## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Feature recipes and Storybook help contributors find behavior, examples, and verification steps. > - Independent feature changes currently update shared catalogs, indexes, and review hashes. > - Those shared files cause merge conflicts and repeated bookkeeping during parallel work. > - This pull request stores metadata in each feature recipe and story, then generates the combined views. > - Contributors can merge independent work without editing a common index. Git and PR evidence retain change and review history. ## Linked Issues or Issue Description **What existing behavior does this improve?** Maintaining the product, agent-access, and Storybook maps while multiple agents change different features. **Current behavior** A story or recipe change can update `catalog.json`, `INDEX.md`, review hashes, verification tables, and tracked generated navigation. Two unrelated changes then conflict in the same files. **Proposed behavior** Each story declares capability links and classification in `parameters.paperclip`. Each feature recipe declares its navigation and optional verification guidance. Startup, build, and UI typechecking discover these sources and generate ignored indexes and Storybook pages. **Reason and benefit** A routine change edits its own source files. Aggregate metadata is rebuilt from the merged checkout. There is no sidecar registry, shared review journal, or hash acknowledgment to maintain. **Breaking changes** The tracked Storybook catalog and index paths are retired. Consumers use `ui/storybook/generated/` or `maps/generated/` after generation. Contributor instructions and the existing feature-gap browser suite use the new paths. Story and overview IDs remain stable. ## What Changed - Move the existing annotations into 262 story files. Preserve classifications, capability associations, exports, and explicit IDs. - Discover all 35 feature recipes. Store section/order beside each recipe and move durable verification routes out of the shared table. - Remove tracked catalogs, inventories, overview pages, and inline preview ordering. Keep authored preview behavior in `preview-base.tsx`. - Generate the Storybook guide, feature/access Markdown indexes, gap report, page-reference inventory, and preview wrapper automatically. - Update the map contracts and maintenance skills to use Git history and revision-specific PR/CI evidence. - Add schema, identity, regeneration, and actual Git merge tests. Run these through the existing UI Vitest suite. Add focused browser navigation checks. This is one coordinated migration. Most of the 367 changed files contain only moved metadata or deleted generated content. Review the generator scripts, map contracts, Storybook configuration, and tests first. No product API or authorization behavior changes. ## Verification Passed: - `node scripts/check-maps.mjs`: 35 paired areas and 175 capabilities. - `node scripts/storybook-catalog.mjs --check`: 262 suites and 2,485 authored stories after incorporating current master. - `node --test scripts/check-maps.test.mjs scripts/storybook-catalog.test.mjs scripts/storybook-feature-index.test.mjs`: 28 tests, including independent branches merged in both orders with identical generated output and no tracked changes. - `pnpm --filter @paperclipai/ui exec vitest run storybook/map-tooling.test.ts`: the CI entrypoint runs those map tests. - `pnpm check:token-gates`. - `pnpm -r typecheck` and `pnpm build` before the final master rebase. - `pnpm build-storybook`: all 2,517 original story/docs URLs retained. Current master contributes exactly four additional recovery stories. - Focused Playwright navigation checks: search and open a feature without examples; expand verification guidance and check source links; retain capability order and follow a related Foundations suite. The final clean Storybook build passed after deleting every ignored map output. Post-rebase UI typechecking and both browser tests passed. The working tree stays clean after generation. The concurrent-cleanup regression fails with `ENOENT` without the fix and passes with it. All GitHub CI gates passed on `00fc7ec18e`, which also received Greptile 5/5 with no unresolved findings. The final merge commit `1c3c5143a6` incorporates master and resolves only the two modify/delete conflicts by retaining removal of the aggregate index and catalog. Master’s new workspace feature and access guidance is preserved. Map validation, catalog generation, overview generation, all 28 map tests, and diff checks pass after conflict resolution. The maintainer explicitly requested merging without another Greptile review. CI has not been rerun to completion on this merge commit. The local repository-wide `pnpm test:run` was stopped before completion after the earlier CI matrix passed; it is not reported as a local pass. No screenshot baselines or production acceptance are claimed. To repeat the browser check against an owned Storybook server: ```sh PAPERCLIP_GAP_STORYBOOK_URL=http://127.0.0.1:6136 pnpm exec playwright test --config tests/storybook-visual/feature-gap-stories.config.ts map-navigation.spec.ts ``` ## Risks - Existing branches need a one-time rebase to move their catalog changes into local annotations. The PR incorporates the recovery changes from current master. - Changing the same story or capability can still produce a meaningful conflict. This removes the shared aggregate bottleneck. - The generator uses Storybook's existing CSF parser. Literal-only annotations and parser regression tests protect the current contract. - Generated Markdown is available after running the generator; the published Storybook provides a browsable guide. - Shared source changes still require review. Removing hashes removes mechanical acknowledgments; it does not establish runtime parity. ## Model Used OpenAI Codex, based on GPT-6, with repository inspection, code execution, and browser-test tools. The exact deployment model 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 - [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 on the previously reviewed head `00fc7ec18e`; final conflict-resolution checks are documented above - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups on `00fc7ec18e`; another review was waived by the maintainer - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
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Onboarding and first work
An operator can start an instance, create a company, configure its first agent, and reach a real first task. Instance setup and company onboarding are separate steps.
Implementation: web wizard, CLI setup.
Agent access: companion.
Sub-features
instance: choose local instance configuration and start the server.company: create a company with its identity and initial agent.adapter: choose an available harness, model, account, and execution environment.first-task: leave setup with a task whose execution or missing prerequisite is visible.resume: return to an incomplete wizard without losing saved state.
How to get to it (user POV)
web-wizard
Open /onboarding or the onboarding launcher in an empty company context.
Use /<company-prefix>/onboarding to resume an existing company's agent setup;
the unprefixed route starts at organization naming on self-hosted instances.
Cloud-managed instances reuse their existing company for agent setup.
cli-setup
Use paperclipai onboard --help or paperclipai run --help to select an isolated data directory before setup.
Driving it with Playwright and the Paperclip CLI
Preconditions: follow the baseline. Use a new isolated data directory and record deployment mode. A configured adapter may still need account authentication.
web-wizard
Automated: wizard tests cover mocked wizard behavior; onboarding browser suite supplies its own test environment. Live model execution is a separate check.
- Create company and resume. Start a fresh empty instance and run doctor using
the verification skill. Run
node .agents/skills/verify-paperclip/scripts/onboarding-smoke.mjs --evidence-dir "$VERIFY_EVIDENCE_DIR". The helper opens/onboardingin a fresh self-hosted instance, enters a unique name ine.g. Northwind Labs, and choosesContinue. The agent-name field must appear and the saved company must have no invented goal. Reopen the company-prefixed onboarding route and reload; the agent step must appear without creating another company. Screenshots and a trace capture the real UI action and result. This proves company creation/resumption, not hiring or a first model run.
Manual: Create a disposable company and first agent. Leave midway, reopen the company's onboarding route, and finish; drafts save automatically. Follow the created first task, verify the selected agent and company, and inspect its output or explicit authentication gate. Reload both company and task.
cli-setup
Automated: CLI onboarding and isolated test drive cover their setup contracts; they do not establish that every model account is usable.
Manual: Run setup in the disposable directory, open the URL it prints, and confirm the instance identity and company. Restart using that same configuration and verify saved state. Exercise an unavailable adapter and confirm an actionable error.
Gotchas
- An empty company, an empty instance, and an unauthenticated browser are different states.
- Creating an agent does not prove its provider login or first execution succeeded.
- See access for authenticated deployments and agents for later hiring.
Storybook verification
resume
Scope: ui Storybook: Restored incomplete wizard; invalid or unauthorized saved company; temporarily withheld draft; account switch; storage failure. Production: Reload company-prefixed onboarding without duplicating company; restore only authorized account/company draft and retain input after recoverable loading failure. Sources: Source: OnboardingWizard.tsx, onboarding-state.ts. Tests: OnboardingWizard.test.tsx, onboarding-state.test.ts, onboarding.spec.ts
instance
Scope: cli Storybook: No authored UI story required for host installation and startup. Production: Configure isolated data directory, start instance, confirm printed URL/identity/health, restart with saved configuration. Sources: Source: onboard.ts, onboard-service.ts. Tests: onboard.test.ts, onboard-service.test.ts, test-drive.test.ts
Documentation scope: Login, invitations, and access
Deployment modes and core login/invite/member/token paths are mapped; exhaustive identity-provider, expiry, role, and resource-policy combinations remain.