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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> |
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1b48e73e0b |
feat(ui): add secondary navigation for agent chat (#14706)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent Chat already provides a persistent conversation with each agent. > - Its shortcuts share the primary navigation and do not give chats a dedicated place. > - People need to find agents, start a chat, and switch conversations without moving the page layout. > - This pull request adds a secondary chat sidebar and a landing page around the existing chat surface. > - The same conversation, composer, history, and context panel remain in use. ## Linked Issues or Issue Description Refs #13283 and #13420. This extends the existing experimental Agent Chat navigation after review of the component and page stories. It supports the CEO Chat roadmap item through the existing task-backed conversation model. **Subsystem affected** The board UI and the company-scoped conversation list API. **Current behavior** Chat shortcuts sit inside the primary navigation. There is no dedicated landing page with a searchable conversation list. A separate landing header also moves the sidebar when an agent is selected. **Proposed behavior** Show a Chat entry in primary navigation. Keep a searchable agent sidebar beside the chat content. The plus button starts or reopens the current user's single conversation with that agent. Keep the header and sidebar in the same positions before and after selection. **Reason and benefit** People can find agents and return to persistent conversations without leaving the chat area or creating duplicate chats. **Breaking changes** The experimental chat navigation changes. Explicitly adding a chat now resolves its conversation immediately. Direct visits to unused agent chat URLs remain read-only. The existing per-agent routes and message contracts remain compatible. No database migration is required. ## What Changed - Add an account- and company-scoped conversation list endpoint with the existing access checks, feature gate, and OpenAPI entry. - Add the live secondary sidebar, landing page, avatars, search, loading states, errors, and retry controls. - Make the agent picker wait for chat creation and display failures. Existing agents reopen the same conversation. A dismissed selection cannot close a reopened picker or navigate over a newer choice. - Preserve recent-activity ordering and terminated agents’ chat history. Scope live list refreshes to the current user’s conversation events. A failed historical-agent lookup leaves healthy chats usable and offers a focused retry. - Keep the sidebar and header stable across chat routes. Keep mobile selection in the navigation drawer. - Use the production components in Storybook. Prepare the theme and mobile viewport before mounting the page to avoid the startup flash. - Update product documentation, the design guide, and navigation tests. Replace old browser expectations for stars and recent shortcuts with persistent conversation and layout coverage. ## Verification - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass after rebasing onto master. - Focused UI tests pass, including 105 sidebar, picker, and live-update checks after review fixes. The 33 conversation service and route tests and 10 OpenAPI checks pass, including ownership, feature gating, and concurrent creation. - The full local test run passed 14,163 server tests before three environment or timeout failures. The embedded Postgres startup, connector socket, and native runner failures all passed direct reruns. - Browser test-drive verification covers a real provider reply, add and reopen, persisted history after reload, no-match search recovery, mobile drawer dismissal, and top-aligned context panels. - Browser measurements confirm that the sidebar has the same position and dimensions on the landing page and an agent conversation. - Storybook builds and its add-and-reopen interaction passes. - The revised browser regression passes locally against a freshly built throwaway instance. It covers stable sidebar geometry, add/reopen uniqueness, drafts, search, history, and terminated-agent history after reload. The full CI browser suite also passes. - Latest commit `b323577d9523180104df4000eaceedea2772608c`: all 54 completed checks pass, including the complete server/workspace/browser suites, aggregate verification, build/typecheck, security scans, and canary packaging. The two Storybook jobs are skipped by their workflow conditions. [CI run](https://github.com/paperclipai/paperclip/actions/runs/36714052050). - Greptile reviewed this same commit at 5/5 with no remaining actionable findings; all review threads are resolved. - Reviewer path: enable Agent Chat, click Chat, use plus to choose an agent, send a message, switch away, and reopen that agent. One conversation must remain, with its history intact. ## Risks - The new sidebar lists persistent conversations instead of starred and recent shortcuts. - Chat creation is asynchronous. Errors stay visible in the picker, and delayed responses cannot navigate into a previous company or account. - The shell adjustment is limited to chat routes and preserves the existing conversation implementation. ## Model Used OpenAI GPT-6 through Codex, with reasoning, code execution, and browser tools. The session does not expose the exact API model 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 #123` / `Refs #123` 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 - [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> |