Files
PaperClipAI/maps/feature-map
DottaandPaperclip b40e6edaea perf(inbox): combine startup reads and reduce refetch pressure (#18790)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - Mine shows the work and failures that need the viewing user's
attention.
> - A reload waits for account access, task rows, parent captions and
failure state.
> - Those reads form several browser request stages before useful rows
appear.
> - Live invalidations can also restart the same task-list request more
than once.
> - This change supplies startup data together and removes redundant
refresh work.
> - It preserves current authority, failure presentation, archive state
and row stability.

## Linked Issues or Issue Description

Refs #18645. Related: #18642. This change implements the read-receipt
behavior independently on current master. It does not use that PR's
branch or patch.

**What happened?**

Mine starts its primary request after the session, company and
board-access reads. It then requests parent captions and rich failure
context. Four observed loads spent another 0.45–0.70 seconds after the
primary rows arrived. One slower load waited 1.71 seconds for parent
context. The same run observed two HTTP 429 responses. These timings
identify request waits; they do not attribute the delay to SQL or Node
CPU.

Read receipts also invalidate general task collections and dashboards.
Overlapping parent and child invalidations can start two requests and
abort the first.

**Expected behavior**

The initial page should use one account-safe startup projection and one
complete Mine response. A read receipt should refresh the affected
viewer's inbox state. Each invalidation batch should refresh a covered
query once. Required captions and current failure state must be ready
before first reveal. Existing rows should remain usable during a
transient refresh error.

**Steps to reproduce**

1. Open a populated Mine inbox with parent tasks outside the visible
index and a current failed run.
2. Reload with browser HTTP cache retained and application query state
empty.
3. Inspect the session, company, board access, task-index and context
request sequence.
4. Open or mark a task read and inspect the unrelated collection
refetches.

**Paperclip version or commit**

Baseline: `44a9a043b80c18314d8dd89556f444dae696d3d6`.

**Deployment mode**

Authenticated board UI. Local proof uses the real APIs and database with
a synthetic session resolver. No hosted candidate deployment is claimed.

## What Changed

- Add optional, same-user `boardBootstrap` data to the existing session
response. Seed account-keyed company and board-access reads from it.
Keep ordinary endpoint reads for fallback, retry and live
reconciliation. A returning account cannot reuse revoked cached access.
Cache collection and later real refetches remain effective.
- Add the board-only Mine snapshot endpoint. Reuse the canonical issue
selector, private-task filtering, run-read decisions, secret redaction
and interruption/recovery presentation. Assemble the fixed 100-task
page, parent captions and bounded 200-run failure window on the server.
Start independent reads together. Optional source errors keep successful
task rows usable.
- Keep array-shaped source caches for archive and undo. Key Mine source,
context and reveal state by account. Validate the response's user stamp
before committing it. Remove array-only cross-tab Mine broadcasts, which
cannot carry its paired failure context. The server retains
authenticated in-flight coalescing.
- Scope read-receipt invalidation to the affected viewer's inbox, badges
and chat unread state. Keep company and task audit views fresh. Preserve
genuine task mutations, run updates and subscription-gap reconciliation.
- Remove covered scalar-prefix invalidations within a batch. Preserve
predicates, exact matches and different query/refetch constraints. A
later event can still refresh again.
- Retire Mine in-flight reuse after local company activity or run
lifecycle changes. A post-archive read starts fresh. Old work keeps its
admission slot until it settles, even if every HTTP client aborts. The
eight-compute limit stays in place.
- Add API, component and browser regressions. Extend the production
timing harness with matching API/UI artifact receipts, retained-cache
reloads, request status counts, layout checks and optional controlled
network latency. Update API and verification documentation.

## Verification

- Full `pnpm -r typecheck` passes.
- Full `pnpm build` passes.
- Token gates, map checks and diff whitespace checks pass.
- 72 Inbox component tests pass. Startup-specific checks pass, including
account switching, revoked cached access, malformed/absent bootstrap
data and cache collection. The canonical authenticated bootstrap route
also passes against real PostgreSQL.
- Six real PostgreSQL Mine route cases pass, including full equivalence
with legacy authorized projections, privacy, fixed bounds, membership
revocation, coalescing, archive freshness and aborted-client admission.
Four focused legacy coordinator controls pass. Six assembly tests pass.
- Refetch and invalidation regressions pass. Meaningful pre-fix tests
observed two request starts and one abort for overlapping invalidations;
the fix produces one start and no abort. The archive race test observed
the post-archive GET joining the old body before the fix.
- All 11 existing startup browser checks pass, including Tasks/Mine code
loading, desktop/mobile bounds, non-streamlined Coordinator, task
navigation, failed preloading and Back position. The nine focused
startup, fallback, partial-source error, rate-limit recovery,
archive/undo and geometry cases also pass. The 429 cases use the
inherited retry window. Archive and keyboard undo are corroborated
through the real API and reload. Authentication and failure fault
injection in these cases are explicitly simulated.
- Matched production before/after timings are complete. Full aggregate
Vitest coverage is left to CI. At 15:15 UTC, the final-head runner gate
and `review` workflow pass. The 45 build/test/policy jobs are queued;
the Build job has no `ubuntu-latest` runner assigned and has executed no
steps, so remote aggregate results remain unverified. Paperclip Review
and Superagent Security Scan are in progress. Superseded runs for this
PR were cancelled. No current-head check has reported a failure; the CI
checklist remains open. The remaining step is runner allocation and
completion of those external checks; persistent queueing needs the
repository CI owner's attention.
- Greptile completed on final head
`ecde295565309275c4f2fae903caf6892f1eaafd` at 5/5. The map-scope finding
is fixed and resolved; there are no open review threads.

### Matched browser timings

Five alternating baseline/candidate pairs per network scenario, measured
serially
in headful Chrome 156.0.8078.80 on Apple silicon with Node 24.22.2 and a
1440×900
viewport. Both production UIs use their matching real API revision
against one
fixed disposable PostgreSQL fixture: 34 tasks, 31 visible task rows, one
paused
agent and one terminal failure. No active agent/provider work. HTTP
cache is
retained; each initial sample reloads the document and clears
application query
state. Warm navigation and Back retain query state. CPU and throughput
are native.
The 100ms scenario uses CDP minimum request-to-response-header latency
without
request interception. It is a controlled request-dependency experiment,
not a
staging reproduction.

Values are median milliseconds with min–max in parentheses. Paired
saving is
baseline minus candidate for each alternating pair; its median differs
from the
difference of arm medians. Positive saving favors the candidate.

| Network / journey | Baseline | Candidate | Median paired saving |
| --- | ---: | ---: | ---: |
| Native / initial rows | 187.6 (128.9–208.5) | 191.7 (130.3–210.9) |
−23.3 |
| Native / Recent → Mine | 100.17 (99.90–101.87) | 100.07 (99.88–101.37)
| −0.16 |
| Native / task → Back | 70.45 (56.63–72.02) | 66.64 (56.52–67.71) |
+4.94 |
| 100ms / initial rows | 930.3 (914.1–1015.7) | 799.0 (697.1–826.0) |
+211.8 |
| 100ms / Recent → Mine | 100.09 (97.73–100.16) | 100.18 (96.65–100.98)
| −0.02 |
| 100ms / task → Back | 74.97 (62.77–75.82) | 75.47 (61.51–76.19) |
+0.35 |

The controlled-latency initial pairs all improve, saving 108.3–217.0ms.
Native
initial pairs have mixed signs (−67.5 to +78.1ms), so they establish no
reliable
native page-speed improvement. Warm and Back timings are effectively
unchanged.
Median primary-request start is 110.4→135.2ms natively and 497.8→480.9ms
with
100ms latency; these runs do not establish a large startup-only timing
gain.

API requests through the two-second post-reveal window fall from median
32
(32–37) to 27 (25–28) natively, and 37 (33–38) to 30 (25–32) with 100ms
latency.
All 20 samples preserve the same ordered 31 task links, first-row DOM
identity
and geometry. All recorded API responses are HTTP 200; zero unfinished
requests,
429s or JavaScript errors. Lower 429 incidence on staging remains
unproven.

Measured source: baseline `44a9a043b80c18314d8dd89556f444dae696d3d6`,
candidate
`4c12b2ef0ecf0754676e99bd6b9399e84408646c`. Final head
`ecde295565309275c4f2fae903caf6892f1eaafd` changes only two feature-map
files
and existing browser test expectations since that measured candidate;
production executable inputs are identical to the measured candidate.
Asset hashes, API
health revision receipts and every raw sample were retained. These
results do
not claim hosted-page improvement or deployment of this PR.

## Risks

- Startup enrichment adds work to the session read. Failure of this
optional projection falls back to the ordinary company and access
endpoints. It does not invalidate a valid session or replace per-request
server authorization.
- Account changes, stale cache entries and same-company navigation can
expose old presentation data. Account keys, principal stamps, reveal
scopes and canonical bootstrap replacement have dedicated negative
cases. Permission failures hide cached task rows; transient network, 429
and 5xx failures preserve them.
- Current failure state can differ from the historical failed run. The
snapshot uses the existing canonical rich projection and verified
missing-ID coverage. Partial context failures retain an explicit retry
path.
- Mutation retirement follows events delivered to the current server
process. This adds no cross-replica invalidation protocol or distributed
read-after-write guarantee.
- New UI assets require the matching API. Older UI/session consumers
retain their existing response and endpoint behavior. There is no
database migration, provider call or deployment change.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, code execution, browser
automation and delegated source review. The exact runtime model ID and
context-window size are not exposed by 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
- [ ] 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>
2026-11-03 09:28:57 -06:00
..

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

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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:

  1. Sub-features — stable backticked local keys, full capability IDs, and observable behavior/states, such as - `company`: `onboarding/company` — create a company.
  2. How to get to it (user POV) — one H3 backticked entry-point ID per surface.
  3. Driving it with — starts with Preconditions:; repeat each entry-point H3, with Automated: and Manual: paragraphs. Name test scope and gaps honestly.
  4. 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.