Files
PaperClipAI/feature-map/questions-and-approvals.md
DottaandPaperclip 45862dd210 docs: add a product feature map (#15288)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Its user journeys span tasks, agents, projects, connected apps,
governance, and CLI operations.
> - Existing tests do not provide a shared index of entry points and
verification steps.
> - Contributors need to see which surfaces a change affects and what
evidence exists.
> - This pull request adds an optional product feature map with recipes
and explicit coverage gaps.
> - The map adds no CI checks or required maintenance for future pull
requests.
> - Contributors can use it to find verification steps and state what
they checked.

## Linked Issues or Issue Description

**Issue type**

Missing documentation.

**Where is the issue?**

User-journey verification guidance in AGENTS.md and doc/DEVELOPING.md.

**What's wrong?**

There is no shared index of product features, user entry points,
available test evidence, and remaining coverage gaps. Shared components
can hide differences between their hosts.

**Suggested fix**

Add a documentation-only capability index and verification recipes. The
format takes inspiration from [Omnigent's feature
map](https://github.com/omnigent-ai/omnigent/tree/91acfbbb59f6fc210ff95a9e9428aadd62e06582/feature-map).
The recipes describe Paperclip's own behavior and tests.

Searched GitHub PRs and issues for `feature map` and `feature-map`. No
duplicate change was found. Checked ROADMAP.md. This PR documents
existing capabilities.

## What Changed

- Added 35 feature recipes, 171 named sub-features, and 91 entry points
across product, CLI, operator, and developer surfaces.
- Each recipe describes setup, expected results, existing automated
evidence, manual verification, and coverage gaps.
- Added a dated source snapshot of 185 non-test page TSX modules in 15
areas. The snapshot describes documentation coverage, not runtime
health.
- Included entry points within existing pages, CLI/API operations, and
experimental surfaces. Identified helper-only test evidence where a
rendered journey has no automated proof.
- Linked the map from AGENTS.md and doc/DEVELOPING.md as an optional
reference.
- The final diff contains only Markdown and the inventory JSON. It adds
no checker, tests, package commands, workflows, dependencies, scheduled
work, or mandatory inventory updates.

## Verification

- PASS: local documentation links resolve and the inventory JSON parses.
Confirmed the final PR diff contains only 39 documentation files.
- PASS: `node --test '.github/scripts/tests/*.test.mjs'` — 381 existing
tests after removal of the feature-map tests.
- PASS: `git diff --check`.
- Earlier local build and typecheck passed. The full local test run was
stopped after 26 minutes with failures in unchanged chat-channel and
native-runner integration tests. It did not complete. These application
checks were not repeated for the documentation-only removal.
- [CI on the preceding
head](https://github.com/paperclipai/paperclip/actions/runs/37398407523)
passed all applicable checks. Checks on the final documentation-only
head are pending.
- PASS: Greptile review on final head
`45c4b0aeb26540324825da43e81bee2336ad1c1f` is 5/5. There are no
unresolved findings.
- Live product/provider journeys were not run to author the map. The
recipes identify available evidence and manual steps, not new
qualification results.

## Risks

Low product risk: the PR changes documentation only. Recipes and the
source snapshot can become stale. Maintenance is optional and based on
review. Linked tests do not prove that every documented journey works.
The map states remaining coverage gaps.

## Model Used

OpenAI Codex, GPT-6 family, with repository inspection, reasoning, tool
use, and code execution. The exact serving model ID and context window
were 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
- [ ] 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>
2026-10-06 02:08:47 +00:00

9.0 KiB

Questions and approvals

People answer an agent's questions and decide requests without losing the task's history. A question, plan confirmation, governance approval, and app-tool review can look similar but have different authority and continuation rules. Each decision must stay attached to its original request and survive reload.

Sub-features

  • questions: single-choice, multiple-choice, custom, and free-text answers; paged forms retain answers until submission and show validation failures.
  • dismiss-and-reopen: unanswered questions remain in the feed after dismissal or a newer message; reopening restores the form without inventing an answer.
  • confirmations: accept, decline, or request changes; stale, expired, resolved, and withdrawn requests cannot be acted on again.
  • plan-review: inspect the requested plan revision before accepting or asking for changes. An ordinary planning task can proceed to execution; Agent Chat hands work to linked tasks and remains a conversation.
  • audience: the current actor, company, named audience, and review policy govern resolution. A visible request is not necessarily actionable by that viewer.
  • governance: pending/history views, approve/reject, revision request, and resubmission for formal board approvals.
  • tool-review: approve once, always allow the displayed scope, or decline; decision status and provider execution outcome remain distinct.
  • continuation: one recorded response leads to the eligible waiting run or continuation; repeated clicks, reloads, and competing tabs do not repeat work.

How to get to it (user POV)

task-thread

Open a task from Tasks, search, a project, or its direct /issues/:issueId link. Answer the question near the composer, or reopen its compact unanswered entry in the history. Open the plan preview before using the confirmation controls. Exercise both available task presentations when a change affects shared cards.

agent-chat

With Agent Chat enabled, choose Chat and an agent (/chats/:agentRef). Answer, dismiss, or reopen requests in this persistent conversation. A plan handoff here creates linked work rather than turning the conversation into implementation.

attention

Open Decisions (/decisions, including a saved queue) or an Inbox attention row. Expand an actionable interaction inline; follow its task link to inspect context. With combined Inbox/Tasks enabled, open the corresponding Tasks view instead.

board-approval

Open Approvals → Pending or All (/approvals/pending, /approvals/all). Use the card action or open /approvals/:approvalId for details, comments, revision request, and resubmission. These are formal approvals, not ordinary questions.

app-review

In a task, open Review request for an Ask first app call. The same request appears in Apps → Review (/apps/review) and the connection's Review tab. Use Approve & run, Always allow, or Decline on the surface under test.

skill-test

Open Skill Studio, run a skill test that produces an interaction, and inspect its output card. Skill-test authority is narrower than an ordinary company run.

external-channel

In a configured chat channel, answer a published question or confirmation as a linked sender. Open the associated Paperclip task to inspect the saved outcome. Channel-specific forms and identity linking require separate provider evidence.

Driving it

Preconditions: follow the baseline. Use separate disposable requests for accept, decline, and revision paths. Record the actor and request revision. Prepare a waiting question through a test agent; a component fixture alone cannot prove live response delivery.

task-thread

Automated: interaction cards, paged task cards, and task thread cover form, receipt, and dismissal behavior. Resolution routes and response delivery cover authority and durable continuation. Run a targeted set with:

pnpm exec vitest run ui/src/components/TaskChatThread.test.tsx server/src/__tests__/question-response-delivery.test.ts

Manual: answer a multi-page question, go back, edit, then submit. Reload and confirm the saved answers and one agent continuation. On a fresh request, dismiss, reload, reopen, and verify the draft. Send a new comment while a question remains unanswered; it must stay reopenable in history. Try a denied actor and a request already resolved in another tab; expect an explicit error or settled receipt, never a second decision. For plans, change the plan revision before trying the old approval, then review the current revision.

agent-chat

Automated: the task thread suite parameterizes unanswered-question history for conversation mode on and off. This proves component parity, not a model's plan handoff.

Manual: repeat dismissal, reload, reopening, and answer submission in Chat. Approve a plan and inspect the linked execution task and copied plan. The chat history remains and the conversation does not close as a completed task.

attention

Automated: attention resolver covers preparing-request refresh without accepting it. The resolution-route tests above cover the API, not every Decisions or Inbox navigation path.

Manual: open the same pending request in an attention row and task tab. Resolve from the row; both surfaces must settle after refresh. Check an empty queue, loading, permission denial, and a stale request. Repeat with combined Inbox/Tasks on when that surface is part of the change. Full navigation parity remains a manual coverage gap.

board-approval

Automated: approval service and idempotency routes cover persistence and duplicate decisions. They do not drive the approval pages.

Manual: create disposable formal approval requests; approve one from the list, reject another from details, and request revision on a third. Resubmit that third request and verify Pending/All and detail history after reload. Confirm the recorded decision and its governed effect, not just a success toast.

app-review

Automated: connection reviews drives task/queue synchronization, approve, decline, remembered permission, provider failure, and restart with a scripted process agent and local MCP provider:

pnpm exec playwright test -c tests/e2e/connection-reviews.config.ts

Manual: dismiss and reopen a review, decide it from each entry point using fresh requests, and inspect the continuation's useful result. Always allow must show its scope; a future action with changed arguments should obey the saved rule. Provider failure must remain an approved decision with a failed execution. Real provider and model checks follow Task reviews.

skill-test

Automated: read-only interaction contract checks that fetching interactions does not mutate them. Shared card suites cover rendering. Neither proves the complete Skill Studio host or its permission matrix.

Manual: run a skill test with a question, answer through its visible output, and inspect the test result. Attempt a governed action outside the test's scope; expect denial. The complete Skill Studio browser journey is not covered by the referenced unit tests.

external-channel

Automated: chat question forms, Discord forms, and interaction publications cover serialization and delivery logic with fixtures.

Manual: use a disposable provider conversation, answer as the linked sender, and check the task's persisted result and one continuation. Repeat from an unlinked or wrong sender and with an expired card. A browser answer does not qualify Slack, Discord, Telegram, email, or iMessage; record each as not run unless its actual provider journey was driven.

Gotchas

  • Dismissing a question does not answer it. Dismissing an app review neither grants permission nor resumes the agent. Ordinary comments cannot approve it.
  • A resolved request and a successful tool execution are separate facts.
  • Do not reuse an accepted request to test rejection; use another request.
  • Agent Chat and skill tests have distinct lifecycle/authority rules despite sharing UI. A watchdog cannot acquire board authority by resolving a card.
  • An answer to an old question can queue behind a successor run; it does not automatically steer that run. See steering.