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PaperClipAI/maps/feature-map/documents-artifacts.md
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DottaandPaperclip cd5f930558 Add shareable image galleries to task documents (#18157)
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https://entire.com/gh/paperclipai/-/trails/247/changes/paperclip/247
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## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task documents hold plans, reports, and image evidence.
> - Task attachments already have an image gallery.
> - Inline document images had no gallery navigation or image links.
> - This change gives each document a gallery that uses the existing
modal.
> - People can review the image sequence and share a link to one image.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Image review in task documents, including the side panel and Classic
interface.

**Current behavior**

Inline document images do not open a gallery. People cannot move through
them with arrow keys or share a link to one image.

**Proposed behavior**

Select an image to open the gallery. Use arrow keys or Previous and
Next. The URL records its one-based position, for example
`#document-report&image=2`. Reloading that URL opens the selected image.
Revision links keep their exact saved content.

**Reason and benefit**

People can inspect a document's image evidence in reading order and
share the exact view.

No matching issue was found. The latest 300 open PR titles were checked
for related document gallery work.

## What Changed

- Add a document renderer that collects rendered images in reading
order, including reference-style and repeated images.
- Reuse the gallery modal with optional index-change and focus-return
controls.
- Keep the document owner in the saved tab identity when people switch
between local and other-task documents.
- Match explicit current-task document owners with local document tabs.
Keep review and viewer parameters during gallery navigation.
- Treat another Classic review receipt as a new request while image
navigation retains the selected revision.
- Make inline image controls work with a keyboard. Keep focus in the
modal and restore focus on close.
- Keep document, revision, review, and maximized-view link parameters
during image navigation.
- Fix a Classic revision-cache race found by the browser test. Recheck a
pinned revision when the saved document head changes.
- Update the feature and agent access maps. No new server API or
permission is needed.

## Verification

- Passed 119 focused tests for document galleries, the shared gallery,
document rendering, the revision panel, and hash routing.
- Passed all 3 Chromium journeys: desktop, mobile, and Classic. These
use real uploads and saved document revisions.
- The browser journeys also check explicit current-task owners, review
parameters after reopening, other-task links after tab switches, and a
second Classic review link after Return to latest.
- Browser checks cover keyboard and button navigation, wraparound,
shared-link reload, exact historical content, invalid positions, focus
return and containment, scroll locking, and Escape, Close, and backdrop
dismissal.
- UI typecheck, token gates, map checks, and diff whitespace checks
passed.
- The UI production build passed in the browser harness.
- Earlier browser runs found and then verified the Classic
revision-cache fix. A later build exited 137 while the full test suite
ran. The browser run passed after that suite stopped.
- Full repository typecheck and build could not complete because Cargo
is absent. The full repository test run did not complete within this
sandbox. These checks remain subject to CI.

## Risks

- Image positions follow document reading order. Editing an unpinned
document can change those positions. A revision link retains the saved
sequence.
- The shared modal now uses Radix Escape handling. The existing gallery
tests and nested mobile dialog journey pass.
- No schema change or migration.

## Model Used

OpenAI GPT-6 through Codex. The runtime did not expose a more specific
model ID or context window size. Used reasoning, code editing, shell
commands, and browser automation.

## 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
- [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>
2026-10-30 07:52:15 -05:00

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---
navigation: {"section":"Tasks and conversations","sectionOrder":20,"order":70}
---
# Documents, attachments, and work products
People read and revise task documents, annotate specific content, open attached files, and inspect the outputs an agent hands back. The artifact library provides another route to the same work.
Feature ID: `documents-artifacts`.
Implementation: [task documents](../../ui/src/components/IssueDocumentsSection.tsx), [artifact library](../../ui/src/pages/Artifacts.tsx), [document panel](../../ui/src/components/task-side-panel/TaskDocumentPanel.tsx).
Agent access: [companion](../agent-access-map/documents-artifacts.md).
## Sub-features
- `documents`: `documents-artifacts/documents` — edit versioned task documents and inspect or restore revisions.
- `annotations`: `documents-artifacts/annotations` — attach feedback to document content and inspect resolution state.
- `attachments`: `documents-artifacts/attachments` — upload, preview, and download allowed files with company access checks.
- `work-products`: `documents-artifacts/work-products` — link deliverables to their source task, resource, and review context.
- `library`: `documents-artifacts/library` — search, filter, group, and open artifact stacks.
## How to get to it (user POV)
### `task-document`
Open a document from the task thread or document side panel.
Select an inline image to open the document's image gallery. Use the left and
right arrow keys or the Previous and Next buttons to move through images in
reading order. The URL retains the document and adds a one-based `image` position,
such as `#document-report&image=2`. Share or reload that URL to open the same image.
Revision and maximized-view parameters remain in the link. Escape, Close, or the
backdrop closes the gallery and returns focus to the image.
Coordinator decision receipts also open a pinned reviewed revision alongside
the matching task interaction. Historical tabs retain their revision identity
independently of the current document tab. Missing revisions are explicit and
never silently replaced with the latest document.
When a decision in one task reviews another task's document, the center pane
keeps the originating conversation while the sidebar opens the document owner's
exact revision. An inaccessible owner never falls back to the origin task's document.
### `task-output`
Open an attachment, output card, or file link from a task.
For direct uploads, use the task side panel's **Open a new tab → Artifacts →
Upload files** or drop files anywhere in that panel. On mobile, open
**More actions → Properties** first. Agent conversations do not expose this upload path.
### `artifact-library`
Open `/artifacts` and its grouping, search, and media controls.
## Driving it with Playwright and the Paperclip CLI
The explicit `build-revise` [Product journey](../../tests/runner-e2e/PRODUCT-JOURNEYS.md) covers `documents-artifacts/attachments`: browser downloads of two ZIP versions, an independent content oracle, and preservation of the original. Its shared source is not proof of a pass on any deployed target.
Preconditions: follow the [baseline](./README.md#before-driving-a-journey). Use a task with a text document, a small attachment, and a generated work product. Use nonsensitive fixture files.
### `task-document`
Automated: [documents service](../../server/src/__tests__/documents-service.test.ts), [annotations](../../server/src/__tests__/document-annotations-service.test.ts), and [revision restore](../../server/src/__tests__/issue-document-restore-routes.test.ts) cover server contracts.
[Document image galleries](../../tests/e2e/document-image-gallery.spec.ts) checks
desktop, mobile, and Classic document views with real uploaded images and saved
document revisions. It covers keyboard/button navigation, image URLs and reload,
focus return, focus containment, scroll locking, dismissal, and revision links.
[Exact revision panel](../../ui/src/components/task-side-panel/TaskDocumentPanel.test.tsx)
checks pinned content and missing-revision behavior; this component test does not
prove end-to-end conversation scrolling. Open a resolved receipt after making a
new revision and verify the earlier body plus matching interaction in the browser.
Manual: Edit a paragraph, save, reload, and compare revisions. Add an annotation to a specific selection and inspect it after another edit. Resolve it through the supported action. Restore a disposable revision and confirm the new current document and history agree.
### `task-output`
Automated: [attachment routes](../../server/src/__tests__/issue-attachment-routes.test.ts) and [work products](../../server/src/__tests__/work-products.test.ts) cover data/access behavior; [artifact arrival browser suite](../../tests/e2e/artifact-tab-arrival.spec.ts) targets arrival. [Artifact uploads](../../tests/e2e/artifact-uploads.spec.ts) drives file selection/drop, filename collisions, retry, and preservation of paused/unassigned tasks.
Manual: Upload a small Markdown file and CSV through Artifacts. Markdown becomes
a versioned task document; other files become attachments. Read the document,
download the CSV and compare bytes, then reload. Upload the same Markdown filename
again and verify a separate suffixed document without overwriting the original.
On a paused unassigned task, confirm upload does not start work or add comments.
Verify agent-produced work products separately using an eligible test run.
Test an inaccessible user/company and explicit missing workspace-only resources.
### `artifact-library`
Automated: [artifact page](../../ui/src/pages/Artifacts.test.tsx) covers grouping, search requests, and pagination using mocks.
Manual: Find the task’s output through search and grouping, open its stack, page through results, and reload a direct stack link. Confirm the same file/content appears as from the task.
## Gotchas
- In Coordinator, saved plan cards use document chronology, so a plan written before its output appears first even when both writes share one native run. Authored issue-document links use the same compact sidebar-link surface and retain revision/annotation targets. Classic run embedding is unchanged. The UI does not remove or deduplicate canonical plan content.
- A local path is not automatically an uploaded artifact accessible to another user.
- A preview screenshot is not proof that download bytes or revision references are correct.
- Version conflicts and stale annotations must stay visible rather than silently targeting different content.
### Storybook verification
#### `documents`
Capability ID: `documents-artifacts/documents`.
Scope: ui
Storybook: Writable/read-only document, save pending/failure/conflict, revision history/historical preview and restore confirmation.
Production: Persist edited body and reload; append-only restore creates new revision; reject stale writes and inaccessible company/task.
Sources: Source: [IssueDocumentsSection.tsx](../../ui/src/components/IssueDocumentsSection.tsx), [TaskDocumentPanel.tsx](../../ui/src/components/task-side-panel/TaskDocumentPanel.tsx), [documents.ts](../../server/src/services/documents.ts). Tests: [IssueDocumentsSection.test.tsx](../../ui/src/components/IssueDocumentsSection.test.tsx), [document-revisions.test.ts](../../ui/src/lib/document-revisions.test.ts), [documents-service.test.ts](../../server/src/__tests__/documents-service.test.ts), [issue-document-restore-routes.test.ts](../../server/src/__tests__/issue-document-restore-routes.test.ts)
### Documentation scope: Artifacts and work products
Document/attachment/library/work-product journeys are mapped; every media preview type, storage backend, annotation conflict, and runtime-resource lifecycle variant remains separate.