## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators use connector setup, collection headers, empty states, and agent lists to manage that work. > - Provider redirects replace the setup page, and collection controls use different sizes. > - Agent selection inserts a bar above the list. The row link highlights only part of the row. > - This pull request keeps sign-in in a separate window and applies the Tasks control sizes to collection and audit headers. > - It also reuses artifact artwork for empty collections and gives agent selection a fixed action card. > - These changes preserve the operator's place and keep controls and rows stable. ## Linked Issues or Issue Description **What happened?** Connector sign-in replaced the current page. Inline collection controls had different heights. Projects and Artifacts used small placeholder empty states. Agent selection moved the list, hover covered only the identity cell, and chat/status shared that cell without matching headings. **Expected behavior** Provider sign-in opens in a new tab or window. Collection controls match Tasks. Empty collections use the large artifact graphics. Agent actions float above the page while rows remain aligned. **Steps to reproduce** Start connector sign-in from a page or dialog. Compare collection and Audit headers. Open an empty Projects or Artifacts collection. Select an agent, then hover across its row. Related public work: #13584 covers an earlier connector new-tab implementation, including same-page fallbacks that this bundle does not use. #8528 covers Tasks toggle sizing. #17742 covers scoped agent Audit sections. This bundle does not change server callback or audit authorization contracts. ## What Changed - Reserve a separate authorization window during the click. Use validated sign-in URLs, retain a new-tab fallback, and close blank windows after failed requests. Store Cloud reauthentication state in the destination window. - Use the Tasks 44px control foundation for shared collection headers and Audit, Costs, Timeline, Secrets, Teams, Gateways, and agent skill controls. - Use a large artifact stack with an off-white Paperclip image with a dark icon for Projects and artifact Tasks empty states. Use one matching artifact for other types. Set 20px gaps and use the label “Create project”. Action hover and keyboard focus animate the artwork. - Portal agent bulk actions to a fixed card 48px above the bottom safe area. Use quintic entry/exit motion and respect reduced motion. Retain card contents during exit. - Give chat and status separate cells, add a Status heading, use the MessagesSquare chat action with a hover tooltip, and highlight the entire row. - Add linked agent chips and a manager picker to the agent profile. Block self and descendant manager choices. Keep the name crown and custom title inline during edits. - Update design guidance, the connection maps, regression tests, and empty-state Storybook fixtures. ## Verification - Final commit `a41a6c6494a839deaaec1ef7cc50c90078ab6381`: all 55 checks passed, three skipped. [Canonical CI run](https://github.com/paperclipai/paperclip/actions/runs/41999792769) includes all eight browser shards and all server/runner/workspace groups. Greptile: 5/5, zero unresolved review findings. - Workspace typecheck/build passed. Local UI suite passed 11,006 tests in 880 files, plus 542 CLI tests. Subsequent connector callback changes passed all 245 AppsConnect tests, UI typecheck, token gates, and query-error policy checks. Manager cache/error regressions passed four tests. Map checks passed. - Local connector browser suite: 20 passed. All six chat integration shards: 1,931 passed. Workspace B groups passed; database tests passed 313 cases across 72 files with one worker. - Browser preview verified agent manager changes, overview links, inline name/title geometry, empty-state colors, row actions and the chat tooltip. Live provider consent and post-deployment feature verification remain separate from these fixtures. - Preserved failures: ten bulk-roster tests initially missed the portaled action card; their selectors were fixed and all twelve roster tests passed. A nested fixture selected pnpm 11 and removed local dependencies; the local shim now pins pnpm 9. Embedded PostgreSQL native links were restored. A Python 3.9 fixture failure passed all 19 tests with the current runtime. Concurrent local database startup failures passed on the one-worker rerun. - The broad local serialized server run passed 3,791 tests with one scheduling assertion failure, which passed in isolation. The local general-server run reproduced a native recovery provider/model fixture failure and has not completed. These server sources are unchanged by this bundle; all final canonical CI server shards passed. This is not a claim that every broad local run passed. - [Earlier CI run](https://github.com/paperclipai/paperclip/actions/runs/41995119880) failed a browser test during cleanup when heartbeat-run cancellation hit a PostgreSQL lock timeout. All final browser shards passed without weakening that test. - Review follow-ups cover Slack popup/fallback recovery, a single artwork hover transform, shared manager error rendering, detached standalone OAuth windows, and verified task-bound callbacks in both hosts. ## Risks - Browser popup policy and provider callback behavior can affect sign-in completion. The original setup page stays open; blocked windows have an explicit recovery path. - Shared toolbar styles affect several surfaces. Menu content remains in its existing portals; canonical label tabs and search clear buttons retain their own geometry. - No schema, server, API authorization, or migration change. - Required CI and review are complete. Deployment provenance and hosted feature verification are checked separately after merge. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, repository tools, test execution, and browser inspection. The exact model ID and context-window size 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 relevant tests locally and they pass (broader local exceptions are recorded 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 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
Add entries only for substantial new features under the feature-map scope rule. Routine fixes, polish, refactors, performance work, and test changes do not require map updates. Correct or remove existing text only when behavior or access changes make it materially inaccurate; keep the correction local to the affected recipe or companion. 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.