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b31ec0a2dc |
feat(ui): link routines to a filtered task list (#18317)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Routines create tasks that people need to inspect and manage. > - The routines list sends its View all runs link to Audit. > - Tasks already supports routine origin filters in its API, but the page has no control for them. > - This pull request adds a Routine tasks checkbox and links to that selection. > - People can inspect routine work in the normal task list, search, and board views. ## Linked Issues or Issue Description **What existing behavior does this improve?** The routines list link and the Tasks filters. **Current behavior** View all runs opens Audit. People cannot select routine-created tasks in the Tasks filter menu. **Proposed behavior** View all tasks opens `/issues?view=all&originKind=routine_execution`. Routine tasks is selected. People can toggle or clear it from Tasks. **Reason and benefit** People can use normal task controls to inspect work created by routines. The filter includes manually started routine runs. It excludes manual tasks and other automatic work. **Breaking changes** The routines list link changes its label and destination. No API, schema, authorization, or routine execution contract changes. ## What Changed - Add Routine tasks under Visibility in the current, streamlined, and legacy Tasks filters. Keep Live runs only in the same group and use Show agent-created tasks with proper capitalization where that control is available. - Keep the selection in the URL through reload, search, task navigation, and checkbox changes. - Apply the existing API origin filter before pagination. Include routine tasks even when other automatic tasks are hidden. - Keep source filtering in the shared task filter module and collection owners. Reuse the existing company-scoped issue-list contract. Hide the live-run control in the design sandbox, which does not load live-run IDs. - Update regression coverage, product docs, feature/access maps, and the toolbar preview. ## Verification - All 58 final-head checks are complete with no failures for `f46c2e409b20fa372d166f4721601a0471894fb0`, including successful `ci / verify` and `ci / e2e` gates. Greptile and Paperclip Review rate this commit 5/5 with no actionable findings or unresolved review threads. [CI run](https://github.com/paperclipai/paperclip/actions/runs/41078093110). - Local checks pass: full repo typecheck/build for the feature, UI typecheck/build after the final refinements, token gates, feature-map checks, and Storybook catalog generation. - Regression coverage exercises both real list implementations, filter grouping and selection, search and all board columns, URL/pagination state, and mixed pending-decision batches. The Visibility update passed all 89 relevant tests across separate runs. The final sandbox correction passes all 10 filter-menu tests, including three cases that reproduced the bug before the fix. The earlier broad UI run passed 10,043 tests across 845 files. - Browser proof used the actual local app with disposable PostgreSQL data: three tasks created through the routine-run API and one manual task. Followed View all tasks; verified the selected Routine tasks checkbox under Visibility, toggling, reload, search, and board view. Checked current, streamlined, and legacy filter presentations. Screenshots show the link, routine-only results, and requested capitalization/grouping. - Failure accounting: the initial broad UI run found two preference expectations that needed the new false default; those were corrected before the full UI pass. Scrolling tests hit five-second timeouts in combined runs and passed in isolated reruns without timeout changes. A duplicate full local UI run was stopped after the earlier final-commit CI UI lanes passed, with no failures reported in that stopped run. - Full local `pnpm test:run` could not complete because native PostgreSQL initialization exhausted the host semaphore pool. A direct initdb probe confirmed `could not create semaphores: No space left on device`. Browser verification used a disposable container; no host settings or other workspace processes were changed. - Review found that the newly exposed live-run control could empty the design sandbox, which has no live-run IDs. The sandbox now disables that unsupported control; its regression test failed before the fix and passes after it. ## Risks - Low risk. The change uses the existing routine origin and read permissions. A routine task remains automatic work, including when a person starts it manually. - The routine checkbox is exposed only on the Tasks collection. Other filter consumers retain their controls and normalize the new field to false. - Routine histories and Audit run links inside routine details keep their current behavior. ## Model Used - OpenAI GPT-6, through Codex, assisted with implementation and verification. The exact runtime model ID and context window are not exposed in this session. Capabilities used: repository editing, command execution, tests, and browser interaction. ## 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> |
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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> |