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PaperClipAI/maps/feature-map/documents-artifacts.md
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DottaandPaperclip 82c033ed12 test(e2e): cover uploaded input and personal inbox triage (#18643)
## Thinking Path

> - Paperclip lets people assign work to agents and manage their tasks.
> - Product E2E journeys verify the saved outcome through the browser
and normal APIs.
> - Uploaded input and personal inbox actions need repeatable coverage.
> - An agent answer must match the input file, and an inbox action must
retain its saved state.
> - This change adds two journeys with independent evidence checks.
> - A blocked fixture action must use the normal human-owned unblock
contract.
> - Registration stays separate from deployed qualification and daily
admission.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Product E2E coverage for file attachments, saved task documents, and
personal inbox read and archive actions.

**Current behavior**

The journey catalog lacks an uploaded-input calculation and a persisted
personal inbox triage path. A successful agent run alone cannot prove
either outcome.

**Proposed behavior**

Upload a generated CSV through the task composer. Require an exact saved
answer and unchanged input bytes. Read and archive one owned task
through the inbox, reload each state, and verify that a new Blocked
event brings it back without agent work.

## What Changed

- Add a file-input journey with a random reference held only in the
uploaded CSV.
- Check exact result values, document authorship, native run binding,
original input bytes, and persistence after reload.
- Add a browser inbox journey with an independently authenticated human
author, saved read and archive state, unchanged work status, and
activity resurfacing checks.
- Reject wrong, missing, duplicate, and foreign evidence in assertion
controls.
- Register both cases and document their scope and privacy rules.
- Supply a current-human unblock owner and action for the archived-task
fixture. Test that exact payload through the production route and retain
the bare-blocked422 negative control.
- Include the fixture constructor in the source definition hash and both
new cases in the exact catalog assertion.
- Reject collected inbox receipts with unexpected runs, providers,
models, or native/legacy execution modes.

## Verification

- The frozen source is `cdb6659fb4e4b67e9321bc3fd963cf11e9b8b2f3`. It
includes one fixed master integration at
`fd0d61b8e329efc89ff541dc2cac44e7c7a37f78`. The single map conflict
retains both coverage paragraphs.
- The production HTTP route rejects the original bare blocked payload
with422 and accepts the exact human-owned fixture payload with200.
Neither control wakes an agent. The full related route file passes
all200 tests.
- The frozen current head passes recursive workspace typecheck, runner
typecheck, full build, map checks, and diff checks. Its full related
journey/catalog suite passes723 tests, the production route suite
passes200, and the separate Node support suite passes347. The retained
contract file passes all38 tests. Fresh Greptile review is 5/5 on the
frozen current head. Current-head hosted CI passes after one authorized
failed-jobs-only recheck. The original Runner close test failed; the
unchanged, properly cargo-prepared focused local control passed in2.99s,
and the hosted recheck then passed. The cause remains unknown; no Runner
code, test timing, or assertion changed. The original hosted diagnostic
and the initial invalid local invocation without required fake binaries
remain recorded. The ordinary local full-test run is in progress.
- The unrestricted local runner support run on the fixed-master
integration is not green:5993 tests passed,12 failed,3 skipped. The
unchanged failures cover onboarding cleanup expectations, Pi metadata,
workflow-security expectations, and an expired test allowance. An
untouched743 baseline reproduces the same non-PG failures; their
source/test blobs also match pre-feature40b807. This change does not
extend an allowance or alter paid admission. The
original5983-pass/15-failure run remains recorded. Restoring the local
Postgres package's own library aliases resolved its two startup
failures. The feature-related catalog omission is corrected.
- The uploaded-file case passed its first complete deployed QA attempt:
one configured native run, all six independent checks, original
evidence, complete cleanup, and no active operations.
- The first inbox attempt stopped at the agent comment execution-context
guard. That guard stays intact. The fixture uses an approved,
independently authenticated QA human.
- The next original inbox attempt verified protected-secret retrieval,
human attribution, and session closure, then failed its unread
prerequisite. The product unread defect was repaired in #18670.
- The fresh deployed inbox attempt passed external-human activity, saved
read state, archive persistence, and unchanged task status after the
product rollout. It then stopped at the fixture's bare blocked PATCH
before any resurfacing assertion. The response status was discarded;422
is an explicit contract inference independently reproduced through the
production route. That failed attempt remains retained. A fresh full
inbox qualification on the current frozen head now passes all six checks
and all five phases; the normal human comment receipt, closed human
session, zero agent work, complete cleanup, and absence of active
operations are verified in the original evidence. Daily admission
remains a separate coordinator action.
- The retained-result review gap failed a negative receipt control
before the repair. All38 retained journey contract tests now pass. The
two old unread advisory threads are resolved only after the fresh full
deployed inbox pass.
- Original failures remain recorded, including the earlier unchanged
environment-runtime assertion and unchanged runner/occupied-port startup
failures. Closed operation codes and failure screenshots retain the
failing step without raw browser errors. Actual retry qualification
remains separate from source tests.

## Risks

The target must supply the declared external-human fixture. Inbox
control selectors may differ across deployed UI revisions. File
processing depends on the configured native agent. Exact saved-state and
source checks must remain required when those dependencies fail. The
change adds test journeys and does not change production behavior or
schemas.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, and browser
tools. The runtime does not expose a more specific model identifier 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 (relevant suites; broader
baseline failures are listed above)
- [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 18:12:16 -06:00

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---
navigation: {"section":"Tasks and conversations","sectionOrder":20,"order":70}
---
# Documents, attachments, and work products
People read and revise task documents, annotate specific content, open attached files, and inspect the outputs an agent hands back. The artifact library provides another route to the same work.
Feature ID: `documents-artifacts`.
Implementation: [task documents](../../ui/src/components/IssueDocumentsSection.tsx), [artifact library](../../ui/src/pages/Artifacts.tsx), [document panel](../../ui/src/components/task-side-panel/TaskDocumentPanel.tsx).
Agent access: [companion](../agent-access-map/documents-artifacts.md).
## Sub-features
- `documents`: `documents-artifacts/documents` — edit versioned task documents and inspect or restore revisions.
- `annotations`: `documents-artifacts/annotations` — attach feedback to document content and inspect resolution state.
- `attachments`: `documents-artifacts/attachments` — upload, preview, and download allowed files with company access checks.
- `work-products`: `documents-artifacts/work-products` — link deliverables to their source task, resource, and review context.
- `library`: `documents-artifacts/library` — search, filter, group, and open artifact stacks.
## How to get to it (user POV)
### `task-document`
Open a document from the task thread or document side panel.
To create or edit a general task document, open **Open a new tab → Artifacts**
in the task side panel, then **New document** or **Document actions → Edit
document**. Edits use the shared versioned editor and autosave. Classic mode
keeps that editor in the task body. Plans retain their conversation and approval
flow and cannot be created through the general document editor.
Unfinished new documents, including a body typed before its key, survive a tab
switch or reload within the same account and task. Cancel removes the backup;
a confirmed creation clears it.
Select an inline image to open the document's image gallery. Use the left and
right arrow keys or the Previous and Next buttons to move through images in
reading order. The URL retains the document and adds a one-based `image` position,
such as `#document-report&image=2`. Share or reload that URL to open the same image.
Revision and maximized-view parameters remain in the link. Escape, Close, or the
backdrop closes the gallery and returns focus to the image.
Coordinator decision receipts also open a pinned reviewed revision alongside
the matching task interaction. Historical tabs retain their revision identity
independently of the current document tab. Missing revisions are explicit and
never silently replaced with the latest document.
When a decision in one task reviews another task's document, the center pane
keeps the originating conversation while the sidebar opens the document owner's
exact revision. An inaccessible owner never falls back to the origin task's document.
### `task-output`
Open an attachment, output card, or file link from a task.
For direct uploads, use the task side panel's **Open a new tab → Artifacts →
Upload files** or drop files anywhere in that panel. On mobile, open
**More actions → Properties** first. Agent conversations do not expose this upload path.
### `artifact-library`
Open `/artifacts` and its grouping, search, and media controls.
## Driving it with Playwright and the Paperclip CLI
The explicit `build-revise` [Product journey](../../tests/runner-e2e/PRODUCT-JOURNEYS.md) covers `documents-artifacts/attachments`: browser downloads of two ZIP versions, an independent content oracle, and preservation of the original. Its shared source is not proof of a pass on any deployed target.
The explicit `task-document-persistence` journey covers `documents-artifacts/documents`:
browser creation and editing, task reopen/reload, exact saved title/body and
independent original/latest revision reads, board-user authorship and zero agent
runs. The setup owns a backlog task but does not seed a document. Calibration
rejects stale content, lost history and foreign ownership. A target needs a fresh
live pass before adding this journey to its scheduled checks.
Preconditions: follow the [baseline](./README.md#before-driving-a-journey). Use a task with a text document, a small attachment, and a generated work product. Use nonsensitive fixture files.
### `task-document`
Automated: [documents service](../../server/src/__tests__/documents-service.test.ts), [annotations](../../server/src/__tests__/document-annotations-service.test.ts), and [revision restore](../../server/src/__tests__/issue-document-restore-routes.test.ts) cover server contracts.
[Document image galleries](../../tests/e2e/document-image-gallery.spec.ts) checks
desktop, mobile, and Classic document views with real uploaded images and saved
document revisions. It covers keyboard/button navigation, image URLs and reload,
focus return, focus containment, scroll locking, dismissal, and revision links.
[Exact revision panel](../../ui/src/components/task-side-panel/TaskDocumentPanel.test.tsx)
checks pinned content and missing-revision behavior; this component test does not
prove end-to-end conversation scrolling. Open a resolved receipt after making a
new revision and verify the earlier body plus matching interaction in the browser.
Manual: Edit a paragraph, save, reload, and compare revisions. Add an annotation to a specific selection and inspect it after another edit. Resolve it through the supported action. Restore a disposable revision and confirm the new current document and history agree.
### `task-output`
Automated: [attachment routes](../../server/src/__tests__/issue-attachment-routes.test.ts) and [work products](../../server/src/__tests__/work-products.test.ts) cover data/access behavior; [artifact arrival browser suite](../../tests/e2e/artifact-tab-arrival.spec.ts) targets arrival. [Artifact uploads](../../tests/e2e/artifact-uploads.spec.ts) drives file selection/drop, filename collisions, retry, and preservation of paused/unassigned tasks.
The deployment-targeted [uploaded-input journey](../../tests/runner-e2e/product-journeys/input-file-flow.ts)
adds composer upload, real agent consumption, independent calculation, attributed
saved output and reload checks. Registration and oracle controls do not establish
a live pass on a deployment.
[Native completion feedback](../../server/src/services/native-runtime/native-completion-feedback.test.ts)
checks a real saved-document link alongside a verified CSV attachment, including
attachment download query and fragment links. It rejects foreign task/company
links, missing documents, unproven current revisions, and workspace files. The
document alone cannot satisfy the requested file. These local tool/Postgres
checks do not establish hosted delivery or browser rendering.
Manual: Upload a small Markdown file and CSV through Artifacts. Markdown becomes
a versioned task document; other files become attachments. Read the document,
download the CSV and compare bytes, then reload. Upload the same Markdown filename
again and verify a separate suffixed document without overwriting the original.
On a paused unassigned task, confirm upload does not start work or add comments.
Verify agent-produced work products separately using an eligible test run.
Test an inaccessible user/company and explicit missing workspace-only resources.
### `artifact-library`
Automated: [artifact page](../../ui/src/pages/Artifacts.test.tsx) covers grouping, search requests, and pagination using mocks.
Manual: Find the task’s output through search and grouping, open its stack, page through results, and reload a direct stack link. Confirm the same file/content appears as from the task.
## Gotchas
- In Coordinator, saved plan cards use document chronology, so a plan written before its output appears first even when both writes share one native run. Authored issue-document links use the same compact sidebar-link surface and retain revision/annotation targets. Classic run embedding is unchanged. The UI does not remove or deduplicate canonical plan content.
- A local path is not automatically an uploaded artifact accessible to another user.
- A preview screenshot is not proof that download bytes or revision references are correct.
- Version conflicts and stale annotations must stay visible rather than silently targeting different content.
### Storybook verification
#### `documents`
Capability ID: `documents-artifacts/documents`.
Scope: ui
Storybook: Writable/read-only document, save pending/failure/conflict, revision history/historical preview and restore confirmation.
Production: Persist edited body and reload; append-only restore creates new revision; reject stale writes and inaccessible company/task.
Sources: Source: [IssueDocumentsSection.tsx](../../ui/src/components/IssueDocumentsSection.tsx), [TaskDocumentPanel.tsx](../../ui/src/components/task-side-panel/TaskDocumentPanel.tsx), [documents.ts](../../server/src/services/documents.ts). Tests: [IssueDocumentsSection.test.tsx](../../ui/src/components/IssueDocumentsSection.test.tsx), [document-revisions.test.ts](../../ui/src/lib/document-revisions.test.ts), [documents-service.test.ts](../../server/src/__tests__/documents-service.test.ts), [issue-document-restore-routes.test.ts](../../server/src/__tests__/issue-document-restore-routes.test.ts)
### Documentation scope: Artifacts and work products
Document/attachment/library/work-product journeys are mapped; every media preview type, storage backend, annotation conflict, and runtime-resource lifecycle variant remains separate.