PaperClipAI/feature-map/README.md

Paperclip feature map

Start here when reproducing a user-facing bug, verifying a change, or deciding which surfaces a fix must cover. Each recipe describes what a person can do, where they can do it, the expected result, and the evidence needed to verify it. Product behavior is still governed by the implementation spec.

Features

The map is organized by user capability, not by source file. It covers 35 feature families across the product, CLI, and operator workflows, checked against source on 2026-10-05. Experimental and developer-only surfaces are labeled explicitly. Each recipe includes sub-features, current entry points, automated evidence, manual verification steps, and gotchas.

Getting started and access

Feature	What it covers
Onboarding and first work	Instance setup, company wizard, first agent and task.
Login, invitations, and access	Sessions, bootstrap, membership, roles, and CLI authorization.
Companies and portability	Company switching/settings, archival, package import/export.

Tasks and conversations

Feature	What it covers
Task creation and lifecycle	Creation, assignment, lists, properties, comments, and completion.
Delegation, dependencies, and signoff	Child work, prerequisites, reviewers, and task-tree controls.
Inbox, decisions, and search	Personal triage, decision queues, unread/blocked views, and search.
Agent conversations and project handoff	Persistent conversations, discovery, handoff, and gated board chat.
Questions and approvals	Question/plan responses, formal approvals, and app-tool review.
Steering and queued messages	Follow-ups, queue edits, interruption, and pause/resume.
Documents, attachments, and work products	Versioned documents, annotations, files, outputs, and artifact library.

Agents and reusable capabilities

Feature	What it covers
Hiring, configuration, and organization	Agent identity, instructions, reporting lines, lifecycle, and built-ins.
Runs, harnesses, and model accounts	Adapter/model setup, account validation, transcripts, and run history.
Skills and Skill Studio	Discovery, sources, authoring, revisions, tests, and agent policies.
Team packages and installation	Catalog preview/install via CLI/API; catalog UI availability called out.

Projects and execution

Feature	What it covers
Projects and repositories	Project lifecycle, task context, repository configuration, and defaults.
Goals and work alignment	Goal hierarchy, ownership, status, and project/task context.
Workspaces, services, and files	Provisioning, task bindings, services/logs, Git/files, and closure.
Execution environments	Local, SSH, sandbox providers, target probes, and custom images.
Recovery	Stopped work, workspace repair, bounded continuation, and reconnect.

Apps, channels, and extensions

Feature	What it covers
Connection setup	Catalog, MCP links, task requests, authentication, and setup resumption.
App access and action permissions	Agent grants, off/ask/allowed actions, discovery, tests, and revocation.
External chat and email	Provider-specific identity, threads, files, delivery, and endpoint upkeep.
Tool gateways and access profiles	Tool exposure, client configuration, tokens, profiles, and activity.
Secrets and proposals	Company/user credentials, grants, proposals, and vault import.
Plugins	Installation/configuration, contributed pages/tools, and lifecycle.

Automation and structured work

Feature	What it covers
Routines, schedules, and triggers	Definitions, variables, scheduled/webhook/manual runs, and history.
Pipelines, review queues, and learnings	Experimental stages, automation, items, review, and learning records.
Cases	Experimental structured fields, relationships, revisions, and task links.
Status cards	Experimental summaries, watched work, refresh history, and settings.

Oversight and operation

Feature	What it covers
Costs and budgets	Spend reports, scoped limits, incidents, hard stops, and resumption.
Dashboards and audit trails	Company health, live work, activity, runs, routines, and timeline.
Navigation, profile, and announcements	Sidebar state, favorites/recents, personal identity, and dismissals.
Instance operations	Installation, updates, service health, configuration, and backups.
CLI/API and local worktrees	Explicit context, resource commands, outputs, runs, and isolated instances.

Contributor surfaces

Feature	What it covers
Developer previews and diagnostic labs	Design examples, interaction fixtures, performance checks; not production acceptance.

These are verification instructions, not a claim that every journey passed a live test. A component test proves its component; a scripted provider proves that fixture integration. Record executed results separately from the map.

Before driving a journey

1. Use this checkout's isolated test drive for manual product checks. It creates a temporary instance and prints its URL and data directory. Do not guess that a server on port 3100 belongs to you.
2. Record the commit, URL, company, login role, relevant experimental settings, adapter, runtime mode, and live versus simulated dependencies. Use disposable tasks and provider resources. A fresh test drive creates a company and CEO, but no task or first run.
3. Use the current navigation and company prefix. Paths in recipes omit that prefix. Record whether the streamlined or production shell is selected; Agent Chat, chat connectors, and the combined Inbox/Tasks view have separate gates. A hidden surface is an unmet prerequisite, not a successful test.
4. Run the smallest relevant test first. Vitest commands below run from the repository root after installing dependencies. Playwright recipes use their named configuration and its isolated environment, not an unrelated running instance. Reserve expensive runner/provider tests for the behavior at issue.
5. Exercise the actual user action, inspect its result, reload, and verify the persisted state or continuation. Use read-only API checks to corroborate UI evidence; creating state through the API does not prove the creation UI.

For agent-driven acceptance work, the existing dev-workspace run/verify skill and evaluation skill describe runtime ownership and evidence handling. Reuse them; this map introduces no environment launcher, credentials, scheduled job, or second test framework.

Evidence contract

Report each entry point as passed, failed, blocked (with its missing prerequisite), or not run. Include the feature filename and entry-point ID, commit/environment, user action, expected and observed result, command/exit code, and evidence links. Screenshots or traces should show both the action and the discriminating result. Include task/run/request IDs when relevant, without secrets.

A fix is verified across its affected surfaces only when each has evidence or an explicit reason it does not apply. Shared code alone does not prove parity. Keep product regressions visible; do not change the recipe to bless a failure. For Paperclip-assigned work, attach evidence through the artifact workflow.

Inventory and remaining depth

The UI coverage inventory accounts for every non-test TSX module under ui/src/pages, including supporting panels, legacy variants, and labs. Every product area now links to concrete recipes. Partial means the area still has the named variant or workflow gaps; unmapped is reserved for an area with no recipe. These statuses describe documentation, not runtime health.

The page inventory is a source snapshot dated 2026-10-05. The map also includes entry points hosted inside other modules (pipeline Review Queue and Learnings, task documents, onboarding), CLI-only operations, and operator work. The team recipe explicitly distinguishes the current CLI/API path from catalog UI components without a current top-level route. Refer to route registration and the CLI registry when changing reachability.

Remaining depth includes complete provider/auth/attachment matrices, every harness/model/environment capability combination, third-party plugin features, and every role/error/mobile/legacy-shell permutation. The recipes name relevant gaps instead of equating source presence with a working user journey. The index can include capabilities that do not add a page file.

Maintaining the reference

The map is documentation only. It adds no CI checks, automatic journey execution, or required inventory updates for future pull requests.

When maintaining a recipe, compare its entry points and expected results with the current source. Check that linked tests still exercise the stated behavior and that local references still exist. Refresh the inventory snapshot when it helps explain the current product. Maintenance is optional and review-based.

Each recipe starts with an H1 and a user-visible description, then exactly:

1. Sub-features — stable backticked IDs and observable behavior/states.
2. How to get to it (user POV) — one H3 backticked entry-point ID per surface.
3. Driving it — starts with Preconditions:; repeat each entry-point H3, with Automated: and Manual: paragraphs. Name test scope and gaps honestly.
4. Gotchas — misleading look-alikes, feature gates, and invalid evidence.

The format is inspired by Omnigent's feature map. Paperclip's recipes and checks follow its own task model and test infrastructure.