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PaperClipAI/maps/agent-access-map
DottaandPaperclip dcc0878b32 perf(agents): save healthy account settings without a runtime probe (#18690)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The agent runtime page saves account, model, and environment
settings.
> - The save handler starts a computer and runs a live account test
before it writes the edit.
> - A slow computer or provider can make a healthy account save take
tens of seconds.
> - Saved account health, access, installation, and compatibility can be
checked without a runtime test.
> - This pull request uses those checks for ordinary configuration
saves.
> - Legacy adoption, task adoption, and Copilot model checks keep live
verification.
> - The benefit is a fast save while Test and execution retain runtime
checks.

## Linked Issues or Issue Description

**What happened?**

Saving a new AI account selection on an existing agent can take 20–30
seconds. Model edits can take the same path. The configuration PATCH
acquires a computer, prepares account credentials, runs a
provider/runtime probe, and releases the computer before it saves.

**Expected behavior**

A healthy installed account can be saved after current access and
compatibility checks. A save confirms persistence. Test verifies the
runtime. An unverified legacy account must still pass live adoption
checks.

**Steps to reproduce**

Run the PostgreSQL regression with a 20-second controlled delay at
computer allocation. On the original route, a successful save takes
20,191 ms and calls allocation and the runtime probe once. With the
first patch, the same fixture takes 51 ms; with the environment-guard
correction, it takes 37 ms and calls neither operation. Each timing has
one sample. This is a local fault experiment with real HTTP and
PostgreSQL. It is not a hosted latency measurement.

Related: #17760 addresses binding comparison and prospective probe
environment resolution. This change deliberately removes the live probe
from ordinary healthy-account saves. It keeps live checks for legacy and
task adoption. #17965 fixes the result of an explicit managed Runner
test. Neither change removes this save-time wait. #18687 optimizes a
different Apps configuration read.

## What Changed

- Replace the internal probe boolean with explicit none, legacy, and
always modes.
- Use legacy mode for ordinary configuration saves. Keep current account
health, access, installation, compatibility, environment, audit, and
revision checks.
- Keep the environment company check before the live-probe branch. Keep
the live task-adoption transaction and Copilot model checks.
- Add twelve real PostgreSQL save-route regressions, including
company-bound environment checks. Keep the existing inherited-sandbox
adoption fixture for legacy and task adoption.
- Cover healthy and legacy settings changes separately. Keep provider
rejection and reconnect tests on the legacy save path.
- Update the specification and feature/access maps to distinguish saving
from runtime verification.

The configuration route owns this policy. The account service still owns
account access and health. The existing environment test service still
owns live probes. No new endpoint, migration, dependency, background
job, or provider protocol is added.

## Verification

Base: `3f8ebfff8aa9febd0733c6f65b07485dcadfd0e2`.

- Original route with initial regressions: three failures and two
passes. Healthy saves reached computer allocation. The controlled
20-second baseline saved successfully but failed the no-allocation
assertion.
- Initial save/adoption/Copilot selection: 21 passed. The name filter
excluded 141 unrelated tests. The seven new cases cover persistence,
revision and activity records, model edits, roster edits and stale
retries, missing installation, revoked grants, legacy verification, and
controlled allocation latency.
- Explicit Test-route suite: 55 passed. The first attempt reached the
30-second import hook limit. The same suite passed with a 90-second hook
limit.
- Saved harness preflight suite: six passed. Account revocation,
compatibility, probe failure and target release checks remain.
- `node scripts/check-maps.mjs` and `git diff --check`: passed.
- Review revision: both full save/account suites passed, 96 tests total.
The controlled save took 37.08 ms with zero computer allocations and
zero provider probes. The five new environment checks passed after the
three foreign-environment cases failed against the first patch.
- Local full `pnpm -r typecheck`: unavailable because cargo is missing.
- Local full `pnpm build`: unavailable at the verified Copilot runtime
prerequisite. Server typecheck preparation also reaches missing cargo.
- Local full `pnpm test:run`: stopped after concurrent broad checks
exceeded the container memory limit. No full-suite pass is claimed.
Direct server TypeScript checking and its bounded retry were also killed
by the container memory limit. The first remote Typecheck + Release
Registry check passed; the next head still requires fresh CI.

Reproduce the controlled timing:

```sh
cd server
PAPERCLIP_CONFIG_SAVE_PROFILE_DELAY_MS=20000 pnpm exec vitest run src/__tests__/agent-configuration-save.test.ts --hookTimeout 90000
```

The fixture keeps real Express, authorization, account selection,
PostgreSQL persistence, revisions and audit writes. Only remote
allocation and the provider probe are controlled. The default tests do
not contact a provider. Successful configuration saves no longer depend
on either controlled operation. A later explicit Test or task must still
verify the actual runtime.

Review follow-up: the first Greptile review found that the new
healthy-account path skipped the environment company guard. The
corrected route checks the effective environment before it decides
whether to probe. Five real PostgreSQL cases cover foreign, same-company
and global environments, inherited defaults, and an existing account
binding. Against the first patch, the three foreign-environment cases
returned 200 and failed their expected 403 assertions; the two allowed
cases passed. Initial fixture attempts hit unique environment
constraints; the fixture now uses distinct sandbox rows and names.

The first CI server shard found 11 tests that required a live probe for
every save. Those expectations are changed to the documented
healthy/legacy split, with additional healthy-selection cases. The build
and Runner jobs were cancelled after this test failure. Their logs show
no separate compile or test verdict. No cancelled check is counted as a
pass.

Latest commit `6257e9e67f289e1c650a8b4c2b818fcca37e2800`: [CI run
41542980091](https://github.com/paperclipai/paperclip/actions/runs/41542980091)
passed typecheck, build, all test shards, Runner checks, and E2E. All 55
check runs are complete: 52 passed and 3 were skipped by their workflow
conditions. The commit status check also passed. [Greptile
review](https://github.com/paperclipai/paperclip/pull/18690#issuecomment-6590555746)
is 5/5 for this commit with no new findings. The earlier environment
ownership thread is resolved. These remote results complete the checks
that the local tool and memory limits prevented. The earlier local
failures remain recorded above.

## Risks

A healthy saved account can become invalid at the provider before the
next runtime use. Ordinary saves no longer detect that through a live
test. They still reject unhealthy, revoked, incompatible, or uninstalled
accounts in current storage. Explicit Test and execution retain provider
authentication and project-authentication checks. Legacy-account
adoption, task connection adoption, and Copilot account-specific model
checks keep their existing live validation.

There is no migration. Reverting the route change restores the earlier
synchronous probe behavior.

## Model Used

OpenAI Codex, GPT-6 family, with repository tools and code execution.
This runtime does not expose the exact model ID, context-window size, or
reasoning setting. Those values are not inferred.

## 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 (focused suites; full-suite
limits are above)
- [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>
2026-11-03 16:56:11 -06:00
..

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.