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PaperClipAI/rules/company-scope-exceptions.mdc
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DottaandClaude b5f62b3384 docs(rules): correct the scope of the API route and company-scope rules (#20596)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - `rules/*.mdc` holds the architecture rules that reviewers and agents
apply to a change
> - Pull request #20585 added two rules: API route expectations and
company-scope exceptions
> - Review found that both rules state more than is true for the current
code
> - A rule that is too broad makes reviewers flag correct code and can
make an agent add a wrong check
> - This pull request corrects the scope of both rules and fixes one
stale pointer
> - The benefit is rules that match the code they describe

## Linked Issues or Issue Description

Refs #20585

**Issue type**

Incorrect contributor documentation.

**Where is the issue?**

`rules/api-route-expectations.mdc`,
`rules/company-scope-exceptions.mdc`, `AGENTS.md` section 8, and
`.agents/skills/honeycomb-tracing/SKILL.md`.

**What's wrong?**

- The API route rule said that every route checks company access.
Instance-level routes such as `health.ts`, `liveness.ts`, `ready.ts`,
`public-mcp.ts` and `org-chart-svg.ts` do not, and must not.
- The API route rule told reviewers to flag each status code outside a
list of seven. `429` and `503` are correct in some routes.
- The company-scope rule said that it lists the only instance-wide data.
`user_sidebar_preferences` is instance-wide and was not in the list.
- The company-scope rule said that it applies to new files that its
`globs` cannot match.
- The `honeycomb-tracing` skill pointed to `AGENTS.md` for the Telemetry
workflow. That text is now in `rules/data-paths.mdc`.

**Suggested fix**

Limit each rule to what is true, and repoint the skill.

## What Changed

- The API route rule and `AGENTS.md` section 8 now apply to routes that
read or write company data.
- The API route rule names the instance-level routes and says not to add
a company check to them.
- The status code list is now a list of common codes. Reviewers flag an
incorrect code, not an unlisted code.
- The company-scope rule lists the sidebar company order as an
instance-wide exception, in the text, the `globs`, and the Greptile
scope.
- The company-scope rule says "known data" and no longer claims to match
new files.
- The `honeycomb-tracing` skill points to `rules/data-paths.mdc`.

## Verification

- Read the two rules and confirm that each named file exists. A local
script checked the `globs` and the route names.
- Confirm that `.greptile/files.json` is valid JSON and that its scope
matches the rule `globs`.
- No source code changed. No test suite ran locally.

## Risks

- Low risk. The change is documentation only.
- The list of instance-level routes can go out of date when a route is
added.

## Model Used

- Claude (Anthropic), in Claude Code with tool use.
- `claude-fable-5-2`.

## 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
- [ ] 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
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-authored-by: Claude <noreply@anthropic.com>
2026-11-10 11:19:31 -06:00

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---
description: The known instance-wide data is announcement dismissals, the announcement publication-ID registry, personal workspace presentation preferences, and the per-user sidebar company order; these grant no authority, and a new exception must be added to this list.
globs: "packages/db/src/schema/announcement_dismissals.ts,packages/shared/src/announcements.ts,server/src/routes/announcements.ts,server/src/services/announcements.ts,server/src/services/announcement-feed.ts,packages/db/src/schema/user_workspace_preferences.ts,packages/shared/src/workspace-preferences.ts,server/src/routes/workspace-preferences.ts,server/src/services/workspace-preferences.ts,packages/db/src/schema/user_sidebar_preferences.ts,packages/shared/src/types/sidebar-preferences.ts,server/src/routes/sidebar-preferences.ts,server/src/services/sidebar-preferences.ts"
alwaysApply: false
---
# Company-scope exceptions
## Scope and purpose
Every domain entity is scoped to a company, and routes and services enforce
company boundaries. This rule lists the known data that is instance-wide and the
conditions that keep it safe. Its `globs` cover only the files of the listed
exceptions. `AGENTS.md` section 5 sends any change that adds data without a
company scope here.
## The exceptions
- **Announcement dismissals** are instance-wide user preferences, keyed by user
and announcement so they persist across companies. Their audit context must
still validate company membership.
- **The announcement publication-ID registry** is instance-level feed metadata.
It contains no company or user data.
- **Personal workspace presentation preferences** are instance-wide by user,
with validated company membership supplying audit context. They never grant
execution authority, change company capabilities or agent configuration, or
rewrite canonical work records. Optional conversation guidance must retain the
same action permissions.
- **The sidebar company order** in `user_sidebar_preferences` is instance-wide by
user, because it orders the user's companies. Sidebar preferences inside one
company stay company-scoped in `company_user_sidebar_preferences`.
## Requirements
- Do not add another instance-wide entity unless you add it to this list in the
same pull request and state why company scope does not fit.
- An instance-wide preference must not change what an actor is allowed to do.
## Review criteria
Flag a new table, route, or service that holds domain data without a company
scope and is not listed here. Flag an exception that skips company membership
validation for its audit context. Flag a preference that grants authority,
changes company or agent configuration, or rewrites work records.