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PaperClipAI/maps/feature-map/task-coordination.md
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DottaandPaperclip a61cf38106 docs: keep the feature map focused on substantial features (#18767)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The feature map describes product capabilities and user journeys.
> - Small fixes and test changes have added long notes to that map.
> - These notes make substantial features harder to find.
> - This pull request removes those additions from the last week's
changes and sets a clear rule for future additions.
> - The benefit is a smaller map with stable capability IDs and accurate
entry points.

## Linked Issues or Issue Description

**Issue type**

Unclear or confusing documentation.

**Where is the issue?**

`maps/feature-map/`, the map maintenance instructions, and repository
rules.

**What's wrong?**

Between October 27 and November 3, 2026, 115 commits changed the feature
map. Many additions describe bug fixes, performance details, small UI
changes, or new tests. They do not introduce substantial product
features. The old synchronization instructions also encouraged a map
edit for every behavior change.

**Suggested fix**

Add a rule that requires a substantial new feature before expanding the
map. Remove minor-update notes. Keep genuine feature additions and
minimal corrections to existing instructions. The review covers master
through `b22ef22d56`; it does not revert application code. Conflict
resolution preserves later map changes from master outside that audit
snapshot.

Searched open GitHub PRs and issues for related feature-map work. No
duplicate cleanup was found. Substantial feature additions retained here
include Coordinator (#17983), the agent YAML editor (#18036), document
image galleries (#18157), remote workspace storage (#18403), native Kimi
(#18391), proactive chat messages (#18374), and the Sentry receiver
added in #18714.

## What Changed

- Add `rules/feature-map-scope.mdc` and register its `maps/**` scope
with Greptile.
- Align `AGENTS.md` and the shared map contract with that rule. Routine
fixes and test changes no longer require incidental map edits.
- Remove 755 net lines from 23 feature recipes. Preserve all 35 areas
and 192 capability IDs.
- Keep substantial features and the corrections needed for current
navigation, provider availability, and access boundaries.

Examples from the reviewed changes:

| Removed or shortened addition | Why it does not need a feature-map
expansion |
| --- | --- |
| Rounded composer image thumbnails (#18689) | Small UI change within
existing task creation. |
| Connection profile reads and review-count queries (#18687, #18688) |
Performance details within existing app permissions. |
| Warm-session, Retry, export-capacity, and tool-wait cases | Regression
details for existing execution and recovery. |
| New task-search, project-context, document-persistence, and routine
test journeys | Test additions for existing capabilities. The tests
remain in place. |
| New task button placement (#18703) | Another entry to an existing task
form. |
| Local browser verification notes | Run evidence belongs in the PR or
test report. |

## Verification

- `node scripts/check-maps.mjs` passes: 35 areas, 192 capability IDs,
valid references and contract fields.
- `node scripts/storybook-catalog.mjs` passes: 328 files and 3,068
stories. Generated indexes remain ignored.
- Compared capability keys and navigation metadata in every edited
recipe with the original source. All are unchanged.
- Checked rule frontmatter, Greptile registration, representative scope
matches, and `git diff --check`.
- `pnpm -r typecheck` and `pnpm build` pass on
`9a60eef8eb8da9bc7c3a02203c79bec12e8c8b6b`. The final
`a0801e8a939494ecde3739097a80258917428e94` commit only corrects two
lines in the plugin-panel recipe; map and catalog checks pass again.
- Greptile reviewed the final `a0801e8a939494ecde3739097a80258917428e94`
head at 5/5 with no findings. The earlier review found one inaccurate
phrase about unavailable plugin panels. The hook confirms that readiness
gates automatic opening, while declared panels remain selectable. The
final documentation commit corrects that phrase and the thread is
resolved. Paperclip's refreshed review is advisory and remains queued.
- The earlier CI run failed two assertions: [server
4/12](https://github.com/paperclipai/paperclip/actions/runs/41634761842/job/125914173960)
counted three Anthropic identity calls instead of two in
`connection-management.integration.test.ts`; [chat
1/3](https://github.com/paperclipai/paperclip/actions/runs/41634761842/job/125914174257)
observed zero publications instead of one in the same-principal
endpoint-settlement case. Both exact tests pass locally on the rebased
head. This PR changes neither their source nor their expectations. These
failed results remain historical evidence.
- Final-head CI passed server 4/12 and all other suites except the first
[chat 1/3
attempt](https://github.com/paperclipai/paperclip/actions/runs/41637834618/job/125925926131),
which repeated the same zero-publication assertion. The browser gate
passed. The single failed-job retry was accepted for this unchanged head
in [workflow attempt
2](https://github.com/paperclipai/paperclip/actions/runs/41637834618/attempts/2).
[Chat 1/3 passed on that
retry](https://github.com/paperclipai/paperclip/actions/runs/41637834618/job/125933199635),
and the aggregate verification gate passed. Both required gates, `ci /
verify` and `ci / e2e`, are green on
`a0801e8a939494ecde3739097a80258917428e94`. The one retry allowance is
consumed.
- The first full local `pnpm test:run` attempt was interrupted before
completion so master could be rebased without changing source under
running tests. It is not a passing test result. Full current-head CI
remains required.
- No application code, tests, schemas, or lockfiles changed.

## Risks

- Low runtime risk. This change only edits documentation and review
guidance.
- Detailed regression instructions become less visible in the feature
map. Their tests and technical documentation remain available.
- Some additions mix a new feature with a small fix. Those blocks retain
the feature and shorten the incidental detail.

## Model Used

- OpenAI Codex, GPT-6 family, with reasoning, Git history inspection,
repository tools, and code execution. The session does not expose a more
specific model deployment 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 — map, catalog,
capability-ID, and rule-scope checks; full Vitest limits are stated
above
- [x] I have added or updated tests where applicable — no new runtime
tests apply to this documentation change
- [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>
2026-11-03 07:16:37 -06:00

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---
navigation: {"section":"Tasks and conversations","sectionOrder":20,"order":20}
---
# Delegation, dependencies, and signoff
A larger task can coordinate child work, dependencies, reviewers, and execution controls while preserving a clear owner and a traceable completion decision.
Feature ID: `task-coordination`.
Implementation: [task thread](../../ui/src/pages/IssueDetail.tsx), [execution policy](../../server/src/services/issues.ts).
Agent access: [companion](../agent-access-map/task-coordination.md).
## Sub-features
- `delegation`: `task-coordination/delegation` — inspect parent/child tasks and the original request behind delegated work.
- `dependencies`: `task-coordination/dependencies` — show blocking tasks and wake eligible work when prerequisites resolve.
- `signoff`: `task-coordination/signoff` — apply the configured implementation/review completion policy.
- `tree-control`: `task-coordination/tree-control` — pause or resume a task tree without bypassing its gates.
## How to get to it (user POV)
### `task-relationships`
Open the task’s parent/child and dependency links in task detail.
### `review-and-controls`
Inspect the task’s execution policy and available review, pause, resume, or stop controls.
## Driving it with Playwright and the Paperclip API
Preconditions: follow the [baseline](./README.md#before-driving-a-journey). Prepare a parent, child, and dependent task plus implementer/reviewer agents. Record execution policy and use a disposable tree.
Parent/dependency navigation and inherited tree holds can be checked on unassigned
tasks. Agents are required for the continuation and signoff portion. A tree pause
creates a hold; it does not change task statuses to a paused status.
### `task-relationships`
Automated: [dependency wakeups](../../server/src/__tests__/issue-dependency-wakeups-routes.test.ts) checks server behavior; visual relationship navigation remains a manual check.
Manual: Block one task on another, finish the prerequisite, and observe the dependent task’s eligible continuation. Follow parent/child links back to the source request. Verify no duplicate run or false parent completion occurs.
### `review-and-controls`
Automated: [execution policy](../../server/src/__tests__/issue-execution-policy.test.ts), [tree control](../../server/src/__tests__/issue-tree-control-service.test.ts), and [signoff browser suite](../../tests/e2e/signoff-policy.spec.ts) target these layers. A linked suite is not a claim that its current run is green.
Manual: Complete implementation under a review-required policy and confirm it waits for the required review outcome. Exercise rejection and later approval. Pause the parent while child work is pending, then verify resumption respects budget and ownership gates.
Resume removes the pause without changing task status. Its wake count includes only
current agent assignees on todo, in-progress, or in-review tasks. The dialog explains
that blocked, backlog, and unassigned tasks remain idle. Verify this in both task
interfaces with [the paused composer browser suite](../../tests/e2e/paused-composer.spec.ts).
Release rechecks tasks reopened after the pause; another active pause still prevents
their execution, and uncertain prior executions must be reconciled before waking.
### Plugin task panels
An installed plugin can offer an agent detail tab in the task side panel through
its optional `taskSidePanel` declaration. Open the view from the task side-panel
launcher for the running agent, or the assigned agent when idle. The plugin owns
its label, viewer, and access checks. Missing or disabled plugins add no view.
A closed panel can be reopened from the launcher.
Implementation: [panel discovery](../../ui/src/hooks/useTaskPluginPanels.ts) and
[task panel](../../ui/src/components/task-side-panel/TaskSidePanel.tsx).
Automated: [discovery tests](../../ui/src/hooks/useTaskPluginPanels.test.tsx) and
[task panel tests](../../ui/src/components/task-side-panel/TaskSidePanel.test.tsx)
cover availability, task/agent changes, failures, inactivity and dismissal.
These mocks do not establish a particular plugin's live transport behavior.
## Gotchas
- Review completion and task completion are different events under some policies.
- Pausing a tree must not be “tested” by changing statuses until the screen looks quiet.
- Use [questions and approvals](./questions-and-approvals.md) for decision forms and [recovery](./recovery.md) for interrupted work.