DottaandPaperclip
9ef434fe79
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Its feature map describes user journeys and their verification paths. > - The map already defines feature IDs and full capability IDs. > - The README and child pages did not show those IDs consistently. > - Readers need those IDs to connect issues, tests, stories, and evidence. > - This pull request adds a recipe index and displays the existing IDs. > - The benefit is clear references across the product and agent access maps. ## Linked Issues or Issue Description **Issue type** Missing documentation. **Where is the issue?** `maps/feature-map/README.md`, the child recipes, and their agent access companions. **What's wrong?** The README sends readers to Storybook to browse features. Child pages show local keys, such as `installation`, without the full `plugins/installation` ID. Readers must inspect the generator to find the full reference. **Suggested fix** List recipe links and existing IDs in the README. Show each feature ID and full capability ID in its child pages. Explain capability IDs and entry-point references. Keep the current keys and anchors. Related work: Refs #15288. Refs #16052. Refs #15983. No duplicate open PR or issue was found by title search. ## What Changed - Add an index grouped by feature area. It lists every recipe, feature ID, and full capability ID. - Explain how IDs are formed and used in issues, tests, Storybook, and evidence. - Add feature IDs to all product recipes and agent access companions. - Show full capability IDs beside recipe keys and below access and Storybook guidance headings. - Preserve existing keys, heading anchors, and generated ID values. Keep the latest upstream company capability in the index. ## Verification - `node scripts/check-maps.mjs` passes for 34 feature families and 175 capability IDs. - `node --test scripts/check-maps.test.mjs scripts/storybook-feature-index.test.mjs` passes all 17 tests. - `node scripts/storybook-feature-index.mjs` passes on this checkout and generates the feature indexes and overview inputs. - `git diff --check` passes. - A source comparison confirms that the README matches the recipe index. After removal of the added ID labels, all 68 child pages match the upstream prose and headings. - Full workspace checks were attempted: `pnpm -r typecheck`, `pnpm test:run`, and `pnpm build`. They could not start because the local pnpm wrapper could not fetch and verify the pinned pnpm 9.15.4 release. This checkout also has no workspace dependencies installed. - `node scripts/storybook-catalog.mjs` could not run because `storybook/internal/csf-tools` is not installed. The direct map and index checks above pass without that dependency. - Remote typecheck, release-registry, and full build checks passed. The first attempts of [server shard 3/12](https://github.com/paperclipai/paperclip/actions/runs/39460473910/job/118758430448) and [server shard 12/12](https://github.com/paperclipai/paperclip/actions/runs/39460473910/job/118758429932) stopped after their runners received a shutdown signal. The test steps were canceled. GitHub rejects the rerun request with HTTP 403: "The workflow run containing this job is already running". Five other CI jobs remain active. The next action is to rerun the two interrupted shards after workflow 39460473910 ends. No application changes were made to address these runner interruptions. - To inspect the result, open the feature-map README, follow a recipe link, and compare its full capability IDs with its access companion. ## Risks - Low risk. The change updates map documentation only. It changes no application code or ID schema. - The readable README index and child labels repeat source IDs. Keep them aligned when a capability changes. - Generated capability descriptions now include the visible ID prefix. Generated IDs, labels, navigation order, and verification fields remain the same. - Full local workspace checks and catalog generation remain unverified for the environment reasons above. > 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, model `gpt-6.1-sol`, with a 475,000-token context window and `xhigh` reasoning effort. The model used local file tools, shell commands, and GitHub CLI access. ## 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 - [ ] 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>
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Instance operations
An operator can install and run Paperclip, diagnose the instance, configure supported deployment settings, manage its service, and produce a recoverable database backup.
Feature ID: instance-operations.
Implementation: CLI entry point, instance settings, backup command.
Agent access: companion.
Sub-features
install-update:instance-operations/install-update— inspect install channel/version and apply supported update or rollback operations.server-service:instance-operations/server-service— start/stop the intended instance and inspect its service health.configuration:instance-operations/configuration— configure database, server binding, storage, secrets, and available experimental settings.diagnostics:instance-operations/diagnostics— use doctor/health output to distinguish readiness from a listening port.backup:instance-operations/backup— create and inspect backups and verify restore only into a separate disposable target.
How to get to it (user POV)
operator-cli
Use paperclipai install, run, service, doctor, configure, channels, or update --help for the intended operation.
settings-backup
Use currently visible instance settings for experiments/access and paperclipai db:backup --help for one-off backup. Some legacy general-settings URLs redirect.
Driving it with Playwright and the Paperclip CLI
Preconditions: follow the baseline. Use a disposable data directory/service identity. Do not update, restart, or restore over an unrelated live instance as a documentation test.
operator-cli
Automated: doctor, update command, and service manager cover command contracts.
Manual: Inspect the selected installation/channel and configuration, start the isolated instance, confirm health and browser access, then stop that instance. For update changes, use the dry-run/check path first and verify installed version and rollback state on an owned disposable installation.
Routine HTTP monitoring may use GET /api/liveness (or HEAD). It returns only
process startup status and the public build commit without SQL or authentication.
It remains reachable during an idle drain. Use /api/health for explicit database
readiness, signed bootstrap, and authorized diagnostics; liveness does not
establish database health or claim a workspace.
Automated: static UI idle completion covers real aborted file streams, disconnects before file lookup, nested routers, and unfinished parent/fallback writes. Mounted Express applications retain their conservative hold. It does not qualify provider cleanup or a hosted sleep/wake cycle.
Manual: On an otherwise idle disposable instance, close a static UI download served by the admitted application before it finishes. Repeat with a disconnect before headers arrive. Confirm that neither leaves a permanent request hold. An unfinished application write must still prevent sleep after its client leaves.
settings-backup
Automated: experimental settings and database backup routes cover their UI/API contracts.
Manual: Change a harmless experimental setting, reload, and confirm the affected route honors it. Back up a disposable instance, inspect the reported file and metadata, and restore using the documented procedure into a second isolated target. Verify a known record after restoration.
Cloud staging: On a managed *.staging.paperclip.app instance, verify experiments
are visible, Cloud-enabled controls are locked on, and other experiments are
editable by a Cloud stack Admin or instance admin with changes surviving reload.
With an old stored false value and a Cloud true value, verify the effective
setting is true and an API attempt to disable it returns 403 without saving.
Repeat the enabled-feature check on production and managed stacks without a hostname.
As a stack Admin, verify a harmless experiment saves while general instance
settings and task-drain operations remain denied. Demote that user to Member
and verify the next experimental write is denied.
Production keeps its hidden controls and managed feature values. Staging retains
other Cloud restrictions. Settings policy tests,
route tests, and
health tests exercise simulated Cloud
identities and persistence; they do not establish a deployed staging walkthrough.
Gotchas
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Source-checkout update/check commands report manual update guidance; they do not qualify a managed installation. Rollback restores retained CLI payloads, not database migrations. Service status applies to its selected service identity, not automatically to an owned foreground dev server.
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A successful backup write does not prove restoration works.
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Settings visibility and mutability differ for cloud-managed and self-hosted instances.
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Keep the three data paths distinct: first-party Telemetry, operator-configured OpenTelemetry, and local run logs.
Storybook verification
backup
Capability ID: instance-operations/backup.
Scope: ui Storybook: Mount shipped InstanceGeneralSettings in CompanySettings with daily/weekly/monthly retention presets, selected values, saving/error/loading and cloud-hidden controls. Backup creation and restore remain separate CLI/operator checks. Production: PATCH /api/instance/settings/general must enforce instance settings authority and managed hidden fields, persist retention and survive reload. Separately inspect a real backup and restore a known record into a second disposable target; a successful write does not prove restoration. Sources: Source: InstanceGeneralSettings.tsx, CompanySettings.tsx, instance-settings.ts, db-backup.ts. Tests: InstanceGeneralSettings.test.tsx, instance-settings-routes.test.ts, instance-settings-managed-overlay.test.ts, instance-database-backups-routes.test.ts
install-update
Capability ID: instance-operations/install-update.
Scope: cli Storybook: No authored story required for install, channel selection, update or rollback command execution. Production: Use an owned managed installation: check/dry-run, installed version, retained payload rollback and failure. Source-checkout guidance is a separate case; rollback does not undo database migrations. Sources: Source: index.ts, install.ts, update.ts. Tests: install-command.test.ts, update-command.test.ts
diagnostics
Capability ID: instance-operations/diagnostics.
Scope: cli Storybook: No authored story required for doctor/health command results. Production: Run doctor against an owned data directory; check readiness and nonzero failures. A listening port alone does not prove readiness; repair requires observing the repaired result. Sources: Source: doctor.ts. Tests: doctor.test.ts