## Thinking Path > - Paperclip is the open source app that people use to manage AI agents for work. > - Product E2E campaigns check user journeys across agent profiles and environments. > - Readers use the campaign history and reports to inspect results and retained evidence. > - The reports showed image summaries, many unselected suites, and a long sticky index. > - Individual case cards also showed routine diagnostics before the visual evidence. > - This pull request adds text summaries, feature filters, folding case indexes, and simpler cards. > - A local preview uses retained public data so designers can change reports without another paid campaign. ## Linked Issues or Issue Description **Current behavior** The report is hard to scan as the journey catalog grows. Suite links can point into hidden results. Case indexes do not show whether a case passed across its configurations. Design changes also need a realistic local preview. **Proposed behavior** Show the selected campaign as text. Link journeys to current feature-map capabilities. Add folding case indexes with status indicators, reliable section links, and a back-to-top control. Keep failed outcomes visible and put routine diagnostics under Test details. Render retained public campaign data with local templates. **Reason and benefit** Readers can find a feature or failed case faster. Designers can iterate against real retained data without starting an application instance or using provider credentials. **Breaking changes** No result schema or grading change. The report stops embedding the generated summary PNG. The publisher still produces that artifact for existing consumers. Related work: #12889 added the existing matrix browser. #12846 concerns the public image publication boundary. This PR changes report presentation and local preview behavior. ## What Changed - Replace image summaries with shared HTML suite summaries on the history and campaign pages. - Show selected executions and preserve missing results for selected cells. - Add explicit journey-to-capability associations, feature filters, and a coverage view with unmapped journeys. - Add folding case indexes, section case lists, and red, green, or amber status indicators across matching configurations. - Fix anchor navigation through filters and add a floating back-to-top control. - Simplify case cards. Keep failure reasons visible. Fold routine checks, billing, and context into Test details. - Add an original-image link to the gallery. - Add a local preview utility with public data caching and offline mode. Document the direct Node command. - Test manifest-listed evidence, rejection of unlisted files and encoded traversal, cache reuse, and offline misses with a real loopback server and a stub downloader. ## Verification - Focused report, history, and preview tests: 75 passed in 6 files. - Report Playwright spec: 4 passed in Chrome with a standalone config that does not start the application server. - `node scripts/check-maps.mjs`: passed. - `git diff --check`: passed. - Manually checked retained campaign reports, feature filters, folding indexes, failure links, card details, gallery links, mobile layout, and keyboard navigation. - `pnpm build`: passed. - `pnpm -r typecheck`: passed. - `pnpm test:e2e:runner:typecheck`: passed. - `pnpm test:run`: stopped after 15 native session database cases failed. The local Postgres package first lacked dynamic-library links. After link hydration, the same cases still failed. A direct `initdb` check then reported `could not create semaphores: No space left on device` and identified the macOS semaphore limit. The complete local suite has not passed. - `pnpm test:e2e:runner:unit`: 3,250 passed, 6 failed, 2 skipped. All six failures reproduced against unchanged `origin/master` report sources with the same installed dependencies. They concern Copilot admission and its Daytona image input, plus the launcher test that runs those assertions. No report or history test failed. - No live provider evaluation was run for this presentation change. - CI on `b1a9c06823` first failed browser shard 3/8. The agent-chat split-handoff test reached cleanup, where cancelling a run returned HTTP 500 from a Postgres deadlock. Cleanup did not restore the experiment setting, and a later test failed its initial setting check. This shard does not contain the report spec. One targeted rerun passed, and that full workflow then passed. This shows recovery; no production fix was made for the deadlock. The later preview-test commit requires its own fresh checks. To review the design, run `node --watch --import ./cli/node_modules/tsx/dist/loader.mjs tests/runner-e2e/preview.ts`. Open the history address printed by the command, then open a campaign. The README covers offline mode and cache refresh. ## Risks - Feature associations use the current map. They describe linked scenarios, not proof that a whole capability is covered. Historical grades remain unchanged. - New or unfamiliar cases remain unmapped until their assertions are inspected. - The preview needs the public history host on first access. Offline mode requires cached files. It binds to the loopback interface and serves manifest-listed public evidence. - Hiding routine diagnostics adds one disclosure step. Failed or incomplete outcomes remain visible. This is report polish. It does not duplicate planned core work in `ROADMAP.md`. ## Model Used OpenAI Codex, GPT-6 family, with reasoning, tool use, code execution, and browser automation. The exact serving model ID and context window are 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 - [ ] All Paperclip CI gates are green - [ ] 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.
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.
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.