Commit Graph
3 Commits
Author SHA1 Message Date
f8cb4957dc fix(ui): default Tasks to All tasks with a neutral sort header (#19393)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Tasks page helps people inspect work across their company.
> - A new viewer currently starts in Mine and can miss other company
tasks.
> - The task table also shows an active sort header before the viewer
selects a sort.
> - This pull request starts new viewers in All tasks and keeps the
default sort header neutral.
> - People see company work in newest-update order and keep their saved
view choices.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The initial task view and the task table's default sort state.

**Subsystem affected**

ui/ — React board UI.

**Current behavior**

Tasks opens Mine when the viewer has no saved view. The table highlights
Last updated even when the viewer has not selected a column sort.

**Proposed behavior**

Tasks opens All tasks when no saved view exists. The table keeps
newest-updated tasks first without an active header or arrow. A column
selection or an explicit sort URL activates the selected header.

**Reason and benefit**

New viewers can inspect company work immediately. The header
distinguishes default ordering from an explicit sort choice.

**Breaking changes**

The first-visit view changes from Mine to All tasks. Saved views and
explicit view URLs keep priority. Existing Inbox and Needs attention
preferences retain their meaning. The change does not alter task access
or database contracts.

**Additional context**

Refs #19363. This change builds on the grouped task menu from that
merged pull request. It uses the existing menu and design tokens.

## What Changed

- Default the Coordinator and combined task surfaces to All tasks.
- Preserve saved personal views and migrate previous picker choices.
- Keep implicit Last updated descending order separate from active
header state.
- Test default ordering, explicit sorting, reset behavior, view
selection, and preference migration.
- Update the product and implementation docs.

## Verification

- Passed 118 focused tests across task routing, table sorting, views,
and collection preferences.
- Passed `pnpm check:token-gates`, `pnpm -r typecheck`, and `pnpm
build`.
- Full `pnpm test:run` is running. Its result will be updated here.
- Greptile passed the current head with 5/5 and no findings or open
review threads.
- Browser check: All tasks uses the grouped My work and Organization
menu. Last updated has no active highlight by default. Selecting the
header adds the sort URL and active direction. Removing the explicit
sort restores the neutral header.
- Manual check: Open Tasks with no saved task view. Confirm All tasks
opens. Select Mine, leave Tasks, and return. Confirm Mine remains
selected.

## Risks

- The new default shows more accessible company tasks on the first
visit. Saved view choices remain intact.
- Task tables share the sort-state change. Explicit sort links and
column clicks retain active styling. Default row order stays
newest-updated first.
- No schema, API, permission, or execution changes.

## Model Used

OpenAI Codex, GPT-6 family. This session does not expose the exact model
ID or context-window size. Used reasoning, code editing, terminal
commands, and browser verification.

## 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>
2026-11-05 18:44:59 -08:00
DottaandPaperclip 40b8075916 feat(ui): show scheduled task waits as Monitoring (#18624)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task indicators tell an operator whether work is active, waiting, or
complete.
> - An agent can yield until a saved monitor checks CI or another
external result.
> - The task currently keeps the In Progress icon between those runs.
> - Changing the stored status would affect monitor admission and
recovery.
> - This pull request adds a read-only Monitoring display state with a
blue clock.
> - Operators can see and filter scheduled waits while execution keeps
its existing rules.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Task status indicators, task collection filters, board columns, and
search facets.

**Current behavior**

A task that waits for a scheduled monitor shows the same In Progress
icon as active work.

**Proposed behavior**

Show Monitoring with a static blue clock when an agent-owned task has a
saved ordinary monitor and no active run, execution lock, review
participant, or active recovery action. Return to the normal task
indicator when the check starts. Preserve review, blocked, terminal, and
quota-recovery states.

**Reason and benefit**

Operators can distinguish scheduled waits from current agent work
without reading the task history.

**Breaking changes**

None to stored task statuses or execution rules. Task reads gain
optional displayStatus. Collections and search gain a separate read
filter. Existing status filters keep their lifecycle meaning.

Related historical work: #4396 covered a monitoring label exemption.
This change uses the saved monitor and a read projection.

## What Changed

- Add one SQL projection for task detail, compact lists, summaries,
relations, search results, and display-status counts.
- Show the blue clock in shared task icons and chips, task detail and
breadcrumbs, properties, references, list rows, recent navigation, and
agent task cards.
- Add Monitoring to task filtering, grouping, sorting, board columns,
and search facets. Prevent a drag from creating this derived state.
- Keep stored lifecycle statuses, monitor scheduling, checkout,
recovery, permissions, and agent status filters unchanged.
- Add database and UI regression coverage, full-page Storybook examples,
and product and access-map documentation.

## Verification

- Passed `pnpm -r typecheck`.
- Passed `pnpm build`.
- Passed `pnpm check:token-gates` and the map/catalog structural checks.
- Ran the new database suite on a disposable PostgreSQL 17 database. It
covers read surfaces, filter pagination/counts, queued/running checks,
rescheduling, completion, retained monitors, review, and recovery holds.
- Ran existing search, list, board, sidebar, task status, and filter
tests. Corrected board queries use displayStatus and eight columns.
- The full local `pnpm test:run` stopped in a chat integration shard: 12
failures (four timeouts and eight FIFO publication assertions). That run
spanned a rebase. A focused rerun on the current source passed all 21
selected cases without assertion or timeout changes. The original cause
is not established; this does not claim the full local suite passed.
Final-head required CI passed (ci / verify and ci / e2e, run
41488267209).
- Passed 82 tests for task API summaries, recovery precedence, search,
and optimistic updates; 54 tests for status cards, database reads, and
board moves; and 27 tests for blocker relations and recent-task cache
updates. One intermediate database setup hit its 20-second hook timeout;
the serial rerun passed.
- Greptile is 5/5 on d003ea672d. All
review threads are resolved. The separate optional Paperclip Review
ended early and returned neutral; GitHub rejected a direct rerun request
with HTTP 404. It is not counted as a completed review.
- Review fixes cover escalated recovery, is:open, optimistic status
changes, blocker-summary projection, and recent-task dedupe.
- Reviewed 15 screenshots from production pages and components with
isolated Storybook API fixtures: task detail/properties/breadcrumb,
list, groups, status filter, board, search/results/filter counts,
reference pills, sibling navigation, agent cards, picker, dashboard,
inbox, profile, watched status-card tasks, light theme, and mobile. This
does not claim deployed staging verification.

## Risks

- Read projections must stay consistent across full, compact, summary,
and search responses. Tests cover those paths.
- Monitoring is not a writable lifecycle status. The board does not
accept drops into its Monitoring lane or onto a monitored card. This
prevents a drag from implying a scheduled check. Move work into In
Progress through that lane instead.
- The read projection adds run/recovery existence checks. Existing
heartbeat_runs_company_issue_created_idx and
issue_recovery_actions_company_source_status_idx indexes cover the
company/task lookup. It adds no worker, timer, recurring query,
migration, or provider call. No production load benchmark is claimed.
- Older clients can ignore displayStatus. Existing lifecycle status
filters keep their behavior.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository tools, code execution,
and browser tools. The exact backend model identifier 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
- [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>
2026-11-02 11:35:30 -06:00
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>
2026-10-04 02:13:46 -07:00