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4550253dc9 |
feat(ui): rename Needs you to Inbox and move Mine into Tasks (#19363)
## 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> |
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1c07b5903b |
feat: Chat leads the left nav, agent work beside chats, and a Combined Inbox + Task List flag (#15100)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The left nav is the main way people move between tasks, the inbox, and Agent Chat > - The nav has separate Inbox and Tasks rows that show overlapping work, and Chat is one row among many > - The side panel beside a chat shows the conversation's own artifacts, not the work the agent did > - People want Chat to be easy to find, and they want one place for their task views > - This pull request moves Chat to the top of Work, shows the agent's tasks and artifacts beside each chat, and adds an experimental flag that folds Inbox into Tasks > - The benefit is a shorter nav and a chat view that shows what the agent is working on. Both changes stay off until an operator enables them ## Linked Issues or Issue Description Refs #14706 (the secondary Agent Chat navigation this change builds on) Refs #14848 (reopen the last visited agent chat) **Subsystem affected** UI navigation (left nav, mobile tab bar), Agent Chat side panel, task list and inbox, and the company artifacts API. **Problem or motivation** Inbox and Tasks are two nav rows for overlapping work. Chat sits in the top group with no clear home. The chat rail lists only agents you already talked to, so you cannot see your other teammates there. The side panel beside a chat shows only the conversation's own artifacts. It does not show the tasks and files the agent made. **Proposed solution** With Agent Chat on, Chat leads the Work section and the rail lists every eligible agent. The chat side panel opens on the agent's tasks as cards, and the agent's artifacts are available from +. A new experimental flag, Combined Inbox + Task List, makes Inbox a set of views inside Tasks. **Alternatives considered** Rebuilding the inbox inside the task list. Instead, `/issues` hosts the existing Inbox component for inbox views and the existing task list for status views, so all inbox behaviour stays the same. **Roadmap alignment** Agent Chat (ROADMAP.md, "Agent Chat (including CEO Chat)"). All changes are behind experimental flags that are off by default. ## What Changed - **Agent Chat nav (streamlined shell):** Chat is the first row of Work, not a top-group row. Workspaces leaves the nav while Agent Chat is on. The mobile tab bar is Home · Chat · + · Tasks · Agents. The legacy shell keeps master's top-group Chat row. - **Chat rail:** `AgentConversationsSidebar` lists every eligible agent. The open chat is first, then conversations by recent activity, then the rest of the roster alphabetically. Terminated agents and agents you left are omitted unless you have history with them. The picker still marks only real conversations as "Open chat". - **Chat side panel:** a new default Tasks tab shows one card per task the agent created, was assigned, commented on, or acted on, newest first. It has the task list's filter popover and a sort control. **+ → Artifacts** shows the agent's artifacts as cards. Cards open in a new tab. Agent Chat off keeps the old Artifacts tab. - **Artifacts API:** `GET /api/companies/:companyId/artifacts` accepts `agentId`. The filter applies to documents, work products, and attachments by the agent each result is attributed to. The shared validator and the UI client carry the new parameter, and the OpenAPI entry picks it up from the shared schema. - **Combined Inbox + Task List flag (`enableCombinedInboxTasks`, off by default):** new card in Settings > Experimental. The Inbox row goes away and its badge moves to Tasks. A Views menu on `/issues` covers Mine, Unread, Blocked, Recent, Everything, All, Active, Backlog, and Done. Bare `/issues` opens the last-used view (default Mine). Links that carry `assignee`, `workspace`, `participantAgentId`, or `q` open All so the filter is kept. `/inbox/*` and `/issues/{all,active,backlog,done,recent}` redirect to the matching view. `/inbox/requests` stays its own page. - **Task detail breadcrumb:** the view key now decides the source, so quick-archive still works after a reload from an inbox view. - **Docs:** `doc/PRODUCT.md` and `doc/SPEC.md` describe the chat rail, the chat side panel, and the new flag. ## Verification - `cd ui && npx vitest run --no-file-parallelism src/components/chat src/components/task-side-panel/TaskSidePanel.test.tsx src/components/AgentConversationsSidebar.test.tsx src/components/Sidebar.test.tsx src/components/SidebarCompanyMenu.test.tsx src/components/Layout.test.tsx src/pages/AgentChats.test.tsx src/pages/InstanceExperimentalSettings.test.tsx src/lib/task-views.test.ts src/lib/issueDetailBreadcrumb.test.ts src/pages/Inbox.test.tsx src/pages/Issues.test.tsx src/App.test.tsx src/App.activity-routing.test.tsx src/components/MobileBottomNav.test.tsx src/components/CommandPalette.test.tsx`: 20 files, 356 tests pass. - `cd server && npx vitest run src/__tests__/company-artifacts-service.test.ts`: 13/13 pass, including the new agent-filter test across all three artifact sources. - The new rail test fails against the unmodified rail. - `pnpm check:token-gates`: all gates clean. - Manual: enable Agent Chat in Settings > Experimental. Open Chat. The rail lists all agents. Open a chat. The side panel shows the agent's tasks. Use **+ → Artifacts** to see the agent's artifacts. Then enable Combined Inbox + Task List. The Inbox row goes away, and Tasks shows a Views menu. - Snapshot baselines are intentionally not updated. See `doc/design/DECISION-SHEET.md`, "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - With both flags off, the app behaves like master. The only exception is the API: it accepts a new optional query parameter. - With Agent Chat on, the rail can list many agents in a large company. It uses the agent list the app already loads, and search filters it. - The Tasks panel reads at most 200 recently updated tasks per agent and says so when it reaches the limit. The Artifacts panel reads at most 500 of the agent's artifacts. - Combined Inbox + Task List changes what bare `/issues` opens for people who enable it. Deep links with a task filter still open All. ## Model Used - Claude (Anthropic), model ID `claude-opus-5-5`, through Claude Code with tool use (shell, file edit, test runs). Extended thinking was enabled. ## 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 - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: scotttong <squadbot000@gmail.com> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com> |