## Thinking Path > - Paperclip lets people manage work done by agents. > - A standing agent chat can hold months of conversation. > - The chat route forced full-history mode, bypassing compact task loading. > - A cold visit fetched lifetime run summaries and hydrated historical transcripts. > - This PR starts with 20 recent messages and loads earlier pages on upward scroll. > - It preserves the reader's position, current questions, and draft while history grows. ## Linked Issues or Issue Description **What happened?** Standing agent chats forced full-history loading. A long conversation fetched full activity and run history before it became readable. Earlier comments also used an explicit load control. **Expected behavior** Open a small recent conversation quickly. Load older messages when the reader scrolls upward. Show an inline loading state. Keep the visible message and composer mounted through paging, live updates, and Back navigation. **Steps to reproduce** 1. Open a standing agent chat with hundreds of messages and completed runs. 2. Use a fresh browser query cache. 3. Observe full activity and run reads plus transcript requests for historical runs. 4. Compare the recent window and upward paging after this change. Related work: #18312 and #18323 restored compact task and collection loading. #14848 added reopening of visited agent chats. A GitHub search found no open PR for this chat-history optimization. ## What Changed - Return 20 contiguous recent comments for standing chats, with a stable oldest cursor. Keep the existing compact task exchange contract. Use the existing company/issue/time index for cursor reads. - Keep chats compact even if their task view previously expanded history. Retain observed messages through live catch-up and cache-backed return visits. - Keep fetched history pages, acknowledged sends, and the observed recent cursor separate. Reconcile live replies without losing history after a send or deleted cursor. - Hydrate metadata only for newly revealed message/run IDs; preserve prior batches while paging. Slow-send recovery refreshes the recent window. Receipts failures have an independent retry. - Hydrate run summaries only for loaded messages and the latest turn. Validate batches of at most 100 run IDs and keep the existing issue/company access rules. - Reuse hydrated terminal native streams when only history membership changes. Preserve retry, resume, mode changes, reconnect recovery, and interrupted recovery reads. - Load older messages, decision receipts, and task handoffs through upward scrolling. Support wheel, touch, and keyboard input. Keep pending questions visible. - Reserve a status slot while loading. Preserve a logical message anchor and the mounted composer. Pause failed page reads until an inline Retry. - Add database, route, controller, and scroll regressions, plus an opt-in production-build browser rig for long chats on desktop and mobile. Update design and feature/access documentation. ## Verification - The real PostgreSQL cold-open suite passes all 12 tests, including contiguous pages with equal timestamps, complete history, company denial, and scoped run IDs. - Activity route and OpenAPI suites pass 53 tests. The route run allowed local cold-import overhead; CI retains the repository's normal timeouts. - Three new paging regressions fail against the unchanged source. The candidate's focused paging/window suite passes 26 tests. Broader UI verification is recorded below when complete. - Desktop and mobile browser acceptance covers recent-only startup, per-frame reveal geometry, delayed and failed older pages, stable reading anchors and drafts, Back, older comment links, and one persisted live reply. - Full workspace typecheck and build passed locally. The final UI source also passes its typecheck and production build. - Affected UI suites pass: 212 controller/history/paging tests, 352 thread/scroller tests, 26 native-stream tests, plus metadata batching and live-cache hydration coverage. The issue mutation/access route suite passes 179 tests. - All 22 final desktop/mobile browser journeys pass, including delayed image growth. The isolated second-page request proof also passes six repeated desktop/mobile runs. A separate 6,000-message, 3,000-run fixture passes cold-open and delayed-paging checks on both screen sizes, still opening 20 messages and loading one 50-message page. - Final matched production timings use baseline `aa58fa1073` (`index-BaRiMbxd.js`) and candidate UI source `f9a26b9783` (`index-DPWTbsFF.js`, identical application source at final head `bf71ffd5af`). Chromium 151.0.7922.34, 1440×900, 4× CPU throttle, no added network latency, browser HTTP cache disabled, fresh application cache for each cold visit. Both variants block service workers and use the same warm local API server and immutable 600-message/300-run fixture. Only document HTML is intercepted for both variants; API requests are real. The common API revision is `109981f8c1`; subsequent commits change only UI and tests. | Usable conversation | Baseline median (range) | Candidate median (range) | | --- | --- | --- | | Cold direct URL | 6.57 s (5.69–7.45) | 3.07 s (2.50–3.28) | | Warm in-app return | 3.76 s (3.54–4.76) | 0.67 s (0.58–1.46) | | Back return | 2.53 s (2.12–4.20) | 0.51 s (0.47–1.18) | Five pairs alternate order. Every paired difference favors the candidate for all three journeys. Readiness requires a revealed, fully visible latest reply above the composer and an editable composer. Return timing starts after the Tasks route renders. Cold API requests fall from 953–954 to 71; API wire bytes fall from 517–559 KB to about 49 KB. Separate CPU profiles and request waterfalls confirm the removal of lifetime event hydration and are excluded from the five timing pairs. Both variants have the same expected missing optional plan document (404) and no browser exceptions. Control recent-window API reads have medians of 37 ms / 32 ms, with shared-host outliers up to 376 ms. The 6,000-message recent-window SQL uses `issue_comments_company_issue_created_at_idx` (22 index rows read for a 21-row probe). Geometry assertions retain a 2-pixel tolerance for the reading anchor and first-reveal layout. These are local synthetic measurements, not deployed staging latency. Earlier timing probes are excluded because they did not isolate service workers or composer clearance. Final head `bf71ffd5afb5684ba9105a3127f617e7adf5139c` has 55 successful checks, three optional skips and one neutral result, with no failures or pending checks. Greptile is 5/5 with no open review findings. ### Failure record Early local attempts exposed an unconditional scroller wrapper that changed the old task layout, and automatic retries on chat page failures. Both were corrected. The original task scroller structure stays in place. Metadata request assertions wait for initial connection recovery to settle, then verify only the new page’s reads; retry/resume/reconnect revalidation remains intentional. The initial review caught a send-before-scroll cache defect; its controller regression failed before the fix. Later rapid-paging checks caught scroll readiness being gated by metadata after the first reveal; readiness now stays enabled once revealed. Live replies use the separate acknowledged-message cache, then catch up from the server cursor. Visual review exposed a pagination wrapper bypassing existing composer clearance. The body is again a direct scroller child; cold-open browser checks require the full latest reply above the composer. A resize-observer regression failed before the fix and now passes. Controlled delayed inline images prove both pinned following and a stable reading anchor on desktop/mobile. The first performance fixture lacked valid native event envelopes and caused missing-log fallbacks. It is excluded from latency claims. The final fixture uses saved native assistant events and conversation session generations. The live test uses a temporary fixture-agent key, attributes the reply to an existing synthetic run, and revokes the key. It starts no model or agent process. Local database attempts failed during a Docker shutdown. The retained disposable database was restored and its suite passed. Early fixture errors included a missing conversation identity field and session generation. Mobile test setup also selected an offscreen sidebar link and reused queued human input. Optional announcements could intercept input; the fixture now dismisses them before the journeys. The scroll observer now waits for the delivered wheel event and settled animation frames, including when the viewport is already at the top. A concurrently running live test briefly changed another probe’s row count; the final acceptance and timing runs were sequential on separate fixtures. The final rig uses the visible mobile navigation and a saved agent reply. Anchor observation waits for the user's scroll to settle before measuring the effect of live updates. The full local `pnpm test:run` attempt hit repeated embedded PostgreSQL initialization failures and failures in untouched native-session executor suites; it was stopped after the repeated environment failures. The targeted real-PostgreSQL suite passed, and final-head CI is required before handoff. The first CI run also caught an exact mock expectation missing the added company scope; the expectation is updated and its 179-test suite passes. The final-head first CI attempt also stalled an assigned child task in the existing plan-approval scenario, then hit a heartbeat-run row lock timeout during fixture cleanup. The failed shard and aggregate check passed on an unchanged rerun of the same commit. Scenario assertions and timeouts were unchanged. The failure and rerun are retained in [CI run 41116120430](https://github.com/paperclipai/paperclip/actions/runs/41116120430). ## Risks - Historical transcript diagnostics no longer load on a cold chat open. Saved messages and conversation events remain available; diagnostic run views keep their full records. - Cursor paging must not omit comments with equal timestamps. Database tests cover timestamp/UUID ordering and the complete set. - Prepended or late content can move the reader. Browser checks cover retained row identity, viewport offsets, mounted drafts, and Back. Previously loaded pages stay in the query cache for its existing lifetime. - Local synthetic evidence does not establish deployed staging latency. This PR does not merge or deploy the change. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, tool use, and code execution. The exact backend 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 checks; limits 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
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.