DottaandPaperclip
df06df2306
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Slack connections let people start and continue agent tasks. > - The Require at-mention setting currently applies to channels and direct messages. > - A person who sends a direct message has already selected the agent. > - This pull request exempts direct messages from mention checks, including queued work. > - People can talk normally in DMs while channel messages keep the configured mention rule. ## Linked Issues or Issue Description Refs #15612, which introduced the Require at-mention setting. Searches found no duplicate PR for the DM exemption. **What happened?** With Require at-mention enabled, a plain Slack DM does not start or continue agent work. New Slack connections enable the setting by default. **Expected behavior** Direct messages do not need an at-mention. Top-level DM replies remain top-level. Channel messages and channel thread replies still follow the saved mention setting. **Steps to reproduce** 1. Enable Allow direct messages and Require at-mention on a Slack connection. 2. Send a plain DM from an authorized sender. 3. Confirm the agent responds without an at-mention. Send a plain follow-up and confirm it also works. 4. Confirm unmentioned channel messages remain filtered when Require at-mention is enabled. 5. Disable Allow direct messages and confirm new DMs remain blocked. **Paperclip version or commit** Source baseline: `eb06c9fedd`. **Deployment mode** Built from source. Automated tests use disposable local Postgres and provider fixtures. This change has not been deployed or retested in live Slack. ## What Changed - Exempt DMs at inbound admission, task mutation, work authorization, and heartbeat queue claim. - Keep channel mention checks and all existing sender, endpoint, and destination checks. - Update regressions for new connections, follow-ups, deferred delivery, and coalesced queued messages. - Clarify the Slack settings copy, connection documentation, and verification maps. - Refresh the affected Storybook review references after source inspection. ## Verification - Passed 55 Slack and durable scheduler tests with Vitest on the current rebased commit, including admission through the extracted inbound module. - Passed `pnpm -r typecheck` and `pnpm build` on the rebased PR commit. - Passed token gates and map checks. - Passed Storybook catalog validation after rebase: 223 files and 2,210 stories. - Full local `pnpm test:run` was stopped before completion after three failures in the unchanged tool-access suite. All 418 tests in that suite passed in a standalone rerun. The focused regressions passed; full GitHub CI remains the merge gate. - Greptile reviewed commit `b0293fa6571403c5e01c30bb7b5fcc5e91b88c97`: 5/5, with no findings or unresolved review threads. All 55 GitHub checks passed on this commit; two optional Storybook jobs were skipped. - No live Slack messages were sent during implementation verification. ## Risks Existing Slack connections now accept authorized plain DMs even when Require at-mention is enabled. Allow direct messages and sender authorization still apply. Queued DM work follows the same exemption. Channel behavior and DM reply routing are unchanged. No schema or migration change is required. ## Model Used OpenAI GPT-6, running as Codex, with reasoning, tool use, and code execution. The runtime does not expose a more specific model ID or context-window size. ## 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>
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.
Features
The map is organized by user capability, not by source file. It covers 35 feature families across the product, CLI, and operator workflows, checked against source on 2026-10-12. Experimental and developer-only surfaces are labeled explicitly. Each recipe includes sub-features, current entry points, automated evidence, manual verification steps, and gotchas.
Getting started and access
| Feature | What it covers |
|---|---|
| Onboarding and first work | Instance setup, company wizard, first agent and task. |
| Login, invitations, and access | Sessions, bootstrap, membership, roles, and CLI authorization. |
| Companies and portability | Company switching/settings, archival, package import/export. |
Tasks and conversations
| Feature | What it covers |
|---|---|
| Task creation and lifecycle | Creation, assignment, lists, properties, comments, and completion. |
| Delegation, dependencies, and signoff | Child work, prerequisites, reviewers, and task-tree controls. |
| Inbox, decisions, and search | Personal triage, decision queues, unread/blocked views, and search. |
| Agent conversations and project handoff | Persistent conversations, discovery, handoff, and gated board chat. |
| Questions and approvals | Question/plan responses, formal approvals, and app-tool review. |
| Steering and queued messages | Follow-ups, queue edits, interruption, and pause/resume. |
| Documents, attachments, and work products | Versioned documents, annotations, files, outputs, and artifact library. |
Agents and reusable capabilities
| Feature | What it covers |
|---|---|
| Hiring, configuration, and organization | Agent identity, instructions, reporting lines, lifecycle, and built-ins. |
| Runs, harnesses, and model accounts | Adapter/model setup, account validation, transcripts, and run history. |
| Skills and Skill Studio | Discovery, sources, authoring, revisions, tests, and agent policies. |
| Team packages and installation | Catalog preview/install via CLI/API; catalog UI availability called out. |
Projects and execution
| Feature | What it covers |
|---|---|
| Projects and repositories | Project lifecycle, task context, repository configuration, and defaults. |
| Goals and work alignment | Goal hierarchy, ownership, status, and project/task context. |
| Workspaces, services, and files | Provisioning, task bindings, services/logs, Git/files, and closure. |
| Execution environments | Local, SSH, sandbox providers, target probes, and custom images. |
| Recovery | Stopped work, workspace repair, bounded continuation, and reconnect. |
Apps, channels, and extensions
| Feature | What it covers |
|---|---|
| Connection setup | Catalog, MCP links, task requests, authentication, and setup resumption. |
| App access and action permissions | Agent grants, off/ask/allowed actions, discovery, tests, and revocation. |
| External chat and email | Provider-specific identity, threads, files, delivery, and endpoint upkeep. |
| Tool gateways and access profiles | Tool exposure, client configuration, tokens, profiles, and activity. |
| Secrets and proposals | Company/user credentials, grants, proposals, and vault import. |
| Plugins | Installation/configuration, contributed pages/tools, and lifecycle. |
Automation and structured work
| Feature | What it covers |
|---|---|
| Routines, schedules, and triggers | Definitions, variables, scheduled/webhook/manual runs, and history. |
| Pipelines, review queues, and learnings | Experimental stages, automation, items, review, and learning records. |
| Cases | Experimental structured fields, relationships, revisions, and task links. |
| Status cards | Experimental summaries, watched work, refresh history, and settings. |
Oversight and operation
| Feature | What it covers |
|---|---|
| Costs and budgets | Spend reports, scoped limits, incidents, hard stops, and resumption. |
| Dashboards and audit trails | Company health, live work, activity, runs, routines, and timeline. |
| Navigation, profile, and announcements | Sidebar state, favorites/recents, personal identity, and dismissals. |
| Instance operations | Installation, updates, service health, configuration, and backups. |
| CLI/API and local worktrees | Explicit context, resource commands, outputs, runs, and isolated instances. |
Contributor surfaces
| Feature | What it covers |
|---|---|
| Developer previews and diagnostic labs | Design examples, interaction fixtures, performance checks; not production acceptance. |
These are verification instructions, not a claim that every journey passed a live test. A component test proves its component; a scripted provider proves that fixture integration. Record executed results separately from the map.
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 filename and entry-point ID, 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 UI coverage inventory accounts for every non-test TSX
module under ui/src/pages, including supporting panels, legacy variants, and
labs. Every product area now links to concrete recipes. Partial means the
area still has the named variant or workflow gaps; unmapped is reserved for
an area with no recipe. These statuses describe documentation, not runtime health.
The page inventory is a source snapshot dated 2026-10-05. The map also includes entry points hosted inside other modules (pipeline Review Queue and Learnings, task documents, onboarding), CLI-only operations, and operator work. The team recipe explicitly distinguishes the current CLI/API path from catalog UI components without a current top-level route. Refer to route registration and the CLI registry when changing reachability.
Remaining depth includes complete provider/auth/attachment matrices, every harness/model/environment capability combination, third-party plugin features, and every role/error/mobile/legacy-shell permutation. The recipes name relevant gaps instead of equating source presence with a working user journey. The index can include capabilities that do not add a page file.
Maintaining the reference
The map documents user journeys. It does not execute them automatically;
coverage.json records documentation scope rather than live test health.
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. Refresh the inventory snapshot when it
helps explain the current product. 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 an H1 and a user-visible description, then exactly:
- Sub-features — stable backticked IDs and observable behavior/states.
- 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.