Files
PaperClipAI/maps/feature-map/steering.md
T
DottaandPaperclip 9ef434fe79 docs: expose feature map IDs and add a recipe index (#16987)
## 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>
2026-10-20 12:00:36 -05:00

10 KiB

navigation
navigation
section sectionOrder order
Tasks and conversations 20 60

Steering and queued messages

People can send follow-ups while an agent works, manage saved messages that have not been consumed, and choose when to steer or interrupt. Stopping a run and pausing a task are separate controls. The UI must preserve the message, explain why it is waiting, and only claim delivery after an authoritative acknowledgement.

Feature ID: steering.

Agent access: companion.

Sub-features

  • queue: steering/queue — a busy task saves follow-ups and shows their order and wait reason.
  • edit-order-discard: steering/edit-order-discard — edit full Markdown, reorder, and discard eligible saved messages; ownership, revision conflicts, and already-dispatched states matter.
  • steer: steering/steer — explicit user action sends a queued message into a compatible active run; unavailable capabilities and provider rejection remain visible.
  • interrupt: steering/interrupt — stop the current execution and carry accepted follow-ups into the eligible continuation without delivering them twice.
  • stop-and-pause: steering/stop-and-pause — distinguish stop-in-flight, confirmed stop, task/ancestor pause, agent pause, and budget hold. Resume must respect the actual gate.
  • drafts: steering/drafts — switching tasks, reloading, and uncertain submission retain the correct task's draft and attachment receipts.
  • approval-queue: steering/approval-queue — answered questions and accepted approvals have durable delivery distinct from editable ordinary comments.

How to get to it (user POV)

task-composer

Open an assigned task (/issues/:issueId). Start work, then send follow-ups while the agent runs. Use the queued-message controls to edit, reorder, discard, steer, or interrupt when offered. Use the composer stop/pause control separately. Both task presentations need attention when changing their shared behavior.

agent-chat

Enable Agent Chat and open an agent conversation. Send another message during a reply and inspect the shared queue. /new starts fresh provider context in the same conversation; it is an ordered boundary, not a normal model prompt.

request-response

Answer an earlier question or accept a confirmation while successor work is active on the task. Inspect the resulting queued response and its available steer/interrupt control instead of assuming acceptance interrupted execution.

external-channel

Send a follow-up from a linked external chat conversation while its task is running. Use that provider's supported stop/control affordance where available; inspect the resulting task and run in Paperclip.

Driving it

Preconditions: follow the baseline. Use an agent that stays busy long enough to inspect the queue. Record the adapter, native/legacy mode, and advertised steering capability. Test supported and unsupported steering without treating an absent capability as a product failure.

task-composer

Automated: queued-message UI covers order, failure restoration, unavailable steering, stale revisions, and discard acknowledgements. Queue routes cover durable ordering, authorization, steering acknowledgements, interrupt recovery, and concurrent dispatch. Composer covers drafts and uncertain saves.

Task-detail delivery races cover a consumed message whose send response and queue snapshot arrive late. A started run's input receipt removes that message from pending, while a separate unsent message stays queued. Admission to a run that has not started is not delivery. A later retry of the same message remains visible in its new authoritative queue. Receipts retain the primary wake and coalesced source queue IDs. They clear a late snapshot even when its target names the preceding run or is null.

pnpm exec vitest run ui/src/components/task-chat/TaskChatQueuedMessages.test.tsx server/src/__tests__/issue-queued-comments-routes.test.ts

Automated stop coverage is separate: composer stop with its configuration and ACP stop/continuation. Inspect their fixture and opt-in prerequisites; skipped native cases are not native proof.

Manual: queue three distinguishable messages. Edit one, reorder them, reload, and confirm the saved order. Discard one and confirm it never reaches execution. After a queued message enters a started run, confirm it leaves pending even if the send response arrives later. Reload and confirm it appears once in history. Steer one while busy and verify the agent receives that exact message once. Repeat with a rejected steer and a stale second-tab edit; the UI must preserve retryable content and explain the conflict. On a fresh run, interrupt with a queued follow-up and verify confirmed stop followed by one continuation. Pause the task (and separately its ancestor), preserve a draft, then resume the actual hold; no hidden send should occur while paused. Check both task presentations when available; the named component tests do not prove every host integration.

Fixture-backed recovery check: start with an agent in its completed paused lifecycle state, then insert a new accepted deferred_issue_execution request through the PostgreSQL recovery fixture. Normal wake admission rejects paused agents, so this pending state cannot be created by sending a new message through the ordinary UI or API. Let release and periodic recovery run. Confirm that the saved request remains pending. Resume the agent, wait for its lifecycle to become ready, and verify one delivery. An explicit Pause cancels older queued work; those cancelled receipts must not be replayed. A paused request must not prevent another eligible recipient's queued work from proceeding.

agent-chat

Automated: agent chat sessions covers persistent conversation/session behavior with deterministic harness fixtures; shared composer tests cover the controls. These do not qualify live steering for every harness.

Manual: queue two follow-ups while the conversation replies. Reload, edit or discard one, then let the other run. Verify one reply and unchanged conversation identity. Send /new, then a new prompt; old history remains visible, and the new turn uses fresh provider context. Verify a useful answer rather than only the session-divider UI. Repeat the queue operations with a live capable harness when the change touches delivery.

request-response

Automated: response delivery proves queueing/coalescing and retry-safe receipts. The queue-route suite tests separate comment and approval queues, explicit steering, and fresh-session restrictions on plan approvals.

Manual: answer an old question during a new run, confirm that it is saved and queued, and let the active run end. Verify exactly one continuation with the answer. Repeat an eligible approval with explicit steer; another approval that requires a fresh session must not offer same-turn delivery. Do not edit an approval outcome through an ordinary queued-message editor.

external-channel

Automated: chat interaction arbitration covers backend arbitration with simulated requests. It is not a provider UI test.

Manual: send two distinguishable messages through one disposable linked conversation while busy. Inspect their saved task order, run delivery, and external reply. Check a duplicate provider event and unauthorized sender. Provider-specific control semantics and real transport timing remain a manual gap; do not assume browser queue controls are available in every channel.

Gotchas

  • Paperclip's queue is server-owned once saved; it is not Omnigent's unsent browser draft buffer. A stale edit must not overwrite a consumed message.
  • Steer availability depends on the active runtime's capability, not its brand name. A UI row disappearing optimistically does not prove provider receipt.
  • Interrupt, stop, task pause, agent pause, and budget pause have different effects. A running indicator disappearing does not prove remote work stopped.
  • An interrupted run may need verified cleanup before a saved follow-up can start. Preserve and inspect the wait reason; see recovery.
  • A healthy idle Agent Chat is waiting for input, not stranded unfinished work.

Storybook verification

drafts

Capability ID: steering/drafts.

Scope: ui Storybook: Task-keyed restored draft and attachment receipts; task switch/reload, failed send and uncertain-save recovery. Production: Retain correct task draft across navigation and reload; inspect authoritative saved receipt before claiming delivery; do not clear storage on every harness mount. Sources: Source: TaskChatComposer.tsx, composer-draft.ts. Tests: TaskChatComposer.test.tsx, issue-queued-comments-routes.test.ts

approval-queue

Capability ID: steering/approval-queue.

Scope: ui Storybook: Answered question/accepted approval delivery waiting, eligible steer/interrupt, failed delivery and fresh-session-only approval. Production: Keep response delivery durable and distinct from editable comments; coalesce once, enforce fresh-session restrictions and deduplicate concurrent/retried continuation. Sources: Source: TaskChatQueuedMessages.tsx, question-response-delivery.ts. Tests: TaskChatQueuedMessages.test.tsx, question-response-delivery.test.ts, issue-queued-comments-routes.test.ts