paperclip/doc
Dotta f449b05bc5
feat(apps): unify permissions and action testing (#12802)
## Thinking Path

> - Paperclip is the control plane for companies that use AI agents.
> - Apps give humans and agents controlled access to external services.
> - The existing app detail flow split permissions, tests, setup, and
activity across separate pages.
> - The split made access rules harder to understand and made reconnect
work hard to find.
> - New write actions also defaulted to Ask first, which did not match
the intended connection policy.
> - This pull request combines permission control and action testing,
removes the setup page, and moves connection activity into Audit.
> - The benefit is one clear place to configure, test, reconnect, and
review each app.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The installed app Permissions, Test, Setup, and Activity views.

**Subsystem affected**

Cross-cutting. This change updates the React UI, shared app defaults,
server permission behavior, tests, smoke scripts, and connection
documentation.

**Current behavior**

App access and action testing use separate pages. The app detail view
also links to a setup page after installation. Connection activity uses
a separate tab. New write actions default to Ask first.

**Proposed behavior**

Permissions uses the connection access language from the initial flow.
It includes searchable Read and Write sections, a three-state permission
control, and a Test dialog for each action. Reconnect appears below a
Needs attention header on Permissions and Review. Old Setup and Test
links redirect to Permissions. Old Activity links redirect to the
filtered company Audit feed. New write actions default to Allowed.

**Reason and benefit**

A person can understand and test app access without moving between
several pages. Reconnect work stays visible where the person reviews the
connection. Audit events use one consistent feed and filter model. New
connections have the intended default policy.

**Breaking changes**

The Setup, Test, and app Activity tabs are removed. Existing deep links
redirect to their replacement pages. Existing saved action permissions
do not change. Only defaults for new write actions change.

**Additional context**

This builds on the managed app connection work in #12728. A search found
no duplicate open pull request or issue.

## What Changed

- Combined action testing with Permissions.
- Added searchable Read and Write action groups.
- Added Off, Ask first, and Allowed controls with tooltips.
- Added an action Test dialog with agent selection, arguments, and
formatted results.
- Removed the installed-app Setup and Activity tabs.
- Added reconnect guidance to Permissions and Review when a connection
needs attention.
- Routed connection activity into the company Audit feed and preserved
the Apps & tools filter in streamlined Audit.
- Moved connection removal to the Connectors-page management menu.
- Made new write actions default to Allowed across connection creation
paths.
- Updated regression tests, browser suites, smoke scripts, and
connection documentation.

## Verification

- `pnpm check:token-gates`
- `pnpm exec vitest run packages/shared/src/app-definitions.test.ts
server/src/__tests__/generic-mcp-connection.test.ts
server/src/__tests__/tool-access-service.test.ts
ui/src/components/AppConnectionSidebar.test.tsx
ui/src/pages/apps/AppDetail.test.tsx
ui/src/pages/apps/AppNotConnected.test.tsx
ui/src/pages/apps/AppsConnect.test.tsx ui/src/pages/apps/Browse.test.tsx
ui/src/pages/apps/Connections.test.tsx
ui/src/pages/apps/composio-services.test.ts
ui/src/pages/audit/AuditFeed.test.tsx
ui/src/pages/tools/PasteConfigTab.test.tsx` (517 tests passed)
- `pnpm exec vitest run ui/src/pages/apps/app-detail/TestPanel.test.tsx
ui/src/pages/audit/AuditHub.test.tsx
ui/src/pages/audit/AuditFeed.test.tsx
ui/src/pages/apps/AppDetail.test.tsx ui/src/pages/apps/Browse.test.tsx`
(96 tests passed)
- Targeted Playwright verification for connection removal, rename on
Permissions, inline action testing, and Smoke Lab Audit evidence (5
flows passed)
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` completed with 5,755 passing tests and 20 unrelated
macOS harness failures. The failures use `/tmp` versus `/private/tmp`,
invalid ports above 65535, and workspace fixtures outside this change.

## Risks

- Low migration risk. This change has no database migration.
- Old app-detail URLs depend on redirect compatibility.
- New connections grant write actions by default. Finalization remains
configure-authorized and audited, Ask first and Off remain available per
action, and existing connections keep their saved policy.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected - check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI Codex, exact model ID `gpt-5`. The client does not expose the
context-window size. The model used reasoning, repository tools, code
execution, and browser verification.

## 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>
2026-09-03 21:23:26 -05:00
..
architecture feat(runner): add managed provider backends (#12699) 2026-09-02 00:48:30 -05:00
assets docs: refresh README roadmap and four pillars (#9922) 2026-07-20 18:00:12 -05:00
connections feat(apps): unify permissions and action testing (#12802) 2026-09-03 21:23:26 -05:00
design fix(security): route paperclipai CLI guidance through safe npx form (CWE-78) (#11400) 2026-08-14 22:11:16 -07:00
experimental feat(server): configure shared workspace concurrency (#10759) 2026-08-03 14:25:05 -05:00
logs Improve CLI API parity coverage (#6626) 2026-06-02 17:13:29 -07:00
plans feat(apps): add Paperclip Cloud managed OAuth connector (#12600) 2026-08-31 14:34:46 -05:00
plugins fix(build): enforce Node 24 across Paperclip (#11792) 2026-08-21 10:17:52 -07:00
pr/5429 Add secrets provider vaults and remote import (#5429) 2026-05-09 18:22:17 -05:00
screenshots feat(mcp) [split 7/8]: activate Apps and gateway UI (#9562) 2026-07-14 15:40:08 -05:00
spec feat(adapters): confine local coding processes (#9504) 2026-07-14 11:01:19 -05:00
AGENT-ARTIFACTS.md Add workspace file viewer and artifact links (#7681) 2026-06-09 17:17:43 -05:00
AGENTCOMPANIES_SPEC_INVENTORY.md Add routine support to recurring task portability 2026-03-23 16:57:38 -05:00
CHANNELS.md feat(cli): add 'paperclipai channels' to show release lanes and the current one (#11210) 2026-08-11 08:47:32 -07:00
CLI.md Remove cheap model profiles (#12683) 2026-09-01 14:57:38 -05:00
CLIPHUB.md refactor: rename packages to @paperclipai and CLI binary to paperclipai 2026-03-03 08:45:26 -06:00
DATABASE.md Secure Cloud canonical runtime identity (#12766) 2026-09-03 12:01:47 -05:00
DEPLOYMENT-MODES.md fix(security): harden privileged server boundaries (#12776) 2026-09-03 14:15:32 -05:00
DEVELOPING.md fix(security): harden privileged server boundaries (#12776) 2026-09-03 14:15:32 -05:00
DOCKER.md feat(connections): add managed external MCP connectors (#12346) 2026-08-29 12:08:34 -05:00
GOAL.md [codex] Refresh docs and agent skills (#4693) 2026-04-28 16:12:03 -05:00
HERMES_GATEWAY_ONBOARDING.md fix(security): route paperclipai CLI guidance through safe npx form (CWE-78) (#11400) 2026-08-14 22:11:16 -07:00
HERMES_GATEWAY_SMOKE.md [codex] Add built-in Hermes adapters (#8543) 2026-06-26 16:04:58 -05:00
INSTALLING.md fix(cli): open dashboard after onboarding service starts (#12164) 2026-08-25 09:33:09 -05:00
LOW-TRUST-PRESETS.md docs(execution-semantics): define routable blocking and watchdog restoration (#10094) 2026-07-27 19:10:28 -05:00
MCP-ACCESS-GOVERNANCE.md feat(mcp) [split 8/8]: add e2e coverage and operator docs (#9563) 2026-07-14 15:48:57 -05:00
MCP-DEMO-SCRIPT.md feat(mcp) [split 8/8]: add e2e coverage and operator docs (#9563) 2026-07-14 15:48:57 -05:00
MCP-RUNTIME-OPERATIONS.md feat(apps): consolidate connector management (#12684) 2026-09-01 14:55:35 -05:00
OPENCLAW_ONBOARDING.md Introduce bind presets for deployment setup 2026-04-11 07:09:07 -05:00
PRODUCT.md feat(skills): open-by-default company skill policy and core UX (#9564) 2026-07-15 11:42:40 -05:00
PUBLISHING.md feat(release): bootstrap new npm packages with a placeholder publish (#11757) 2026-08-19 19:38:17 -07:00
README-draft.md docs: add README, draft README, and adapter logo assets 2026-03-02 10:31:59 -06:00
RELEASE-AUTOMATION-SETUP.md feat(release): add human-gated beta channel with stable soak enforcement (#11008) 2026-08-10 16:52:59 -07:00
RELEASE-CHECKLIST.md feat(release): draft stable notes at beta publish, read them from master at promotion (#11567) 2026-08-17 20:47:23 -07:00
RELEASE-NOTES-mcp-access-governance.md feat(mcp) [split 8/8]: add e2e coverage and operator docs (#9563) 2026-07-14 15:48:57 -05:00
RELEASING.md feat(release): draft stable notes at beta publish, read them from master at promotion (#11567) 2026-08-17 20:47:23 -07:00
SECRETS-AWS-PROVIDER.md feat(secrets): add user-specific runtime secrets (#8825) 2026-07-05 05:58:20 -05:00
SPEC-implementation.md fix(security): harden privileged server boundaries (#12776) 2026-09-03 14:15:32 -05:00
SPEC.md fix(recovery): stop automatic stranded-task takeovers (#11961) 2026-08-22 11:41:24 -05:00
TASK-WATCHDOG.md fix(interactions): authorize resolvers consistently (#11376) 2026-08-16 13:46:50 -05:00
TASKS-mcp.md Add product spec and MCP task interface docs 2026-02-16 19:07:30 -06:00
TASKS.md Add task management data model spec 2026-02-16 14:25:00 -06:00
TELEMETRY_WORKFLOW.md Add telemetry proposal extractor (#9544) 2026-07-13 23:47:27 -07:00
UNTRUSTED-PR-REVIEW.md chore(docker): improve base image and organize docker files 2026-04-01 11:36:27 +00:00
acp-run-lifecycle.md refactor: disambiguate the Telemetry and Observability data paths (#12128) 2026-08-24 16:42:33 -07:00
connection-intents.md feat(connections): add self-serve intent runtime (#12345) 2026-08-29 12:08:34 -05:00
execution-semantics.md Remove cheap model profiles (#12683) 2026-09-01 14:57:38 -05:00
memory-landscape.md chore: improve worktree tooling and security docs 2026-04-10 22:26:30 -05:00
observability.md feat(server): split the Sentry DSN into front-end and backend variables (#12678) 2026-09-01 11:02:04 -07:00
run-log-events.md feat(runner): add hidden server PRP coordinator (#12176) 2026-08-25 14:17:14 -05:00