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DottaandPaperclip
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## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Contributors use the feature map to select verification recipes. > - The repository needs separate skills to create a verifier, maintain recipes, and run checks. > - Shared recipes must match current routes, controls, and prerequisites. > - This pull request adds portable verification skills and updates the existing map. > - The benefit is a repeatable verification workflow with clear ownership and evidence limits. ## Linked Issues or Issue Description Refs: #15288, which added the existing feature map. The related test cleanup in #15978 changes test ownership; this PR changes skill instructions and recipes. **Issue type** Missing documentation and outdated verification instructions. **Where is the issue?** The project-local skills in `.agents/skills/` and the recipes in `feature-map/`. **What's wrong?** The repository lacks the portable creation and maintenance skills. The verifier mixes live verification with map editing. Some recipes describe old controls or omit required flags, identities, and provider setup. **Suggested fix** Import the skills and their complete references from Paperclip's pstack fork. Keep the existing map in its current directory. Let the verifier read recipes and report drift. Let the maintenance skill update the map. ## What Changed - Add `create-verification-skill` and `maintain-verification-skill` from the portable fork of Poteto's pstack. Include invocation policies, all feature-map examples, self-contained attribution notices and the full MIT license in each skill folder. - Use the existing `feature-map/` directory and Poteto's recipe format. Omit the fork's separate runtime skill and runtime-skill dependencies because Paperclip supplies execution. - Add `verify-paperclip` with executable launch, readiness, onboarding, and cleanup helpers. Use isolated temporary data and separate evidence directories. - Make `verify-paperclip` consume the map and report recipe drift. Give map editing to `maintain-verification-skill`. - Review all 35 feature files and correct 30 recipes. Clarify routes, flags, current controls, persistence scope, and the limits of linked tests. - Remove the unrelated Conference Room flag change from the onboarding smoke helper. - Add a standard-library ownership test. It proves that doctor and stop reject a foreign checkout without stopping its live server. A delayed-exit fixture also proves cleanup waits for runtime exit. - Keep audit screenshots and scratch reports outside the repository. No product code, migrations, lockfile, or workflow changes. ## Verification - Passed after rebase: metadata validation for all three skills, Python syntax and executable checks, JavaScript syntax, 35-entry map/index consistency, relative links, license preservation, and `git diff --check`. - Ran one isolated live audit before rebase. Checked task persistence, document upload/download bytes, goal hierarchy, project edits, search, local process Agent Chat, question replies, queued-message discard/stop, and a harmless loopback MCP call. - Checked local settings and draft flows. Synthetic cost events reached a small budget limit and paused the test agent. These checks do not prove external model quality or provider billing. - Checked cleanup of the audit server, database, local MCP fixture, and workspace service inventory. - Passed: `pnpm -r typecheck`. - Greptile: 5/5 on commit `4344ac4df7`. The cleanup finding is fixed and its review thread is resolved. A fresh review is pending for the notice relocation. - Passed: `python3 -m unittest discover -s .agents/skills/verify-paperclip/tests -v`. Both tests pass: the foreign fixture stayed alive after rejection, and owned cleanup waited for delayed runtime exit. - Passed: `pnpm build`. - All GitHub CI checks were green on commit `4344ac4df7`. The cloud-auth browser shard passed after one retry for a disposed mocked API response. The notice relocation passed skill metadata, relative-link, and license-preservation checks; fresh CI/review is pending. - The full local `pnpm test:run` did not complete. It was interrupted after nearly 30 minutes once the complete CI suite passed on the same commit. Exit code: 130. The new helper safety tests passed locally. The local full-suite checklist item stays unchecked. - Full live coverage is incomplete. Authenticated multi-user checks and external provider journeys need their own identities, credentials, and targets. - The corrected onboarding helper could not be re-tested after removing the flag mutation. Two fresh launches failed before server startup. Direct PostgreSQL initialization reported exhausted shared-memory IDs or limits. The host had free disk space. No host-wide limits or unrelated instances were changed. ## Risks - Recipe drift can return as the UI changes. The map records verification scope, not proof of a passed journey. - The new helpers assume a source checkout with installed dependencies, Python, Node, and `lsof`. The onboarding helper also needs Playwright. - The local audit found observations that need separate investigation: an action test returned fixture data while the connection control showed Off and native profiles existed; a failed status-card setup task left the card showing Setting up. Workspace service start also did not reach a running state. This PR does not change product behavior or redefine those outcomes as success. - The main audit trace did not finalize during browser shutdown. Screenshots, text captures, and iteration results were retained. - Live evidence was captured before rebase. The onboarding helper re-test and full provider/auth qualification remain incomplete. ## Model Used OpenAI GPT-6 through Codex assisted with this change. The session does not expose the exact serving model ID, configured context-window size, or reasoning setting. Capabilities used: source analysis, read-only source subagents, file edits, 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 - [ ] 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>
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Onboarding and first work
An operator can start an instance, create a company, configure its first agent, and reach a real first task. Instance setup and company onboarding are separate steps.
Implementation: web wizard, CLI setup.
Sub-features
instance: choose local instance configuration and start the server.company: create a company with its identity and initial agent.adapter: choose an available harness, model, account, and execution environment.first-task: leave setup with a task whose execution or missing prerequisite is visible.resume: return to an incomplete wizard without losing saved state.
How to get to it (user POV)
web-wizard
Open /onboarding or the onboarding launcher in an empty company context.
Use /<company-prefix>/onboarding to resume an existing company's agent setup;
the unprefixed route starts at organization naming on self-hosted instances.
Cloud-managed instances reuse their existing company for agent setup.
cli-setup
Use paperclipai onboard --help or paperclipai run --help to select an isolated data directory before setup.
Driving it with Playwright and the Paperclip CLI
Preconditions: follow the baseline. Use a new isolated data directory and record deployment mode. A configured adapter may still need account authentication.
web-wizard
Automated: wizard tests cover mocked wizard behavior; onboarding browser suite supplies its own test environment. Live model execution is a separate check.
- Create company and resume. Start a fresh empty instance and run doctor using
the verification skill. Run
node .agents/skills/verify-paperclip/scripts/onboarding-smoke.mjs --evidence-dir "$VERIFY_EVIDENCE_DIR". The helper opens/onboardingin a fresh self-hosted instance, enters a unique name ine.g. Northwind Labs, and choosesContinue. The agent-name field must appear and the saved company must have no invented goal. Reopen the company-prefixed onboarding route and reload; the agent step must appear without creating another company. Screenshots and a trace capture the real UI action and result. This proves company creation/resumption, not hiring or a first model run.
Manual: Create a disposable company and first agent. Leave midway, reopen the company's onboarding route, and finish; drafts save automatically. Follow the created first task, verify the selected agent and company, and inspect its output or explicit authentication gate. Reload both company and task.
cli-setup
Automated: CLI onboarding and isolated test drive cover their setup contracts; they do not establish that every model account is usable.
Manual: Run setup in the disposable directory, open the URL it prints, and confirm the instance identity and company. Restart using that same configuration and verify saved state. Exercise an unavailable adapter and confirm an actionable error.