## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Coordinator gives people navigation for conversations, tasks, and decisions. > - The decision entry is called Needs you, while a separate Inbox remains under More. > - Coordinator's personal task filter does not retain the full behavior of the original Mine view. > - This pull request names the decision entry Inbox and hosts the original personal work views inside Tasks. > - People keep their triage tools and saved choices without moving between two task destinations. ## Linked Issues or Issue Description **What existing behavior does this improve?** Coordinator navigation and the personal Mine view in Tasks. **Subsystem affected** UI navigation, task view routing, task collection preferences, and browser coverage. **Current behavior** Needs you opens the decision feed. More contains another Inbox destination. The default Coordinator task filter matches task creators and assignees. It does not use the full personal participation rules, archive behavior, shortcuts, grouping, or saved columns of the original Mine view. The organization task table also resets its column choices on reload. **Proposed behavior** Inbox opens the same decision feed with the inbox icon. Tasks defaults to Mine and remembers a person's selected view per company. Mine uses the existing personal Inbox implementation and preferences. It retains read/unread title weights, keyboard navigation, read/unread shortcuts, archive and undo, mobile swipe-to-archive, grouping, and saved columns. Old Inbox links open the matching task view. The organization task table saves its columns and order per person and company. **Reason and benefit** People get Chat, Tasks, and Inbox as distinct navigation entries. Personal work remains a view within Tasks without losing the existing triage behavior. **Breaking changes** Coordinator no longer offers the previous Inbox destination under More. Old Inbox URLs redirect into Tasks and retain query parameters and fragments. The Needs you label becomes Inbox; its decision feed, count, history, and resolution paths stay in place. Classic retains its separate optional combined-list setting. **Additional context** Refs: #19360, the workspace-defaults PR now integrated from master. Refs: #10620, related Inbox attention ordering. Duplicate searches found no open PR for this navigation and Mine integration. Roadmap review found no separate new execution feature in this scope. ## What Changed - Rename Coordinator's desktop and mobile decision entry and page to Inbox. Use the inbox icon. Remove the old Inbox item under More. Clarify that the combined-list experiment applies only to Classic. - Add one Coordinator task-view router. Host Mine, Unread, Recent, Blocked, and Everything through the existing Inbox owner. Keep organization views in the task table and board. Normalize legacy filtered URLs before mounting a collection so clearing the last filter preserves the current layout and local filters. - Reuse the existing Mine API, participation, read state, archive cache, undo, keyboard, mobile gesture, grouping, and preference paths. Existing personal column choices carry over. - Save organization task-table columns and order per person and company. Keep controls usable if browser storage fails. - Update navigation tests, routing and persistence regressions, exact-run retry browser coverage for each workspace variant, product documentation, and the affected Storybook notes. Keep existing story IDs. ## Verification - Preference, routing, navigation, task table, and inherited Inbox regression tests pass in focused runs. After integrating master and addressing the review finding, all 187 focused tests, UI typecheck, and token gates pass. - Full build and repository typecheck pass after integrating master. The full UI suite previously passed: 894 files, 11,169 tests passed, and one skipped. All 14 desktop/mobile triage and exact-run retry browser cases, including a fresh production UI build, pass after integrating master. - The full repository test suite was not run locally for this UI-only change; full PR CI is running. - Browser checks use a fresh isolated local instance and a deterministic process agent for real run-attributed unread activity. They exercise legacy URLs, title weights, saved grouping and columns, read/unread shortcuts, archive/undo, and a real mobile touch gesture. - Earlier browser fixtures were corrected: own activity is read, agent comments need valid run attribution, and undo uses `u` after the archive refresh completes. The Inbox content heading is scoped separately from the layout heading. - The final settings wording correction passes all 63 settings tests. - The [next CI browser run](https://github.com/paperclipai/paperclip/actions/runs/42137377960/job/127629100535) caught an old URL assertion for denied run retries. The test now pins each workspace variant and covers Coordinator Tasks explicitly. The old expectation fails deterministically for Coordinator; all 12 retry cases pass with the corrected destination, preserving exact run identity and truthful queued, deferred, and denied feedback. - Token gates, map checks, and Storybook catalog checks pass. All 30 map/catalog script tests pass. Storybook play tests were not run. - Greptile reviewed [the final commit](https://github.com/paperclipai/paperclip/commit/5f2f3789b83af259f694f379afb769465688fb72) at **5/5** with no new actionable findings. Its sort-only link finding is fixed and resolved: three cases fail before the fix and pass after it. `sortField` and `sortDir` keep organization links on the organization table. [Current-head CI](https://github.com/paperclipai/paperclip/actions/runs/42139668774) is running. - [CI exposed a routing race](https://github.com/paperclipai/paperclip/actions/runs/42135293421/job/127621981587) when removing the last label from a legacy Everything link. Four deterministic regressions failed before the fix and now pass: collections only mount after URL normalization. The existing end-to-end component cases confirm local filters, board layout, fragments, and history survive the change. - The [initial server shard 4 run](https://github.com/paperclipai/paperclip/actions/runs/42131163087/job/127608751620) failed an unchanged monitor-drain idleness assertion: two active operations remained instead of zero. The complete scheduling suite passes locally (54 tests). One isolated CI retry passed, including its dependent verification gate. The original timing failure's root cause is not established. ## Risks - Mine includes the existing tasks, approvals, failed runs, and join requests, preserving the original personal participation and attention rules. - Shared URLs with organization filters or table sort parameters still open the organization task collection. Task back-links retain their original fragments. - Saved preferences are browser-local. Mine keeps its existing storage keys; the organization table and selected Coordinator view use person/company scopes. - No database or server API contract changes are included. Existing company access, personal participation, and decision permissions retain their owners. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser automation. The exact serving revision and context-window size 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 - [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: Scott Tong <scott@scottsmbpm5max.lan> 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.
The chat scenario catalog adds natural-language requests, starting context and expected conversational outcomes for the same capability IDs. It lives with Product E2E as planning data; a scenario reference is neither a registered execution nor evidence that a journey passed.
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
Add entries only for substantial new features under the feature-map scope rule. Routine fixes, polish, refactors, performance work, and test changes do not require map updates. Correct or remove existing text only when behavior or access changes make it materially inaccurate; keep the correction local to the affected recipe or companion. 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. Update the corresponding chat scenarios when their request, assumptions or expected outcome changes; use multiple cases for meaningfully different starting conditions rather than treating an API path as conversational coverage.
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.