Files
PaperClipAI/maps
DottaandPaperclip 47027e7ba5 fix(routines): retain authenticated agent responsibility on creation (#19222)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Routines save work for later execution under a responsible person's
authority.
> - An agent can create a routine through its normal REST or native API
tools.
> - The create route kept the agent creator but dropped the
authenticated responsible user.
> - The service then selected a parent task's user or a company default,
even when the source run had a different user.
> - This pull request passes the authenticated responsible user
separately from creator attribution.
> - Future automatic runs then use the authenticated responsible user
saved in the routine revision.

## Linked Issues or Issue Description

**What happened?**

An authenticated native agent created a routine without a parent task.
The stored responsible user became a different company owner. An
unrelated parent task could also replace the authenticated user. The
defect changes the identity saved for future automatic work.

**Expected behavior**

Creation must use the server-resolved responsible user from the
authenticated run or API key. The agent remains the creator. A person
who clicks Run now still supplies that manual run's identity.

**Steps to reproduce**

1. Create an active company member and a different company owner.
2. Initialize a native agent run with the member's identity.
3. Use `call_api` to create a paused, self-assigned routine without a
parent.
4. Read the routine and its first revision. Before this fix, both use
the company owner.

**Paperclip version or commit**

Reproduced on master `56517dda6c5b32bc901b7dbf1605eaaa041c5fba`.

**Deployment mode**

Local source integration with real HTTP routes, agent authentication,
native tool authority, and embedded PostgreSQL. No provider turn is
needed for the reproduction.

Related work:
[#19128](https://github.com/paperclipai/paperclip/pull/19128) adds board
controls for saved responsibility.
[#15207](https://github.com/paperclipai/paperclip/pull/15207) repairs
synthetic identities from built-in installers. Neither fixes this
authenticated create path.

## What Changed

- Pass the authenticated agent's responsible user as a separate internal
actor field.
- Select the board user first, then the agent’s server-resolved
responsible user, before the existing parent and company fallback.
- Keep creator attribution, initial revision attribution, manual
dispatch identity, and existing records intact.
- Add real native API, HTTP, and PostgreSQL regressions for identity
selection, replay, client spoofing, stale claims, revoked membership,
cancellation, cross-company calls, API keys, and fallback behavior.
- Document the creation and manual dispatch identity rules in the
execution contract. Correct the obsolete responsibility sentence in the
agent access map.
- Make the existing live-retry route fixture wait for its committed
comment’s durable wake before draining. Keep all process and saved-owner
assertions.

## Verification

- Captured a failing native `call_api` test before changing production
code. The persisted responsible user was the unrelated company owner.
- The same real route and database boundary passes after the fix.
- Initial affected routine and identity checks: 131 passed. The existing
pending-AI-card fence also passed.
- Follow-up routine checks: 118 passed. The owning scheduled-retry suite
passed all 31 tests.
- Initial CI serialized shard 7/9 failed with a `23503` wake-to-agent
foreign key error during test cleanup. A controlled
real-route/PostgreSQL pause reproduced that exact error on unchanged
base `56517dda6c`. The drain returned before the route registered its
deferred comment wake. The same pause passed after the fixture waited
for the actual commentId’s durable wake receipt. The original failure is
preserved.
- Affected server typecheck after the fixture query change: passed.
- `pnpm -r typecheck`: passed.
- `pnpm build`: passed.
- `pnpm test:run`: still running as supporting coverage. The worktree
changed during the run: map cleanup, then the six-line fixture wait.
Production and routine-test files stayed unchanged. This is
mixed-working-tree coverage, not an immutable full-suite pass for a
commit. Exact next-head CI remains required.
- `node scripts/check-maps.mjs` and `git diff --check`: passed.
- Exact head `a12e3f6c42b8ad5826fd58faa3cd9553ea251e09`: all CI gates
passed. Greptile and the native substantive review both gave 5/5 with no
open findings. The native reviewer did not run tests or exercise
shadow-mode authorization.
- Live provider execution remains unverified. This change does not grant
access to another person's AI account.

## Risks

New agent-created routines now use their authenticated responsible user
before a parent or company default. This is the intended behavior
change. The service keeps its fallback when no bound identity exists.
Missing agent-key identity still fails authentication. Missing personal
AI configuration still blocks execution. Existing routines, revisions,
tasks, grants, and manual dispatch behavior do not change. The fixture
waits for a persisted wake record before draining; its original
live-process and saved-owner assertions remain.

## Model Used

OpenAI `gpt-6.1-sol` with reasoning, tool use, and code execution. The
host did not expose the 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>
2026-11-05 06:15:25 -06:00
..
…

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

Add entries only for substantial new features under the feature-map scope rule. Routine fixes, polish, refactors, performance work, and test changes do not require map updates. Correct or remove existing text only when behavior or access changes make it materially inaccurate; keep the correction local to the affected recipe or companion. 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.