DottaandPaperclip
6dcf4160dd
## 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 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.