Files
PaperClipAI/maps
DottaandPaperclip fc0d390d98 fix: enforce Cloud-enabled features on every managed stack (#16953)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Cloud sets managed feature values for each tenant stack.
> - Staging lets admins change experimental features.
> - The staging exception also let old tenant false values override
Cloud true values.
> - This could disable required features such as isolated workspaces.
> - This pull request keeps every Cloud-enabled feature on and rejects
attempts to disable it.
> - The same rule applies to staging, production, and managed stacks
without a hostname.

## Linked Issues or Issue Description

Refs: #16876

**What happened?**

The staging override added in #16876 treats managed true values as
editable defaults. A stored tenant false value can disable a feature
that Cloud enables. Settings writes also accept attempts to disable
Cloud-enabled features.

**Expected behavior**

If Cloud sets a feature to true, the tenant reads true and cannot turn
it off. This applies to every managed stack. Staging can still change
allowed experiments that Cloud has not enabled.

**Steps to reproduce**

1. Set a managed staging primary hostname and enable isolated workspaces
in `PAPERCLIP_MANAGED_CONFIG`.
2. Start with `enableIsolatedWorkspaces: false` in the tenant settings
row.
3. Read `/api/instance/settings/experimental`. Before this fix, staging
returns false.
4. Try to PATCH that flag to false. After this fix, the API returns 403
without saving, and reads return true with managed control metadata.

**Paperclip version or commit**

Reproduced against master at `cde944ed75648adfb569e86133adc8b118b55dd6`.

## What Changed

- Keep managed true values in the staging read overlay. They override
old tenant values and lock the existing UI controls.
- Reject attempts to set any Cloud-enabled feature to false before
writing settings.
- Cover every managed feature in service tests across staging,
production, and an absent hostname. Add real-service HTTP tests for
isolation on staging and production.
- Update operator documentation and the feature and access maps.

## Verification

- Confirmed the new service regression fails before the fix: staging
returns stored false, and writes can attempt to disable enabled flags.
- Passed all six focused settings suites: 168 tests. Passed the final
route and overlay suites after adding the HTTP regression: 109 tests.
- Passed existing experimental settings UI tests: 54 tests. These cover
the existing managed-control behavior.
- Passed `node scripts/check-maps.mjs` and `git diff --check`.
- Passed `pnpm -r typecheck` and `pnpm build`. The first typecheck used
an install that did not honor locked versions and hit an unrelated
`@pierre/diffs` API mismatch. Reinstalling from the lockfile resolved
it; no lockfile changes are included.
- Full CI passed on `f43136812a92ec838a24f0c423270e4fbd997c28`: 55
successful checks, one neutral review check, and two expected skips.
This includes typecheck, build, general and serialized tests, runner
checks, and E2E shards. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/39411907756).
- The duplicate local `pnpm test:run` was stopped after the complete CI
matrix passed. It is not counted as a completed local full-suite pass.
- Greptile reviewed `f43136812a92ec838a24f0c423270e4fbd997c28`: 5/5 with
no outstanding findings. The only finding on the first review was the
repository rule against new code comments; those comments were removed.

## Risks

- Staging users can no longer disable a feature that Cloud enables. This
is the intended behavior.
- Clients that send a stale full settings form containing false for a
Cloud-enabled feature receive 403 and must reload.
- No database migration is needed. Stored false values remain in the
database, but cannot override an active Cloud true value.
- Cloud-disabled staging experiments remain editable. Production
restrictions and self-hosted settings remain unchanged.

## Model Used

- OpenAI Codex, `gpt-6.1-sol`, with reasoning, repository tools, and
test execution. The context window size is not exposed in this session.

## 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>
2026-10-20 06:14:52 -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.

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.

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, followed by one H2 backticked ID per product sub-feature. Each capability 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.

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. Do not register entries or 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.