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| Author | SHA1 | Message | Date | |
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 DottaandPaperclip
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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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DottaandPaperclip
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be380ba155 |
fix(ui): hide agent-created tasks by default (#16157)
Hide agent-created, system-created, and chat-channel tasks from independent collections by default. Preserve task hierarchy context and existing inbox participation. Add a saved opt-in checkbox without helper text. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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30c8aa1cc1 |
fix(ui): remove workspace from task and inbox filters (#15788)
updated 14 checked lines erclip is the open source app people use to manage AI agents for work > - The board shows tasks in a list and in the inbox > - Each of those screens has a filter menu > - The filter menu includes a Workspace section > - The list already shows the workspace name, and the user can group by workspace > - This pull request removes Workspace from those filter menus > - The benefit is a shorter filter menu. The workspace label and the group option stay ## Linked Issues or Issue Description No public GitHub issue exists for this change. This description follows the enhancement template. Related pull request: Refs #15403. That pull request also edits the task list. It does not remove the Workspace filter. **What existing behavior does this improve?** The filter menu on the task list and the inbox. **Subsystem affected** ui/ — React + Vite board UI **Current behavior** The filter menu shows a Workspace section when isolated workspaces are on. The user can select one or more workspaces there. The task list also shows the workspace name as a label. The user can group the list by workspace. A workspace value in the page address also limits the list. **Proposed behavior** The filter menu does not show Workspace. The workspace name stays in the list. Group by workspace stays. A workspace value in the page address still limits the task list. A click on a workspace name in the list still limits the list to that workspace. **Reason and benefit** The filter menu repeats a choice that the list and the group control already give. Removal of that section makes the filter menu shorter. Saved links that include a workspace value still open the same limited list. **Breaking changes** The filter menu no longer lets the user pick a workspace. A saved workspace query still works. Decision filters are not part of this change. ## What Changed - Remove the Workspace section from the task list filter menu - Remove the Workspace section from the inbox filter menu - Keep workspace labels, group by workspace, and workspace query scope - Update the filter menu test so it checks that Workspace is absent - Drop a saved workspace selection when preferences load, and keep the other saved filters ## Verification - Run `corepack pnpm exec vitest run --config vitest.config.ts src/components/IssueFiltersPopover.test.tsx src/components/IssuesList.test.tsx src/pages/Inbox.test.tsx src/lib/issue-filters.test.ts src/components/IssueColumns.test.tsx` from `ui/` - Result: 5 files passed, 111 tests passed - Open the task list filter menu. Confirm that Workspace is not a section - Open the inbox filter menu. Confirm that Workspace is not a section - Open a task list with a workspace query. Confirm that the list shows only tasks for that workspace - Group the task list by workspace. Confirm that the groups still appear - A browser check of the live screens was not run in this workspace ## Risks - Low risk. The change removes a menu section. It does not change filter matching - A user who used the menu to pick a workspace must use the workspace label or the page address - Pull request #15403 also edits the task list. Merge order can cause a small conflict in `ui/src/components/IssuesList.tsx` ROADMAP.md does not plan this filter removal. This change does not add a core feature. ## Model Used - Provider: xAI - Model: Grok 4.7 - Capabilities: tool use, code edits, and test execution ## 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: devinfoley <139239+devinfoley@users.noreply.github.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Devin Foley
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f38b5693f6 |
fix: always enable keyboard shortcuts (#14643)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The web UI has keyboard shortcuts for the inbox, task lists, cases, and task detail, plus global shortcuts such as `c`, `/`, `?`, `[`, and `]` > - Shortcut enablement was an instance-wide General setting until #14141 moved it to a per-user preference that defaults to off > - The move did not carry the old instance value over, so every existing user lost shortcuts on upgrade and had to find a new toggle under Profile settings > - A toggle that only turns off a standard, input-safe feature costs a setting, a database column, two API routes, and a React context for little benefit > - This pull request removes both the instance setting and the personal preference and enables keyboard shortcuts for every signed-in user > - The benefit is one less thing to configure, no silent loss of shortcuts on upgrade, and less code to maintain ## Linked Issues or Issue Description Refs #14141 (the change that introduced the personal preference). **What existing behavior does this improve?** Keyboard shortcuts in the web UI stay off unless each user turns them on in Profile settings. **Subsystem affected** Web UI shortcuts, Profile settings, instance general settings, the `/api/auth/preferences` routes, and the `user` table. **Current behavior** Shortcuts default to off per user. #14141 moved the toggle from Instance settings → General to Profile settings and did not carry the old instance value over. Users who had shortcuts on lost them after the upgrade and had to find the new toggle. **Proposed behavior** Keyboard shortcuts are always enabled for every signed-in user. There is no instance setting and no personal preference. Shortcuts already ignore key presses inside text inputs and modal dialogs, so an opt-out is not needed. **Reason and benefit** Fewer settings, no silent loss of shortcuts on upgrade, and removal of a database column, two API routes, a query hook, and a React context that existed only to gate this feature. **Breaking changes** `GET` and `PATCH /api/auth/preferences` are removed. `PATCH /api/instance/settings/general` no longer accepts `keyboardShortcuts`; that schema is strict, so the key now returns 400. `instance.general.keyboardShortcuts` is no longer a valid `PAPERCLIP_HIDDEN_SETTINGS` key; the parser ignores unknown keys with a warning. ## What Changed - Removed the Keyboard shortcuts section from Profile settings, the `useUserPreferences` hook, `queryKeys.auth.preferences`, and `authApi.getPreferences` / `authApi.updatePreferences`. - Removed `GeneralSettingsContext`. The inbox, legacy inbox, task list, legacy task list, cases, and task detail pages no longer gate their key handlers. - Removed the `enabled` option from `useKeyboardShortcuts`. The app shell always registers the global shortcuts. - Removed `GET` and `PATCH /api/auth/preferences`, their OpenAPI entries, and the `currentUserPreferencesSchema` / `updateCurrentUserPreferencesSchema` validators. - Removed `keyboardShortcuts` from `InstanceGeneralSettings`, the general settings zod schema, the settings service defaults, and `HIDEABLE_GENERAL_SECTIONS`. - Added migration `0289_drop_user_keyboard_shortcuts`, which drops `user.keyboard_shortcuts`. - Updated `AGENTS.md`, `doc/SPEC.md`, `doc/SPEC-implementation.md`, and `docs/deploy/environment-variables.md`. - Parsed the stored general settings row with `instanceGeneralSettingsSchema.strip()` in the feedback vote path, so a retired key left in the row cannot reset the sharing preference to `prompt` and overwrite the stored choice. - Kept every bare global shortcut (`c`, `?`, `[`, `]`, `/`) out of open modal dialogs in `useKeyboardShortcuts`; only `/` had that guard before. - Updated the affected tests and added a Profile settings test that asserts the toggle is gone, a hook test for the modal dialog guard, and a feedback service regression test for the retired-key case. ## Verification - Typecheck passes for `@paperclipai/shared`, `@paperclipai/db` (including the migration numbering and safety checks), `@paperclipai/server`, and `ui`. - `pnpm exec vitest run server/src/__tests__/instance-settings-routes.test.ts server/src/__tests__/openapi-routes.test.ts server/src/__tests__/auth-routes.test.ts server/src/__tests__/sentry.test.ts` → 119 passed. - `pnpm exec vitest run ui/src/components/Layout.test.tsx ui/src/pages/ProfileSettings.test.tsx ui/src/pages/IssueDetail.test.tsx ui/src/pages/Inbox.test.tsx ui/src/pages/Cases.test.tsx ui/src/hooks/useKeyboardShortcuts.test.tsx ui/src/pages/Agents.test.tsx ui/src/pages/InstanceGeneralSettings.test.tsx` → 286 passed. - `pnpm exec vitest run packages/shared/src/settings-visibility.test.ts` → 16 passed. - `pnpm exec vitest run ui/src/hooks/useKeyboardShortcuts.test.tsx` → 7 passed. - `pnpm exec vitest run server/src/__tests__/feedback-service.test.ts` (embedded Postgres) → the new retired-key test passes with the fix and fails without it. - Manual: sign in with no settings changed, open the inbox, press `j` and `k` to move the selection, press `?` to open the cheatsheet. Open Settings → Profile and confirm there is no Keyboard shortcuts section. ## Risks - The migration drops a column. It uses `DROP COLUMN IF EXISTS`, and the column has no readers after this change. If you roll back to a build from before this PR after the migration has run, re-add the column first: `ALTER TABLE "user" ADD COLUMN "keyboard_shortcuts" boolean DEFAULT false NOT NULL;`. The older build's ORM selects that column when it loads users. - Any external client that still sends `keyboardShortcuts` to `PATCH /api/instance/settings/general` receives a 400. No in-repo client does. - Stored `instance_settings.general.keyboardShortcuts` values are stripped on read and ignored. - Users who never turned the toggle on now get shortcuts. The handlers skip text inputs, contenteditable regions, and modal dialogs, so typing is unaffected. ## Model Used Claude Fable 5.1 (`claude-fable-5-1`) in Claude Code, with extended thinking and tool use. ## 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 |
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DottaandPaperclip
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8725d6ce09 |
fix: make answered Slack conversations idle (#13809)
Settle published, successful Slack turns as Idle; resume the same conversation on an admitted message. Preserve unfinished work, delivery errors, and explicit dispositions. Verified through focused lifecycle/API/UI tests, full CI, and a real staging Slack conversation in the embedded browser. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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1ef3b08714 |
feat(ui): integrate agent personas across the app (#13171)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - A stable agent persona is useful only when the same identity appears across the app. > - Lists, task messages, selectors, and activity feeds need inexpensive static avatars. > - Onboarding and agent headers need a larger character with expressions and pointer tracking. > - This pull request connects the persona foundation to those existing views and preserves onboarding draft assignments. > - Full-page stories and Linux checks make the placements and performance contract reviewable. ## Linked Issues or Issue Description **Problem or motivation** Agents need a stable visual identity in lists, tasks, onboarding, and configuration. External tools also need an image URL for that identity. **Proposed solution** Assign each agent a permanent palette from a fixed ClipLab character library. Store the assignment on the agent. Render and cache preset PNG URLs on demand. Use static images in dense views and one animated character in larger placements. **Alternatives considered** A generated image bundle requires a separate asset build. A live renderer in every avatar adds unnecessary work in large lists. Arbitrary uploaded images do not provide the requested shared character system. **Roadmap alignment** This improves agent identity across existing control-plane views. It preserves agent permissions, company boundaries, and status labels. ROADMAP.md has no separate ClipLab persona milestone. Related approaches: #2422 adds configurable image URLs and DiceBear generation; #5578 adds optional uploaded avatars. This work uses a fixed, versioned character library and preset URLs. ## What Changed - Replace agent icons with static persona images across lists, the sidebar, org charts, tasks, comments, selectors, activity, and dashboard views. - Put one animated character in the agent header. Let it follow the pointer across the page, with reduced-motion and touch fallbacks. - Add larger padded characters to agent creation. Keep the palette stable across draft refreshes and connection retries, then reveal it after success. - Pass appearance through shared projections rather than fetching each agent separately. - Add real full-page Storybook examples for the agent list, overview, task, dashboard, new-agent dialog, and connection page. - Add Linux screenshot, clipping, density, and 500-avatar performance checks. ## Verification - `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased tree. Persona lifecycle tests pass. - The rebased feature passes 38 Linux screenshot/performance checks, including both display densities, corner pointer positions, and the no-WebGL/no-live-download contract for 500 avatars. - The final Linux persona suite passes all 38 visual, lifecycle, density, and full-page checks using the standard Storybook configuration and real on-demand avatar endpoint. - Final local focused verification: 45 avatar/native-recovery tests pass; UI identity/routine tests, typecheck/build, token gates, and Storybook build pass. - Current-head CI passes: full workspace/server tests, all serialized server groups, typecheck/release checks, build, canary validation, and end-to-end shards. The build passed after retrying a native-runner concurrency-test failure; its three targeted cases also pass locally. - Manual inspection covered stable identities in the app, header placement, full-page mouse tracking, onboarding size, and task/dashboard placements. ### Screenshots Linux captures use synthetic Storybook fixtures. Full-page captures use reduced motion. The live character, mouse tracking, and disposal are checked separately. <details> <summary>Agent overview with the character in its header</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png" width="900" alt="Agent overview with the character in its header" /> </details> <details> <summary>Task messages and assignee identity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png" width="900" alt="Task messages and assignee identity" /> </details> <details> <summary>Larger onboarding character with room for expressions</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png" width="900" alt="Larger onboarding character with room for expressions" /> </details> <details> <summary>Dashboard agent activity</summary> <img src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png" width="900" alt="Dashboard agent activity" /> </details> ## Risks - This PR depends on #13170, the persona foundation. Merge the foundation first, then retarget this PR to master. - Many placements change from icons to character silhouettes. Human avatars and authoritative agent status labels retain their existing behavior. - Only one character can render live per view. Reduced motion, hidden/offscreen content, touch input, and renderer failures use the defined fallbacks. - The full-page stories use fixture data. They do not contact a real company or complete real provider sign-in. ## Model Used OpenAI Codex, GPT-6 family. The exact model identifier and context window are not exposed in this session. Used code editing, shell execution, browser inspection, and Linux visual testing. ## 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> Co-authored-by: Tonio <tonework@gmail.com> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> |
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scotttong
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4d30efa8e3 | feat(ui): refine streamlined task experience (#12748) |
