Files
PaperClipAI/maps/agent-access-map
Devin FoleyandPaperclip 49b3804830 fix(connections): load permissions and show AI account identity (#18653)
## Thinking Path

> - Paperclip manages AI agents and their access to saved connections.
> - The Permissions page loads account details and permitted agent
choices.
> - Company-wide AI accounts repeat retained installation checks for
every candidate agent.
> - This makes target checks grow with the square of the roster size.
> - The browser waits without a deadline, and connection names do not
identify the provider login.
> - This pull request batches direct AI checks and bounds loading with
recovery controls.
> - Account details load separately and show a provider email or an
explicit profile-permission limit.

## Linked Issues or Issue Description

**What happened?**

Opening a saved AI account can leave Permissions on “Loading AI
account…” for minutes. The account itself can be connected. The existing
capability batch excludes AI connections, so a company-wide install
repeats checks for every installed agent for every candidate. Saved
names and Paperclip ownership also do not establish which provider login
a credential uses.

**Expected behavior**

Direct AI accounts reuse retained-target checks within one descriptive
request. The page shows loaded account controls or a bounded failure
with Retry. Permissions shows the provider email and organization when
the selected credential permits profile access. An unavailable profile
must not block maintenance or disconnect a working inference credential.
Writes still authorize current permissions.

**Steps to reproduce**

1. Save an AI account in a company with several agents.
2. Install the account company-wide.
3. Open its Permissions page.
4. Delay the account-list or grants response to exercise the loading
failure.

The maintained benchmark reproduces database work with synthetic local
data. Refs #17945, which added batching for non-AI connections. Searches
found no open PR for this AI-account loading fix.

## What Changed

- Include direct AI accounts in the existing board capability batch.
Referenced pool members, delegated actors, complex selectors, and
mutation authorization keep their existing evaluator.
- Add opt-in per-caller GET deadlines to the API client. A timed-out
caller detaches the stuck coalesced request so Retry starts a fresh
fetch. Other callers retain their own cancellation and results.
- Apply a 15-second deadline to AI account lists and grants reads. The
permissions view retries transient failures once and reports other
failures immediately.
- Share the parent Permissions grants query with AI account details.
Keep loaded controls visible after a background error and offer Retry.
- Add a grant-scoped identity GET and OpenAPI contract. The service
checks current membership and credential audience before it reads the
selected credential. It projects only the provider email and
organization; provider IDs, tokens, and raw errors stay private.
- Show account details independently of maintenance controls. Anthropic
profile denial has an explicit message and preserves connected status.
Transient profile failures have a separate Retry action. Observations
are cached for five minutes under the company, connection, grant, and
grant revision.
- Extend real PostgreSQL and authenticated HTTP coverage,
client/component regressions, map guidance, and the existing benchmark's
AI mode.
- Address the Apex file-size finding by moving gallery identity lookup
into the existing app display helper module. `AppDetail.tsx` is 984
lines; lookup behavior is unchanged.

## Verification

Local source checkout on macOS, Node 25.6.1, pnpm 9.15.4, and disposable
PostgreSQL 18.1. Provider calls use fixtures. No hosted deployment or
provider qualification is claimed.

- Passed `pnpm -r typecheck` and `pnpm build`.
- Passed all 87 tests in `connection-management.integration.test.ts` and
all 33 tests in `connection-install-capabilities.test.ts`.
- Passed 196 AI connection, identity-provider, and OpenAPI tests:
`ai-connections.test.ts`, `ai-account-identity.test.ts`, and
`openapi-routes.test.ts`.
- Passed 107 focused UI/client tests: `client.test.ts`,
`ManagedAiConnectionDetails.test.tsx`,
`AiConnectionAccountDetails.test.tsx`, and `AppDetail.test.tsx`.
- After the Apex extraction, passed UI typecheck/build and 106 component
tests across `AppDetail.test.tsx`, `AppNotConnected.test.tsx`,
`ManagedAiConnectionDetails.test.tsx`, and
`AiConnectionAccountDetails.test.tsx`.
- The authenticated HTTP tests compare complete grants responses across
human roles, for tool and AI connections. They verify a real install
mutation succeeds before revocation and fails afterward.
- A company-wide personal AI fixture checks 20 targets instead of 400.
Pool-member permission loss still denies the complete pool description.
- UI states covered: shared cached grants, stuck account/grants fetches,
one automatic retry, terminal failure, manual recovery, authorization
failure, background failure with retained controls, and unmount
cancellation. Client tests also cover stalled response bodies and
independent coalesced callers.
- Identity coverage includes actual bearer-key/JWT reads, private-user
and cross-company denial before provider access, revoked credentials,
provider 401/403/429/500, and grant-change isolation. A real local HTTP
fixture stalls the response body, verifies the shared 15-second
deadline, and keeps unrelated HTTP requests responsive. The test
shortens the native deadline to 100 ms. Profile permission denial leaves
the saved account connected.
- Passed `pnpm check:token-gates`, `node scripts/check-maps.mjs`, `node
scripts/check-module-boundaries.mjs`, and `git diff --check`.
- The full local `pnpm test:run` started with the loading-only change.
All six chat shards passed. It recorded one failure in the unchanged
`heartbeat-retry-scheduling.test.ts` quota-rejection case. That exact
case passed a focused rerun on the final head. The initial failure cause
remains unconfirmed and its local log is retained; this is not a full
local-suite pass. The redundant local run was stopped with SIGINT after
final-head CI completed successfully.
- [Final-head
CI](https://github.com/paperclipai/paperclip/actions/runs/41515556725)
passed on `ead8d276d4a2023614fff54b3e9a858f28c3178b`: typecheck, build,
all 12 server shards, all 3 chat shards, workspace suites, all 9
serialized suites, all 8 end-to-end shards, Runner checks, and the
aggregate verify gate. Security checks passed. Optional Storybook checks
were skipped by workflow policy. GitHub reports the branch mergeable
without conflicts.
- Apex reviewed head `ead8d276d4a2023614fff54b3e9a858f28c3178b` at 5/5,
confirmed the extraction resolves its earlier file-size finding, and has
no unresolved review threads.

The existing benchmark ran for the loading-only change now recorded in
commit `5f725b36fa52002545241a5a8b7a10602f0cc0ce`, with `--purpose=ai
--baseline-ref=026fd9e3452`. The identity follow-up leaves that batch
source unchanged. Two warmups and five alternating samples exercise each
of eight fixture shapes. Complete positional capabilities, reasons, and
operations match the baseline in every sample.

| AI fixture | SQL calls before → after | Target reads before → after |
| --- | ---: | ---: |
| 1 agent, company install | 9 → 9 | 1 → 1 |
| 32 agents, company install | 5,248 → 164 | 1,024 → 32 |
| 100 agents, company install | 50,400 → 504 | 10,000 → 100 |
| 100 agents, partial install | 13,175 → 503 | 2,575 → 100 |

These counts measure the real service over local PostgreSQL. They do not
predict hosted page latency. To reproduce the standalone benchmark, use
a checkout of commit `5f725b36fa52002545241a5a8b7a10602f0cc0ce` and run
the command below. Its isolation check intentionally rejects the later
identity follow-up's additional runtime changes.

```sh
node --import ./server/node_modules/tsx/dist/esm/index.mjs scripts/benchmark-connection-install-capabilities.ts --purpose=ai --baseline-ref=026fd9e3452
```

Run the final-head regression suites from the repository root:

```sh
cd server
pnpm exec vitest run src/__tests__/connection-management.integration.test.ts src/__tests__/connection-install-capabilities.test.ts src/__tests__/ai-connections.test.ts src/services/ai-account-identity.test.ts src/__tests__/openapi-routes.test.ts
cd ../ui
pnpm exec vitest run src/api/client.test.ts src/components/ai-connections/ManagedAiConnectionDetails.test.tsx src/components/ai-connections/AiConnectionAccountDetails.test.tsx src/pages/apps/AppDetail.test.tsx
```

## Risks

Descriptive permissions reuse retained facts within one request. A
concurrent change can leave a displayed choice stale; the next request
and every write still authorize fresh. Pools with referenced members
retain their existing cost.

The account and grants clients now bound each caller's wait. A browser
abort does not cancel an authorization read already admitted by the
server. The independent profile request uses a fixed Anthropic origin, a
bounded body, no redirects, and a 15-second deadline. Inference-only
credentials can return no email; that is reported without guessing from
a Paperclip owner or changing connection health. Profiles are fetched
only for the caller's authorized selected grant. No ambient CLI
identity, persistent identity cache, background polling, or
billing-identity change is added. Other API reads keep their existing
behavior. No migration is required. Staging has not been redeployed.

## Model Used

OpenAI `gpt-6.1-sol` through the Codex harness in T3 Code, with xhigh
reasoning, code editing, execution, and test 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 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 12:29:03 -08:00
..

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.