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PaperClipAI/maps/feature-map
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 feature map

Start here when reproducing a user-facing bug, verifying a change, or deciding which surfaces a fix must cover. Each recipe describes what a person can do, where they can do it, the expected result, and the evidence needed to verify it. Product behavior is still governed by the implementation spec.

The sibling agent access map records APIs, agent entry points and permission boundaries for the same capability IDs. Follow the shared map contract when maintaining either map.

The chat scenario catalog describes how people might request these capabilities in conversation, including setup and permission branches. These are planned Product E2E journeys, not live coverage results.

IDs and references

Use the existing IDs in issues, PRs, Storybook annotations, tests, and verification evidence:

Reference Example Defined by
Feature ID onboarding The recipe filename without .md.
Capability ID onboarding/company The feature ID plus a key from its Sub-features list, separated by /.
Entry-point reference onboarding.md#web-wizard The recipe filename plus its entry-point heading. The local entry-point ID is web-wizard.

For example, report verifying onboarding/company through web-wizard. Capabilities describe behavior; entry points identify the surface used to exercise it. Entry-point IDs are separate from generated capability IDs. Both maps and Storybook use the same full capability IDs. Each child page states its feature ID; recipe bullets show the full capability ID beside the local key, and access companions show it beneath the local heading. Local keys remain unchanged for parsing and existing anchors.

Keep recipe filenames, sub-feature keys, and entry-point keys stable when changing display titles or navigation. Renaming a filename or key changes its references. The section headings below are navigation labels, not additional IDs.

Browse features

Use this index to open a recipe or copy its feature and full capability IDs.

Getting started and access

Feature ID Recipe Capability IDs
onboarding Onboarding and first work onboarding/instance, onboarding/company, onboarding/adapter, onboarding/first-task, onboarding/resume
access Login, invitations, and access access/login, access/invitations, access/membership, access/resources, access/cli-auth
companies Companies and portability companies/selection, companies/identity, companies/decision-models, companies/prompt-injection-prevention, companies/fast-responses, companies/agent-observability, companies/archive, companies/portability

Tasks and conversations

Feature ID Recipe Capability IDs
tasks Task creation and lifecycle tasks/create, tasks/organize, tasks/properties, tasks/discussion, tasks/completion, tasks/privacy
task-coordination Delegation, dependencies, and signoff task-coordination/delegation, task-coordination/dependencies, task-coordination/signoff, task-coordination/tree-control
inbox-search Inbox, decisions, and search inbox-search/views, inbox-search/triage, inbox-search/decisions, inbox-search/search, inbox-search/toasts
agent-chat Agent conversations and project handoff agent-chat/discovery, agent-chat/history, agent-chat/handoff, agent-chat/conference-room
questions-and-approvals Questions and approvals questions-and-approvals/questions, questions-and-approvals/dismiss-and-reopen, questions-and-approvals/confirmations, questions-and-approvals/plan-review, questions-and-approvals/audience, questions-and-approvals/governance, questions-and-approvals/tool-review, questions-and-approvals/continuation
steering Steering and queued messages steering/queue, steering/edit-order-discard, steering/steer, steering/interrupt, steering/stop-and-pause, steering/drafts, steering/approval-queue
documents-artifacts Documents, attachments, and work products documents-artifacts/documents, documents-artifacts/annotations, documents-artifacts/attachments, documents-artifacts/work-products, documents-artifacts/library

Agents and reusable capabilities

Feature ID Recipe Capability IDs
agents Hiring, configuration, and organization agents/hire, agents/grok-bot, agents/instructions, agents/organization, agents/primary-agent, agents/lifecycle, agents/built-in, agents/api-keys, agents/managed-agent-setup
runs-adapters Runs, harnesses, and model accounts runs-adapters/availability, runs-adapters/validation, runs-adapters/runs, runs-adapters/session
skills Skills and Skill Studio skills/discovery, skills/authoring, skills/versions, skills/policy, skills/testing
teams Team packages and installation teams/discovery, teams/preview, teams/install, teams/configuration

Projects and execution

Feature ID Recipe Capability IDs
projects Projects and repositories projects/lifecycle, projects/task-context, projects/repositories, projects/defaults, projects/privacy
goals Goals and work alignment goals/hierarchy, goals/alignment, goals/navigation
workspaces Workspaces, services, and files workspaces/binding, workspaces/provisioning, workspaces/services, workspaces/files-git, workspaces/closure
execution-environments Execution environments execution-environments/configuration, execution-environments/capabilities, execution-environments/probe, execution-environments/assignment, execution-environments/images
recovery Recovery recovery/diagnosis, recovery/bounded-continuation, recovery/source-action, recovery/exhaustion, recovery/workspace, recovery/unknown-outcome, recovery/user-continuation, recovery/reconnect

Apps, channels, and extensions

Feature ID Recipe Capability IDs
connection-setup Connection setup connection-setup/catalog, connection-setup/identity-and-access, connection-setup/credentials, connection-setup/handoff, connection-setup/draft-recovery, connection-setup/task-request, connection-setup/channel-setup, connection-setup/failure
assistant-connections Assistant connections (MCP) assistant-connections/setup, assistant-connections/consent, assistant-connections/device-login, assistant-connections/client-use, assistant-connections/revocation
app-permissions App access and action permissions app-permissions/agent-access, app-permissions/action-policy, app-permissions/catalog-change, app-permissions/test-action, app-permissions/account-maintenance
chat-channels External chat and email chat-channels/providers, chat-channels/identity, chat-channels/conversation, chat-channels/attachments, chat-channels/lifecycle, chat-channels/outbound-email
gateways-profiles Tool gateways and access profiles gateways-profiles/gateway, gateways-profiles/profiles, gateways-profiles/client-connect, gateways-profiles/tokens, gateways-profiles/activity
secrets Secrets and proposals secrets/company-secrets, secrets/user-secrets, secrets/proposals, secrets/vault-import, secrets/runtime-delivery
plugins Plugins plugins/installation, plugins/configuration, plugins/contributions, plugins/lifecycle

Automation and structured work

Feature ID Recipe Capability IDs
routines Routines, schedules, and triggers routines/definition, routines/triggers, routines/run-now, routines/history, routines/management
cases Cases cases/browse, cases/structure, cases/history, cases/task-links, cases/handoffs
status-cards Status cards status-cards/authoring, status-cards/generation, status-cards/inspection, status-cards/archive

Oversight and operation

Feature ID Recipe Capability IDs
budgets-costs Costs and budgets budgets-costs/cost-reporting, budgets-costs/budgets, budgets-costs/incidents, budgets-costs/resolution, budgets-costs/subscriptions, budgets-costs/accounting-recovery
activity Dashboards and audit trails activity/overview, activity/activity, activity/runs, activity/routine-audit, activity/timeline, activity/agent-commentary
navigation-preferences Navigation, profile, and announcements navigation-preferences/navigation, navigation-preferences/preferences, navigation-preferences/profile, navigation-preferences/announcements, navigation-preferences/fallbacks, navigation-preferences/command-palette
instance-operations Instance operations instance-operations/install-update, instance-operations/server-service, instance-operations/configuration, instance-operations/diagnostics, instance-operations/backup, instance-operations/runtime-setup
cli-operations CLI/API and local worktrees cli-operations/context, cli-operations/domain-commands, cli-operations/outputs, cli-operations/run-controls, cli-operations/worktree-instances, cli-operations/feedback-export

Contributor surfaces

Feature ID Recipe Capability IDs
developer-labs Developer previews and diagnostic labs developer-labs/design, developer-labs/interaction-labs, developer-labs/performance, developer-labs/route-gates

Open the published Storybook guide for the assembled feature and capability index. The Markdown recipes in this directory are the authored source. Each has a same-named agent-access companion.

Run node scripts/storybook-catalog.mjs to generate local navigation in maps/generated/feature-map.md, maps/generated/agent-access-map.md, and the Storybook guide. Recipes are discovered automatically from their navigation metadata; generation does not depend on this high-level index.

Before driving a journey

  1. Use this checkout's isolated test drive for manual product checks. It creates a temporary instance and prints its URL and data directory. Do not guess that a server on port 3100 belongs to you.
  2. Record the commit, URL, company, login role, relevant experimental settings, adapter, runtime mode, and live versus simulated dependencies. Use disposable tasks and provider resources. A fresh test drive creates a company and CEO, but no task or first run.
  3. Use the current navigation and company prefix. Paths in recipes omit that prefix. Record whether the streamlined or production shell is selected; Agent Chat, chat connectors, and the combined Inbox/Tasks view have separate gates. A hidden surface is an unmet prerequisite, not a successful test.
  4. Run the smallest relevant test first. Vitest commands below run from the repository root after installing dependencies. Playwright recipes use their named configuration and its isolated environment, not an unrelated running instance. Reserve expensive runner/provider tests for the behavior at issue.
  5. Exercise the actual user action, inspect its result, reload, and verify the persisted state or continuation. Use read-only API checks to corroborate UI evidence; creating state through the API does not prove the creation UI.

For agent-driven acceptance work, start with the Paperclip verification skill for an isolated launch, ownership/readiness checks, browser driving, evidence, and cleanup. It uses this directory as its feature map. The existing dev-workspace run/verify skill and evaluation skill describe runtime ownership and evidence handling. Reuse them; this map introduces no environment launcher, credentials, scheduled job, or second test framework.

Evidence contract

Report each entry point as passed, failed, blocked (with its missing prerequisite), or not run. Include the feature ID, full capability IDs and entry-point ID (for example, onboarding/company through web-wizard), plus the recipe link, commit/environment, user action, expected and observed result, command/exit code, and evidence links. Screenshots or traces should show both the action and the discriminating result. Include task/run/request IDs when relevant, without secrets.

A fix is verified across its affected surfaces only when each has evidence or an explicit reason it does not apply. Shared code alone does not prove parity. Keep product regressions visible; do not change the recipe to bless a failure. For Paperclip-assigned work, attach evidence through the artifact workflow.

Inventory and remaining depth

The generated maps/generated/coverage.json lists the current non-test TSX page modules and the recipes that directly reference each one. An unreferenced module is a documentation candidate, not proof that its feature is absent or untested. Remaining workflow limits live in each recipe. Inventory and example associations describe documentation scope, not runtime health.

Maintaining the reference

The map documents user journeys. It does not execute them automatically; generated inventories record documentation scope rather than live test health. Product E2E reports reuse these capability IDs through the journey associations. Their coverage view shows which scenarios in a campaign are linked to each capability and the associated test results. An association or passing scenario does not certify the whole capability; unselected and unmapped journeys remain distinct.

When maintaining a recipe, compare its entry points and expected results with the current source. Check that linked tests still exercise the stated behavior and that local references still exist. Keep the same-named agent access companion and stable sub-feature IDs aligned when behavior or access changes. Source-only access inventory remains distinct from live verification. Run node scripts/check-maps.mjs after map edits for structural/reference checks; follow the shared contract for the source and behavioral checks it cannot perform.

Each recipe starts with a small frontmatter navigation record, then an H1:

---
navigation: {"section":"Tasks and conversations","sectionOrder":20,"order":10}
---

The H1 supplies the feature title, and the first paragraph supplies its summary. Orders are local to the section; leave gaps for additions. Equal orders use the stable filename as a tie-breaker. Keep a section's name/order consistent across its recipes. Discovery uses the recipe and companion; keep the readable ID index above aligned when features or capability IDs change.

Optional ### Storybook verification guidance lives inside the recipe's Gotchas section. Each level-four heading contains a backtick-quoted capability key and has Scope (ui, cli, or browser), Storybook, Production, and Sources fields. These are verification instructions and intentional scope limits, not run results or a required story for every API. The generated gap report combines this guidance with current story associations.

After frontmatter, each recipe starts with an H1 and a user-visible description, then exactly:

  1. Sub-features — stable backticked local keys, full capability IDs, and observable behavior/states, such as - `company`: `onboarding/company` — create a company.
  2. How to get to it (user POV) — one H3 backticked entry-point ID per surface.
  3. Driving it with — starts with Preconditions:; repeat each entry-point H3, with Automated: and Manual: paragraphs. Name test scope and gaps honestly.
  4. Gotchas — misleading look-alikes, feature gates, and invalid evidence.

New or updated entries follow Poteto's feature-map examples. Existing entries with a Driving it heading can adopt the named harness when their recipes are updated. The original format was inspired by Omnigent's feature map. Paperclip's recipes and checks follow its own task model and test infrastructure.