DottaandPaperclip
cc6a3296e5
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Advanced tab lets operators edit agent settings as YAML. > - Its first format embedded company catalogs, profile definitions, history, and instruction text. > - This made one agent document grow with unrelated company data. > - Removing those fields from the display also needs safe save behavior. > - This pull request renders a compact document and resolves sparse edits against saved state. > - Operators can change settings without copying shared data or deleting hidden values. ## Linked Issues or Issue Description Refs #2219. Follow-up to #18036. **Current behavior** The Advanced document expands shared profiles, embeds instruction files, and lists read-only state and unused connections. It also emits empty command lists and unset fields. **Proposed behavior** Show the agent's own settings and profile/instruction references. Omitted settings stay unchanged. Explicit empty values clear supported settings. A named instruction file changes only when supplied; `null` deletes that file. **Reason and benefit** An agent's YAML should remain readable when its company adds profiles or its instruction files grow. Every setting remains available through YAML or its owning settings tab. ## What Changed - Remove the read-only `observed` export and unused connection inventory. - Render profile-key references and instruction locations. Keep file contents and legacy prompt text out of the default editor. - Omit unset nullable fields, empty maps/lists, zero budget, standard permissions, and empty commands. - Add a sparse input schema and saved-state resolution. Preserve omitted fields, binding definitions, file contents, permissions, and channel settings. - Keep explicit clears and map/list replacement. Patch named instruction files and use `null` for deletion. Preserve hidden legacy prompt text unless explicitly changed. - Check profile references, shared edits, and file restrictions before writes. Keep revision guards, native authorization, and partial-save recovery. - Update documentation, verification maps, and regression coverage. Remove operating-system clipboard dependence from browser tests. ## Verification - All 48 jobs pass in the [final CI run](https://github.com/paperclipai/paperclip/actions/runs/40904124001) on `6dbb11d7a6`. Greptile is 5/5 on this exact commit. Both findings are resolved; there are no failed or pending checks. - Paperclip Review ended neutral because its agent finished without a complete assessment. It did not provide a code finding. Superagent Security Scan passed. - The focused suite passes 58 tests across YAML parsing, planning/saving, compact output, and the editor. - A large unit fixture with 30 profiles, 50 entries per profile, and a 1,000-line instruction file renders under 70 lines and is more than 95% smaller than the prior expanded representation. - All eight browser cases pass against real APIs and a dedicated PostgreSQL database. The compact-output case stays under 60 lines with large profiles and instruction text. It checks sparse saves and profile-key binding without changing shared definitions. The resource-save browser case also checks that unpinned skill shorthand does not trigger another sync during an unrelated save. - Browser coverage also checks resource saves/clears, secret redaction, key receipts through rename, stale drafts, lost responses, instruction relocation, and revision restore. The MCP fixture is a local target; no model run or external provider login is claimed. - Workspace build and typecheck pass. Map, Storybook catalog, and token gates pass. These checks and all eight browser cases passed after rebase onto current master, including its new Secrets regression. The merge conflict consisted of adjacent test additions; both were retained. The final skill no-op correction also passes a focused browser rerun. The mixed-resource channel regression failed before its fix and now passes, including revision restore with unpinned skills. UI typecheck passes after both corrections. - The first browser run hit a five-second test wait during an active multi-resource save. A focused rerun exposed shared clipboard interference. The helper now waits for save completion and uses scoped copy events plus keyboard input. The next full run passed. Earlier logs and screenshots remain outside the repository. Run the focused browser suite with: ```sh pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/agent-configuration.spec.ts ``` ## Risks - Omitted fields now preserve saved values. Removing a line does not clear that setting. Supply its supported empty value instead. - Instruction file maps are patches. Old exports that removed a file by dropping its entry must now set that file to `null`. Entry files and read-only assets remain protected. - Explicit lists and adapter/runtime/metadata maps retain replacement behavior. Hidden legacy prompt text is preserved unless supplied explicitly; an empty string clears it. - Shared definition edits still require explicit consent. Saves still use sequential native APIs and can partially succeed. Existing unversioned resource race windows remain. - No database migration, new dependency, lockfile edit, or workflow change. ## Model Used OpenAI Codex, GPT-6 family. The exact serving model ID and context window are not exposed in this session. The work used reasoning, repository editing, code execution, and Playwright browser automation. ## 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>
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.