Files
PaperClipAI/maps
DottaandPaperclip 6e781e0ab2 fix(connections): preserve removed grants when saving installs (#17906)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents access to external tools through access
profiles.
> - Operators can remove a broad app profile and keep a limited profile.
> - Saving a connection's agent list restored the broad profile to
existing installation targets.
> - Those restored grants could permit write tools that the limited
profile omitted.
> - This pull request grants the app profile only to new installation
targets.
> - The benefit is stable permission choices when an operator edits an
installation list.

## Linked Issues or Issue Description

**What happened?**

`PUT /api/tool-connections/{connectionId}/installs` attached the app
profile to every target in the submitted list. An existing target
received the profile again if an operator had removed it. Adding an
agent, removing another agent, or saving the same list could therefore
restore broad tool permissions. The activity log recorded each restored
binding as `tool_connection.install_access_extended`.

**Expected behavior**

Targets that remain installed keep their saved profile assignments. A
removed app-profile assignment stays removed. New installation targets
receive the current app-profile defaults. Removing an installation still
removes its install-derived binding.

**Steps to reproduce**

1. Install a connection with read and write tools on two agents.
2. Give one agent a read-only profile and remove its broad app-profile
assignment.
3. Save the installation list, add an agent, or remove the other agent.
4. Check the first agent's permission to use the write tool.

Before this change, the write tool becomes allowed again. After this
change, it stays denied.

Related: #17422 adds an agent-edit permission check to direct profile
bind and unbind operations. This PR preserves removed assignments during
installation-list updates. The duplicate search found no open PR for
this defect.

## What Changed

- Attach app-profile bindings only for new installation targets.
- Preserve removed grants for existing agent and company installations.
- Keep legacy connection-wide include cleanup on every non-empty
installation save, including saves with no added targets.
- Add six PostgreSQL regressions. All six use the real install HTTP
route with a local operator fixture.
- Check effective read/write decisions, saved assignments, new-agent
defaults, uninstall cleanup, legacy-rule cleanup, and access-extension
audit records.
- Document the behavior in the connector runbook and both access maps.

## Verification

- Red: all four new regressions fail before the fix. The policy returns
`allow_profile` where the tests require `deny_default`.
- Review regression: the two legacy-rule cases fail before the review
correction. The original four cases still pass.
- Green after review: all six regressions and five existing
profile-precedence tests pass after the correction.
- Command: `pnpm exec vitest run
server/src/__tests__/tool-connection-installs.test.ts
server/src/services/tool-profile-binding-precedence.test.ts`.
- The local regression used `PAPERCLIP_TOOL_ACCESS_TEST_DATABASE_URL`
with a separate, fully migrated PostgreSQL 17 test database. Embedded
PostgreSQL could not start because the host had reached its semaphore
limit. Skipped tests were not counted as a regression pass.
- `pnpm -r typecheck` and `pnpm build` passed for the initial fix.
Server `tsc --noEmit` also passes after the review correction.
- `node scripts/check-maps.mjs`, `node
scripts/check-module-boundaries.mjs`, and `git diff --check` pass.
- `pnpm test:run` was started, then stopped after 16 tests in the
native-session suite failed during embedded PostgreSQL startup. A
focused rerun of its `collect` case confirmed the database startup
error. Direct `initdb` output reported `could not create semaphores: No
space left on device`. The full local suite is incomplete. All six new
regressions executed against the separate test database and passed.
- [Initial-fix
CI](https://github.com/paperclipai/paperclip/actions/runs/40541191695)
passed at `23253ee332b90f142e48df3f553aeaaa7f6fa298`. Greptile gave that
commit 5/5. Ponytail found the legacy cleanup gap; this revision
restores that cleanup and adds both regression cases.
- [Current-commit
CI](https://github.com/paperclipai/paperclip/actions/runs/40547366181)
passes for `729c487cf2ffaae261a820de0cf9a033a0365fd4`, including type
checks, build, test shards, and both `ci / verify` and `ci / e2e`
aggregate checks.
- The first CI attempt hit a 30-second module-import timeout in the
unchanged `issue-agent-mutation-ownership-routes.test.ts` suite. All 179
tests passed locally. One [job
retry](https://github.com/paperclipai/paperclip/actions/runs/40547366181/job/122349226221)
passed without a code change. The cause of the import slowdown was not
established. The failed attempt remains recorded in CI history.
- Greptile and Ponytail both give the current commit 5/5 with no
actionable findings. Ponytail confirms the legacy cleanup finding is
fixed. The review thread is resolved, and the PR has no merge conflicts.
Ponytail's advisory check has a neutral conclusion with a 5/5
assessment.

## Risks

- New installations retain the current app-profile defaults. Removing
and then reinstalling a target is a new installation.
- A repeated installation save no longer restores a missing profile
assignment. Operators must use an explicit profile assignment when they
want to restore that grant.
- Existing unwanted grants still require a separate access review and
repair. This PR does not change stored grants, reconnect identity
behavior, or the default access model.
- No database migration or API schema change is required.

## Model Used

- OpenAI GPT-6 in Codex, with reasoning, repository tools, and code
execution. The session does not expose the exact routed model ID or
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>
2026-10-27 12:25:01 -05:00
..

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.