- Final-head focused acceptance: four files, 85 tests passed. Full token
gates, maps, and module boundaries passed.
- Actual browser acceptance passed on the current checkout with isolated
real PostgreSQL and a local trusted board. An action saved as Off
persisted after reload. Both app agent bindings stayed intact. Removing
an agent-only task grant persisted after reload. Requests used only the
narrow profile endpoint. No browser exceptions occurred. No responses
were mocked. No provider calls or hosted changes were made. The helper
stopped the owned runtime and database after the check.
- Final exact-head checks: 54 success, one clean neutral Paperclip
Review, three skipped, zero pending or failures. Legacy Snyk status:
success. No inline review comments.
- Greptile reviewed exact head
`b40c1ed7c0833d403e20ee8a5ff9d09f1bad6d22`: 5/5, no findings, completed
successful check.

Five alternating unprofiled pairs ran with real PostgreSQL on
macOS/arm64, Node v24.22.2, and forced GC. The fixture has 210 profiles
(200 heavy profiles plus ten eligibility cases), 76,001 rules, 1,900
active tools, 695 removed tools, and 12 agents. The selected
configuration has two profiles and 1,391 rules. Each pair asserts
complete ordered selected DTO equality.

| Measurement | Full list | Configuration read |
| --- | --- | --- |
| Service wall ms, median [min, max] | 200.927 [193.319, 213.390] |
6.414 [5.508, 6.973] |
| Node CPU ms, median [min, max] | 262.751 [246.727, 271.573] | 27.525
[22.576, 29.308] |
| Select queries / returned rows | 7 / 78,139 | 3 / 1,397 |
| Actual response JSON bytes | 32,353,534 | 592,233 |
| Serialization wall ms, median [min, max] | 90.714 [88.715, 99.304] |
1.644 [1.637, 1.745] |
| Serialization CPU ms, median [min, max] | 90.644 [88.569, 96.778] |
1.654 [1.637, 1.807] |

Reproduce: `node --expose-gc --import
./server/node_modules/tsx/dist/loader.mjs
server/scripts/benchmark-connection-profile-configuration.ts 5`.

The benchmark measures the service and actual response JSON separately.
It excludes HTTP and authorization work through an identity visibility
callback. Node CPU does not include PostgreSQL CPU. No hosted or
foreground-under-load improvement is claimed.

Preserved failures: offline install lacked a locked tarball; frozen
online install passed. Sandbox localhost and tsx IPC restrictions
blocked initial DB/typecheck attempts; permitted retries use the same
checks. The first HTTP suite needed the unbuilt plugin SDK; its owning
build helper fixed setup. Shared typecheck caught a missing barrel
export, now fixed. A broad typecheck inherited the host's unpinned
nested pnpm executable; the owned stalled process was stopped and
restarted with pinned pnpm 9. The complete current-head CI suite and
aggregate verify passed. The separate Paperclip agent review published
5/5 with no findings at this head and completed with a clean neutral
conclusion. An added foreign-company assertion expected 403; the
existing guard correctly returned 404. Only the test expectation
changed. The first real browser attempt saved and reloaded the action
correctly, but grant deletion returned 422: the stress fixture had a
company binding, which makes that profile the company default. The UI
showed the existing deletion error. The second browser seed used the
production agent-only intent shape and passed removal and reload. This
does not change the stress fixture or product deletion gates. Initial
external browser script attempts also needed an ESM extension and the
correct dependency path. Logs, first-failure screenshots, traces, and
result files are retained in the local evidence directory.

## Risks

- SQL selection must stay aligned with connection-intent eligibility.
Differential fixtures cover the exact current predicate.
- A selected connection can still have many rules. This change preserves
all selected configuration.
- Per-profile authorization still reads current selected resources and
can add work. Connection visibility does not bypass that check.
- No migration, default-allow, effective-access, policy-review,
provider, or deployment behavior changes. The old endpoint remains
available. Rollback restores the old AppDetail caller and removes the
additive endpoint.

## Model Used

OpenAI Codex, `gpt-6.1-sol`, with code execution and repository tools.
The host does not expose the context-window size.

## 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>
2026-11-02 16:55:56 -06:00
..

Paperclip maps

The maps describe the same capabilities from two perspectives:

  • Feature map: what a person can do, where to reach it, and how to verify the user journey. Preserve its Poteto format.
  • Agent access map: the APIs and agent entry points for those capabilities, their permission boundaries, and access verification.

The chat scenario catalog adds natural-language requests, starting context and expected conversational outcomes for the same capability IDs. It lives with Product E2E as planning data; a scenario reference is neither a registered execution nor evidence that a journey passed.

These are sibling directories under maps/. Each feature file has a same-named agent access companion. Reuse the product map's sub-feature IDs, so tasks/create identifies the same capability in both maps. Product behavior remains governed by the implementation spec; a map cannot grant authority or redefine a permission denial as success.

Capability identifiers

The feature ID is the recipe filename without .md, such as onboarding. The full capability ID joins that feature ID and a Sub-features key with /: the company key in feature-map/onboarding.md is onboarding/company. Its agent-access-map/onboarding.md companion uses the same local company key. The feature-map index lists the existing feature and full capability IDs.

Each child page states Feature ID: `onboarding`. after its introduction or product-map link. In feature recipes, show the full ID beside the parsed local key: - `company`: `onboarding/company` — create a company. In access companions and Storybook verification guidance, keep the existing local heading and put Capability ID: `onboarding/company`. beneath it. These labels make the existing identifiers visible without changing keys, anchors, or ID generation.

Use full capability IDs in cross-feature references, Storybook annotations, tests, issues, PRs, and verification evidence. Both segments use lowercase letters, digits, and hyphens. Keep filenames and keys stable when display titles or navigation labels change; renaming either changes the capability ID.

Entry-point IDs describe a surface, such as web-wizard, and are scoped to their recipe. Reference them with a recipe link, such as onboarding.md#web-wizard, and record the capability exercised separately. Navigation section labels are not capability IDs. See IDs and references for examples.

Access contract

Every business operation needs both an API and a usable agent entry point for an actor authorized to perform it. A dedicated tool is optional when REST, the CLI, an assigned MCP client, or native search_api / call_api already provides the operation. Record which agent surfaces actually have that path; an installed CLI or optional MCP package cannot be assumed available to every native/remote run.

Track these independently:

Dimension Values and meaning
API present, missing, not-applicable, or unreviewed. Use exact methods/paths; distinguish protocols from REST.
Agent access available, partial, missing, restricted, operator-only, not-applicable, or unreviewed. Name the supported surface and actual entry point.
Policy Actor, action/grant, company/resource/ownership scope, responsible-user intersection, run requirements, work modes, and gates relevant to the operation.
Evidence source-only, verified, failed, blocked, or not-run. Source presence and successful board calls are not agent verification.
Review depth baseline records representative operations and known gaps; operation-reviewed enumerates the capability's meaningful operations and their individual access contracts.

Broad capabilities such as task properties must be split into operations before they count as operation-reviewed: renaming, metadata edits, assignment, dependencies, and lifecycle changes can use different tools and permission rules. An available read path cannot certify a write path. List/get/create/update/delete, execution/control, credential handling, and resolution are separate where their authority or transport differs. Do not duplicate request schemas from OpenAPI.

Exceptions and restrictions

Presentation-only state, static developer fixtures, and pre-start/local operator work may use not-applicable for a domain API, with a concrete reason and the existing local path. When a capability combines shared data with presentation, split the operations: browser recents do not exempt resource lookup from API coverage. Promoting local state to a shared feature requires revisiting the entry.

A board-only endpoint is restricted for agent identity, not an automatic exception or a missing API. Cite the enforced policy and record whether the agent can request the authorized human's action and observe its result. An unresolved delegation question remains in Gaps. Company access, a job title, a personal assistant's OAuth grant, or an accepted interaction does not grant board identity. Keep budget, approval, secret and execution authority intact.

Check actual route/service authorization and production tool admission. OpenAPI actor labels and scenario/evaluation tool declarations are supporting metadata; record disagreements rather than using them as proof of access. Native API fallback restrictions, tool field/scope limits, and rollout settings are part of the agent path, even when a legacy agent can call the REST endpoint directly.

Companion file format

Each agent-access-map/<area>.md has an H1, a relative link to its product file, and its feature ID, followed by one H2 backticked local key per product sub-feature. Each capability starts with its full capability ID and contains these fields:

  • Review: baseline or operation-reviewed.
  • API: presence state and exact operation IDs, or a reasoned exception.
  • Agent access: availability state and concrete entry points by surface.
  • Policy: relevant permission and runtime boundaries, with source references.
  • Evidence: evidence state, reviewed commit and sources or executed proof.
  • Verification: allowed/denied assertions and observable result; record what has actually run separately from the proposed recipe.
  • Gaps: missing APIs/paths, discovery drift, unreviewed operations or policy decisions; use none only for the enumerated scope that was reviewed.

For an operation-reviewed capability, use H3 backticked operation IDs and repeat API, Agent access, Policy, Evidence, Verification and Gaps for each operation. Use small operation names such as create, update, read, or run-now. The enclosing capability has Review: operation-reviewed only after its meaningful operations have been enumerated. The following excerpt shows one operation; include the others before using that review label:

## `definition`

Review: `operation-reviewed`.

### `create`

API: `present` — POST /api/companies/{companyId}/routines.
Agent access: `available` — agent REST, CLI routine create and native call_api
under the enabled rollout and active-run/mode gates.
Policy: same company; assigneeAgentId must be the calling agent; cite the
routine authorization and native API policy sources.
Evidence: `source-only` — reviewed commit and source links; no live proof.
Verification: `not-run` — create an owned routine; reject assignment to another
agent; inspect saved configuration, attribution and retry behavior.
Gaps: verify ownership and responsible-user resolution with a permitted agent
context; source presence alone does not qualify this operation.

Keeping the maps synchronized

When a change adds/removes a capability or changes its behavior, API, permission, tool binding, CLI support, or work mode, update the affected companion and product recipe as appropriate in the same change. Preserve IDs across renames where the capability is unchanged; update the affected cross-links together. Indexes discover recipes automatically. An API-only change may update the companion without rewriting unchanged user instructions. Update the corresponding chat scenarios when their request, assumptions or expected outcome changes; use multiple cases for meaningfully different starting conditions rather than treating an API path as conversational coverage.

maintain-verification-skill owns reconciliation of both maps. It follows changed source and authorization, checks real agent reachability, and records product gaps without implementing them during a maintenance pass. The creation skill uses this structure. verify-paperclip consumes the relevant recipes and reports evidence/drift; map editing belongs to maintenance.

Run the structural check after map changes:

node scripts/check-maps.mjs

It checks paired areas/IDs, navigation metadata, required fields, and local references. It does not certify endpoint authorization, production bindings, operation completeness, or live behavior. Source audits must check those against the existing API and tool contracts; avoid a second schema catalog or runtime.

For live access proof, use Paperclip's existing API/runner/MCP fixtures or an owned isolated instance. Use the actual agent identity, target and work mode. Assert the allowed result and relevant denial (another company/private resource, wrong owner, missing grant, invalid run, restricted mode or resolver). Mutations also need persisted state/attribution and retry behavior. Capture evidence using the existing artifact workflow; keep executed run results separate from generated maps/generated/coverage.json, which lists page references.

Local authorship and generated indexes

Change only the recipes, access contracts and stories whose behavior or intent changed. Feature recipes own navigation metadata; stories own small parameters.paperclip annotations. Keep the feature-map README's readable ID index aligned with those sources; it does not register entries for generation. Do not refresh counts in shared READMEs, inventories, fingerprints or review journals.

node scripts/storybook-catalog.mjs validates and generates aggregate navigation, Storybook data, verification routes and the page inventory. All outputs live in ignored maps/generated/, ui/storybook/generated/, and the ignored Storybook preview.tsx wrapper. Start/build and UI typechecking generate their own inputs. A clean merged checkout therefore assembles both branches' changes automatically.

Git provides history and diffs. PRs, issues and CI artifacts retain review/run evidence for the named revision. Capability associations do not create whole-file review dependencies. Keep durable scenario limits in the affected recipe or story.