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PaperClipAI/maps/feature-map/inbox-search.md
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DottaandPaperclip d38cdf261a perf(ui): speed up Tasks and Inbox startup (#18492)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Tasks and Inbox are the main entry points for that work.
> - Earlier changes made their data reads and row counts smaller.
> - Those changes remain, but shared controls now pull in the whole
task-detail bundle.
> - A cold open can also read a remembered organization before selecting
the one in the URL.
> - This pull request separates collection code and selects the
addressed organization first.
> - It warms task code after collection paint, so the next task open
stays fast.

## Linked Issues or Issue Description

Refs #17756, #18323, #16849, #17041, #17983, #17960, #18461.

**What happened?**

Tasks and Inbox still use their optimized index reads and row budgets.
However, small shared controls and hooks were placed in the task-detail
chunk. A collection had to download that whole chunk. The HTML also
preloaded it on every route. The original production profile loaded
about 6.5 MB of decoded JavaScript before useful rows, or 1.9 MB
transferred with compression.

Company bootstrap could select a different remembered organization
before Layout selected the URL's organization. This started unnecessary
company reads. A retained multi-company browser fixture reproduced two
attention-count requests for different companies.

**Expected behavior**

Show correctly scoped, stable collection rows without waiting for
task-detail code. Keep compact reads, bounded rendering, direct task
preloading, immediate New Task input, and fast follow-on navigation.

**Steps to reproduce**

1. Use a production UI build with Coordinator enabled and two active
organizations.
2. Remember one organization, then cold-open Tasks or Mine in the other.
3. Inspect startup script and company requests before the first useful
row.

The baseline UI revision is `91fdf02e95`. This is a UI change. It has no
API, schema, migration, or authorization changes.

## What Changed

- Group the static collection dependency trees above the task-detail
group. Keep the existing startup and task grouping strategy.
- Preload task detail and its static dependency closure early on direct
task and agent-chat URLs. Keep collection aliases out of that preload.
- Fetch the immutable task chunk at low priority after a collection
paints, or on a same-origin task-link hint. After a successful immutable
response is fully read, module-preload the cached chunk so it can
compile without executing. A failed HTTP probe skips module preload.
- Prefer an addressed active organization during bootstrap. Preserve
manual selection, archived-company handling, and account-scoped company
lists.
- Preserve a task reading anchor when a programmatic scroll event
reports an unchanged offset during restore reflow. Strengthen the Back
journey to wait for a completed collection navigation.
- Add production-browser checks for delayed indexes, correct company
scope, stable row geometry, failed speculation, and early direct-task
preload. Update collection verification notes and the feature map.

## Verification

Final source: `e402ab7fc6`; baseline UI: `91fdf02e95`.

- All **234 focused unit cases** and **44 production-browser journeys**
passed on the final source: 33 task journeys and 11 collection journeys.
Coverage includes compact history, saved cards, draft persistence,
avatar continuity, failed-probe recovery, delayed data, pagination, deep
links, desktop/mobile and reading-position restoration through Back.
Desktop and mobile screenshots were inspected.
- Workspace typecheck, full production build, map checks, token gates
and diff checks passed. The default local `pnpm test:run` still stops
before executing tests because the existing chat-test line selector
reports `No test found` (1,816 skipped). This is not a passed full local
test suite. Focused tests and remote CI remain separate evidence.
- Greptile reviewed the exact final commit at **5/5**, with zero open
review threads. Final code CI passed. The complete check inventory is
**55 successful, 3 skipped, 1 neutral**. The neutral result is the
separate Paperclip Review: its agent finished without completing an
assessment, so it is not a passing review score.

Five alternating baseline/candidate pairs per scenario, Chromium
151.0.7922.34, 1440×900, 4× CPU, 50ms latency, approximately 9Mbps down
/ 1.5Mbps up. Cold cases use fresh browser contexts with normal cache
writes enabled; warm cases use the same context and normal application
query cache. Both previews use the server's immutable hashed-asset cache
policy and uncached HTML, with real local feature settings and no
request interception. All task-owned builds and suites were stopped
during timing; other host activity was uncontrolled. Readiness requires
useful rows and editable search, or the readable task thread and
editable composer, followed by two animation frames.

| Journey | Baseline median (range) | PR median (range) | Median paired
saving |
| --- | --- | --- | --- |
| Cold Tasks | 3239 ms (3189–3333) | 2545 ms (2441–2682) | +752 ms |
| Cold Inbox | 3207 ms (3203–3268) | 2679 ms (2502–3062) | +541 ms |
| Warm Inbox | 717 ms (701–917) | 760 ms (745–768) | -47 ms |
| Warm Tasks | 1150 ms (1126–1207) | 1136 ms (1119–1174) | +18 ms |
| First task click | 943 ms (932–1008) | 1007 ms (976–1098) | -74 ms |
| Back to Tasks | 584 ms (568–617) | 566 ms (559–575) | +10 ms |
| Cold direct task control | 3389 ms (3377–3402) | 3415 ms (3395–3896) |
-13 ms |

All five pairs improved for each cold collection. The signed saving is
baseline minus candidate for each pair; it is distinct from the
difference of medians. Warm navigation is broadly similar. First task
click was 74ms slower by median paired difference. Direct-task median
paired difference was 13ms slower, with one slower 3.90s candidate
sample retained in the range; this is not a claimed direct-task speedup.

Completed script transfers by collection readiness fell from about
**1.91MB to 1.14MB** (Tasks), and **1.90MB to 1.14MB** (Inbox). Task
code warms after rows paint. At the test bandwidth, the removed 0.77MB
critical transfer represents roughly 0.65s of download time; CPU and
network overlap, so their savings are not added. Unthrottled loopback
API control medians stayed about 17–18ms in both variants. All 30 cold
samples had zero browser errors.

Rejected experiments remain separate: automatic splitting produced over
200 startup requests; disabling recursive grouping slowed direct tasks;
HTTP-only warming improved collection startup but slowed first task
opens. The final correction preloads direct dependencies and compiles
successfully cached code after paint. Routing disables HTTP caching, so
intercepted runs were kept as diagnostic evidence rather than used for
warm-cache acceptance; see [Playwright's cache
behavior](https://playwright.dev/docs/api/class-page#page-route). Vite
preview's default asset `no-cache` policy was also corrected to match
the shipped server before final measurement.


## Risks

- Bundle placement affects shared consumers. Browser checks cover
collections and task navigation; the full PR checks also cover other
routes.
- Code warming still transfers the task chunk if the user stays on a
populated collection. It moves that download past first paint and does
not execute it. This is a startup latency improvement, not a claim that
all eventual bytes disappear.
- A direct click before warming finishes still loads code on demand.
Direct task and chat URLs retain early module preload.
- Local browser evidence does not establish a deployed staging speedup.
This PR does not merge or deploy itself.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, tool use and local code execution.
The context-window size is not exposed in this environment.

## 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 the relevant tests locally and they pass (234 unit
cases and 44 browser journeys; the full-command limitation is documented
above)
- [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 code CI gates are green (the separate Paperclip Review is
neutral because its agent did not complete an assessment)
- [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>
2026-10-31 22:12:41 -05:00

14 KiB

navigation
navigation
section sectionOrder order
Tasks and conversations 20 30

Inbox, decisions, and search

People find work that needs their attention, distinguish unread activity from required decisions, archive handled items, and search across the company.

Feature ID: inbox-search.

Implementation: inbox, decisions, search.

Agent access: companion.

Sub-features

  • views: inbox-search/views — use Mine, Recent, Unread, Blocked, and broader task views.
  • triage: inbox-search/triage — read or archive attention items without pretending the underlying task is complete.
  • decisions: inbox-search/decisions — open the source of a decision and act in the right context.
  • search: inbox-search/search — query company work and follow a result to its original record.
  • toasts: inbox-search/toasts — receive live task notifications only for personal participation or explicit mentions.

How to get to it (user POV)

inbox

Use Inbox links or the corresponding task views when the combined list is enabled.

decisions

Open /decisions, then a queue at /decisions/queues/:key and its source item.

With Settings → Experimental → Coordinator workspace enabled, /decisions is Needs You. Pending cards use the existing attention feed and canonical resolvers. Tasks → Needs attention projects the same feed as distinct tasks. Search, filter by agent/project, sort, and group by task/agent/project apply to both open decisions and the visible Recent Decisions receipts. Successful resolutions resize into compact receipts while the same contained Gather Light effect used for task creation runs concurrently. The receipt stays in its card position until that treatment finishes, then settles under Recent Decisions. Motion follows the saved history result; failed saves retain the actionable card, reduced motion settles immediately, and revisiting history does not replay it. The initial 24-hour display window is an experimental assumption, not data deletion. Resolving an artifact decision does not itself complete its task. If the task remains in review without a maintained reviewer or continuation, its separate canonical stalled-review item stays in Needs You and Tasks → Needs attention. Coordinator presents the existing recovery actions with Mark task done as the task-level verdict, distinct from the saved artifact receipt.

Open Decision history on this surface for the paginated history sidebar; it merges answered questions and confirmations with Decisions-v1 outcomes.

Open /search or the navigation search entry.

toasts

Keep a company page open while another person or agent updates a task. See toast semantics for eligibility and suppression rules.

Driving it with Playwright and the Paperclip CLI

Preconditions: follow the baseline. Seed assigned, unread, blocked, and resolved tasks plus a pending decision. Record the combined Inbox/Tasks experimental setting.

inbox

Automated: archive routes cover server mutations. Task-list helpers cover search URLs, pagination, and presentation constants; they do not render the combined Inbox/Tasks page. Reading, archiving, and navigating that page remain manual checks.

Automated: Issue service regressions cover exclusion of historical automatic read cleanup from user participation, unread counts, and activity timestamps while retaining explicit user decisions and audit history.

Automated: Source regressions cover channel attribution, imported comments, direct participation, addressed requests, unread results, and access checks. Routine regressions cover fresh, coalesced, and skipped manual runs. The source regressions also create an addressed request through the service for a human assignee. They check unread lists, flags, and counts, plus exclusion of historical questions and closed requests while preserving authorization requests.

Manual: Seed GitHub, Slack, scheduled routine, and manual routine tasks. Attribution, imported comments, and reading alone keep them outside Mine. Direct board/API comments, human assignment, and open addressed requests admit them. Resolve the request and check that another valid reason is needed. Inbox discovery and Blocked hide unrelated automation by default; the Show agent-created tasks checkbox reveals it without subscribing the user. Reload and verify membership, unread badges, archive/resurfacing, and preference persistence.

Manual: Read an unread task, return to Unread, archive a handled item, and reload. Verify personal triage state changes while task status stays correct. Switch users and companies to check isolation.

Seed a completed task whose only activity under the viewing user is automatic read cleanup. Refresh Mine and Unread: the task must not appear through that participation, while the cleanup remains in activity history. Record an explicit user recovery decision on a separate task and verify it still counts. This browser journey remains manual.

Cold-open verification: load Mine with the task-index response delayed while approvals/runs resolve. Only the stable list placeholder should appear until the initial sources settle; a failed-run row must not jump when tasks arrive. Release visible-row details separately and compare row/title bounds. Mine reads its own 100-row index, with parent/run context by ID; sidebar badges use the count endpoint. Coordinator desktop and mobile navigation share /attention/summary for the outstanding count. Needs You owns its complete feed; Tasks → Needs attention owns a compact complete task-ID index. Navigation reuses either page response. Coordinator keeps the optimized Inbox even when the instance Streamlined UI setting is off. The loopback browser checks in collection startup exercise these reads and the initial task row budget. They do not establish deployed latency. Collection startup selects the addressed active organization before starting company reads. Shared controls load separately from task detail. A painted collection or task-link intent starts a low-priority code fetch; direct task URLs keep early module preload. The collection browser cases cover a remembered different organization and failed speculation. The Inbox component checks cover the source barrier and selected-source query; badge tests cover unread counts. Browser timing and layout proof remain separate from these tests.

decisions

Automated: decision queues covers route behavior. End-to-end queue-to-source navigation is manual.

Manual: Open a pending decision, follow its source, resolve it through the supported control, and reload the queue. Confirm it retires only after the decision persisted and unrelated pending items remain.

Coordinator regression sources: canonical history exercises real PostgreSQL cross-source pagination, answered-question retention, company/private-task isolation, and private v1 targets. Attention service regressions cover pending question forms and confirmations in persistent agent chats, removal after an answer with retained history, and company/task-visibility/addressee checks. Idle chats without structured requests remain absent. The Needs You component test checks that a chat-sourced canonical question reaches its original resolver and context. It also checks simultaneous resize/light and delayed movement to Recent Decisions. Shared card-motion tests cover reduced-motion settlement and returning to a resolved card without replay. The decision-motion stories exercise real Needs You/resolver components with isolated approval, question, and failed-save responses. Projection helpers cover distinct pending task membership and presentation-only recency decay. Browser verification must additionally approve copy, approve a visual, and answer a question; confirm three retained receipts, task/chat consistency, resize/collapse motion, and exact task context on receipt click. Turning the setting off restores the classic surface.

Automated: search page and company search service cover UI and server search separately.

Manual: Search a unique task title and content phrase, open the result, and compare the actual record. Test filters, no results, and a second company. Verify stale results do not expose inaccessible data.

toasts

Automated: persisted eligibility checks creation, assignment, comments, mentions, deliberate edits, excluded read activity, company isolation, local-board, and persisted run-task attribution. Socket delivery checks viewer-specific projection; UI delivery checks eligibility gating, cache updates, stale callbacks, and existing suppression. UI cache handling checks visible comment refresh when authenticated events omit hydration metadata. The task toasts follow personal involvement in multiplayer case in the authenticated browser suite exercises quiet unrelated updates, read-only visits, first/historical mentions, self-activity, and visible-task suppression against persisted data.

Manual: Use two authenticated browser sessions in the same isolated company. Create separate tasks for each person and use one shared agent. From a company task list, verify that the other person's unrelated task updates produce no toast but still refresh the list. Comment on one of their tasks, then have them update it: a toast should appear. Repeat using assignment, a deliberate edit, and a first explicit user mention in a comment or description. Reload before a later update to prove eligibility does not depend on browser history. Mere viewing, agent ownership, responsible-user attribution, and parent participation must remain quiet. Task-linked failures follow the same participation rule; generic agent errors remain quiet. Repeat while viewing the relevant task and after switching company/account to verify suppression and isolation.

Gotchas

  • Command-palette and keyboard entry points also reach search. Verify quick-filter/query handoff separately from opening the full search route.

  • Notifications do not grant task access or change Mine membership.

  • A feature-map recipe and mocked UI tests do not prove live multiplayer behavior.

  • Combined Inbox/Tasks requires both enableCombinedInboxTasks and enableStreamlinedUi. Standalone Inbox tests render archive/read controls and toolbars; this is not live multi-user evidence.

  • Personal archival is not task cancellation or completion.

  • Legacy Inbox routes can redirect to the combined task view; record which host actually rendered.

  • Search service tests do not establish the relevance quality of every query.

Storybook verification

views

Capability ID: inbox-search/views.

Scope: ui Storybook: Mine/Recent/Unread/Blocked and broader task views; combined versus standalone host; loading/empty/error/filter states. Production: Use persisted personal participation/read data; verify scoped counts and list navigation/reload; automatic read cleanup must not create Mine membership. Sources: Source: Inbox.tsx, Issues.tsx. Tests: Inbox.test.tsx, Issues.test.tsx, issues-service.test.ts

toasts

Capability ID: inbox-search/toasts.

Scope: ui Storybook: Eligible live task toast, explicit mention, quiet unrelated event, own-action/visible-task suppression, dedupe and company/account switch. Production: Persisted participation and mentions determine per-viewer socket eligibility; quiet events still refresh caches; reload retains eligibility, unauthorized resources remain denied. Sources: Source: ToastViewport.tsx, ToastContext.tsx, LiveUpdatesProvider.tsx, task-toast-eligibility.ts. Tests: ToastContext.test.tsx, ToastViewport.test.tsx, LiveUpdatesProvider.hook.test.tsx, task-toast-eligibility.test.ts, live-events-toast.test.ts, multi-user-authenticated.spec.ts

Coordinator navigation counts all outstanding canonical attention items on desktop and phone, using the same complete feed as Needs You. Classic keeps its existing today-oriented badge. Task questions resolve through their original interaction; pending chat projections, counts and recorded receipts invalidate together.