DottaandPaperclip
aa58fa1073
## Thinking Path > - Paperclip lets people manage work done by agents. > - Tasks, Inbox, and Needs You must stay usable as work history grows. > - The Coordinator views bypassed some existing collection optimizations. > - Navigation fetched complete decision cards for a count, and Tasks mounted every loaded row. > - This PR uses the canonical attention rules for small count and task-ID responses. It also restores bounded rendering and the optimized Inbox selection. > - The benefit is less data and less initial rendering work without a second definition of pending work. ## Linked Issues or Issue Description **What happened?** Coordinator navigation fetched the full attention feed on every cold collection visit. Tasks rendered the entire loaded collection. Coordinator could also select the old Inbox loader when Streamlined UI was off. **Expected behavior** Fetch only the projection needed by each surface. Start with a bounded set of rows. Keep complete task membership, accurate counts, current permissions, and stable loaded rows. **Steps to reproduce** 1. Enable Coordinator and open Tasks or Inbox with an empty browser query cache. 2. Observe a complete attention-card download for the navigation badge. 3. Open a large task list and observe that every loaded row mounts at once. 4. Disable Streamlined UI while keeping Coordinator enabled, then open Mine and observe three overlapping compact task reads. Related work: #17756, #3744, #17983, and #18312. ## What Changed - Add board-only attention count and complete task-ID projections. Reuse canonical company, privacy, addressee, deduplication, dismissal, snooze, and archive rules. Skip card bodies, plan/image reads, and presentation roster lookup. - Share the small count read across desktop and mobile navigation. Reuse the page-owned response on Needs You and Needs attention. Keep the newest known count through navigation, including zero. - Use the task-ID index for Needs attention and keep task row hydration in batches of at most 100. - Render 100 task rows initially, across the whole expanded tree. Reveal 150 more at a time through scrolling or a button. Keep existing rows through refresh and append. Defer offscreen leaf layout with shared tokens. - Keep Coordinator on the optimized Inbox when Streamlined UI is off. Use index reads for expanded project recents. - Add real-database, component, and production-build browser regression checks. Update the access and feature maps. ## Verification - All required CI checks pass on `1c68ac8957490a6c8585ba0939355f536c8120bf`: typecheck, build, server/workspace tests, serialized database suites, and eight E2E shards. Greptile is **5/5**, with its row-retention finding fixed and the review thread resolved. Storybook checks were intentionally skipped; Paperclip Review completed neutral. - Workspace typecheck and production build passed locally. The final rebased source also passed UI typecheck and production build. Token gates and map checks passed. - The attention service suite passed all 34 tests on disposable PostgreSQL. Final targeted checks cover compact projections, complete-set counts, quality approvals, snoozes, private tasks, and board/company access. Database response capture confirms compact projections do not read plans or images. All 31 OpenAPI tests passed after registering both endpoint contracts. - Six production-build browser journeys passed: desktop, mobile, Coordinator Inbox with Streamlined UI off, Needs You, Needs attention, and an older server page followed by task open/Back. They verify the initial 100-row budget, scrolling, retained DOM identity/height, one owner per attention read, complete task membership, 220 retained rows on Back, and less than 2 px of return-position difference. - The row-budget and Inbox regressions fail against original source and pass with this change. The final three affected UI suites passed 40 tests, and the broader Inbox/IssuesList suites passed 101 tests serially. ### Controlled production-build comparison Baseline `b31ec0a2dc079e32272a8f618425fe92b68bbaec` versus PR head `1c68ac8957490a6c8585ba0939355f536c8120bf`. Isolated baseline asset `index-CS9uPxMx.js`; candidate asset `index-BxJeTQ30.js`. Both UI builds used the same warm disposable API server and database, with 220 tasks and 110 pending board approvals. Chromium **151.0.7922.34**, 1440 × 900 viewport, **4× CPU throttle**, loopback with no added network latency, alternating baseline/candidate order. Cold cases use a new browser context with network cache disabled; warm cases navigate within the same context. Other host workloads are uncontrolled. Readiness requires the destination collection's first visible task row, then two animation frames. Inbox readiness waits for its canonical Mine route so previous-page rows cannot satisfy the measurement. Five paired samples per case; cold Inbox has a second five-pair confirmation wave because the first result was slower. Times below are **milliseconds**; parentheses show min–max. Paired savings are the median of individual before-minus-after pairs, not the difference between medians. | Journey | Pairs | Baseline median (range) | Candidate median (range) | Median paired saving | Faster pairs | | --- | ---: | ---: | ---: | ---: | ---: | | Cold Tasks | 5 | 2752 (2542–3025) | 2300 (2275–2524) | 328 | 5/5 | | Cold Inbox | 10 | 2536 (2283–2927) | 2582 (2117–2856) | 37 | 5/10 | | Warm Tasks navigation | 5 | 2054 (1826–2479) | 1448 (1419–1548) | 635 | 5/5 | | Warm Inbox navigation | 5 | 2020 (1485–2254) | 1568 (1289–1848) | 350 | 5/5 | | Task → Back to Tasks | 5 | 1747 (1609–1948) | 1327 (1238–1355) | 472 | 5/5 | Cold Tasks, warm Tasks, warm Inbox, and Back improved in every measured pair. **Cold Inbox latency is inconclusive:** the two waves pointed in opposite directions, with the candidate faster in 5/10 pairs. This PR claims less badge work there, not a proven cold Inbox latency improvement. The canonical badge response shrank from **200,039 to 359 decoded bytes** (encoded HTTP transfer: **8,125 to 598 bytes**). The compact response also skips card payloads, plans, images, and presentation-only roster work. These are measured mechanism reductions, separate from end-to-end latency. Needs You still owns its full card feed; Needs attention owns its complete task-ID projection. Reproduction setup and assertions are in `tests/perf/collections/README.md`. <details> <summary>Individual paired readiness measurements (ms)</summary> | Journey | Pair | Baseline | Candidate | | --- | ---: | ---: | ---: | | Cold Tasks | 1 | 3025 | 2283 | | Cold Tasks | 2 | 2542 | 2275 | | Cold Tasks | 3 | 2752 | 2424 | | Cold Tasks | 4 | 2783 | 2300 | | Cold Tasks | 5 | 2641 | 2524 | | Cold Inbox | 1 | 2927 | 2702 | | Cold Inbox | 2 | 2422 | 2629 | | Cold Inbox | 3 | 2409 | 2606 | | Cold Inbox | 4 | 2621 | 2769 | | Cold Inbox | 5 | 2539 | 2856 | | Cold Inbox | 6 | 2283 | 2117 | | Cold Inbox | 7 | 2466 | 2558 | | Cold Inbox | 8 | 2674 | 2286 | | Cold Inbox | 9 | 2696 | 2389 | | Cold Inbox | 10 | 2533 | 2183 | | Warm Tasks navigation | 1 | 2479 | 1423 | | Warm Tasks navigation | 2 | 2228 | 1548 | | Warm Tasks navigation | 3 | 2054 | 1419 | | Warm Tasks navigation | 4 | 1826 | 1448 | | Warm Tasks navigation | 5 | 1954 | 1518 | | Warm Inbox navigation | 1 | 2020 | 1661 | | Warm Inbox navigation | 2 | 2198 | 1848 | | Warm Inbox navigation | 3 | 1733 | 1497 | | Warm Inbox navigation | 4 | 2254 | 1568 | | Warm Inbox navigation | 5 | 1485 | 1289 | | Task → Back to Tasks | 1 | 1721 | 1330 | | Task → Back to Tasks | 2 | 1747 | 1275 | | Task → Back to Tasks | 3 | 1948 | 1355 | | Task → Back to Tasks | 4 | 1609 | 1327 | | Task → Back to Tasks | 5 | 1790 | 1238 | </details> ### Failed attempts and limits - The local full repository command hit embedded PostgreSQL startup failures and 16 failures in the untouched native session executor suite; it was stopped. The full local suite is not claimed green. CI on the final revision provides the broad test result. - A concurrent local UI run hit timing failures under host contention. Inbox/IssuesList subsequently passed all 101 tests serially. No tests were weakened to address these timeouts. - CI caught two integration gaps introduced during this work: missing OpenAPI entries for the new endpoints, and an attention fixture incompatible with the routine filters added on master. Both were fixed; the affected 31 OpenAPI and 40 UI tests pass. - The final revision's first CI attempt failed two untouched tests: scheduled-retry batch cancellation and the tool-access audience/archive race. Both failed jobs passed when rerun without changing the revision. Their original failed attempts remain visible in [the workflow history](https://github.com/paperclipai/paperclip/actions/runs/41083379875). - Browser evidence uses synthetic disposable data. This PR is not deployed staging or production verification. ## Risks - New attention sources must preserve canonical eligibility. Both projections call the existing collector, so they share its permissions and complete-set behavior. - The count and task-ID caches must not stand in for full decision cards. Each projection has its own key under the existing attention invalidation prefix. - A row budget can omit descendants if applied per parent. The tests cover one global budget across a large expanded tree, refresh, append, reset, and incremental loading. - Local browser evidence uses synthetic data and is not staging deployment proof. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, tool use, and code execution. The exact backend model deployment 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 (affected suites; broad-run limitations 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>
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
- 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.
- 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.
- 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.
- 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.
- 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:
- Sub-features — stable backticked local keys, full capability IDs, and observable behavior/states,
such as
- `company`: `onboarding/company` — create a company. - How to get to it (user POV) — one H3 backticked entry-point ID per surface.
- Driving it with — starts with
Preconditions:; repeat each entry-point H3, withAutomated:andManual:paragraphs. Name test scope and gaps honestly. - 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.