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PaperClipAI/maps/feature-map
DottaandPaperclip b4315943e8 fix(heartbeat): keep remote retry workspace strategy stable (#18660)
## Thinking Path

> - Paperclip preserves agent work across separate execution services.
> - A remote retry can create a new isolated Git workspace.
> - Later admissions compare its saved configuration with the current
policy.
> - Fresh preparation also creates a temporary controller-side strategy.
> - Remote preparation saved that temporary strategy in its fingerprint.
> - The next unchanged turn then reported a workspace strategy
replacement.
> - This change saves the admitted remote strategy so unchanged reuse
stays stable.

## Linked Issues or Issue Description

Related preparation work: #18543 and #17924. I searched open and merged
workspace/session repairs and public workspace-strategy issues. None
covers this fresh remote retry case.

**What happened?**

After Retry created an isolated remote Git workspace, each unchanged
follow-up reported `workspace_config_freshness` with `action: replace`
and `changedCategories: [strategy]`. It retained the same workspace. The
stored fingerprint contained `project_primary`, which was only a
temporary controller provisioning choice.

**Expected behavior**

Save the configured remote strategy. An unchanged follow-up must reuse
the same workspace without a false replacement report. A real strategy,
base-ref, mode or environment change must retain its replacement checks.

**Steps to reproduce**

1. Prepare a fresh isolated remote Git retry with a `git_worktree`
strategy.
2. Complete its runtime handoff.
3. Admit another turn with the same workspace policy.
4. Inspect the recorded workspace freshness decision.

**Paperclip version or commit**

Reproduced on `b9e94b85a69bf679818eeef9ecf4655554a89c6b`. The regression
also fails on the unchanged preparation code in the current base.

**Deployment mode**

Authenticated server with remote workspace authority and a sandbox
execution target.

## What Changed

- Keep the admitted strategy when a fresh workspace uses remote
authority.
- Retain the temporary controller strategy for existing host-side seed
preparation.
- Extend the PostgreSQL preparation test through a fresh admission and
its next ordinary admission. Assert the same workspace, current writer
and stable fingerprint, with no false drift operation.
- Cover a genuinely configured `project_primary` fresh remote Git retry
followed by a real strategy change, preserving its replacement decision
and stored fingerprint.
- Document the execution rule and the separate live verification recipe.

## Verification

- The final regression was run before and after the production change.
Before: the next admission recorded a strategy replacement. After:
unchanged reuse records no drift and retains the workspace and
fingerprint.
- All 312 targeted cases pass on
`48b3e548afa42e740871feae2763d88fd5a00431` across workspace preparation,
workspace/session policy and inherited session preparation. These
include actual strategy/base-ref changes and the rule that explicit
reuse must not hide real replacement-class drift.
- All eight remote preparation cases also pass with the compatibility
regression: a genuinely configured `project_primary` fresh Git retry
creates a `git_worktree` row, and its later real strategy change retains
the replacement decision and saved fingerprint.
- `node scripts/check-maps.mjs` and `git diff --check` pass.
- Full recursive typecheck and `pnpm build` pass locally on this head.
- The [full current-head CI
matrix](https://github.com/paperclipai/paperclip/actions/runs/41524105868)
passes: typecheck/build, all general server, chat, workspace and
serialized test groups, plus Runner and E2E checks. The workflow and
`run-vitest-stable.mjs` partition the complete suite.
- The duplicate local `pnpm test:run` passed all 1,828 chat cases and
was intentionally stopped during general-server after the same complete
CI matrix passed. This is not recorded as a full local-suite pass.
- Greptile and Paperclip Review both assessed this head at 5/5 with no
new findings. Paperclip Review accepted the compatibility boundary after
the counterexample; its check conclusion is neutral. The addressed
review thread is resolved.
- The regression uses real PostgreSQL and preparation policy. Runtime
acquisition is controlled at its external boundary. The new fix has not
been deployed; live provider resumption remains unverified for this
patch.

## Risks

- Existing incorrect fingerprints are not rewritten. The same stored
shape can come from a genuinely configured `project_primary` remote Git
retry; a Git workspace row alone cannot prove the old admission policy.
Rewriting it would hide a real policy change. After preserving and
inspecting retained work, an explicitly admitted fresh recovery after
rollout establishes a correct new fingerprint. Ordinary reuse of the old
workspace does not migrate it. Normal recovery gates remain required.
- Real policy changes still use the current replacement guard. No
schema, credential or authority change is included.

## Model Used

OpenAI GPT-6 Codex with reasoning, repository editing, shell execution,
PostgreSQL tests and browser inspection. The host does not expose the
exact model variant or context-window size.

## 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>
2026-11-02 16:11:30 -06:00
..

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.

The sibling agent access map records APIs, agent entry points and permission boundaries for the same capability IDs. Follow the shared map contract when maintaining either map.

The chat scenario catalog describes how people might request these capabilities in conversation, including setup and permission branches. These are planned Product E2E journeys, not live coverage results.

IDs and references

Use the existing IDs in issues, PRs, Storybook annotations, tests, and verification evidence:

Reference Example Defined by
Feature ID onboarding The recipe filename without .md.
Capability ID onboarding/company The feature ID plus a key from its Sub-features list, separated by /.
Entry-point reference onboarding.md#web-wizard The recipe filename plus its entry-point heading. The local entry-point ID is web-wizard.

For example, report verifying onboarding/company through web-wizard. Capabilities describe behavior; entry points identify the surface used to exercise it. Entry-point IDs are separate from generated capability IDs. Both maps and Storybook use the same full capability IDs. Each child page states its feature ID; recipe bullets show the full capability ID beside the local key, and access companions show it beneath the local heading. Local keys remain unchanged for parsing and existing anchors.

Keep recipe filenames, sub-feature keys, and entry-point keys stable when changing display titles or navigation. Renaming a filename or key changes its references. The section headings below are navigation labels, not additional IDs.

Browse features

Use this index to open a recipe or copy its feature and full capability IDs.

Getting started and access

Feature ID Recipe Capability IDs
onboarding Onboarding and first work onboarding/instance, onboarding/company, onboarding/adapter, onboarding/first-task, onboarding/resume
access Login, invitations, and access access/login, access/invitations, access/membership, access/resources, access/cli-auth
companies Companies and portability companies/selection, companies/identity, companies/decision-models, companies/prompt-injection-prevention, companies/fast-responses, companies/agent-observability, companies/archive, companies/portability

Tasks and conversations

Feature ID Recipe Capability IDs
tasks Task creation and lifecycle tasks/create, tasks/organize, tasks/properties, tasks/discussion, tasks/completion, tasks/privacy
task-coordination Delegation, dependencies, and signoff task-coordination/delegation, task-coordination/dependencies, task-coordination/signoff, task-coordination/tree-control
inbox-search Inbox, decisions, and search inbox-search/views, inbox-search/triage, inbox-search/decisions, inbox-search/search, inbox-search/toasts
agent-chat Agent conversations and project handoff agent-chat/discovery, agent-chat/history, agent-chat/handoff, agent-chat/conference-room
questions-and-approvals Questions and approvals questions-and-approvals/questions, questions-and-approvals/dismiss-and-reopen, questions-and-approvals/confirmations, questions-and-approvals/plan-review, questions-and-approvals/audience, questions-and-approvals/governance, questions-and-approvals/tool-review, questions-and-approvals/continuation
steering Steering and queued messages steering/queue, steering/edit-order-discard, steering/steer, steering/interrupt, steering/stop-and-pause, steering/drafts, steering/approval-queue
documents-artifacts Documents, attachments, and work products documents-artifacts/documents, documents-artifacts/annotations, documents-artifacts/attachments, documents-artifacts/work-products, documents-artifacts/library

Agents and reusable capabilities

Feature ID Recipe Capability IDs
agents Hiring, configuration, and organization agents/hire, agents/grok-bot, agents/instructions, agents/organization, agents/primary-agent, agents/lifecycle, agents/built-in, agents/api-keys, agents/managed-agent-setup
runs-adapters Runs, harnesses, and model accounts runs-adapters/availability, runs-adapters/validation, runs-adapters/runs, runs-adapters/session
skills Skills and Skill Studio skills/discovery, skills/authoring, skills/versions, skills/policy, skills/testing
teams Team packages and installation teams/discovery, teams/preview, teams/install, teams/configuration

Projects and execution

Feature ID Recipe Capability IDs
projects Projects and repositories projects/lifecycle, projects/task-context, projects/repositories, projects/defaults, projects/privacy
goals Goals and work alignment goals/hierarchy, goals/alignment, goals/navigation
workspaces Workspaces, services, and files workspaces/binding, workspaces/provisioning, workspaces/services, workspaces/files-git, workspaces/closure
execution-environments Execution environments execution-environments/configuration, execution-environments/capabilities, execution-environments/probe, execution-environments/assignment, execution-environments/images
recovery Recovery recovery/diagnosis, recovery/bounded-continuation, recovery/source-action, recovery/exhaustion, recovery/workspace, recovery/unknown-outcome, recovery/user-continuation, recovery/reconnect

Apps, channels, and extensions

Feature ID Recipe Capability IDs
connection-setup Connection setup connection-setup/catalog, connection-setup/identity-and-access, connection-setup/credentials, connection-setup/handoff, connection-setup/draft-recovery, connection-setup/task-request, connection-setup/channel-setup, connection-setup/failure
assistant-connections Assistant connections (MCP) assistant-connections/setup, assistant-connections/consent, assistant-connections/device-login, assistant-connections/client-use, assistant-connections/revocation
app-permissions App access and action permissions app-permissions/agent-access, app-permissions/action-policy, app-permissions/catalog-change, app-permissions/test-action, app-permissions/account-maintenance
chat-channels External chat and email chat-channels/providers, chat-channels/identity, chat-channels/conversation, chat-channels/attachments, chat-channels/lifecycle, chat-channels/outbound-email
gateways-profiles Tool gateways and access profiles gateways-profiles/gateway, gateways-profiles/profiles, gateways-profiles/client-connect, gateways-profiles/tokens, gateways-profiles/activity
secrets Secrets and proposals secrets/company-secrets, secrets/user-secrets, secrets/proposals, secrets/vault-import, secrets/runtime-delivery
plugins Plugins plugins/installation, plugins/configuration, plugins/contributions, plugins/lifecycle

Automation and structured work

Feature ID Recipe Capability IDs
routines Routines, schedules, and triggers routines/definition, routines/triggers, routines/run-now, routines/history, routines/management
cases Cases cases/browse, cases/structure, cases/history, cases/task-links, cases/handoffs
status-cards Status cards status-cards/authoring, status-cards/generation, status-cards/inspection, status-cards/archive

Oversight and operation

Feature ID Recipe Capability IDs
budgets-costs Costs and budgets budgets-costs/cost-reporting, budgets-costs/budgets, budgets-costs/incidents, budgets-costs/resolution, budgets-costs/subscriptions, budgets-costs/accounting-recovery
activity Dashboards and audit trails activity/overview, activity/activity, activity/runs, activity/routine-audit, activity/timeline, activity/agent-commentary
navigation-preferences Navigation, profile, and announcements navigation-preferences/navigation, navigation-preferences/preferences, navigation-preferences/profile, navigation-preferences/announcements, navigation-preferences/fallbacks, navigation-preferences/command-palette
instance-operations Instance operations instance-operations/install-update, instance-operations/server-service, instance-operations/configuration, instance-operations/diagnostics, instance-operations/backup, instance-operations/runtime-setup
cli-operations CLI/API and local worktrees cli-operations/context, cli-operations/domain-commands, cli-operations/outputs, cli-operations/run-controls, cli-operations/worktree-instances, cli-operations/feedback-export

Contributor surfaces

Feature ID Recipe Capability IDs
developer-labs Developer previews and diagnostic labs developer-labs/design, developer-labs/interaction-labs, developer-labs/performance, developer-labs/route-gates

Open the published Storybook guide for the assembled feature and capability index. The Markdown recipes in this directory are the authored source. Each has a same-named agent-access companion.

Run node scripts/storybook-catalog.mjs to generate local navigation in maps/generated/feature-map.md, maps/generated/agent-access-map.md, and the Storybook guide. Recipes are discovered automatically from their navigation metadata; generation does not depend on this high-level index.

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, start with the Paperclip verification skill for an isolated launch, ownership/readiness checks, browser driving, evidence, and cleanup. It uses this directory as its feature map. 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 ID, full capability IDs and entry-point ID (for example, onboarding/company through web-wizard), plus the recipe link, 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 generated maps/generated/coverage.json lists the current non-test TSX page modules and the recipes that directly reference each one. An unreferenced module is a documentation candidate, not proof that its feature is absent or untested. Remaining workflow limits live in each recipe. Inventory and example associations describe documentation scope, not runtime health.

Maintaining the reference

The map documents user journeys. It does not execute them automatically; generated inventories record documentation scope rather than live test health. Product E2E reports reuse these capability IDs through the journey associations. Their coverage view shows which scenarios in a campaign are linked to each capability and the associated test results. An association or passing scenario does not certify the whole capability; unselected and unmapped journeys remain distinct.

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. Keep the same-named agent access companion and stable sub-feature IDs aligned when behavior or access changes. Source-only access inventory remains distinct from live verification. Run node scripts/check-maps.mjs after map edits for structural/reference checks; follow the shared contract for the source and behavioral checks it cannot perform.

Each recipe starts with a small frontmatter navigation record, then an H1:

---
navigation: {"section":"Tasks and conversations","sectionOrder":20,"order":10}
---

The H1 supplies the feature title, and the first paragraph supplies its summary. Orders are local to the section; leave gaps for additions. Equal orders use the stable filename as a tie-breaker. Keep a section's name/order consistent across its recipes. Discovery uses the recipe and companion; keep the readable ID index above aligned when features or capability IDs change.

Optional ### Storybook verification guidance lives inside the recipe's Gotchas section. Each level-four heading contains a backtick-quoted capability key and has Scope (ui, cli, or browser), Storybook, Production, and Sources fields. These are verification instructions and intentional scope limits, not run results or a required story for every API. The generated gap report combines this guidance with current story associations.

After frontmatter, each recipe starts with an H1 and a user-visible description, then exactly:

  1. Sub-features — stable backticked local keys, full capability IDs, and observable behavior/states, such as - `company`: `onboarding/company` — create a company.
  2. How to get to it (user POV) — one H3 backticked entry-point ID per surface.
  3. Driving it with — 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.

New or updated entries follow Poteto's feature-map examples. Existing entries with a Driving it heading can adopt the named harness when their recipes are updated. The original format was inspired by Omnigent's feature map. Paperclip's recipes and checks follow its own task model and test infrastructure.