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PaperClipAI/maps/agent-access-map/instance-operations.md
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DottaandPaperclip 9ef434fe79 docs: expose feature map IDs and add a recipe index (#16987)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its feature map describes user journeys and their verification
paths.
> - The map already defines feature IDs and full capability IDs.
> - The README and child pages did not show those IDs consistently.
> - Readers need those IDs to connect issues, tests, stories, and
evidence.
> - This pull request adds a recipe index and displays the existing IDs.
> - The benefit is clear references across the product and agent access
maps.

## Linked Issues or Issue Description

**Issue type**

Missing documentation.

**Where is the issue?**

`maps/feature-map/README.md`, the child recipes, and their agent access
companions.

**What's wrong?**

The README sends readers to Storybook to browse features. Child pages
show local keys, such as `installation`, without the full
`plugins/installation` ID. Readers must inspect the generator to find
the full reference.

**Suggested fix**

List recipe links and existing IDs in the README. Show each feature ID
and full capability ID in its child pages. Explain capability IDs and
entry-point references. Keep the current keys and anchors.

Related work: Refs #15288. Refs #16052. Refs #15983. No duplicate open
PR or issue was found by title search.

## What Changed

- Add an index grouped by feature area. It lists every recipe, feature
ID, and full capability ID.
- Explain how IDs are formed and used in issues, tests, Storybook, and
evidence.
- Add feature IDs to all product recipes and agent access companions.
- Show full capability IDs beside recipe keys and below access and
Storybook guidance headings.
- Preserve existing keys, heading anchors, and generated ID values. Keep
the latest upstream company capability in the index.

## Verification

- `node scripts/check-maps.mjs` passes for 34 feature families and 175
capability IDs.
- `node --test scripts/check-maps.test.mjs
scripts/storybook-feature-index.test.mjs` passes all 17 tests.
- `node scripts/storybook-feature-index.mjs` passes on this checkout and
generates the feature indexes and overview inputs.
- `git diff --check` passes.
- A source comparison confirms that the README matches the recipe index.
After removal of the added ID labels, all 68 child pages match the
upstream prose and headings.
- Full workspace checks were attempted: `pnpm -r typecheck`, `pnpm
test:run`, and `pnpm build`. They could not start because the local pnpm
wrapper could not fetch and verify the pinned pnpm 9.15.4 release. This
checkout also has no workspace dependencies installed.
- `node scripts/storybook-catalog.mjs` could not run because
`storybook/internal/csf-tools` is not installed. The direct map and
index checks above pass without that dependency.
- Remote typecheck, release-registry, and full build checks passed. The
first attempts of [server shard
3/12](https://github.com/paperclipai/paperclip/actions/runs/39460473910/job/118758430448)
and [server shard
12/12](https://github.com/paperclipai/paperclip/actions/runs/39460473910/job/118758429932)
stopped after their runners received a shutdown signal. The test steps
were canceled. GitHub rejects the rerun request with HTTP 403: "The
workflow run containing this job is already running". Five other CI jobs
remain active. The next action is to rerun the two interrupted shards
after workflow 39460473910 ends. No application changes were made to
address these runner interruptions.
- To inspect the result, open the feature-map README, follow a recipe
link, and compare its full capability IDs with its access companion.

## Risks

- Low risk. The change updates map documentation only. It changes no
application code or ID schema.
- The readable README index and child labels repeat source IDs. Keep
them aligned when a capability changes.
- Generated capability descriptions now include the visible ID prefix.
Generated IDs, labels, navigation order, and verification fields remain
the same.
- Full local workspace checks and catalog generation remain unverified
for the environment reasons above.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI Codex, model `gpt-6.1-sol`, with a 475,000-token context window
and `xhigh` reasoning effort. The model used local file tools, shell
commands, and GitHub CLI access.

## 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
- [ ] 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>
2026-10-20 12:00:36 -05:00

6.9 KiB

Installation, configuration, updates, and backups — agent access

Product map: Installation, configuration, updates, and backups.

Feature ID: instance-operations.

Review date: 2026-10-12. Source commit: f981fa3cc10cb8663a87dec60345fbff46d54d0a.

This is a source-reviewed baseline of representative operations and known gaps. Each capability needs operation-level review before its entire scope can be qualified. No live agent execution is claimed. Follow the map contract for format, permission checks, evidence and maintenance.

install-update

Capability ID: instance-operations/install-update.

Review: baseline.

API: not-applicable — No uniform company REST updater API. Treat pre-start installation as an operator exception or design an explicit delegated operator API.

Agent access: operator-only — Existing CLI install/update/rollback commands.

Policy: Local machine operator and instance-administrator authority; distinct from company-scoped agent keys.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise the listed local workflow in an authorized, owned operator environment. Verify its isolation and result; do not count local machine authority as company-agent API access.

Gaps: No uniform company REST updater API. Treat pre-start installation as an operator exception or design an explicit delegated operator API.

server-service

Capability ID: instance-operations/server-service.

Review: baseline.

API: present — representative operation IDs:

  • GET /api/health.

Agent access: operator-only — Existing CLI service/dev controls; health REST; owned workspace services have separate agent APIs.

Policy: Local machine operator and instance-administrator authority; distinct from company-scoped agent keys.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise the listed local workflow in an authorized, owned operator environment. Verify its isolation and result; do not count local machine authority as company-agent API access.

Gaps: Instance start/stop and task workspace start/stop are different capabilities. Local service control is not agent company authority.

configuration

Capability ID: instance-operations/configuration.

Review: baseline.

API: present — representative operation IDs:

  • GET /api/instance/settings.
  • PATCH /api/instance/settings.
  • GET /api/instance/settings/experimental.
  • PATCH /api/instance/settings/experimental.

Agent access: restricted — Board/admin instance settings; CLI configure/env; local configuration files.

Policy: Local machine operator and instance-administrator authority; distinct from company-scoped agent keys.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — assert the documented agent denial with an owned test fixture; verify any listed agent request/result path separately. A delegated operation needs its own policy and access review.

Gaps: Settings APIs cover parts of configuration; pre-start database/binding/storage configuration is local operator tooling.

Cloud stack Admins may update experimental settings through the trusted Cloud actor without receiving other instance-admin powers. This uses the current stack role on each request; company membership alone does not grant it. Members, Support users, agents, and ordinary self-hosted sessions remain denied. Cloud staging exposes experimental controls to instance admins and stack Admins. It permits saved overrides of Cloud-disabled experimental defaults. Cloud-enabled features remain true on every managed stack, including staging, and the settings service rejects attempts to disable them with 403 before saving. This exception requires a managed instance and a provisioner-supplied *.staging.paperclip.app primary hostname; request headers do not establish staging. Ordinary board members and agents still cannot mutate instance settings. Only an explicit feature allowlist is editable on staging. Cloud owner-admin elevation and managed-sandbox execution policy remain managed, and production policy and other Cloud floors remain. Local route tests cover stack Admin experiment access and auditing, denial for other instance controls and actor sources, hidden-setting restrictions, and a spoofed request hostname; the Cloud actor tests cover role changes and preserved instance-admin isolation; no live Cloud or agent-credential verification is claimed.

diagnostics

Capability ID: instance-operations/diagnostics.

Review: baseline.

API: present — representative operation IDs:

  • GET /api/health.
  • GET /api/liveness and HEAD /api/liveness — public process startup status and build commit only; no database readiness or workspace identity.

Liveness is anonymous and runs before actor/session resolution. Hostname and signed-bootstrap endpoint validation still apply. It grants no instance control authority. Liveness tests cover idle drain, invalid ambient credentials, unavailable SQL, and startup recovery with local Express fixtures; no live provider or agent access is claimed.

Agent access: partial — REST health plus local CLI doctor.

Policy: Local machine operator and instance-administrator authority; distinct from company-scoped agent keys.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — exercise a listed permitted operation with actual agent credentials/run context; inspect its result and applicable persistence/attribution. Assert the relevant denied actor, owner, company or mode from Policy. Review the remaining operations before qualifying the whole capability.

Gaps: Health is an API; full local doctor/repair inspects host configuration and is not equivalent to that response.

backup

Capability ID: instance-operations/backup.

Review: baseline.

API: present — representative operation IDs:

  • POST /api/instance/database-backups.

Agent access: restricted — Board/admin backup API; local CLI db:backup; restore into an authorized separate target.

Policy: Local machine operator and instance-administrator authority; distinct from company-scoped agent keys.

Evidence: source-only — implementation at the reviewed commit above.

Verification: not-run — assert the documented agent denial with an owned test fixture; verify any listed agent request/result path separately. A delegated operation needs its own policy and access review.

Gaps: API creation exists. Restore/lifecycle are operator workflows rather than ordinary company agent capabilities.