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606aa4f266 |
feat(search): filters, sorting, operators & command-palette parity (#9327)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Company search is the primary way operators find issues, comments, documents, artifacts, agents, and projects across a busy company > - Search previously supported only a bare text query: no way to narrow by status/assignee/project/label/date, no sort control, no typed operators, and weak relevance/snippets meant hunting through noise > - As companies accumulate tens of thousands of items, unfiltered single-sort search stops scaling for day-to-day operator workflows > - This pull request adds a full filtering model (filter bar, chips, mobile sheet, URL state), sort modes, typed query operators (`status:`, `assignee:`, `type:`, …) with command-palette parity, relevance/snippet/deep-link improvements, zero-results recovery, and the supporting shared validators, backend service work, and DB indexes > - The benefit is that operators can go from a vague query to the exact item in a couple of keystrokes, on desktop and mobile, with shareable filtered-search URLs ## Linked Issues or Issue Description No existing public GitHub issue; describing the underlying feature request inline (per feature_request template): - **Problem:** Company search accepted only a plain text query. Users could not filter results by status, assignee, project, label, or recency; could not change result ordering; and got no guidance when filters emptied the result set. - **Desired solution:** Structured search filters (UI controls + typed query operators + URL parameters), selectable sort modes, better relevance and snippets with exact deep links, and parity between the search page and the command palette. - **Alternatives considered:** Client-side filtering of unfiltered results (does not scale past the fetch limit); a separate "advanced search" page (splits the surface and duplicates state handling). Related (not duplicate) PRs found while searching: #4848 (issue search query planning), #8235 (search rate limiting). ## What Changed - **Shared contract:** new search filter/sort/count/zero-results types and validators in `packages/shared` (`validators/search.ts`, types index). - **Backend:** `server/src/services/company-search.ts` supports issue filters, sort modes, per-filter option counts, snippets, artifact visibility, and zero-results loosen suggestions; single-statement match replaces per-scope scans and predicates are trigram-index compatible (~3.7s → ~350ms on a live 14.8k-hit corpus). - **DB:** migration `0142_company_search_sort_indexes.sql` adds the supporting indexes. - **Search page (`ui/src/pages/Search.tsx`):** filter bar, removable chips, mobile filter sheet with result-count preview, sort menu, URL round-tripping, zero-results recovery UI. - **Query operators (`ui/src/lib/search-query-parser.ts`):** typed operators parsed into filters, operator autocomplete, filter pills. - **Command palette:** operator-aware parsing and full-search handoff. - **Stale-operator fix (latest commit):** typed operator filters are no longer folded into persistent URL-filter state, so deleting a token (e.g. removing `status:blocked` from the input) actually removes the filter from subsequent requests; filter-control edits materialize control state and strip typed tokens so a removed chip cannot resurrect from the input. ## Verification - `cd ui && npx vitest run src/pages/Search.test.tsx` — 19 tests including two new red→green regressions for the stale-operator paths (both fail on the previous commit, pass now). - `cd ui && npx vitest run src/components/CommandPalette.test.tsx` and `cd server && npx vitest run src/services/company-search-service.test.ts` — operator parity and backend filter/sort/count coverage. - `cd ui && npx tsc --noEmit` — clean. - Manual: open `/search`, type `auth status:blocked`, confirm the status filter applies; delete `status:blocked`, confirm results are unfiltered again; drive the same filters from the filter bar/chips/mobile sheet and confirm the URL round-trips (reload/back/forward preserves state). - Full end-to-end QA pass (9/9 acceptance checks) against the wireframes on desktop (1280px) and mobile (390px) with a live API and browser automation. ## Risks - Additive migration (indexes only, no data rewrites) — safe to roll forward; index creation cost is paid once at migrate time. - Search request shape gains optional parameters only; old clients keep working. - Behavioral shift: filter-control edits now strip typed operator tokens from the query text (their values persist as filter state) — deliberate, so removed filters stay removed. - Ranking changes alter result ordering for existing queries; covered by service tests and the QA pass. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - Claude Fable 5 (`claude-fable-5`, Anthropic, extended thinking + tool use) — stale-operator-filter fix, regression tests, PR preparation. - GPT-5 Codex (`codex_local` adapter) and Claude Opus 4.6 (`claude-opus-4-6`) — earlier implementation phases (backend contract, filter UI, operators, ranking) under agent orchestration. ## 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) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details — pre-existing branch name retained to avoid closing/reopening the PR - [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 (no user-facing docs affected) - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green (pending re-run on latest commit) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (pending re-review of the stale-filter fix) - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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ef6061a5e6 |
feat: project typeahead in ⌘K command palette (#8773)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The ⌘K command palette is the primary fast-navigation surface across tasks and projects > - When searching, projects were ranked below tasks, so typing a project name (e.g. "Paperclip") surfaced tasks first and buried matching projects — often only one project was visible even when several matched > - Users expect name-matching projects to appear at the top, like other quick-switchers > - This pull request promotes matching projects above tasks in the palette (with a sensible cap) and ensures the project name is always visible in the row > - The benefit is faster, more predictable project navigation from ⌘K ## Linked Issues or Issue Description No public GitHub issue exists for this, so the underlying problem is described inline below following the [feature request template](.github/ISSUE_TEMPLATE/feature_request.yml). **Subsystem affected** UI — the ⌘K command palette (`ui/src/components/CommandPalette.tsx`). **Problem or motivation** When typing in the ⌘K palette, projects were ranked *below* tasks. A query matching several projects (e.g. "paperclip") surfaced mostly tasks above the fold and pushed matching projects to the bottom of the list, so often only one — or zero — matching projects were visible. Users expect name-matching projects to appear at the top, the way other quick-switchers behave. **Proposed solution** Compute matching projects from the typed query client-side (exact > prefix > substring > description > fuzzy-subsequence ranking), promote them into a dedicated "Projects" group above the Tasks group, and cap both groups so neither crowds the other out. Keep the project name always visible in each row. **Alternatives considered** A dedicated "Projects" search mode/scope toggle — rejected as heavier and more UI for what is really a ranking problem. A backend search-ranking change — unnecessary since the project list is already loaded client-side. **Roadmap alignment** Small, self-contained UX improvement to an existing surface; not roadmap-level core feature work. ## What Changed - Added a `scoreProjectMatch` + `matchedProjects` memo in `CommandPalette` that ranks already-loaded projects against the typed query (exact > prefix > substring > description > fuzzy subsequence, capped at 5). - Promoted the matched "Projects" group above the Tasks group, and reduced the task cap from 10 → 6 when projects are promoted so neither group crowds the other out. Empty-query preview order is unchanged. - Fixed the project-name span so the name stays visible in the typeahead row (the name was being starved to 0px width by a flexible description span). ## Verification - `cd ui && npx vitest run CommandPalette` — added test seeds react-query project data and asserts matching projects are promoted to the top of the palette, non-matching projects are excluded, and selecting a promoted project navigates correctly (6/6 passing). - `pnpm --filter @paperclipai/ui typecheck` — passes. - Manual (screenshots below): open ⌘K, type "paperclip"; matching projects appear at the top with names visible. **Before** — typing "paperclip" surfaces Tasks first; matching projects are buried below the fold:  **After** — matching projects are promoted into a "Projects" group above Tasks, names visible:  ## Risks Low risk. UI-only change scoped to the command palette; no backend or data changes. Worst case is palette ordering for project-name queries. Ranking is pure and unit-tested; the prefix-score length penalty is clamped so the prefix > substring > description > fuzzy invariant holds even for pathologically long project names. ## Model Used Claude — claude-opus-4-8 (Opus 4.8), extended thinking, tool use (Claude Code agent). ## Checklist - [x] Thinking path included - [x] Model used specified - [x] Checked ROADMAP.md; small self-contained UX change - [x] Searched GitHub for duplicate/related PRs - [x] Described the issue in-PR (no public issue exists) - [x] No internal/instance-local references - [x] Branch name descriptive, no internal ticket id - [x] Tests run locally and pass - [x] Added/updated tests - [x] Screenshots included for the visual change - [ ] Docs updated (n/a — no user-facing docs for this) - [x] Risks documented - [ ] All CI gates green (verify after push) - [ ] Greptile 5/5 (drive after push) --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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468edd8b22 |
Add workspace file viewer and artifact links (#7681)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent work is issue-centered, and reviewers often need to inspect files, artifacts, and path references produced during that work. > - Before this branch, workspace-relative paths and artifact file references were not first-class inspectable objects in the board UI. > - Safe file viewing needs shared resource contracts, server-side workspace boundary checks, and UI that opens files without exposing arbitrary host paths. > - The workspace file viewer branch needed to stay as one active PR and be rebased onto current `paperclipai/paperclip:master` for review. > - This pull request adds the workspace file resource API, issue-page file viewer and browser, markdown file-reference links, and artifact file chips. > - The benefit is that board users can inspect relevant files from issue context while preserving workspace boundaries and auditability. ## Linked Issues or Issue Description No public GitHub issue exists for this branch. Internal Paperclip issues: `PAP-1953`, `PAP-10539`, `PAP-10733`. Problem / motivation: - Board users need to open workspace-relative files mentioned by agents or attached as work-product metadata without switching to a terminal. - The UI needs to support both direct file-path opening and workspace browsing/searching from an issue page. - The server must enforce company access, workspace boundaries, size limits, rate limits, and safe audit logging. Related PR: - Prior closed attempt: #4442 - Single active PR for this branch: #7681 ## What Changed - Added shared workspace file resource types, validators, and workspace-file `resourceRef` metadata validation for work products. - Added server routes/services for resolving, listing, and previewing workspace-relative files with access checks, scan caps, list-specific limits, and audit logging. - Added the issue file viewer provider, sheet, workspace browser, command-palette action, markdown workspace-file autolinks, and artifact file chips. - Updated issue workspace UI and stories/tests for file browsing and workspace file opening. - Rebased the branch onto current `paperclipai/paperclip:master` and updated the existing single PR branch. - Addressed current-head Greptile follow-ups by applying `offset` consistently across search/recent/changed file listings, restoring stopped-service port ownership checks before auto-port reuse, and stabilizing the workspace browser pagination test. ## Verification Current local verification after rebase to `public/master`: - `pnpm exec vitest run packages/shared/src/work-product.test.ts server/src/__tests__/file-resources.test.ts server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/instance-settings-service.test.ts server/src/__tests__/workspace-runtime.test.ts ui/src/components/FileViewerSheet.test.tsx ui/src/components/FileViewerSheet.copy.test.tsx ui/src/components/WorkspaceFileBrowser.test.tsx ui/src/components/WorkspaceFileMarkdownBody.test.tsx ui/src/context/FileViewerContext.test.ts ui/src/lib/remark-workspace-file-refs.test.ts ui/src/lib/workspace-file-parser.test.ts ui/src/components/IssueWorkspaceCard.test.tsx` - 13 files passed, 197 tests passed. - `pnpm -r --filter @paperclipai/shared --filter @paperclipai/server --filter @paperclipai/ui typecheck` - passed. - `pnpm exec vitest run ui/src/components/WorkspaceFileBrowser.test.tsx` - 1 file passed, 25 tests passed. - `pnpm exec vitest run server/src/__tests__/file-resources.test.ts server/src/__tests__/workspace-runtime.test.ts` - 2 files passed, 90 tests passed. - `pnpm -r --filter @paperclipai/server typecheck` - passed. - Confirmed branch is `0` behind and `46` ahead of current `public/master` after rebase and follow-up commits. - Confirmed the PR diff does not include `pnpm-lock.yaml`. - Confirmed the PR diff does not include `.github/workflows` changes. - Searched GitHub for duplicate or related workspace file viewer PRs/issues; #4442 is the prior closed attempt and this PR is the single active PR for the branch. - No screenshots were committed; the task explicitly asked not to add design screenshots or images unless they were part of the work. Current remote verification on head `a698a7bc10137baf7d25bd5722e1d6e0343387c1`: - Greptile Review - success, 64 files reviewed, 0 comments added, no unresolved Greptile review threads. - PR workflow `verify` - success. - Typecheck + Release Registry, General tests, workspace test shards, serialized server suites, Build, Canary Dry Run, e2e, Socket, and Snyk - success. - `security-review` - neutral, with output saying a draft advisory was filed for maintainer review and is not a merge block. - `commitperclip PR Review / review` - cancelled after the security gate detected flags and timed out while creating/reviewing the advisory. I reran it once and it cancelled the same way; no actionable code/test failure was exposed in the job logs. ## Risks - This is a broad UI/server feature PR, so review needs to pay attention to route authorization, workspace boundary handling, and markdown autolink false positives. - Workspace browsing intentionally caps list results and scan depth; very large workspaces may require users to refine search terms. - Remote workspace preview remains unavailable until remote file-access support is implemented. - The neutral commitperclip security-review advisory needs maintainer review, but the check output says it is not a merge block. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected - check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent in a Paperclip/Codex local tool-use environment, medium reasoning, with shell/GitHub CLI tool use for branch inspection, verification, rebase, PR update, Greptile review, and CI inspection. ## 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [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: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com> |
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320fd5d23b |
Add full company search page (#5293)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Operators need to find work, documents, agents, projects, comments, and activity across a company without jumping through separate surfaces. > - The existing Command-K flow was useful for fast navigation but not enough for deeper company-wide discovery. > - Search also needs company-scoped backend contracts, query cost controls, and indexed document matching so it stays safe as company data grows. > - This pull request adds a full company search API and a dedicated board search page that Command-K can hand off to. > - The benefit is a single searchable control-plane surface with richer result context, recents, highlights, and test coverage across server and UI behavior. ## What Changed - Added a company-scoped search endpoint/service with query validation, rate limiting, text matching, fuzzy title matching, and result typing shared through `@paperclipai/shared`. - Added idempotent search migrations for document search indexes and fuzzy matching support. - Added the full `/companies/:companyKey/search` UI, search result row components, highlighted snippets, recent searches, and sidebar/Command-K handoff. - Added Storybook coverage for search surfaces and Vitest coverage for server search behavior, rate limiting, route generation, Command-K behavior, and the search page. - Addressed Greptile findings by renaming the no-match SQL helper, applying search pagination after cross-type merge sorting, and lazy-initializing the default search service so unrelated route-test mocks do not need to know about it. - Merged current `public-gh/master` and renumbered the search migrations behind upstream `0078_white_darwin`: search indexes are now `0079_company_search_document_indexes` and fuzzy matching is `0080_company_search_fuzzystrmatch`. ## Verification - `git fetch public-gh master` - `git diff --check public-gh/master...HEAD` - `git diff --name-only public-gh/master...HEAD | rg '^pnpm-lock\.yaml$' || true` produced no output before opening the PR. - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts ui/src/pages/Search.test.tsx ui/src/components/CommandPalette.test.tsx ui/src/lib/company-routes.test.ts` passed: 5 files, 25 tests. - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` passed. - `pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts && pnpm --filter @paperclipai/server typecheck` passed after Greptile pagination fixes. - `pnpm exec vitest run server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts server/src/__tests__/company-search-service.test.ts && pnpm --filter @paperclipai/server typecheck` passed after the CI mock fix. - After resolving the migration conflict with current `public-gh/master`: `pnpm --filter @paperclipai/db typecheck && pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts && pnpm --filter @paperclipai/server typecheck` passed. - DB migration numbering check passed as part of `@paperclipai/db` typecheck. - UI states are covered by the added Storybook stories in `ui/storybook/stories/search.stories.tsx`. - GitHub reports the PR merge state as `CLEAN` on head `18e54fa8`. - GitHub PR checks are green on head `18e54fa8`: policy, verify, serialized server shards 1/4 through 4/4, e2e, canary dry run, Snyk, and Greptile Review. ## Risks - Search ranking and snippets are new user-facing behavior, so reviewers should check whether result ordering feels right on real company data. - Search touches broad company data, so company scoping and query cost/rate-limit behavior should be reviewed carefully. - The migrations add search indexes/extensions; they are idempotent with `IF NOT EXISTS` for users who may have applied an earlier branch migration number. > ROADMAP.md checked. This PR adds a focused board search surface and does not duplicate an open roadmap item. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled shell/git/GitHub CLI session with medium reasoning effort. Existing branch commits were produced across prior agent sessions; this packaging pass verified, opened the PR, addressed Greptile findings, resolved migration conflicts after upstream PRs landed, and got PR checks green. ## 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com> |
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6b7f6ce4b8 |
[codex] Split PR #4692 UI/QoL updates (#4701)
## Thinking Path > - Paperclip orchestrates AI agents through a company-scoped control plane. > - The affected surface is the board UI for issue threads, issue lists, routines, dialogs, navigation, and issue review indicators. > - Closed PR #4692 bundled backend, schema, docs, workflow, and UI/QoL work into one oversized change set. > - Greptile could not keep reviewing that broad PR because it exceeded the 100-file review limit and mixed unrelated concerns. > - This pull request extracts the UI/QoL slice into a fresh branch under the review limit while leaving workflow and lockfile churn out. > - The benefit is a focused review path for the board UI performance and workflow improvements without reopening the oversized PR. ## What Changed - Added long issue-thread virtualization, scroll-container binding, anchor preservation, latest-comment jump targeting, and related regression/perf fixtures. - Improved issue list scalability with scroll-based loading, server offset parameters, and pagination-focused UI tests. - Reduced new issue dialog typing churn and split dialog action subscriptions so broad layout/nav surfaces avoid unnecessary renders. - Added routine variables help and routine description mention options for users, agents, and projects. - Added productivity review badge/link UI and fixed the badge to use Paperclip's company-prefixed router link. - Kept the split PR below Greptile's review limit and excluded `.github/workflows/pr.yml` and `pnpm-lock.yaml`. ## Verification - `pnpm install --no-frozen-lockfile` in the clean worktree to install `@tanstack/react-virtual` locally without committing lockfile churn. - `pnpm --filter @paperclipai/ui exec vitest run --config vitest.config.ts src/components/IssueChatThread.test.tsx src/components/IssuesList.test.tsx src/components/NewIssueDialog.test.tsx src/pages/Routines.test.tsx src/pages/Issues.test.tsx` passed: 5 files, 83 tests. - `pnpm --filter @paperclipai/ui typecheck` passed. - `git diff --check origin/master..HEAD` passed. - Split-scope checks: 53 changed files; no `.github/workflows/pr.yml`; no `pnpm-lock.yaml`. - Screenshots were not captured in this heartbeat; the changes are primarily virtualization, routing, pagination, and editor behavior covered by focused regression tests. ## Risks - Moderate UI risk because issue-thread virtualization changes scroll behavior on long conversations; regression tests cover anchor jumps, latest-comment targeting, row metadata, and short-thread fallback. - Moderate integration risk because the issue-list offset parameter and productivity review field depend on matching API behavior. - Dependency risk: the UI package adds `@tanstack/react-virtual` while repository policy keeps `pnpm-lock.yaml` out of PRs, so CI must resolve dependency changes through the repo's normal lockfile policy. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled local repository and GitHub workflow. Exact runtime context window was not exposed by the harness. ## 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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1f78e55072 | Broaden comment matches in issue search |