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PaperClipAI/maps/feature-map
DottaandPaperclip 1f8f2e195f perf(ui): reuse parent metadata when loading the inbox (#18645)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - The Mine inbox combines task rows with approval and failure items.
> - It waits for parent captions before it reveals the initial list.
> - It fetched rich diagnostics for every parent, including parents
already in the task index.
> - Parent captions only use fields that the index already provides.
> - This change reuses loaded parents and fetches missing parent
metadata through the index view.
> - Failure items keep their rich interruption data and the initial
reveal boundary stays in place.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The initial load of Mine and other inbox views that need parent task
captions.

**Subsystem affected**

`ui/` collection reads. The API contract and database schema stay the
same.

**Current behavior**

The inbox fetches all parent and failed-run task IDs with `view=rows`
after the primary task request. This adds active-run, blocker, review,
interruption and recovery work to the reveal path. The observed hosted
case fetched four parents. One was already in the 31-row task index. The
other three were completed parents. The serial context response took
1.0–2.9 seconds during the diagnostic reloads.

**Proposed behavior**

Reuse parents from the selected source index. Fetch missing parents with
`view=index`. Keep `view=rows` for every failed-run task, including
overlaps with parents or source rows. Keep both role-specific ID lists
in the query key. Drop old placeholder rows when the new index supplies
a parent.

**Reason and benefit**

This removes unnecessary diagnostic work from a required serial request.
Five alternating same-four-parent requests on the hosted app had index
times of 189, 162, 156, 128 and 169 ms, versus rich-row times of 282,
211, 329, 219 and 284 ms. All requests missed the response cache. All
consumed parent fields matched. This isolates the projection cost; it is
not a deployed UI speedup claim.

**Breaking changes**

None. Membership, ordering, nesting, archive state, authorization and
failure presentation retain their owners and contracts. Refs: #18323 and
#18492 for the prior collection and startup work. This change addresses
the remaining parent-context read.

## What Changed

- Partition missing parent metadata from failed-run context. Load the
two batches concurrently, with at most two batch requests in flight.
- Keep richer failure rows last in the context result. Filter
placeholders by company and current requested IDs. Track completed
failure reads, including missing tasks, so a parent placeholder cannot
reveal an unverified failure card. Keep existing verified cards mounted
through refresh.
- Cover delayed captions, reuse of indexed parents, refreshed parent
captions, failure overlaps, resolved failures and parent-to-failure
cache transitions.
- Add a real browser check for delayed parent metadata and stable
geometry through deferred diagnostics. Give the test its own disposable
company.
- Add a reusable local timing harness and update the collection
verification recipe.

## Verification

- Baseline source: `0710c5684243a663c09ff907011ab88838173a02`. Final
measured candidate: `c8c69b5af11966b4144707a3da21e840c73c6cca`.
Production UI assets were built from the same checkout and dependencies,
with only the Inbox module changed between variants.
- Targeted regression failed on the old implementation and passed after
the change. All 58 Inbox component tests pass, including existing
archive/undo and order checks.
- Full workspace typecheck passes. The final UI typecheck passes. Full
build passes. Token gates, map checks and diff whitespace checks pass.
- All 12 collection browser checks pass, including pagination and
reading-position restoration.
- The full CI workflow passes on
`c8c69b5af11966b4144707a3da21e840c73c6cca`, including all server, chat,
workspace, serialized, runner and E2E shards. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/41502803275).
Greptile reports 5/5 on this commit with no unresolved threads. The
separate Paperclip Review check is still queued. Its first attempt saved
a text result but did not complete the GitHub assessment. Normal retry
was rejected because that attempt already recorded a result. The
current-head review request is queued. The review service is now
unavailable, so this external gate remains open.
- The duplicate local `pnpm test:run` was interrupted after the
equivalent CI run passed. Its six chat shards passed 1,828 tests. The
general-server phase was stopped. This local full-suite run is
incomplete, not a passing result.
- Local synthetic fixture: four parents and 30 children, with three
completed parents archived. The fixture also has 30 archived child
records. No agent or provider calls ran. Mac arm64, Node 24.22.2,
Chromium, production assets, 1440×900, native CPU, loopback network,
fresh HTTP/query caches for each cold sample.
- Five alternating local pairs produced identical 31-row membership and
order and no browser errors:

| Journey | Baseline median (range), ms | Candidate median (range), ms |
Median paired saving, ms |
| --- | --- | --- | --- |
| Cold first usable Mine rows | 310 (252–435) | 258 (250–261) | 50 |
| Warm Recent → Mine | 60 (56–64) | 67 (61–71) | -7 |
| Task → Back to Mine | 42 (40–47) | 43 (40–45) | 0 |

The final cold result has a material control limitation. The median
primary-request start was 259 ms for baseline and 210 ms for candidate.
Much of the cold difference occurs before the changed request. The
parent response medians were 19.3 and 13.5 ms, with fewer parent IDs
requested. Do not attribute the full 52 ms difference between cold
medians to this fix. Four cold pairs were faster and one was 6 ms
slower. Warm Recent → Mine was about 7 ms slower at the median; Back was
unchanged. These runs establish no warm-navigation gain. The earlier
five-pair experiment showed the same startup confound and mixed
warm/Back results. All samples remain in the local evidence. A hosted
final-shape comparison timed out and was cancelled by closing its owned
browser tab; it supplies no result. The candidate has not been deployed.

Reproduce the contract and geometry check against an isolated production
UI with `pnpm exec playwright test --config
tests/perf/collections/playwright.config.ts parent-context.spec.ts`. Run
`tests/perf/collections/measure-mine-context.ts` against baseline and
candidate loopback production origins that share one disposable API, as
documented in `tests/perf/collections/README.md`. Preserve upstream
startup timings as controls. Required parent responses remain inside the
reveal boundary.

## Risks

- Explicit-ID `index` and `rows` requests use the same company,
visibility and actor filters. They do not use the inbox archive filter.
An archived parent is still returned by either projection. A deleted or
unreadable parent is absent in both. A second index request for a
failure-parent overlap would not restore missing caption data.
- A failed-run task must never reuse parent-only metadata. The query key
includes each projection role. Completed reads carry explicit failure-ID
coverage. The tests cover overlaps, pending role changes, late heartbeat
data, known absence, and transitions to empty views.
- Old parent context must not override a fresh indexed parent. The
current-ID placeholder filter and caption-refresh regression cover this
case.
- The hosted app still has unrelated server contention. This PR reduces
parent request work. It does not claim to fix all hosted loading delay.
Deployment acceptance should confirm the serving revision, compare
matched Mine reloads and inspect errors and row stability. Revert this
change if failure items or captions regress.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, tool use, browser
diagnostics and code execution. The exact runtime model identifier and
context-window size are not exposed by this session.

## 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 13:29:04 -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.