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](../doc/SPEC-implementation.md).

## 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](./onboarding.md) | Instance setup, company wizard, first agent and task. |
| [Login, invitations, and access](./access.md) | Sessions, bootstrap, membership, roles, and CLI authorization. |
| [Companies and portability](./companies.md) | Company switching/settings, archival, package import/export. |

### Tasks and conversations

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

### Agents and reusable capabilities

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

### Projects and execution

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

### Apps, channels, and extensions

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

### Automation and structured work

| Feature | What it covers |
| --- | --- |
| [Routines, schedules, and triggers](./routines.md) | Definitions, variables, scheduled/webhook/manual runs, and history. |
| [Pipelines, review queues, and learnings](./pipelines.md) | Experimental stages, automation, items, review, and learning records. |
| [Cases](./cases.md) | Experimental structured fields, relationships, revisions, and task links. |
| [Status cards](./status-cards.md) | Experimental summaries, watched work, refresh history, and settings. |

### Oversight and operation

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

### Contributor surfaces

| Feature | What it covers |
| --- | --- |
| [Developer previews and diagnostic labs](./developer-labs.md) | 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](../doc/DEVELOPING.md#one-command-isolated-manual-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](../.agents/skills/paperclip-dev-workspace-run-verify-fix/SKILL.md)
and [evaluation skill](../.agents/skills/paperclip-evals/SKILL.md) 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](../doc/AGENT-ARTIFACTS.md).

## Inventory and remaining depth

[The UI coverage inventory](./coverage.json) 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](../ui/src/App.tsx)
and the [CLI registry](../cli/src/index.ts) 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](https://github.com/omnigent-ai/omnigent/tree/91acfbbb59f6fc210ff95a9e9428aadd62e06582/feature-map).
Paperclip's recipes and checks follow its own task model and test infrastructure.