Files
PaperClipAI/ui/src/pages/Routines.tsx
T
d30c8f42b8 feat(ui): keep writes durable through temporary disconnects (#17960)
<!-- entire-trail-link-start -->
https://entire.com/gh/paperclipai/-/trails/123/changes/paperclip/123
<!-- entire-trail-link-end -->

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People save tasks, write documents, make decisions and send board
messages.
> - A disconnect can hide a response after the server accepts a write.
> - Recovery must keep the original account, task and request key.
> - The merged connection foundation in #15754 handles reads and shared
outage state.
> - This change adds bounded write recovery and explicit actions when
recovery stops.

## Linked Issues or Issue Description

**What happened?**

Temporary failures could lose edits, report accepted writes as failures,
or require people to copy and send input again. A retry could target a
newly selected task or account. Restoring attachments could create a
second task.

**Expected behavior**

Keep the draft, its owner and its target. Retry only operations with a
server contract that prevents duplicate writes. Verify uncertain
results. Show conflicts and permanent failures, with an explicit resend
or cancel action.

**Steps to reproduce**

1. Save a task title during an outage, then open another task before
recovery.
2. Restore a task creation that needs files, selecting those files in
another order.
3. Lose a document or decision response, then interrupt the verification
read.
4. Switch accounts while a create, upload or connected-channel
publication is pending.
5. Type and erase a new-task draft before the first account lookup
completes, then reopen it.

This PR carries the write layer from #15769 and its review fixes. It
targets master after #15754 merged. Related test cleanup #16952 already
covers the unchanged copy-link toast test; this PR does not duplicate
that work.

## What Changed

- Add bounded autosave and submit jobs for supported writes, with
pending, conflict and manual retry states. Retain admitted autosaves
after navigation and preserve newer task revisions.
- Keep each job with its original account, task and operation. First
account resolution adopts admitted startup work; a later account change
cancels old work. Remount inline and document editors when their owner
or document subject changes.
- Preserve task-creation keys and immutable request snapshots through
file reattachment. Restore generated document keys before comparing
reselected files. Reject changed requests instead of creating a second
task.
- Check the original account scope before creates and each upload. Save
successful upload receipts before stopping on an account change.
Identify attachments by content digest and metadata.
- Verify uncertain document and decision results. Replay only plain,
keyed comments automatically; combined reassignment, reopen and
run-setting changes require receipt reconciliation or cancel. Settle
each request once when a receipt races its retry.
- Scope drafts and connected-channel publication reads to their owner.
Keep unowned older records unread and unreplayed, with an explicit
confirmed discard action after Activity inspection. Preserve typing
through the first session lookup, keep erased text erased, and report
browser persistence only when storage succeeds.
- Wait for the first account lookup before sending startup status
changes or decisions. Retry failed required lookups with a fixed limit
and surface exhaustion to the original action. Preserve uncertain
comment keys on account cancellation. Check the account generation
before a comment retry calls its sender and again immediately before
POST after asynchronous preparation. Retire only that request’s
optimistic echo on completion.
- Return an ordinary comment’s accepted same-company, same-task,
same-user receipt before workspace reopening, task status changes or
wakeups. Reused keys with changed text still conflict. Complete
reference and activity records through the same finalizer for initial
sends and accepted retries. It locks the task before its comment,
matching task and company deletion, comment removal and tombstoning,
rejects removed or tombstoned comments, repairs references and inserts a
missing activity record in one transaction, and publishes after commit.
- Remove reader-only record and comment-body size caps so accepted
browser writes remain readable, including JSON-escaped comment requests
in local and session storage. Update four existing Storybook fixtures to
use owned draft keys.
- Document the write contracts and add regression and real browser
recovery coverage.

- Add the exact reviewed-save recovery regression for both composer
implementations and reloads. Align receipt completion, both comment
deletion methods and company deletion with task deletion by locking
tasks first. Cover real task and company deletion races.

## Verification

- The exact reviewed-unknown-save regression fails in all four cases on
original commit `1ed0af4186`. It passes with this PR for both composers,
before and after reload. Cancel keeps the text and uploaded receipt. The
retained draft sends, and the next message also sends. Run `pnpm exec
vitest run --project @paperclipai/ui
ui/src/components/composer-recovery.test.tsx`.
- The new real PostgreSQL task-deletion race fails with SQLSTATE `40P01`
on parent commit `f3253a00c4`. The company-deletion race also fails with
`40P01` on `e8cf0e02dd`. All six receipt tests pass after the final
lock-order fixes. They cover company deletion, task deletion, comment
removal, tombstoning, concurrent cross-task references and interrupted
reference repair. Run `pnpm exec vitest run --project
@paperclipai/server
server/src/__tests__/issue-comment-receipt-postgres.test.ts`.
- The full UI run passed 9,656 of 9,659 tests across 816 files. Three
cases failed under that run: two large-tree timeouts and one
plugin-panel assertion. All 67 tests in those two files passed in an
isolated rerun. These failures remain recorded; this does not claim a
clean full UI run.
- `pnpm -r typecheck`, `pnpm build`, token gates and map checks pass on
the final change. The local full repository test command was started,
then stopped when the delivery moved to this existing PR. Fresh PR CI
must provide the full-suite gate.
- A local Storybook walkthrough used the real rich editor. Cancel kept
the restored text, Send cleared it after the simulated save, and a new
draft enabled Send again. Storybook simulates submission; it is not
staging acceptance.
- Earlier verification on `f3253a00c4` recorded five browser journeys
for title saves, cached-task offline recovery, startup recovery,
accepted comment replay and session lookup failure. Those results remain
prior-head evidence. No new staging deployment is claimed.

- On `e8cf0e02dd`, all CI checks passed after one browser-shard rerun.
Its first failure copied page text instead of YAML in an unrelated
agent-configuration test. On final commit `35131d4380`, Greptile is 5/5
with no unresolved review threads. The first CI attempt has two failures
outside this diff: runner close-attachment suspension and
scheduled-retry teardown. The scheduled-retry file passes all 14 tests
in isolation; the isolated runner test still fails locally. The single
standard CI rerun passed both jobs, and the aggregate verification gate
passed. All CI checks are green on `35131d4380`; Apex is 5/5 on that
same commit with no unresolved findings.

## Risks

- Automatic replay requires server duplicate prevention or result
verification. Uncertain combined mutations require receipt observation
or cancel and a fresh intentional send.
- Old unowned form drafts remain stored but are not assigned to an
account. Unowned channel records can be retired after Activity
inspection; this never cancels an accepted remote update.
- Browser storage and hashing can be unavailable. Storage failure is
reported honestly. Without a digest, replay can duplicate an upload
rather than silently drop a selected file.
- Detached autosaves remain bounded and check account ownership on each
attempt. Conflicts or exhaustion retain the draft for explicit recovery.
- No schema, credential or agent permission change is included. This PR
does not claim staging deployment or original-task acceptance.

## Model Used

Anthropic Claude Opus 5.5 (`claude-opus-5-5`) produced the original
implementation with tool use. OpenAI Codex, GPT-6 family, assisted with
restoration, integration, verification and review fixes. This Codex
session does not expose its exact serving model ID or 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 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: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Amy (Opus) <claude@users.noreply.github.com>
Co-authored-by: Dotta <bippadotta@protonmail.com>
2026-10-28 10:52:06 -07:00

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57 KiB
TypeScript

import { AgentAvatar } from "@/components/AgentAvatar";
import { startTransition, useEffect, useMemo, useRef, useState } from "react";
import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
import { Link, Navigate, useNavigate, useSearchParams } from "@/lib/router";
import { ChevronDown, ChevronRight, Plus, Repeat } from "lucide-react";
import { routinesApi } from "../api/routines";
import { foldersApi } from "../api/folders";
import { agentsApi } from "../api/agents";
import { projectsApi } from "../api/projects";
import { issuesApi } from "../api/issues";
import { heartbeatsApi } from "../api/heartbeats";
import { accessApi } from "../api/access";
import { useCompany } from "../context/CompanyContext";
import { useBreadcrumbs } from "../context/BreadcrumbContext";
import { useToastActions } from "../context/ToastContext";
import { buildMarkdownMentionOptions } from "../lib/company-members";
import { cn } from "../lib/utils";
import { queryKeys } from "../lib/queryKeys";
import { groupBy } from "../lib/groupBy";
import { createIssueDetailLocationState } from "../lib/issueDetailBreadcrumb";
import { collectLiveIssueIds } from "../lib/liveIssueIds";
import { getRecentAssigneeIds, sortAgentsByRecency, trackRecentAssignee } from "../lib/recent-assignees";
import { getRecentProjectIds, trackRecentProject } from "../lib/recent-projects";
import { EmptyState } from "../components/EmptyState";
import { IssuesList } from "../components/IssuesList";
import { PageSkeleton } from "../components/PageSkeleton";
import { PageTabBar } from "../components/PageTabBar";
import { InlineEntitySelector, type InlineEntityOption } from "../components/InlineEntitySelector";
import { MarkdownEditor, type MarkdownEditorRef, type MentionOption } from "../components/MarkdownEditor";
import { RoutineListRow, nextRoutineStatus } from "../components/RoutineList";
import {
RoutineRunVariablesDialog,
type RoutineRunDialogSubmitData,
} from "../components/RoutineRunVariablesDialog";
import { RoutineVariablesEditor, RoutineVariablesHint } from "../components/RoutineVariablesEditor";
import { Button } from "@/components/ui/button";
import { Card, CardContent } from "@/components/ui/card";
import { Collapsible, CollapsibleContent, CollapsibleTrigger } from "@/components/ui/collapsible";
import { Dialog, DialogContent } from "@/components/ui/dialog";
import { RoutinesToolbar, type RoutineGroupBy, type RoutineSortField, type RoutineSortDir } from "@/components/RoutinesToolbar";
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "@/components/ui/select";
import { auditSectionHref } from "./audit/audit-navigation";
import { routineDetailHref } from "../components/RoutineContextualSidebar";
import { usePublishSharedQueryData, useSharedPollingQuery } from "../hooks/useSharedPolling";
import { useStreamlinedUiEnabled } from "../hooks/useStreamlinedUiEnabled";
import type { RoutineListItem, RoutineVariable } from "@paperclipai/shared";
import type { FolderListItem } from "@paperclipai/shared";
import { Tabs } from "@/components/ui/tabs";
import {
AllUnfiledBanner,
BulkBar,
DeleteFolderDialog,
FolderChip,
FolderFormDialog,
FolderRail,
FolderSwatch,
MobileFolderSheet,
MoveToMenu,
folderSearchValue,
normalizeFolderSelection,
selectedFolderFromList,
type FolderSelection,
} from "../components/folders/FolderControls";
import { useUpdateIssueMutation } from "../hooks/useUpdateIssueMutation";
const concurrencyPolicies = ["coalesce_if_active", "always_enqueue", "skip_if_active"];
const catchUpPolicies = ["skip_missed", "enqueue_missed_with_cap"];
const concurrencyPolicyDescriptions: Record<string, string> = {
coalesce_if_active: "If a run is already active, keep just one follow-up run queued.",
always_enqueue: "Queue every trigger occurrence, even if the routine is already running.",
skip_if_active: "Drop new trigger occurrences while a run is still active.",
};
const catchUpPolicyDescriptions: Record<string, string> = {
skip_missed: "Ignore windows that were missed while the scheduler or routine was paused.",
enqueue_missed_with_cap: "Catch up missed schedule windows after recovery; sub-hourly schedules are combined into one catch-up run, slower schedules replay each missed window up to a cap.",
};
function autoResizeTextarea(element: HTMLTextAreaElement | null) {
if (!element) return;
element.style.height = "auto";
element.style.height = `${element.scrollHeight}px`;
}
type RoutinesTab = "routines" | "runs";
type RoutineViewState = {
sortField: RoutineSortField;
sortDir: RoutineSortDir;
groupBy: RoutineGroupBy;
collapsedGroups: string[];
};
type RoutineGroup = {
key: string;
label: string | null;
items: RoutineListItem[];
};
const builtInRoutineGroupKey = "__built_in_routines";
const defaultRoutineViewState: RoutineViewState = {
sortField: "title",
sortDir: "asc",
groupBy: "folder",
collapsedGroups: [],
};
function getRoutineViewState(key: string): RoutineViewState {
try {
const raw = localStorage.getItem(key);
if (raw) return { ...defaultRoutineViewState, ...JSON.parse(raw) };
} catch {
// Ignore malformed local state and fall back to defaults.
}
return { ...defaultRoutineViewState };
}
function saveRoutineViewState(key: string, state: RoutineViewState) {
localStorage.setItem(key, JSON.stringify(state));
}
function timestampValue(value: Date | string | null | undefined) {
if (!value) return Number.NEGATIVE_INFINITY;
const timestamp = new Date(value).getTime();
return Number.isFinite(timestamp) ? timestamp : Number.NEGATIVE_INFINITY;
}
function compareNullableText(left: string | null | undefined, right: string | null | undefined) {
return (left ?? "").localeCompare(right ?? "", undefined, { sensitivity: "base" });
}
type RoutineFolderGroupMeta = { name: string; position?: number | null };
function buildRoutineMutationPayload(input: {
title: string;
description: string;
projectId: string;
folderId: string | null;
assigneeAgentId: string;
priority: string;
concurrencyPolicy: string;
catchUpPolicy: string;
variables: RoutineVariable[];
}) {
return {
...input,
description: input.description.trim() || null,
projectId: input.projectId || null,
folderId: input.folderId || null,
assigneeAgentId: input.assigneeAgentId || null,
};
}
export function buildRoutineGroups(
routines: RoutineListItem[],
groupByValue: RoutineGroupBy,
projectById: Map<string, { name: string }>,
agentById: Map<string, { name: string }>,
folderById: Map<string, RoutineFolderGroupMeta>,
): RoutineGroup[] {
if (groupByValue === "none") {
return [{ key: "__all", label: null, items: routines }];
}
if (groupByValue === "folder") {
const groups = groupBy(routines, (routine) => routine.folderId ?? "__unfiled");
return Object.keys(groups)
.sort((left, right) => {
if (left === "__unfiled" || right === "__unfiled") {
if (left === right) return 0;
return left === "__unfiled" ? 1 : -1;
}
const leftFolder = folderById.get(left);
const rightFolder = folderById.get(right);
const leftPosition = Number.isFinite(leftFolder?.position) ? leftFolder!.position! : Number.POSITIVE_INFINITY;
const rightPosition = Number.isFinite(rightFolder?.position) ? rightFolder!.position! : Number.POSITIVE_INFINITY;
const positionCompare = leftPosition - rightPosition;
if (positionCompare !== 0) return positionCompare;
const labelCompare = (leftFolder?.name ?? "Unknown folder").localeCompare(
rightFolder?.name ?? "Unknown folder",
undefined,
{ sensitivity: "base" },
);
return labelCompare || left.localeCompare(right);
})
.map((key) => ({
key,
label: key === "__unfiled" ? "Unfiled" : (folderById.get(key)?.name ?? "Unknown folder"),
items: groups[key]!,
}));
}
if (groupByValue === "project") {
const groups = groupBy(routines, (routine) => routine.projectId ?? "__no_project");
return Object.keys(groups)
.sort((left, right) => {
const leftLabel = left === "__no_project" ? "No project" : (projectById.get(left)?.name ?? "Unknown project");
const rightLabel = right === "__no_project" ? "No project" : (projectById.get(right)?.name ?? "Unknown project");
return leftLabel.localeCompare(rightLabel);
})
.map((key) => ({
key,
label: key === "__no_project" ? "No project" : (projectById.get(key)?.name ?? "Unknown project"),
items: groups[key]!,
}));
}
const groups = groupBy(routines, (routine) => routine.assigneeAgentId ?? "__unassigned");
return Object.keys(groups)
.sort((left, right) => {
const leftLabel = left === "__unassigned" ? "Unassigned" : (agentById.get(left)?.name ?? "Unknown agent");
const rightLabel = right === "__unassigned" ? "Unassigned" : (agentById.get(right)?.name ?? "Unknown agent");
return leftLabel.localeCompare(rightLabel);
})
.map((key) => ({
key,
label: key === "__unassigned" ? "Unassigned" : (agentById.get(key)?.name ?? "Unknown agent"),
items: groups[key]!,
}));
}
export function isBuiltInRoutine(routine: Pick<RoutineListItem, "originKind">) {
return routine.originKind === "built_in_agent_bundle";
}
export function buildRoutineSections(
routines: RoutineListItem[],
groupByValue: RoutineGroupBy,
projectById: Map<string, { name: string }>,
agentById: Map<string, { name: string }>,
folderById: Map<string, { name: string }>,
): RoutineGroup[] {
const builtInRoutines = routines.filter(isBuiltInRoutine);
const customRoutines = routines.filter((routine) => !isBuiltInRoutine(routine));
const customGroups = buildRoutineGroups(customRoutines, groupByValue, projectById, agentById, folderById)
.filter((group) => group.items.length > 0)
.map((group) => (
builtInRoutines.length > 0 && groupByValue === "none" && group.key === "__all"
? { ...group, label: "Custom routines" }
: group
));
if (builtInRoutines.length === 0) return customGroups;
return [
...customGroups,
{
key: builtInRoutineGroupKey,
label: "Built-in routines",
items: builtInRoutines,
},
];
}
export function sortRoutines(
routines: RoutineListItem[],
sortField: RoutineSortField,
sortDir: RoutineSortDir,
): RoutineListItem[] {
const direction = sortDir === "asc" ? 1 : -1;
return [...routines].sort((left, right) => {
let result = 0;
if (sortField === "title") {
result = compareNullableText(left.title, right.title);
} else if (sortField === "created") {
result = timestampValue(left.createdAt) - timestampValue(right.createdAt);
} else if (sortField === "lastRun") {
result = timestampValue(left.lastRun?.triggeredAt ?? left.lastTriggeredAt) -
timestampValue(right.lastRun?.triggeredAt ?? right.lastTriggeredAt);
} else {
result = timestampValue(left.updatedAt) - timestampValue(right.updatedAt);
}
if (result !== 0) return result * direction;
return compareNullableText(left.title, right.title);
});
}
function RoutineSectionHeader({
label,
count,
isOpen: _isOpen,
}: {
label: string;
count: number;
isOpen: boolean;
}) {
return (
<div className="flex items-center gap-2 px-2 py-1.5">
<CollapsibleTrigger className="flex items-center gap-1.5">
<ChevronRight className="h-3.5 w-3.5 shrink-0 text-muted-foreground transition-transform [[data-state=open]>&]:rotate-90" />
<span data-routine-section-label className="text-sm font-medium">
{label}
</span>
</CollapsibleTrigger>
<span className="text-xs text-muted-foreground">
{count}
</span>
</div>
);
}
export function Routines() {
const { selectedCompanyId } = useCompany();
const { setBreadcrumbs } = useBreadcrumbs();
const queryClient = useQueryClient();
const navigate = useNavigate();
const [searchParams, setSearchParams] = useSearchParams();
const { pushToast } = useToastActions();
const descriptionEditorRef = useRef<MarkdownEditorRef>(null);
const titleInputRef = useRef<HTMLTextAreaElement | null>(null);
const assigneeSelectorRef = useRef<HTMLButtonElement | null>(null);
const projectSelectorRef = useRef<HTMLButtonElement | null>(null);
const [folderDialogOpen, setFolderDialogOpen] = useState(false);
const [folderDialogTarget, setFolderDialogTarget] = useState<FolderListItem | null>(null);
const [deleteFolderTarget, setDeleteFolderTarget] = useState<FolderListItem | null>(null);
const [mobileFoldersOpen, setMobileFoldersOpen] = useState(false);
const [selectMode, setSelectMode] = useState(false);
const [selectedRoutineIds, setSelectedRoutineIds] = useState<string[]>([]);
const [moveAfterCreateIds, setMoveAfterCreateIds] = useState<string[]>([]);
const [runningRoutineId, setRunningRoutineId] = useState<string | null>(null);
const [statusMutationRoutineId, setStatusMutationRoutineId] = useState<string | null>(null);
const [runDialogRoutine, setRunDialogRoutine] = useState<RoutineListItem | null>(null);
const [composerOpen, setComposerOpen] = useState(false);
const [advancedOpen, setAdvancedOpen] = useState(false);
const { enabled: streamlinedUiEnabled } = useStreamlinedUiEnabled();
const legacyRunsRequested = searchParams.get("tab") === "runs";
const activeTab: RoutinesTab = !streamlinedUiEnabled && legacyRunsRequested ? "runs" : "routines";
const [draft, setDraft] = useState<{
title: string;
description: string;
projectId: string;
folderId: string | null;
assigneeAgentId: string;
priority: string;
concurrencyPolicy: string;
catchUpPolicy: string;
variables: RoutineVariable[];
}>({
title: "",
description: "",
projectId: "",
folderId: null,
assigneeAgentId: "",
priority: "medium",
concurrencyPolicy: "coalesce_if_active",
catchUpPolicy: "skip_missed",
variables: [],
});
const routineViewStateKey = selectedCompanyId
? `paperclip:routines-view:${selectedCompanyId}`
: "paperclip:routines-view";
const [query, setQuery] = useState("");
const [routineViewState, setRoutineViewState] = useState<RoutineViewState>(() => getRoutineViewState(routineViewStateKey));
const folderSelection = normalizeFolderSelection(searchParams.get("folder"));
useEffect(() => {
setBreadcrumbs([{ label: "Routines" }]);
}, [setBreadcrumbs]);
useEffect(() => {
setRoutineViewState(getRoutineViewState(routineViewStateKey));
}, [routineViewStateKey]);
const { data: routines, isLoading, error } = useQuery({
queryKey: queryKeys.routines.list(selectedCompanyId!),
queryFn: () => routinesApi.list(selectedCompanyId!),
enabled: !!selectedCompanyId,
});
const { data: routineFolders, isLoading: foldersLoading } = useQuery({
queryKey: queryKeys.folders.list(selectedCompanyId!, "routine"),
queryFn: () => foldersApi.list(selectedCompanyId!, "routine"),
enabled: !!selectedCompanyId,
});
const { data: agents } = useQuery({
queryKey: queryKeys.agents.list(selectedCompanyId!),
queryFn: () => agentsApi.list(selectedCompanyId!),
enabled: !!selectedCompanyId,
});
const { data: projects } = useQuery({
queryKey: queryKeys.projects.list(selectedCompanyId!, { includeArchived: true }),
queryFn: () => projectsApi.list(selectedCompanyId!, { includeArchived: true }),
enabled: !!selectedCompanyId,
});
const { data: companyMembers } = useQuery({
queryKey: queryKeys.access.companyUserDirectory(selectedCompanyId!),
queryFn: () => accessApi.listUserDirectory(selectedCompanyId!),
enabled: !!selectedCompanyId,
});
const { data: routineExecutionIssues, isLoading: recentRunsLoading, error: recentRunsError } = useQuery({
queryKey: [...queryKeys.issues.list(selectedCompanyId!), "routine-executions"],
queryFn: () => issuesApi.list(selectedCompanyId!, { originKind: "routine_execution" }),
enabled: !!selectedCompanyId && !streamlinedUiEnabled && activeTab === "runs",
});
const liveRunsQueryKey = queryKeys.liveRuns(selectedCompanyId!);
const sharedLiveRuns = useSharedPollingQuery({
companyId: selectedCompanyId,
resourceKey: "live-runs",
queryKey: liveRunsQueryKey,
enabled: !!selectedCompanyId && !streamlinedUiEnabled && activeTab === "runs",
refetchInterval: false,
leaderOnly: true,
});
const { data: liveRuns, dataUpdatedAt: liveRunsUpdatedAt } = useQuery({
queryKey: liveRunsQueryKey,
queryFn: () => heartbeatsApi.liveRunsForCompany(selectedCompanyId!),
enabled: sharedLiveRuns.enabled,
refetchInterval: sharedLiveRuns.refetchInterval,
});
usePublishSharedQueryData(sharedLiveRuns, liveRuns, liveRunsUpdatedAt);
useEffect(() => {
autoResizeTextarea(titleInputRef.current);
}, [draft.title, composerOpen]);
const mentionOptions = useMemo<MentionOption[]>(() => {
return buildMarkdownMentionOptions({
agents,
projects: (projects ?? []).filter((project) => !project.archivedAt),
members: companyMembers?.users,
});
}, [agents, companyMembers?.users, projects]);
const createRoutine = useMutation({
mutationFn: () =>
routinesApi.create(selectedCompanyId!, buildRoutineMutationPayload(draft)),
onSuccess: async (routine) => {
setDraft({
title: "",
description: "",
projectId: "",
folderId: null,
assigneeAgentId: "",
priority: "medium",
concurrencyPolicy: "coalesce_if_active",
catchUpPolicy: "skip_missed",
variables: [],
});
setComposerOpen(false);
setAdvancedOpen(false);
await queryClient.invalidateQueries({ queryKey: queryKeys.routines.list(selectedCompanyId!) });
pushToast({
title: "Routine created",
body: routine.assigneeAgentId
? "Add the first trigger to turn it into a live workflow."
: "Draft saved. Add a default agent before enabling automation.",
tone: "success",
});
navigate(routineDetailHref(routine.id, "triggers"));
},
});
const createFolder = useMutation({
mutationFn: (payload: { name: string; color: string | null }) =>
foldersApi.create(selectedCompanyId!, { kind: "routine", ...payload }),
onSuccess: async (folder) => {
setFolderDialogOpen(false);
setFolderDialogTarget(null);
await queryClient.invalidateQueries({ queryKey: queryKeys.folders.list(selectedCompanyId!, "routine") });
if (moveAfterCreateIds.length > 0) {
const ids = moveAfterCreateIds;
setMoveAfterCreateIds([]);
try {
await Promise.all(ids.map((itemId) =>
foldersApi.moveItem(selectedCompanyId!, { kind: "routine", itemId, folderId: folder.id })
));
await Promise.all([
queryClient.invalidateQueries({ queryKey: queryKeys.routines.list(selectedCompanyId!) }),
queryClient.invalidateQueries({ queryKey: queryKeys.folders.list(selectedCompanyId!, "routine") }),
]);
} catch (moveError) {
pushToast({
title: "Folder created, move failed",
body: moveError instanceof Error ? moveError.message : "Paperclip could not move the selected routines.",
tone: "error",
});
return;
}
} else {
setFolderSelection(folder.id);
}
pushToast({ title: "Folder created", body: folder.name, tone: "success" });
},
onError: (mutationError) => {
pushToast({
title: "Failed to save folder",
body: mutationError instanceof Error ? mutationError.message : "Paperclip could not save the folder.",
tone: "error",
});
},
});
const updateFolder = useMutation({
mutationFn: ({ folderId, payload }: { folderId: string; payload: { name?: string; color?: string | null } }) =>
foldersApi.update(selectedCompanyId!, folderId, payload),
onSuccess: async () => {
setFolderDialogOpen(false);
setFolderDialogTarget(null);
await queryClient.invalidateQueries({ queryKey: queryKeys.folders.list(selectedCompanyId!, "routine") });
},
onError: (mutationError) => {
pushToast({
title: "Folder save failed",
body: mutationError instanceof Error ? mutationError.message : "Paperclip could not update the folder.",
tone: "error",
});
},
});
const deleteFolder = useMutation({
mutationFn: (folderId: string) => foldersApi.delete(selectedCompanyId!, folderId),
onSuccess: async (_, folderId) => {
if (folderSelection === folderId) setFolderSelection("all");
setDeleteFolderTarget(null);
await Promise.all([
queryClient.invalidateQueries({ queryKey: queryKeys.routines.list(selectedCompanyId!) }),
queryClient.invalidateQueries({ queryKey: queryKeys.folders.list(selectedCompanyId!, "routine") }),
]);
pushToast({ title: "Folder deleted", body: "Items moved to Unfiled.", tone: "success" });
},
onError: (mutationError) => {
pushToast({
title: "Folder delete failed",
body: mutationError instanceof Error ? mutationError.message : "Paperclip could not delete the folder.",
tone: "error",
});
},
});
const moveRoutineToFolder = useMutation({
mutationFn: ({ itemId, folderId }: { itemId: string; folderId: string | null }) =>
foldersApi.moveItem(selectedCompanyId!, { kind: "routine", itemId, folderId }),
onSuccess: async () => {
await Promise.all([
queryClient.invalidateQueries({ queryKey: queryKeys.routines.list(selectedCompanyId!) }),
queryClient.invalidateQueries({ queryKey: queryKeys.folders.list(selectedCompanyId!, "routine") }),
]);
},
onError: (mutationError) => {
pushToast({
title: "Move failed",
body: mutationError instanceof Error ? mutationError.message : "Paperclip could not move the routine.",
tone: "error",
});
},
});
const updateRoutineStatus = useMutation({
mutationFn: ({ id, status }: { id: string; status: string }) => routinesApi.update(id, { status }),
onMutate: ({ id }) => {
setStatusMutationRoutineId(id);
},
onSuccess: async (_, variables) => {
await Promise.all([
queryClient.invalidateQueries({ queryKey: queryKeys.routines.list(selectedCompanyId!) }),
queryClient.invalidateQueries({ queryKey: queryKeys.routines.detail(variables.id) }),
]);
},
onSettled: () => {
setStatusMutationRoutineId(null);
},
onError: (mutationError) => {
pushToast({
title: "Failed to update routine",
body: mutationError instanceof Error ? mutationError.message : "Paperclip could not update the routine.",
tone: "error",
});
},
});
const runRoutine = useMutation({
mutationFn: ({ id, data }: { id: string; data?: RoutineRunDialogSubmitData }) => routinesApi.run(id, {
...(data?.variables && Object.keys(data.variables).length > 0 ? { variables: data.variables } : {}),
...(data?.assigneeAgentId !== undefined ? { assigneeAgentId: data.assigneeAgentId } : {}),
...(data?.projectId !== undefined ? { projectId: data.projectId } : {}),
...(data?.executionWorkspaceId !== undefined ? { executionWorkspaceId: data.executionWorkspaceId } : {}),
...(data?.executionWorkspacePreference !== undefined
? { executionWorkspacePreference: data.executionWorkspacePreference }
: {}),
...(data?.executionWorkspaceSettings !== undefined
? { executionWorkspaceSettings: data.executionWorkspaceSettings }
: {}),
}),
onMutate: ({ id }) => {
setRunningRoutineId(id);
},
onSuccess: async (_, { id }) => {
setRunDialogRoutine(null);
await Promise.all([
queryClient.invalidateQueries({ queryKey: queryKeys.routines.list(selectedCompanyId!) }),
queryClient.invalidateQueries({ queryKey: queryKeys.routines.detail(id) }),
]);
},
onSettled: () => {
setRunningRoutineId(null);
},
onError: (mutationError) => {
pushToast({
title: "Routine run failed",
body: mutationError instanceof Error ? mutationError.message : "Paperclip could not start the routine run.",
tone: "error",
});
},
});
const recentAssigneeIds = useMemo(() => getRecentAssigneeIds(), [composerOpen]);
const recentProjectIds = useMemo(() => getRecentProjectIds(), [composerOpen]);
const assigneeOptions = useMemo<InlineEntityOption[]>(
() =>
sortAgentsByRecency(
(agents ?? []).filter((agent) => agent.status !== "terminated"),
recentAssigneeIds,
).map((agent) => ({
id: agent.id,
label: agent.name,
searchText: `${agent.name} ${agent.role} ${agent.title ?? ""}`,
})),
[agents, recentAssigneeIds],
);
const projectOptions = useMemo<InlineEntityOption[]>(
() =>
(projects ?? []).filter((project) => !project.archivedAt).map((project) => ({
id: project.id,
label: project.name,
searchText: project.description ?? "",
})),
[projects],
);
const agentById = useMemo(
() => new Map((agents ?? []).map((agent) => [agent.id, agent])),
[agents],
);
const projectById = useMemo(
() => new Map((projects ?? []).map((project) => [project.id, project])),
[projects],
);
const folderById = useMemo(
() => new Map((routineFolders?.folders ?? []).map((folder) => [folder.id, folder])),
[routineFolders],
);
const visibleRoutines = useMemo(
() => (routines ?? []).filter((routine) => routine.status !== "archived"),
[routines],
);
const liveIssueIds = useMemo(
() => collectLiveIssueIds(liveRuns, routineExecutionIssues),
[liveRuns, routineExecutionIssues],
);
const recentRunsIssueLinkState = useMemo(
() => createIssueDetailLocationState("Recent Runs", "/routines?tab=runs", "issues"),
[],
);
const updateIssue = useUpdateIssueMutation({
companyId: selectedCompanyId,
invalidateKeys: selectedCompanyId ? [[...queryKeys.issues.list(selectedCompanyId), "routine-executions"]] : [],
});
function handleLegacyTabChange(tab: string) {
const nextTab: RoutinesTab = tab === "runs" ? "runs" : "routines";
startTransition(() => {
navigate(nextTab === "runs" ? "/routines?tab=runs" : "/routines");
});
}
const folderFilteredRoutines = useMemo(() => {
if (routineViewState.groupBy !== "folder") return visibleRoutines;
if (folderSelection === "all") return visibleRoutines;
if (folderSelection === "unfiled") return visibleRoutines.filter((routine) => !routine.folderId);
return visibleRoutines.filter((routine) => routine.folderId === folderSelection);
}, [folderSelection, routineViewState.groupBy, visibleRoutines]);
// Rail counts reflect the page's visible scope (archived hidden), not raw DB
// counts (ux-spec §5.3).
const railFolderResult = useMemo(() => {
if (!routineFolders) return routineFolders;
const counts = new Map<string, number>();
let unfiled = 0;
for (const routine of visibleRoutines) {
if (routine.folderId) counts.set(routine.folderId, (counts.get(routine.folderId) ?? 0) + 1);
else unfiled += 1;
}
return {
...routineFolders,
allCount: visibleRoutines.length,
unfiledCount: unfiled,
folders: routineFolders.folders.map((folder) => ({
...folder,
itemCount: counts.get(folder.id) ?? 0,
})),
};
}, [routineFolders, visibleRoutines]);
const sortedRoutines = useMemo(
() => {
const terms = query.toLowerCase().trim().split(/\s+/).filter(Boolean);
const matches = folderFilteredRoutines.filter(routine => {
const text = `${routine.title} ${routine.description ?? ""}`.toLowerCase();
return terms.every(term => text.includes(term));
});
return sortRoutines(matches, routineViewState.sortField, routineViewState.sortDir);
},
[folderFilteredRoutines, query, routineViewState.sortDir, routineViewState.sortField],
);
const routineSections = useMemo(
() => buildRoutineSections(sortedRoutines, routineViewState.groupBy, projectById, agentById, folderById),
[agentById, folderById, projectById, routineViewState.groupBy, sortedRoutines],
);
const currentAssignee = draft.assigneeAgentId ? agentById.get(draft.assigneeAgentId) ?? null : null;
const currentProject = draft.projectId ? projectById.get(draft.projectId) ?? null : null;
const activeFolder = selectedFolderFromList(routineFolders?.folders ?? [], folderSelection);
const hasRoutineFolders = (routineFolders?.folders.length ?? 0) > 0;
const showFolderRail = routineViewState.groupBy === "folder" && hasRoutineFolders;
function updateRoutineView(patch: Partial<RoutineViewState>) {
setRoutineViewState((current) => {
const next = { ...current, ...patch };
saveRoutineViewState(routineViewStateKey, next);
return next;
});
}
function setFolderSelection(selection: FolderSelection) {
setSearchParams((current) => {
const params = new URLSearchParams(current);
const value = folderSearchValue(selection);
if (value) params.set("folder", value);
else params.delete("folder");
return params;
});
}
function openCreateFolder(moveItemIds: string[] = []) {
setMoveAfterCreateIds(moveItemIds);
setFolderDialogTarget(null);
setFolderDialogOpen(true);
}
function openCreateRoutine() {
setDraft((current) => ({
...current,
folderId: folderSelection === "all" || folderSelection === "unfiled" ? null : folderSelection,
}));
setComposerOpen(true);
}
async function moveSelectedRoutines(folderId: string | null) {
const ids = selectedRoutineIds;
if (ids.length === 0) return;
try {
await Promise.all(ids.map((itemId) => foldersApi.moveItem(selectedCompanyId!, { kind: "routine", itemId, folderId })));
setSelectedRoutineIds([]);
setSelectMode(false);
await Promise.all([
queryClient.invalidateQueries({ queryKey: queryKeys.routines.list(selectedCompanyId!) }),
queryClient.invalidateQueries({ queryKey: queryKeys.folders.list(selectedCompanyId!, "routine") }),
]);
pushToast({ title: "Routines moved", body: `${ids.length} routine${ids.length === 1 ? "" : "s"} filed.`, tone: "success" });
} catch (moveError) {
pushToast({
title: "Failed to move routines",
body: moveError instanceof Error ? moveError.message : "Paperclip could not move the selected routines.",
tone: "error",
});
}
}
function handleRunNow(routine: RoutineListItem) {
setRunDialogRoutine(routine);
}
function handleToggleEnabled(routine: RoutineListItem, enabled: boolean) {
if (!enabled && !routine.assigneeAgentId) {
pushToast({
title: "Default agent required",
body: "Set a default agent before enabling routine automation.",
tone: "warn",
});
return;
}
updateRoutineStatus.mutate({
id: routine.id,
status: nextRoutineStatus(routine.status, !enabled),
});
}
function handleToggleArchived(routine: RoutineListItem) {
updateRoutineStatus.mutate({
id: routine.id,
status: routine.status === "archived" ? "active" : "archived",
});
}
if (!selectedCompanyId) {
return <EmptyState icon={Repeat} message="Select an organization to view routines." />;
}
if (streamlinedUiEnabled && legacyRunsRequested) {
return <Navigate to={auditSectionHref("runs", {})} replace />;
}
if (isLoading) {
return <PageSkeleton variant="issues-list" />;
}
if (!streamlinedUiEnabled && activeTab === "runs") {
return (
<div className="space-y-6">
<div className="flex flex-col gap-3 sm:flex-row sm:items-end sm:justify-between">
<div className="space-y-1">
<h1 className="text-2xl font-semibold tracking-tight">Routines</h1>
<p className="text-sm text-muted-foreground">
Recurring work definitions that materialize into auditable execution tasks.
</p>
</div>
<Button onClick={openCreateRoutine}>
<Plus className="mr-2 h-4 w-4" />
Create routine
</Button>
</div>
<Tabs value={activeTab} onValueChange={handleLegacyTabChange}>
<PageTabBar
align="start"
value={activeTab}
onValueChange={handleLegacyTabChange}
items={[
{ value: "routines", label: "Routines" },
{ value: "runs", label: "Recent Runs" },
]}
/>
</Tabs>
<IssuesList
issues={routineExecutionIssues ?? []}
isLoading={recentRunsLoading}
error={recentRunsError as Error | null}
agents={agents}
projects={projects}
liveIssueIds={liveIssueIds}
viewStateKey="paperclip:routine-recent-runs-view"
issueLinkState={recentRunsIssueLinkState}
onUpdateIssue={(id, data) => updateIssue.mutate({ id, data })}
/>
</div>
);
}
return (
<div className="space-y-6">
<RoutinesToolbar
query={query} onQueryChange={setQuery}
sortField={routineViewState.sortField} sortDir={routineViewState.sortDir} groupBy={routineViewState.groupBy}
onSortChange={(sortField, sortDir) => updateRoutineView({ sortField, sortDir })}
onGroupChange={groupBy => updateRoutineView({ groupBy, collapsedGroups: [] })}
onNewFolder={routineViewState.groupBy === "folder" && !hasRoutineFolders ? () => openCreateFolder() : undefined}
onCreateRoutine={openCreateRoutine}
runsHref={streamlinedUiEnabled ? auditSectionHref("runs", {}) : undefined}
selectMode={selectMode} onToggleSelect={showFolderRail ? () => setSelectMode(current => !current) : undefined}
/>
{!streamlinedUiEnabled ? (
<Tabs value={activeTab} onValueChange={handleLegacyTabChange}>
<PageTabBar
align="start"
value={activeTab}
onValueChange={handleLegacyTabChange}
items={[
{ value: "routines", label: "Routines" },
{ value: "runs", label: "Recent Runs" },
]}
/>
</Tabs>
) : null}
<div className="flex flex-col gap-4">
{routineViewState.groupBy === "folder" ? (
<div className="md:hidden">
<FolderChip
result={railFolderResult}
selection={folderSelection}
allLabel="All routines"
onClick={() => setMobileFoldersOpen(true)}
/>
</div>
) : null}
</div>
<Dialog
open={composerOpen}
onOpenChange={(open) => {
if (!createRoutine.isPending) {
setComposerOpen(open);
}
}}
>
<DialogContent
showCloseButton={false}
className="flex max-h-(--sz-calc-18) max-w-3xl flex-col gap-0 overflow-hidden p-0"
>
<div className="shrink-0 flex flex-wrap items-center justify-between gap-3 border-b border-border/60 px-5 py-3">
<div>
<p className="text-xs font-medium uppercase tracking-(--tracking-caps) text-muted-foreground">New routine</p>
<p className="text-sm text-muted-foreground">
Define the recurring work first. Default project and agent are optional for draft routines.
</p>
</div>
<Button
variant="ghost"
size="sm"
onClick={() => {
setComposerOpen(false);
setAdvancedOpen(false);
}}
disabled={createRoutine.isPending}
>
Cancel
</Button>
</div>
<div className="min-h-0 flex-1 overflow-y-auto">
<div className="px-5 pt-5 pb-3">
<textarea
ref={titleInputRef}
className="w-full resize-none overflow-hidden bg-transparent text-xl font-semibold outline-none placeholder:text-muted-foreground/50"
placeholder="Routine title"
rows={1}
value={draft.title}
onChange={(event) => {
setDraft((current) => ({ ...current, title: event.target.value }));
autoResizeTextarea(event.target);
}}
onKeyDown={(event) => {
if (event.key === "Enter" && !event.metaKey && !event.ctrlKey && !event.nativeEvent.isComposing) {
event.preventDefault();
descriptionEditorRef.current?.focus();
return;
}
if (event.key === "Tab" && !event.shiftKey) {
event.preventDefault();
if (draft.assigneeAgentId) {
if (draft.projectId) {
descriptionEditorRef.current?.focus();
} else {
projectSelectorRef.current?.focus();
}
} else {
assigneeSelectorRef.current?.focus();
}
}
}}
autoFocus
/>
</div>
<div className="px-5 pb-3">
<div className="overflow-x-auto overscroll-x-contain">
<div className="inline-flex min-w-full flex-wrap items-center gap-2 text-sm text-muted-foreground sm:min-w-max sm:flex-nowrap">
<span>For</span>
<InlineEntitySelector
ref={assigneeSelectorRef}
value={draft.assigneeAgentId}
options={assigneeOptions}
recentOptionIds={recentAssigneeIds}
placeholder="Responsible"
noneLabel="No responsible"
searchPlaceholder="Search responsible..."
emptyMessage="No responsible found."
onChange={(assigneeAgentId) => {
if (assigneeAgentId) trackRecentAssignee(assigneeAgentId);
setDraft((current) => ({ ...current, assigneeAgentId }));
}}
onConfirm={() => {
if (draft.projectId) {
descriptionEditorRef.current?.focus();
} else {
projectSelectorRef.current?.focus();
}
}}
renderTriggerValue={(option) =>
option ? (
currentAssignee ? (
<>
<AgentAvatar agent={currentAssignee} size={16} className="h-3.5 w-3.5 shrink-0 text-muted-foreground"/>
<span className="truncate">{option.label}</span>
</>
) : (
<span className="truncate">{option.label}</span>
)
) : (
<span className="text-muted-foreground">Responsible</span>
)
}
renderOption={(option) => {
if (!option.id) return <span className="truncate">{option.label}</span>;
const assignee = agentById.get(option.id);
return (
<>
{assignee ? <AgentAvatar agent={assignee} size={16} className="h-3.5 w-3.5 shrink-0 text-muted-foreground"/> : null}
<span className="truncate">{option.label}</span>
</>
);
}}
/>
<span>in</span>
<InlineEntitySelector
ref={projectSelectorRef}
value={draft.projectId}
options={projectOptions}
recentOptionIds={recentProjectIds}
placeholder="Project"
noneLabel="No project"
searchPlaceholder="Search projects..."
emptyMessage="No projects found."
onChange={(projectId) => {
if (projectId) trackRecentProject(projectId);
setDraft((current) => ({ ...current, projectId }));
}}
onConfirm={() => descriptionEditorRef.current?.focus()}
renderTriggerValue={(option) =>
option && currentProject ? (
<>
<span
className="h-3.5 w-3.5 shrink-0 rounded-sm"
style={{ backgroundColor: currentProject.color ?? "var(--project-none)" }}
/>
<span className="truncate">{option.label}</span>
</>
) : (
<span className="text-muted-foreground">Project</span>
)
}
renderOption={(option) => {
if (!option.id) return <span className="truncate">{option.label}</span>;
const project = projectById.get(option.id);
return (
<>
<span
className="h-3.5 w-3.5 shrink-0 rounded-sm"
style={{ backgroundColor: project?.color ?? "var(--project-none)" }}
/>
<span className="truncate">{option.label}</span>
</>
);
}}
/>
<span>filed in</span>
<Select
value={draft.folderId ?? "__unfiled"}
onValueChange={(value) => setDraft((current) => ({
...current,
folderId: value === "__unfiled" ? null : value,
}))}
>
<SelectTrigger className="h-8 w-auto min-w-32 border-0 bg-muted/50 px-2 shadow-none">
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="__unfiled">Unfiled</SelectItem>
{(routineFolders?.folders ?? []).map((folder) => (
<SelectItem key={folder.id} value={folder.id}>
{folder.name}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
</div>
</div>
<div className="border-t border-border/60 px-5 py-4">
<MarkdownEditor
ref={descriptionEditorRef}
value={draft.description}
onChange={(description) => setDraft((current) => ({ ...current, description }))}
placeholder="Add instructions..."
bordered={false}
contentClassName="min-h-(--sz-160px) text-sm text-muted-foreground"
mentions={mentionOptions}
onSubmit={() => {
if (!createRoutine.isPending && draft.title.trim() && draft.projectId && draft.assigneeAgentId) {
createRoutine.mutate();
}
}}
/>
</div>
<div className="border-t border-border/60 px-5 py-3">
<Collapsible open={advancedOpen} onOpenChange={setAdvancedOpen}>
<CollapsibleTrigger className="flex w-full items-center justify-between text-left">
<div>
<p className="text-sm font-medium">Advanced delivery settings</p>
<p className="text-sm text-muted-foreground">Keep policy controls secondary to the work definition.</p>
</div>
{advancedOpen ? <ChevronDown className="h-4 w-4 text-muted-foreground" /> : <ChevronRight className="h-4 w-4 text-muted-foreground" />}
</CollapsibleTrigger>
<CollapsibleContent className="pt-3">
<div className="grid gap-4 md:grid-cols-2">
<div className="space-y-2">
<p className="text-xs font-medium uppercase tracking-(--tracking-caps) text-muted-foreground">Concurrency</p>
<Select
value={draft.concurrencyPolicy}
onValueChange={(concurrencyPolicy) => setDraft((current) => ({ ...current, concurrencyPolicy }))}
>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
{concurrencyPolicies.map((value) => (
<SelectItem key={value} value={value}>{value.replaceAll("_", " ")}</SelectItem>
))}
</SelectContent>
</Select>
<p className="text-xs text-muted-foreground">{concurrencyPolicyDescriptions[draft.concurrencyPolicy]}</p>
</div>
<div className="space-y-2">
<p className="text-xs font-medium uppercase tracking-(--tracking-caps) text-muted-foreground">Catch-up</p>
<Select
value={draft.catchUpPolicy}
onValueChange={(catchUpPolicy) => setDraft((current) => ({ ...current, catchUpPolicy }))}
>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
{catchUpPolicies.map((value) => (
<SelectItem key={value} value={value}>{value.replaceAll("_", " ")}</SelectItem>
))}
</SelectContent>
</Select>
<p className="text-xs text-muted-foreground">{catchUpPolicyDescriptions[draft.catchUpPolicy]}</p>
</div>
</div>
</CollapsibleContent>
</Collapsible>
</div>
</div>
<div className="shrink-0 flex flex-col gap-3 border-t border-border/60 px-5 py-4 sm:flex-row sm:items-center sm:justify-between">
<div className="text-sm text-muted-foreground">
After creation, Paperclip takes you straight to trigger setup. Draft routines stay paused until you add a default agent.
</div>
<div className="flex flex-col gap-2 sm:items-end">
<Button
onClick={() => createRoutine.mutate()}
disabled={
createRoutine.isPending ||
!draft.title.trim()
}
>
<Plus className="mr-2 h-4 w-4" />
{createRoutine.isPending ? "Creating..." : "Create routine"}
</Button>
{createRoutine.isError ? (
<p className="text-sm text-destructive">
{createRoutine.error instanceof Error ? createRoutine.error.message : "Failed to create routine"}
</p>
) : null}
</div>
</div>
</DialogContent>
</Dialog>
{error ? (
<Card>
<CardContent className="pt-6 text-sm text-destructive">
{error instanceof Error ? error.message : "Failed to load routines"}
</CardContent>
</Card>
) : null}
<div className={cn(showFolderRail && "flex gap-4")}>
{showFolderRail ? (
<FolderRail
result={railFolderResult}
selection={folderSelection}
allLabel="All routines"
itemLabelPlural="routines"
loading={foldersLoading}
onSelect={setFolderSelection}
onCreate={() => openCreateFolder()}
onRename={(folder, name) => updateFolder.mutate({ folderId: folder.id, payload: { name } })}
onEdit={(folder) => {
setFolderDialogTarget(folder);
setFolderDialogOpen(true);
}}
onDelete={setDeleteFolderTarget}
/>
) : null}
<div className="min-w-0 flex-1">
{routineViewState.groupBy === "folder" && hasRoutineFolders ? (
<div className="mb-3 flex flex-wrap items-center gap-2">
{folderSelection === "all" ? <FolderIconHeader label="All routines" count={sortedRoutines.length} /> : (
<div className="flex min-w-0 items-center gap-2 text-sm">
<FolderSwatch color={activeFolder?.color} />
<span className="truncate font-medium">{folderSelection === "unfiled" ? "Unfiled" : activeFolder?.name ?? "Folder"}</span>
<span className="text-muted-foreground">{sortedRoutines.length} routine{sortedRoutines.length === 1 ? "" : "s"}</span>
</div>
)}
</div>
) : null}
{routineViewState.groupBy === "folder" && !hasRoutineFolders && !foldersLoading && visibleRoutines.length > 0 ? (
<AllUnfiledBanner
storageKey={`paperclip:routines-folder-nudge:${selectedCompanyId ?? "none"}`}
itemLabelPlural="routines"
onCreateFolder={() => openCreateFolder()}
/>
) : null}
{selectMode ? (
<BulkBar
selectedCount={selectedRoutineIds.length}
folders={routineFolders?.folders ?? []}
onMove={(folderId) => void moveSelectedRoutines(folderId)}
onCreateAndMove={() => openCreateFolder(selectedRoutineIds)}
onClear={() => setSelectedRoutineIds([])}
onDone={() => {
setSelectMode(false);
setSelectedRoutineIds([]);
}}
/>
) : null}
{visibleRoutines.length === 0 ? (
<div className="py-12">
<EmptyState
icon={Repeat}
message="No active routines. Use Create routine to define the first recurring workflow."
/>
</div>
) : sortedRoutines.length === 0 ? (
<div className="py-12">
<EmptyState
icon={Repeat}
message={query.trim() ? "No routines match your search." : folderSelection === "all" ? "No routines match this view." : "This folder is empty."}
/>
{folderSelection !== "all" ? (
<div className="mt-3 flex justify-center">
<Button size="sm" onClick={openCreateRoutine}>
<Plus className="mr-2 h-3.5 w-3.5" />
New routine in this folder
</Button>
</div>
) : null}
</div>
) : (
<div className="flex flex-col gap-3">
{routineSections.map((group) => {
const isOpen = !routineViewState.collapsedGroups.includes(group.key);
return (
<Collapsible
key={group.key}
open={isOpen}
onOpenChange={(open) => {
updateRoutineView({
collapsedGroups: open
? routineViewState.collapsedGroups.filter((item) => item !== group.key)
: [...routineViewState.collapsedGroups, group.key],
});
}}
>
{group.label ? (
<RoutineSectionHeader
label={group.label}
count={group.items.length}
isOpen={isOpen}
/>
) : null}
<CollapsibleContent>
{group.items.map((routine) => (
<RoutineListRow
key={routine.id}
routine={routine}
projectById={projectById}
agentById={agentById}
runningRoutineId={runningRoutineId}
statusMutationRoutineId={statusMutationRoutineId}
href={`/routines/${routine.id}`}
runNowButton
divider={false}
onRunNow={handleRunNow}
onToggleEnabled={handleToggleEnabled}
onToggleArchived={handleToggleArchived}
selectMode={selectMode}
selected={selectedRoutineIds.includes(routine.id)}
onSelectChange={(selectedRoutine, selected) => {
setSelectedRoutineIds((current) =>
selected
? Array.from(new Set([...current, selectedRoutine.id]))
: current.filter((id) => id !== selectedRoutine.id)
);
}}
extraMenuItems={
<MoveToMenu
folders={routineFolders?.folders ?? []}
currentFolderId={routine.folderId ?? null}
onMove={(folderId) => {
const previousFolderId = routine.folderId ?? null;
moveRoutineToFolder.mutate({ itemId: routine.id, folderId });
pushToast({
title: "Routine moved",
body: folderId
? `Moved "${routine.title}" to ${routineFolders?.folders.find((folder) => folder.id === folderId)?.name ?? "folder"}.`
: `Moved "${routine.title}" to Unfiled.`,
tone: "success",
action: {
label: "Undo",
onClick: () => moveRoutineToFolder.mutate({ itemId: routine.id, folderId: previousFolderId }),
},
});
}}
onCreateAndMove={() => openCreateFolder([routine.id])}
/>
}
/>
))}
</CollapsibleContent>
</Collapsible>
);
})}
</div>
)}
</div>
</div>
<FolderFormDialog
open={folderDialogOpen}
kind="routine"
folder={folderDialogTarget}
pending={createFolder.isPending || updateFolder.isPending}
onOpenChange={setFolderDialogOpen}
onSubmit={(payload) => {
if (folderDialogTarget) updateFolder.mutate({ folderId: folderDialogTarget.id, payload });
else createFolder.mutate(payload);
}}
/>
<DeleteFolderDialog
open={deleteFolderTarget !== null}
folder={deleteFolderTarget}
itemLabelPlural="routines"
pending={deleteFolder.isPending}
onOpenChange={(open) => {
if (!open) setDeleteFolderTarget(null);
}}
onConfirm={() => {
if (deleteFolderTarget) deleteFolder.mutate(deleteFolderTarget.id);
}}
/>
<MobileFolderSheet
open={mobileFoldersOpen}
onOpenChange={setMobileFoldersOpen}
result={railFolderResult}
selection={folderSelection}
allLabel="All routines"
itemLabelPlural="Routines"
onSelect={setFolderSelection}
onCreate={() => openCreateFolder()}
/>
<RoutineRunVariablesDialog
open={runDialogRoutine !== null}
onOpenChange={(next) => {
if (!next) setRunDialogRoutine(null);
}}
companyId={selectedCompanyId}
routineName={runDialogRoutine?.title ?? null}
agents={agents ?? []}
projects={projects ?? []}
defaultProjectId={runDialogRoutine?.projectId ?? null}
defaultAssigneeAgentId={runDialogRoutine?.assigneeAgentId ?? null}
variables={runDialogRoutine?.variables ?? []}
isPending={runRoutine.isPending}
onSubmit={(data) => {
if (!runDialogRoutine) return;
runRoutine.mutate({ id: runDialogRoutine.id, data });
}}
/>
</div>
);
}
function FolderIconHeader({ label, count }: { label: string; count: number }) {
return (
<div className="flex min-w-0 items-center gap-2 text-sm">
<Repeat className="h-3.5 w-3.5 text-muted-foreground" />
<span className="truncate font-medium">{label}</span>
<span className="text-muted-foreground">{count} routine{count === 1 ? "" : "s"}</span>
</div>
);
}