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PaperClipAI/docs/guides/board-operator/experimental-features.md
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7e40ed8c43 feat(status-cards): add experimental status card update view (#10101)
## Thinking Path

> - Paperclip is the open source control plane people use to manage
AI-agent companies.
> - Operators need a board-level way to monitor a changing slice of
company work without repeatedly rebuilding filters or reading raw task
threads.
> - Existing summaries are useful snapshots, but they do not provide a
dedicated query-backed card with refresh policy, change tracking, update
history, and per-update cost visibility.
> - The capability needs to be safe to evaluate before it becomes part
of the default product surface.
> - This pull request adds end-to-end experimental Status Cards, from
schema and query compilation through update orchestration and operator
UI.
> - The entire feature is gated behind the `enableStatusCards`
experimental toggle, including its route and sidebar entry.
> - The benefit is a governed, inspectable way to keep focused
operational rollups current while preserving explicit controls over
refresh frequency and spend.

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting (`packages/db`, `packages/shared`, `server/`, `ui/`, and
bundled skills/docs).

### Problem or motivation

Operators cannot currently define a reusable natural-language view of
company work, compile it into an inspectable query, and keep its summary
current as matching issues change. Rebuilding filters and rereading task
threads makes board-level monitoring repetitive and hides the
relationship between source changes, refresh cost, and the resulting
summary.

### Proposed solution

Add experimental Status Cards that compile operator intent into a query,
summarize matched work, record each update, expose
manual/interval/reactive refresh policies and costs, and preserve the
last good result across stale, updating, paused, and error states. The
capability is off by default and fully gated behind `enableStatusCards`,
including its route and navigation entry.

### Alternatives considered

- Extend existing one-off summaries: rejected because status cards
require persistent query provenance, refresh policy, update history, and
card-specific cost controls.
- Add a dashboard-only filter widget: rejected because it would not
provide governed background refresh, an update ledger, or an inspectable
compile pipeline.
- Ship the surface by default: rejected in favor of an experimental
toggle while behavior and operator value are evaluated.

### Roadmap alignment

This advances Paperclip’s board-level execution visibility and
output-first product goals. `ROADMAP.md` was checked and no duplicate
status-card initiative was found.

### Additional context

No related open PR was found in the public GitHub search for status
cards. The PR-only design wireframes were removed from the repository
after review; the published prototype remains external to the production
source tree.
## What Changed

- Added company-scoped status-card schema, CRUD APIs, compile
provenance, update ledger, shared contracts, validators, and OpenAPI
coverage.
- Added the text-to-query compile pipeline, bundled `status-card-query`
agent skill, query versioning, and authorized write-back flow.
- Added the experimental board, create flow, lifecycle tiles,
detail/settings/debug drawers, archived view, routing, navigation, and
instance setting.
- Added a change-gated update engine with manual, interval, and reactive
refresh policies, trigger selection, active hours, and daily token caps.
- Added per-update token/cost recording, today and lifetime rollups, and
policy-derived cost previews.
- Added operator documentation and agent-authoring hardening for compile
and update behavior.
- Added PR-prep integration coverage for settings/startup wiring and
replaced raw UI values with design-system tokens.
- Removed the PR-only `design/pap-15023-status-cards` wireframe
artifacts so the repository contains only production feature assets.

## Verification

- `pnpm -r typecheck` — passes on the PR head; includes `ui` `tsc -b`
passing. The UI compile gate was also independently recorded as passing
at `6d7f3cf96b` on July 23, 2026.
- `pnpm build` — passes.
- `pnpm check:token-gates` — passes with all three gates clean.
- `pnpm test:run` — 2,880 tests passed and 1 skipped; the sole failure
was an unrelated 10-second `afterAll` database-cleanup timeout in
`execution-workspaces-service.test.ts`.
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/execution-workspaces-service.test.ts` — passes on
immediate focused rerun (25/25).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/instance-settings-service.test.ts
src/__tests__/server-startup-feedback-export.test.ts` — passes (31/31).
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/StatusCards/StatusCardSettingsForm.test.tsx
src/pages/StatusCards/StatusCardTile.test.tsx
src/pages/StatusCards/format.test.ts src/lib/status-card-state.test.ts`
— passes (26/26).
- Recorded pre-PR QA: compile-pipeline e2e PASS; full lifecycle and cost
QA PASS; security re-review PASS after write-back hardening; UX
approved.
- `pnpm exec vitest run packages/db/src/status-card-migrations.test.ts`
— passes; reapplies migrations `0185`–`0189` against an already-migrated
embedded Postgres database.
- `pnpm --filter /db check:migrations` — passes migration numbering and
safety checks.
- `pnpm --filter /db typecheck` — passes.
- Merged current `origin/master` on July 24, 2026 with no conflicts;
migrations `0185`–`0189` remain unclaimed on master.

## Risks

- The feature introduces five database migrations and a new background
update path; all new DDL is repeat-safe after partial application,
migration numbering/safety checks pass, and update execution is
company-scoped and change-gated.
- Natural-language compilation can produce invalid or overly broad
queries; compile provenance, query validation, debug visibility, and
version history make failures inspectable and recoverable.
- Reactive or interval refresh could increase spend; active hours, max
refresh frequency, daily token caps, per-update cost records, and
budget-paused states bound and expose that risk.
- The branch name contains an internal execution identifier because it
is a fixed handoff branch; it was intentionally not renamed or rebased
per the release handoff instructions.
- Overall rollout risk is limited because the route, navigation,
services, and UI are disabled by default behind `enableStatusCards`.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex using GPT-5.5 with reasoning, repository tool use, shell
execution, GitHub CLI, and test/build execution. The runtime did not
expose a 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; the fixed execution-workspace
identifier is documented as an authorized handoff exception
- [x] I have run tests locally and they pass, with the one cleanup
timeout passing on focused rerun
- [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: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-24 12:26:43 -05:00

2.1 KiB

title, summary
title summary
Experimental Features What Paperclip experimental features mean for board operators

Experimental features are opt-in and are provided without compatibility guarantees. They may break, change, or be removed at any time. Use them at your own risk.

What "experimental" means

When a feature is marked experimental, Paperclip is still evaluating the product shape and implementation details.

  • The feature is not part of the stable operator contract yet.
  • UI, API, CLI, behavior, and stored configuration may change as the feature evolves.
  • Paperclip does not promise compatibility, rollback, migration, or long-term support for experimental features.

If you need stable behavior for an important workflow, do not rely on an experimental feature.

Where you enable them

Board operators enable or disable experiments from Instance Settings > Experimental in the app.

The CLI exposes the same surface:

pnpm paperclipai instance settings:experimental
pnpm paperclipai instance settings:experimental:update --payload-json '{...}'

Those commands change the same opt-in settings that the UI manages.

When to use them

Experimental features are best used when you are:

  • evaluating a new capability before wider rollout
  • testing a non-critical workflow
  • comfortable with behavior changes between releases
  • prepared to stop using the feature if it changes or disappears

Operator expectations

Before enabling an experimental feature:

  • decide whether the workflow can tolerate breakage or churn
  • avoid making the feature a dependency for stable production processes
  • keep the scope small until you understand how the feature behaves in your company
  • watch release notes and docs for changes to the feature contract