Commit Graph
3 Commits
Author SHA1 Message Date
cf1def0ca6 feat(inbox): rebuild compact cards and share task review controls (#20961)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - The inbox collects decisions, requests, and updates for the people
in a company.
> - People need a clear personal queue and a consistent way to answer
each request.
> - Repeated headings, inconsistent card actions, and separate review
flows make that work harder.
> - This pull request connects the inbox UI to the routing foundation in
#20959.
> - Compact cards use shared task controls and open supporting work in a
side panel.
> - People can answer, claim, transfer, archive, and inspect outcomes
from one place.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The inbox cards, personal views, shared task controls, and decision
history.

**Subsystem affected**

UI. This PR targets master and uses the routing foundation merged in
#20959.

**Current behavior**

The inbox repeats headings and counts. Cards have different layouts and
action placement. The requester can repeat the signed-in person's name.
Review and question controls differ between the inbox and task thread.

**Proposed behavior**

Open Assigned to you by default. Show one count line above the cards.
Use a compact card layout with consistent actions and supporting
details. Show the requester's avatar and name only when they differ from
the signed-in person. Share question controls, including a radio option
for Other that reveals a text field when selected.

**Reason and benefit**

People can scan their queue and complete requests without losing the
surrounding task or creating separate drafts for the same review.

**Breaking changes**

The default inbox view becomes personal. The all-assignee and shared
views remain available. Card close menus distinguish personal archive
and snooze from shared withdrawal.

**Additional context**

Refs #20959, #19363, and #19520. Refs #20268 for related
actionable-request work. This stack adds personal routing and shared
controls. ROADMAP.md includes Multiple Human Users and Agent Reviews and
Approvals.

## What Changed

- Add personal, unassigned, company, all-assignee, and archived inbox
views. Add claim, transfer, personal close actions, receipts, and
history controls.
- Use compact decision cards with a single count line, one-pixel
borders, and equal space above, below, and to the right of each primary
action.
- Open artifacts and synchronized confirmation/approval controls in a
shared side panel. Share their revision drafts and action state with the
task thread. Other requests keep one editable form on the inbox card
while reviewing an artifact.
- Make Other match the question options and reveal its field only when
selected. Apply this to inbox and task question cards.
- Hide self-requester labels, space agent avatars, and use the standard
canceled status icon for withdrawn requests.
- Use connector logos in connector cards. Keep the connector promotion
background and sidebar border continuous.
- Add company and project decision-owner controls and document the
updated inbox behavior.

## Verification

- The complete [GitHub Actions CI
matrix](https://github.com/paperclipai/paperclip/actions/runs/43141559641)
passes on `8d81a75e49b518fff6b6ff4c23dd67979b0b97ee` (Linux/Node 24:
typecheck, build, general and serialized tests, Runner support, browser
shards, and aggregate gates). Greptile is 5/5 on that exact head with
zero open findings, and the security scan passes.
- Local UI typechecking passes. Eight focused suites pass 382 tests: 236
inbox/review/question/connector tests plus all 146 composer tests.
Regressions passed red to green for attachment links, prompt rendering,
single-form artifact review, connector scope copy, accessible headings,
and the composer test harness's missing theme provider. The final commit
changes only that test harness; production code is unchanged from
`59d015833f`.
- Browser acceptance on the production implementation confirms preserved
selected answers with one editable question form, accessible Markdown
prompts, inert image references, accurate connector scope copy, native
PDF downloads, image sidebar previews, and Open file requesting the
attachment endpoint while preserving the inbox URL. Request reads and
file responses were intercepted; no question answers were written. The
preview is healthy on the final head.
- Visual and interaction checks cover Other radio behavior in both
themes and on mobile, the loaded Google Calendar logo, and 20px above,
below, and to the right of the primary action across all 23 visible
cards. The affected desktop/mobile navigation and sidebar specs pass
locally and in the final CI browser matrix.
- Real-editor browser checks confirm Ctrl/Cmd+Enter cannot bypass
another person's confirmation. Cancel preserves the draft and unlocks
silently; Continue submits once. Approval write failures remain visible.
- `pnpm verify` returns exit 2 because DESIGN.md requires broader
coverage; the final full CI matrix supplies every requested gate. Maps
and Storybook catalog structural checks pass. The routing foundation
#20959 merged after passing 249 database tests, server typechecking,
full CI, Greptile 5/5, and security scanning. Its backend and SDK
registry are preserved.
- Demo data is retained for testing; database suites and browser specs
use separate disposable databases.

## Risks

- The inbox uses the routing contracts merged in #20959. Personal
filters and history affect shared task entry points; the affected
controls are included in local regression coverage and full CI.
- Personal defaults and close-menu wording change inbox behavior.
Existing resolver permissions still control shared actions.
- Shared revision state and live invalidation affect two surfaces.
Focused tests cover draft synchronization, action locks, and incoming
updates.
- Visual changes use the existing design tokens and component
primitives.

## Model Used

OpenAI GPT-6 through Codex. Used repository tools, code execution, and
browser checks. This session does not expose a more specific runtime
model ID or its 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 described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [x] I have run focused 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: Scott Tong <scott@scottsmbpm5max.lan>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-11-11 21:05:00 -08:00
DottaandPaperclip ef33c1d9ed fix(decisions): retire completed-target decisions and link targets from the card (#10892)
<!-- Write all pull request text in Simplified Technical English
(ASD-STE100): short sentences, one instruction per sentence, simple
approved vocabulary, and the active voice. -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The decisions desk shows pending decisions that need an operator
response
> - A strict decision cannot apply its effects after its target task
changes
> - A decision still remained pending when every target task finished
after proposal
> - The card also linked only the origin task, even when the decision
acted on another task
> - This pull request expires those moot decisions and links their
target tasks
> - The benefit is an accurate queue and a clear path to the work that
each decision affects

## Linked Issues or Issue Description

Related PR: #10801 removes the issue-page decision strip, which makes
clear queue provenance more important.

**What happened?**

A strict decision stayed pending until its time-to-live limit after
every target task reached `done`. The decision card linked only the
origin task. The origin task is where the agent proposed the decision,
and it can differ from the task that the decision affects. An operator
could therefore open a finished task with no visible decision and no
explanation of the real target.

**Expected behavior**

Paperclip must expire a strict decision when all of its targets finish
after the decision is proposed. The card must show and link every target
task that differs from the origin task.

**Steps to reproduce**

1. Create a strict decision that targets an active task from a different
origin task.
2. Move the target task to `done` without resolving the decision.
3. Run the decision expiry sweep.
4. Observe that the old code keeps the decision open until its
time-to-live limit.
5. Observe that the old card links only the origin task.

**Paperclip version or commit**

The bug reproduces on upstream `master` before this pull request.

**Deployment mode**

Local dev and self-hosted server modes are affected because the behavior
is in the shared decision service and board UI.

## What Changed

- Expire an open strict decision with reason `target_completed` when
every strict target reached `done` after proposal.
- Keep decisions that intentionally target an already-finished task.
- Keep lenient-only decisions open.
- Keep continuation delivery consistent with other expiry reasons.
- Add target-task links to the decision card provenance line.
- Use one shared target-ID helper across signing, execution, expiry,
card provenance, and resolver preloading.
- Add service and UI regression tests for primary, secondary, and
target-completed cases.

## Verification

- `pnpm exec vitest run ui/src/components/DecisionCard.test.tsx
server/src/__tests__/decisions-service.test.ts` — 51 tests passed.
- `pnpm --filter @paperclipai/shared typecheck` — passed.
- `pnpm --filter @paperclipai/server typecheck` — passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — all gates clean.
- `git diff --check origin/master...HEAD` — passed.

## Risks

- Low migration risk. This change does not alter the database schema.
- The expiry sweep performs the existing strict-target query and adds a
snapshot comparison before expiry.
- A decision remains open if any strict target is active or if a target
was already `done` at proposal time.

> The roadmap lists work queues as planned. This pull request fixes the
existing decisions desk. It does not add a new queue subsystem.

## Model Used

- Implementation: Anthropic Claude through Claude Code. The runtime did
not expose the exact model snapshot or context-window size. The model
used reasoning, repository tools, code execution, and test execution.
- PR preparation: OpenAI Codex with GPT-5. The runtime did not expose a
dated model snapshot or context-window size. The model used reasoning,
repository tools, code execution, 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: Paperclip <noreply@paperclip.ing>
2026-08-05 09:55:01 -05:00
9c1f8e7887 feat(decisions): add first-class propose mode (#10010)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents can currently perform many mutations directly, while humans
often need a durable review point before cross-issue or destructive
actions occur
> - Existing approvals and issue-thread interactions do not provide a
standalone, reusable object for presenting options, collecting typed
inputs, detecting stale targets, and auditing effect execution
> - The control plane therefore needs a first-class propose mode that
separates an agent's recommendation from the governed mutation it may
cause
> - This pull request adds Decisions v1 across the database, shared
contracts, server execution and telemetry, agent skill guidance, and
operator UI
> - The benefit is that agents can propose multi-option actions safely
while operators get explicit provenance, fail-closed execution,
per-effect results, and a focused attention workflow

## Linked Issues or Issue Description

### Subsystem affected

Cross-cutting: `packages/db`, `packages/shared`, `server`, and `ui`.

### Problem or motivation

Agents need a governed way to propose consequential work without
immediately mutating issues, especially when one choice can affect
several issue trees. Existing approvals and issue-thread interactions do
not provide a standalone object with typed options, target snapshots,
effect-level authorization, expiration, execution outcomes, and reusable
attention-feed presentation.

### Proposed solution

Add first-class Decisions that store options and typed inputs, surface
open proposals in the operator attention feed, validate target freshness
and the origin-agent/operator authorization intersection at decision
time, execute a bounded set of auditable effects, and retain terminal
outcomes. Decisions v1 supports comments, status and assignee changes,
follow-up issue creation, blocker resolution, and issue-tree
cancellation, plus bundle grouping, expiration/dismissal, rule-key
telemetry, and agent-facing API guidance.

### Alternatives considered

- Extend approvals with arbitrary effects: rejected because approvals
represent governed yes/no actions and would become an unsafe generic
mutation envelope.
- Model every proposal as an issue-thread interaction: rejected because
decisions can span several targets and need independent lifecycle,
telemetry, idempotency, and effect results.
- Let agents perform the mutation and ask for retrospective review:
rejected because it removes the pre-execution governance boundary this
feature is meant to provide.

### Roadmap alignment

Aligns with `ROADMAP.md` sections **Agent Reviews and Approvals**,
**Enforced Outcomes**, **MCP Tool Gateway & Apps (governed tool
access)**, and **Activity History** by making explicit decisions,
authorization gates, auditable execution, and terminal outcomes
first-class control-plane objects.

### Additional context

This does not replace existing approvals or issue-thread interactions,
and it does not add an unrestricted generic mutation effect.

## What Changed

- Added company-scoped decision, option, target, and effect-execution
schema plus migration and shared TypeScript/Zod contracts.
- Added decision routes and services for propose, list/get, decide,
dismiss, cancel, target freshness checks, authorization intersection,
idempotency, activity logging, and execution auditing.
- Added rule-key decision telemetry and attention-feed metadata so open
decisions are visible and measurable.
- Added agent skill documentation for proposing and resolving decisions
through the Paperclip API.
- Added the Decisions UI: API client, query keys, inline attention
resolver, bundle grouping, target-issue strip, terminal history,
destructive confirmation, and per-effect result rendering.
- Added server service coverage, DecisionCard state tests, and Storybook
stories for the supported visual states.

## Verification

- `pnpm -r typecheck` — passed.
- `pnpm test:run` — 2,876 passed, 1 skipped, with one unrelated
cross-suite cleanup-order failure in
`heartbeat-responsible-user-invariant.test.ts`; the failing file passes
in isolation (`6/6`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-responsible-user-invariant.test.ts` — passed.
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/DecisionCard.test.tsx` — passed (`9/9`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/authz-existence-oracle-guard.test.ts
src/__tests__/openapi-routes.test.ts` — passed (`5/5`).
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/decisions-service.test.ts` — passed (`16/16`).
- `pnpm --filter paperclipai exec vitest run
src/__tests__/company-import-export-e2e.test.ts` — passed (`1/1`).
- `pnpm --filter @paperclipai/server typecheck` and `pnpm --filter
paperclipai typecheck` — passed.
- `pnpm build` — passed.
- Rebased-head focused suite — passed (`6` files, `88` tests): shared
decision contracts, Decisions service, OpenAPI routes, startup feedback
export, DecisionCard states, and attention helpers. The follow-up
stale-secondary-target regression passes in the DecisionCard suite
(`10/10`).
- Rebased-head scoped typechecks — passed for `@paperclipai/shared`,
`@paperclipai/db`, `@paperclipai/server`, and `@paperclipai/ui`.
- Rebased-head migration numbering and safety checks — passed after
renumbering the additive migration to `0193` and making it replay-safe
for environments that applied the earlier feature-branch number.
- `pnpm check:token-gates` — passed with all gates clean.
- GitHub PR workflow and Greptile review for
`1f9f7645882d05dfdd9c99377c03a1f53f20e8be` — running after the
stale-secondary-target fix and PR metadata refresh on July 27, 2026.
- `pnpm --filter @paperclipai/ui build-storybook` exposes an existing
Storybook version mismatch (`storybook` 10.4.6 vs
`@storybook/addon-docs` 10.5.0); Decisions stories were validated with
the docs addon temporarily disabled and the tracked config remains
unchanged.

## Risks

- **Migration:** Adds replay-safe migration `0193`; migration numbering
and safety checks pass. The new tables and indexes are additive.
- **Authorization:** Effect execution intersects the proposing agent's
permissions with the responsible user context and fails closed; mistakes
could reject a valid proposal rather than silently over-authorize it.
- **Concurrency:** Target snapshots and idempotency keys protect against
stale or duplicate execution, but reviewers should focus on mixed-effect
partial outcomes and retry behavior.
- **UI:** Decisions are integrated into the existing attention feed
rather than a separate navigation surface, reducing routing risk but
increasing the importance of attention-item metadata compatibility.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex CLI using `gpt-5.6-sol` for final PR preparation, review
fixes, and verification; repository tools and code execution were
enabled, and context-window size is not exposed in this runtime.
- Anthropic Claude Opus 4.8 with 1M context assisted with the Decisions
UI implementation, as recorded in the relevant commits.

## 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: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-07-31 19:17:02 -07:00