## Thinking Path > - Paperclip helps people manage AI agents and their work. > - Task documents keep versioned work beside each conversation. > - The default chat interface could read general documents but hid their editor. > - People also need unfinished edits to survive a tab switch or reload. > - This pull request restores the shared editor in Artifacts. > - A portable browser journey checks exact saved content and revision history. > - The benefit is a usable document flow with independent deployment checks. ## Linked Issues or Issue Description **What happened?** A person using the default task interface could read a general task document but could not create or edit one. The existing editor was available in Classic mode. A pending create could also leave newer text as a new form after its editor unmounted, causing a conflict against the person's own successful creation. **Expected behavior** A person can create and edit general documents through Artifacts. Titles, bodies and revision history persist after reopening and reloading the task. Unfinished text survives tab switches. A successful create makes retained newer text an edit of that confirmed revision. Later writes from another actor still cause a conflict. **Steps to reproduce** 1. Open an ordinary task in the default chat interface, then open Artifacts. 2. Try to create a general document. The previous interface has no authoring control. 3. With authoring restored, submit a new document, keep typing, and switch to Properties before the request finishes. 4. Reopen Artifacts. The previous draft path restores a new form despite the successful create. Related public work: #17598 adds document copy/download and #18157 adds image galleries. The selected actual merged parent is `f1d780838218f975064f38333946805e0ec103a5` from #18427. It includes the stable profile-entry ordering repair and the exact recovery-fixture prerequisite. The resulting PR diff contains 32 document and reporting files. ## What Changed - Reuse `IssueDocumentsSection` for general documents in default-chat Artifacts. Keep Classic authoring in its existing task body. Ordinary tasks, conversations and Coordinator mode share the same editor options and signed-in permission wrapper. - Preserve Plans, file-review documents, attachments, uploads and work products. Hide duplicate general-document cards. Use the same general-document key rules for visible rows, validation and refused writes. - Forward image uploads, mentions, references, author maps and feedback to both editor mounts. Keep empty mention/project values stable while queries load. - Back up unfinished forms within their signed-in account, task and editor scope. Preserve text entered before its key. Record a successful create on its matching retained newer buffer, including after unmount or an early reopen. Preserve newer title/body edits, real remote conflicts and matching cancellation cleanup. - Add the model-free `task-document-persistence` journey. Setup creates only an owned empty backlog task. The browser creates and edits the document; normal APIs independently check company, task, actor, exact content and both revision records. - Reopen the owned task through the explicit Backlog view, then reload it. Require exact UI readback and zero native runs. Add only the Doc registration, definition-hash inputs, report mapping and four closed checks to the shared harness. - Count explicit zero-run browser receipts after private journey metadata is removed for publication. Preserve missing billing evidence, positive usage and native/protocol accounting. - Update browser assertions for the restored inline editor while retaining exact download bytes, revision collisions, paused-state and no-run checks. Update the feature map, usage docs and shared editor stories. ## Verification - Latest focused checks use official Node 24.22.2: 568 journey, catalog, report, billing and attempt-accounting tests across 25 suites pass. All four admitted journeys remain registered. The seven relevant UI suites pass 529 tests, including the task-page container after the parent merge. Maps, token gates, the PR-scope diff check and the owned credential-pattern scan pass. The normal QA import preflight also passes with an empty environment and network access blocked. - Billing regression: before the repair, the explicit empty public receipt counted one run, and two positive-usage receipts were discarded by browser metadata. Those three cases fail before and pass after the repair. Two additional red regressions cover aggregate usage beside an empty run list. That ambiguous shape now keeps an unavailable receipt and a minimum count of one. Missing receipts retain unavailable billing, and native/protocol one-or-more run totals retain their measurements. - The previous fresh CI run failed its unchanged snapshot-only recovery fixture: one global sweep did not call its callback. The original failure remains recorded. An isolated PGlite probe with all canonical migrations exercises the real reconciler: it processes two earlier sources, then reaches the owned third source on the next sweep. It preserves source evidence, files and run IDs. This proves bounded pagination, not full native snapshot repair. - Local native recovery tests could not start PostgreSQL because the host semaphore limit was reached. That run executed zero cases. Canonical Linux CI later passed all 143 fixture cases, including the original snapshot-only case and the new competing-candidate control. The exact fixture repair is now inherited from #18427 and is absent from this PR diff. - The portable oracle rejects 19 stale, missing, foreign or incorrect outcomes. Result validation also rejects model/provider metadata and native runs for this case. - Five real Artifacts-to-Properties unmount regressions fail before the repair and pass after it. They cover both editor modes, reopening before and after completion, later typing, and a foreign revision that must still conflict. The edit-storage failure case also checks that Cancel clears the promoted fallback copy. - UI coverage includes default chat, Classic, conversations, Coordinator, Plan rendering, document-card deduplication, reserved keys, pending-query stability, permissions and rich editor options. - Earlier real browser checks passed five upload cases and two artifact-arrival cases. They retain exact CSV bytes, original/revised content, collision, paused-state and no-run assertions. Current-head normal CI runs the updated browser suites again. - The branch merges only the selected actual parent `f1d780838218f975064f38333946805e0ec103a5`. The merge has no conflicts or manual resolution. The SQL service and recovery fixture match that parent exactly. The own document editor, persistence flow, saved-state oracle and billing repair retain their previously qualified source blobs. Follow-up, clarification, question/resumption, screenshot helpers and the Steering map are byte-identical to the merged parent. Existing project/search/question/follow-up registrations remain present. - Required document source blobs remain exact: Doc UI `22e80663b053363e5f75e1432dd9043dc0e70243`, its unmount tests `16f3f4ed0dc9b11aaff129e06e6cf2bbf4522713`, readiness helper `800a747284db19b8484650b6759e8bd1f356839d`, and budget service `3a15d489f0aa55c22e8f7fe6a6bc6a0e14e5914e`. - Local typing is limited by borrowed declarations from another checkout. They omit current `skill_test` and sandbox creation-operation fields. No dependency declarations or repository config were changed. The authoritative clean CI Typecheck + Release Registry gate passes on exact head `2ffce29827ae170420d740940c1c069c7225a74c`. - Full monorepo typecheck, tests and build were not run locally. Borrowed build declarations from another checkout limit local typing. Authoritative [clean CI](https://github.com/paperclipai/paperclip/actions/runs/41171717008) passes on exact head `82d15946c5844d3ae41c6ade62fa224053f20a9a`: 55 successful checks, 3 skipped and 1 neutral, with zero pending or failed checks. Typecheck, build, Runner, server and browser lanes pass. Greptile gives that same head a fresh 5/5. All 15 review threads are resolved, with no further thread page. The PR is mergeable and clean. - Failure history remains recorded. The earlier recovery failure was repaired with a bounded, owned-source fixture. A later CI worker shut down after 2,375 Runner unit tests passed. Its one authorized narrow retry passed those tests and all five native integration suites. The separate AgentConfig browser failure was reproduced and fixed by the merged #18427 parent. These earlier passes do not replace current-head CI. - Final-source live qualification passed on exact harness and served application `82d15946c5844d3ae41c6ade62fa224053f20a9a`. QA run `41177696858` completed all four closed checks and all five phases with zero native runs. Cleanup passed; the durable manifest is complete with no pending evidence. The coordinator verified the original grade and manifest. - The [public qualification report](https://pages.paperclip.ing/evals-qa-smoke-41177696858-1/) records zero agent runs, empty run IDs and empty run usage. Pricing remains unavailable and billing remains incomplete; the report does not claim measured zero cost. - The earlier harness `36c8d9ddd76d0b7ddb28a9a6c674d9e538f6df88` pass against application `2ffce29827ae170420d740940c1c069c7225a74c` remains historical evidence. It is separate from the final-source measurement above. - The selected parent brings profile-entry ordering, proactive chat, a database migration, Runner updates, and task-page chat/read behavior. Its new task-page container is included in the final application measurement. The coordinator retains the original evidence and owns the primary merge and daily-plan admission. ## Risks Artifacts now mounts the existing shared editor. Its autosave, conflict, revision, annotation and server access contracts remain in place. Tests cover both interface modes, shared scopes, later remote writes and unavailable edit storage. Plans and generated file-review documents keep their existing flows. The PR adds no database schema or API change. The shared billing repair requires explicit captured empty run IDs and an unambiguous usage object containing only an empty run list for public browser-only receipts. Other fields beside an empty list keep conservative unavailable billing. Missing measurements remain unavailable. Contradicting positive usage remains counted. The inherited recovery fixture keeps the production sweep limit and its source, readback and no-agent-work assertions. The live journey must fail when authoring controls or saved outcomes are absent. It must not create the expected document through setup APIs or switch to another interface to pass. Final deployment verification must retain the actual app and harness revisions separately. ## Model Used OpenAI Codex, based on GPT-6, with tool use and code execution. The exact runtime model ID and context window were not exposed in 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>
Paperclip maps
The maps describe the same capabilities from two perspectives:
- Feature map: what a person can do, where to reach it, and how to verify the user journey. Preserve its Poteto format.
- Agent access map: the APIs and agent entry points for those capabilities, their permission boundaries, and access verification.
The chat scenario catalog adds natural-language requests, starting context and expected conversational outcomes for the same capability IDs. It lives with Product E2E as planning data; a scenario reference is neither a registered execution nor evidence that a journey passed.
These are sibling directories under maps/. Each feature file has a same-named
agent access companion. Reuse the product map's sub-feature IDs, so tasks/create
identifies the same capability in both maps. Product behavior remains governed by
the implementation spec; a map cannot grant
authority or redefine a permission denial as success.
Capability identifiers
The feature ID is the recipe filename without .md, such as onboarding.
The full capability ID joins that feature ID and a Sub-features key with /:
the company key in feature-map/onboarding.md is onboarding/company.
Its agent-access-map/onboarding.md companion uses the same local company key.
The feature-map index lists the existing
feature and full capability IDs.
Each child page states Feature ID: `onboarding`. after its introduction or
product-map link. In feature recipes, show the full ID beside the parsed local
key: - `company`: `onboarding/company` — create a company. In access
companions and Storybook verification guidance, keep the existing local heading
and put Capability ID: `onboarding/company`. beneath it. These labels make
the existing identifiers visible without changing keys, anchors, or ID generation.
Use full capability IDs in cross-feature references, Storybook annotations, tests, issues, PRs, and verification evidence. Both segments use lowercase letters, digits, and hyphens. Keep filenames and keys stable when display titles or navigation labels change; renaming either changes the capability ID.
Entry-point IDs describe a surface, such as web-wizard, and are scoped to their
recipe. Reference them with a recipe link, such as
onboarding.md#web-wizard, and record the
capability exercised separately. Navigation section labels are not capability IDs.
See IDs and references for examples.
Access contract
Every business operation needs both an API and a usable agent entry point for an
actor authorized to perform it. A dedicated tool is optional when REST, the CLI,
an assigned MCP client, or native search_api / call_api already provides the
operation. Record which agent surfaces actually have that path; an installed CLI
or optional MCP package cannot be assumed available to every native/remote run.
Track these independently:
| Dimension | Values and meaning |
|---|---|
| API | present, missing, not-applicable, or unreviewed. Use exact methods/paths; distinguish protocols from REST. |
| Agent access | available, partial, missing, restricted, operator-only, not-applicable, or unreviewed. Name the supported surface and actual entry point. |
| Policy | Actor, action/grant, company/resource/ownership scope, responsible-user intersection, run requirements, work modes, and gates relevant to the operation. |
| Evidence | source-only, verified, failed, blocked, or not-run. Source presence and successful board calls are not agent verification. |
| Review depth | baseline records representative operations and known gaps; operation-reviewed enumerates the capability's meaningful operations and their individual access contracts. |
Broad capabilities such as task properties must be split into operations before they count as operation-reviewed: renaming, metadata edits, assignment, dependencies, and lifecycle changes can use different tools and permission rules. An available read path cannot certify a write path. List/get/create/update/delete, execution/control, credential handling, and resolution are separate where their authority or transport differs. Do not duplicate request schemas from OpenAPI.
Exceptions and restrictions
Presentation-only state, static developer fixtures, and pre-start/local operator
work may use not-applicable for a domain API, with a concrete reason and the
existing local path. When a capability combines shared data with presentation,
split the operations: browser recents do not exempt resource lookup from API
coverage. Promoting local state to a shared feature requires revisiting the entry.
A board-only endpoint is restricted for agent identity, not an automatic
exception or a missing API. Cite the enforced policy and record whether the
agent can request the authorized human's action and observe its result. An
unresolved delegation question remains in Gaps. Company access, a job title,
a personal assistant's OAuth grant, or an accepted interaction does not grant
board identity. Keep budget, approval, secret and execution authority intact.
Check actual route/service authorization and production tool admission. OpenAPI actor labels and scenario/evaluation tool declarations are supporting metadata; record disagreements rather than using them as proof of access. Native API fallback restrictions, tool field/scope limits, and rollout settings are part of the agent path, even when a legacy agent can call the REST endpoint directly.
Companion file format
Each agent-access-map/<area>.md has an H1, a relative link to its product file,
and its feature ID, followed by one H2 backticked local key per product
sub-feature. Each capability starts with its full capability ID and contains
these fields:
- Review:
baselineoroperation-reviewed. - API: presence state and exact operation IDs, or a reasoned exception.
- Agent access: availability state and concrete entry points by surface.
- Policy: relevant permission and runtime boundaries, with source references.
- Evidence: evidence state, reviewed commit and sources or executed proof.
- Verification: allowed/denied assertions and observable result; record what has actually run separately from the proposed recipe.
- Gaps: missing APIs/paths, discovery drift, unreviewed operations or policy
decisions; use
noneonly for the enumerated scope that was reviewed.
For an operation-reviewed capability, use H3 backticked operation IDs and repeat
API, Agent access, Policy, Evidence, Verification and Gaps for each operation.
Use small operation names such as create, update, read, or run-now.
The enclosing capability has Review: operation-reviewed only after its
meaningful operations have been enumerated. The following excerpt shows one
operation; include the others before using that review label:
## `definition`
Review: `operation-reviewed`.
### `create`
API: `present` — POST /api/companies/{companyId}/routines.
Agent access: `available` — agent REST, CLI routine create and native call_api
under the enabled rollout and active-run/mode gates.
Policy: same company; assigneeAgentId must be the calling agent; cite the
routine authorization and native API policy sources.
Evidence: `source-only` — reviewed commit and source links; no live proof.
Verification: `not-run` — create an owned routine; reject assignment to another
agent; inspect saved configuration, attribution and retry behavior.
Gaps: verify ownership and responsible-user resolution with a permitted agent
context; source presence alone does not qualify this operation.
Keeping the maps synchronized
When a change adds/removes a capability or changes its behavior, API, permission, tool binding, CLI support, or work mode, update the affected companion and product recipe as appropriate in the same change. Preserve IDs across renames where the capability is unchanged; update the affected cross-links together. Indexes discover recipes automatically. An API-only change may update the companion without rewriting unchanged user instructions. Update the corresponding chat scenarios when their request, assumptions or expected outcome changes; use multiple cases for meaningfully different starting conditions rather than treating an API path as conversational coverage.
maintain-verification-skill owns reconciliation of both maps. It follows changed source and authorization, checks real agent reachability, and records product gaps without implementing them during a maintenance pass. The creation skill uses this structure. verify-paperclip consumes the relevant recipes and reports evidence/drift; map editing belongs to maintenance.
Run the structural check after map changes:
node scripts/check-maps.mjs
It checks paired areas/IDs, navigation metadata, required fields, and local references. It does not certify endpoint authorization, production bindings, operation completeness, or live behavior. Source audits must check those against the existing API and tool contracts; avoid a second schema catalog or runtime.
For live access proof, use Paperclip's existing API/runner/MCP fixtures or an owned
isolated instance. Use the actual agent identity, target and work mode. Assert the
allowed result and relevant denial (another company/private resource, wrong
owner, missing grant, invalid run, restricted mode or resolver). Mutations also
need persisted state/attribution and retry behavior. Capture evidence using the
existing artifact workflow; keep executed run results
separate from generated maps/generated/coverage.json, which lists page references.
Local authorship and generated indexes
Change only the recipes, access contracts and stories whose behavior or intent
changed. Feature recipes own navigation metadata; stories own small
parameters.paperclip annotations. Keep the feature-map README's readable ID
index aligned with those sources; it does not register entries for generation.
Do not refresh counts in shared READMEs, inventories, fingerprints or review
journals.
node scripts/storybook-catalog.mjs validates and generates aggregate navigation,
Storybook data, verification routes and the page inventory. All outputs live in
ignored maps/generated/, ui/storybook/generated/, and the ignored Storybook
preview.tsx wrapper. Start/build and UI typechecking generate their own inputs.
A clean merged checkout therefore assembles both branches' changes automatically.
Git provides history and diffs. PRs, issues and CI artifacts retain review/run evidence for the named revision. Capability associations do not create whole-file review dependencies. Keep durable scenario limits in the affected recipe or story.