mirror of
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## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People enter that work through the workspace, agent conversations, and tasks. > - Coordinator and Agent Chat still require experimental enrollment. > - Task link prefetches do not warm the compact queries used by the default task view. Chat also waits for a request when its navigation list already holds the conversation. > - This pull request makes Coordinator and Agent Chat standard and reuses the reads needed for navigation. > - People can choose Classic workspace in Experimental settings. Cached work can appear while fresh data loads. ## Linked Issues or Issue Description **What existing behavior does this improve?** Workspace selection, Agent Chat availability, and navigation between Chat, Tasks, and task details. **Subsystem affected** Cross-cutting: UI, workspace preferences, instance settings, and the database migration. **Current behavior** People must enable Coordinator and Agent Chat in Experimental settings. Opening a task can repeat requests because prefetch warms the full detail and comment queries, while the default view reads compact task data and a recent comment window. Opening Chat waits for a detail request even when the current person's conversation list contains it. **Proposed behavior** Coordinator is the standard workspace for everyone. Experimental settings offer Classic workspace, off by default. Old Coordinator experiment values do not select Classic. Agent Chat is available to everyone, including instances with an old saved or managed off value. Task link intent warms the queries used by the mounted view. Chat can use the current person's company-scoped conversation list during refresh. **Reason and benefit** People can use the standard workspace without setup. Repeat navigation can show cached content while the server refreshes it. **Breaking changes** Existing Coordinator experiment and Agent Chat off values no longer disable these surfaces. Classic requires an explicit new opt-in. The workspace API keeps its existing response shape and audit checks. The migration retains legacy values and adds a separate Classic preference. Execution permissions, company access, and chat privacy checks still apply. **Additional context** Roadmap check: this graduates existing surfaces and improves their navigation. It does not add a new agent execution capability. Duplicate searches found no open Coordinator workspace PR. Related server cache work, Refs: #17828, addresses compact issue-list invalidation; this PR addresses client navigation queries. ## What Changed - Add a default-off Classic workspace preference. Derive the existing workspace API response from that choice. Keep personal persistence, account isolation, and audited writes in the workspace preference service. - Replace the Coordinator experiment control with Classic workspace. Use Coordinator while preferences load. Update the existing settings examples and navigation recipe. - Retire the Agent Chat experiment control. Ignore old stored and managed off values. Retain the compatibility key and the existing execution and access checks. - Reuse account- and company-scoped chat list data with its original freshness timestamp. - Share compact task and recent-comment query options between prefetch and the task view. Keep full-history prefetch for Classic tasks and expanded history. - Add upgrade, replay, cache, account isolation, and browser switching regressions. Update product, database, development, and roadmap documentation. ## Verification - Targeted preference, settings, migration, cache, and UI regression tests passed during implementation. The cache tests hold refresh requests pending and check that content still renders. They also check account isolation and stale refresh behavior. - A real browser test verified fresh Coordinator defaults, Classic opt-in persistence, and return to Coordinator. It used an isolated source checkout with fresh data on macOS. - Token, migration numbering and safety, map, and Storybook catalog checks pass after the rebase. - Repository typecheck and build pass. Typecheck and token gates also pass after review repairs. The broad local run passed all six chat integration shards (1,931 tests). It then found the host-CLI-dependent recovery fixture described below. Its remaining duplicate work was stopped after the full current-head CI matrix passed; this is not a claim that the broad local command completed green. - Review repairs passed 419 UI/migration fixture tests, 19 Coordinator navigation tests, and all 214 tests in the five affected server suites. The 24 Chat/workspace browser tests pass, including standard Coordinator switching and explicit Classic persistence. - The broader browser repair run passed 85 tests. It retained two failed assertions and skipped five later serial cases. The affected files then passed all 11 tests after the fixes: reopen the desktop panel after reload and open More for Audit and Connectors. This includes the five serial cases that had not run. - The broad local suite exposed a recovery fixture that executed the host Codex CLI during a simulated remote probe. On a host with Codex 0.154.0, model fallback broke its fixed-model assertion. The fake sandbox now reports Codex 0.160.0. All 20 selected recovery/provider compatibility cases pass after the repair. - A CLI company import/export suite timed out during server startup in the second CI run. The port fallback is intentional in that fixture. No root cause was established. That suite passes on the final commit in CI. This records recovery, not a claimed product fix for the earlier timeout. - The first CI run exposed remaining assumptions about the retired flags and Classic UI. The repair commit updates those fixtures and navigation steps. It also restores the missing enabled Cases destination in Coordinator. Earlier local recovery attempts used the wrong fixture notification and advanced fake time during live execution; the corrected tests use the subscribed recovery queue and wall time during execution. - Greptile reviewed commit `98972b030d4505d838427a2fca6b196b8cad6d47` at **5/5** with no new comments. The original finding is resolved. - Current-head CI is green: **56 successful checks**, with three checks skipped by workflow filters. This includes typecheck, build, the complete Vitest matrix, all eight browser shards, Runner verification, release checks, and security checks. [Final CI run](https://github.com/paperclipai/paperclip/actions/runs/42132651414). - Typecheck caught missing `pid` and `startedAt` fields in the simulated command result. The fixture now returns the complete process contract, and the server test-layer typecheck passes. - Storybook catalog alignment was checked. Storybook play tests were not run. Hosted latency and cold bundle loading were not measured. ## Risks - The new default changes the workspace for people who previously left the Coordinator experiment off. They can opt into Classic in Experimental settings. - The additive migration must run before the new server code. It is safe to replay and preserves explicit Classic choices. - Cached content can be stale during background refresh. Existing query invalidation and source timestamps still control freshness. - These changes reduce avoidable loading waits. They do not establish a measured improvement in hosted request latency or initial bundle download time. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser automation. The exact serving revision and context-window size are not exposed in this session. ## 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: Scott Tong <scott@scottsmbpm5max.lan> Co-authored-by: Paperclip <noreply@paperclip.ing>
336 lines
18 KiB
TypeScript
336 lines
18 KiB
TypeScript
import { randomUUID } from "node:crypto";
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import { test, expect, type Route } from "@playwright/test";
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const fulfill = (route: Route, body: unknown, status = 200) =>
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route.fulfill({
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status,
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contentType: "application/json",
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body: JSON.stringify(body),
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});
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test("AgentMail setup and email work through the normal task conversation", async ({
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page,
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request,
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}) => {
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await page.setViewportSize({ width: 1440, height: 1080 });
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const settings = await request.patch("/api/instance/settings/experimental", {
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data: { enableChatConnectors: false },
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});
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expect(settings.ok()).toBeTruthy();
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const created = await request.post("/api/companies", {
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data: { name: `AgentMail browser ${Date.now()}` },
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});
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expect(created.ok()).toBeTruthy();
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const company = await created.json();
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const agentResponse = await request.post(
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`/api/companies/${company.id}/agents`,
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{
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data: {
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name: "Mail agent",
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role: "qa",
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adapterType: "process",
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adapterConfig: {
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command: process.execPath,
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args: ["-e", "process.exit(0)"],
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},
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},
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},
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);
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expect(agentResponse.ok()).toBeTruthy();
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const agent = await agentResponse.json();
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const taskResponse = await request.post(
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`/api/companies/${company.id}/issues`,
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{ data: { title: "Customer email", status: "backlog" } },
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);
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expect(taskResponse.ok()).toBeTruthy();
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const task = await taskResponse.json();
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const inbox = {
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id: randomUUID(),
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companyId: company.id,
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connectionId: randomUUID(),
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assignedAgentId: agent.id,
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address: "agent@agentmail.to",
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status: "active",
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receiveMode: "websocket",
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lastError: null,
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lastSyncAt: new Date().toISOString(),
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};
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const organizationConnectionId = randomUUID();
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let connected = false;
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let reservedInbox: typeof inbox | null = null;
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const setupRequests: { idempotencyKey: string; username?: string }[] = [];
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const addressTakenError = "This email address is already in use. Choose a different address.";
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const permissionError = "AgentMail did not allow Paperclip to create an inbox-scoped API key. Check your API key permissions and AgentMail account limits, then try again.";
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const sends: any[] = [];
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const conversationId = randomUUID();
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const thread = {
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conversationId,
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issueId: task.id,
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endpoint: inbox,
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subject: "Customer email",
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messages: [
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{
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id: randomUUID(),
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providerMessageId: "incoming-message",
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from: "Customer <customer@example.test>",
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to: [inbox.address],
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cc: ["visible@example.test"],
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bcc: ["private@example.test"],
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subject: "Customer email",
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direction: "inbound",
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text: "Can you help?",
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fullText: "Can you help?\nEarlier quoted context",
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commentId: null,
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attachmentIds: [],
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timestamp: new Date().toISOString(),
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automatic: false,
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},
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],
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publications: [] as any[],
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};
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await page.route("**/api/instance/settings/experimental", (route) =>
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fulfill(route, { enableChatConnectors: false }),
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);
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await page.route(`**/api/companies/${company.id}/tools/connections`, route =>
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fulfill(route, { connections: [{
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id: organizationConnectionId, name: "AgentMail", status: "active", enabled: true,
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config: { provider: "agentmail", emailCredential: true }, createdAt: "2026-09-30T14:00:00Z",
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}] }),
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);
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await page.route(`**/api/companies/${company.id}/chat-endpoints`, route =>
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fulfill(route, reservedInbox ? [{ ...reservedInbox, provider: "agentmail", assignedAgentName: agent.name,
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providerAccountLabel: reservedInbox.address }] : []),
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);
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await page.route(`**/api/tool-connections/${inbox.connectionId}`, route =>
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fulfill(route, { config: { credentialConnectionId: organizationConnectionId } }),
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);
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await page.route(`**/api/tool-connections/${organizationConnectionId}/grants`, route =>
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fulfill(route, { grants: [{ status: "active", kind: "organization" }], capabilities: { canConfigure: true } }),
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);
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await page.route(`**/api/tool-connections/${organizationConnectionId}/installs`, route =>
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fulfill(route, { installs: [{ targetType: "agent", targetId: agent.id }] }),
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);
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await page.route(`**/api/chat-endpoints/${inbox.id}/conversations`, route =>
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fulfill(route, [{ id: conversationId, externalLabel: "Customer email", issueId: task.id,
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issueTitle: task.title, issueIdentifier: task.identifier, state: "active" }]),
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);
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await page.route(`**/api/chat-endpoints/${inbox.id}/activity?*`, route =>
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fulfill(route, { items: [{ id: randomUUID(), kind: "delivery", status: "processed",
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summary: "Email received", createdAt: new Date().toISOString() }], nextCursor: null }),
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);
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await page.route("**/api/**/email/**", async (route) => {
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const url = new URL(route.request().url()),
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method = route.request().method();
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if (url.pathname.endsWith("/connections") && method === "GET") return fulfill(route, [
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{ id: organizationConnectionId, label: "AgentMail account key", scope: "organization", createdAt: "2026-09-30T14:00:00Z" },
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{ id: inbox.connectionId, label: "AgentMail inbox key", scope: "inbox", createdAt: "2026-10-01T14:00:00Z" },
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]);
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if (url.pathname.endsWith("/connections") && method === "POST") {
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expect(route.request().postDataJSON()).toMatchObject({ apiKey: "inbox-test-key", agentIds: [agent.id], allAgents: false });
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return fulfill(route, { id: inbox.connectionId }, 201);
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}
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if (url.pathname.endsWith("/check-address")) {
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const body = route.request().postDataJSON();
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return fulfill(route, { address: `${body.username}@${body.domain}`, status: body.username === "taken" ? "taken" : "unknown" });
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}
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if (url.pathname.endsWith(`/connections/${inbox.connectionId}/inspect`))
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return fulfill(route, {
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scope: { scope_type: "inbox" }, inboxes: [{ inbox_id: inbox.address }], domains: [],
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});
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if (url.pathname.endsWith("/inspect"))
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return fulfill(route, {
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scope: { scope_type: "organization" },
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inboxes: [{ inbox_id: inbox.address }],
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domains: [
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{
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domain_id: "domain-id",
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domain: "verified.example.test",
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status: "VERIFIED",
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},
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],
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});
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if (url.pathname.endsWith("/inboxes") && method === "GET")
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return fulfill(route, connected ? [inbox] : reservedInbox ? [reservedInbox] : []);
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if (url.pathname.endsWith("/inboxes") && method === "POST") {
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const body = route.request().postDataJSON();
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expect(body.receiveMode).toBe("websocket");
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expect(body.assignedAgentId).toBe(agent.id);
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expect(body.credentialConnectionId).toBe(organizationConnectionId);
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setupRequests.push(body);
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if (setupRequests.length === 1) return fulfill(route, { error: addressTakenError, code: "agentmail_address_taken",
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details: { field: "username", providerStatus: 403, operation: "create_inbox" } }, 409);
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if (setupRequests.length === 2) {
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reservedInbox = { ...inbox, id: body.idempotencyKey, address: `${body.username}@${body.domain}`, status: "draft" };
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return fulfill(route, {
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error: permissionError,
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details: { code: "agentmail_request_failed", providerStatus: 403, operation: "create_inbox_key" },
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}, 422);
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}
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connected = true;
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return fulfill(route, inbox, 201);
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}
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if (url.pathname.endsWith(`/tasks/${task.id}`))
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return fulfill(route, thread);
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if (url.pathname.endsWith("/send")) {
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const input = route.request().postDataJSON();
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sends.push(input);
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const publication = {
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id: input.idempotencyKey,
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issueId: input.parentIssueId ? randomUUID() : task.id,
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conversationId,
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outcome: "queued",
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error: null,
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providerMessageId: null,
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};
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thread.publications.push(publication);
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return fulfill(route, publication, 202);
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}
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return fulfill(route, null);
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});
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await page.route(`**/api/chat-endpoints/${inbox.id}`, (route) =>
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fulfill(route, {
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...inbox,
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provider: "agentmail",
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setup: { step: "complete" },
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capabilities: {},
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assignedAgentName: agent.name,
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botExternalId: inbox.address,
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}),
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);
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await page.goto(`/${company.issuePrefix}/apps`);
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await page.getByRole("button", { name: /^(Connect|Add connection) AgentMail$/ }).click();
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await expect(
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page.getByRole("heading", { name: "Give an agent an email address" }),
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).toBeVisible();
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await page.getByLabel("Agent", { exact: true }).click();
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await page.getByPlaceholder("Filter agents").fill("Mail agent");
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await expect(page.getByRole("button", { name: "Select Mail agent", exact: true }).locator('[data-slot="agent-avatar"]')).toBeVisible();
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await page.getByRole("button", { name: "Select Mail agent", exact: true }).click();
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await expect(page.locator('#email-agent [data-slot="agent-avatar"]')).toBeVisible();
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await expect(page.getByLabel("API key", { exact: true })).toHaveValue(organizationConnectionId);
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// A deliberately selected restricted key stays at credentials until the user
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// chooses a usable account key or explicitly requests that existing inbox.
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await page.getByLabel("API key", { exact: true }).selectOption(inbox.connectionId);
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await page.getByRole("button", { name: "Continue", exact: true }).click();
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await expect(page.getByText(`That key only connects ${inbox.address}.`, { exact: false })).toBeVisible();
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await expect(page.getByLabel("Mail agent’s email address", { exact: true })).toHaveCount(0);
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await page.screenshot({ path: test.info().outputPath("agentmail-inbox-key-recovery.png"), fullPage: true });
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await page.getByLabel("API key", { exact: true }).selectOption(organizationConnectionId);
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await page.getByRole("button", { name: "Continue", exact: true }).click();
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const addressField = page.getByLabel("Mail agent’s email address", { exact: true });
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await expect(addressField).toBeEditable();
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await expect(page.getByRole("heading", { name: "How it Works", exact: true })).toBeVisible();
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await expect(page.getByLabel("Email domain", { exact: true })).toHaveValue("verified.example.test");
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await page.getByLabel("Email domain", { exact: true }).selectOption("agentmail.to");
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await expect(page.getByLabel("Email domain", { exact: true })).toHaveValue("agentmail.to");
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await page.getByLabel("Email domain", { exact: true }).selectOption("verified.example.test");
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await addressField.fill("taken");
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await expect(page.getByRole("alert")).toHaveText(addressTakenError);
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expect(setupRequests).toHaveLength(0);
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await page.getByRole("button", { name: "taken-agent@verified.example.test", exact: true }).click();
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await expect(addressField).toHaveValue("taken-agent");
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await expect(page.getByRole("alert")).toHaveCount(0);
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await addressField.fill("mail-agent");
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await expect(page.getByRole("button", { name: "Review email address" })).toHaveCount(0);
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await page.getByText("Advanced options", { exact: true }).click();
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await expect(page.getByLabel("Email domain", { exact: true }).locator("option", { hasText: "verified.example.test" })).toHaveCount(1);
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await page.getByRole("button", { name: "Review trust settings" }).click();
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const trustDialog = page.getByRole("dialog");
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await trustDialog.getByRole("combobox").first().selectOption("low_trust_review");
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await trustDialog.getByRole("combobox").nth(1).selectOption("root_issue");
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await trustDialog.getByRole("combobox").nth(2).selectOption(task.id);
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await trustDialog.getByRole("button", { name: "Save trust settings" }).click();
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await expect(page.getByText("Low-trust review configured")).toBeVisible();
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await page.getByRole("button", { name: "Review trust settings" }).click();
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await page.getByRole("dialog").getByRole("combobox").first().selectOption("standard");
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await page.getByRole("button", { name: "Save trust settings" }).click();
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await expect(trustDialog).not.toBeVisible();
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const savedAgent = await (await request.get(`/api/agents/${agent.id}`)).json();
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expect(savedAgent.permissions.authorizationPolicy).toEqual({});
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await expect(page.getByRole("link", { name: "Set up allowlists ↗" })).toHaveAttribute(
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"href", "https://docs.agentmail.to/knowledge-base/allowlists-blocklists");
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await page.getByText("Advanced options", { exact: true }).click();
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await page.getByRole("button", { name: "Create email address", exact: true }).click();
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await expect(page.getByRole("alert")).toHaveText(addressTakenError);
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await expect(addressField).toHaveAttribute("aria-invalid", "true");
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await expect(page.getByRole("button", { name: "Create email address", exact: true })).toBeDisabled();
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await page.screenshot({ path: test.info().outputPath("agentmail-address-taken.png"), fullPage: true });
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await addressField.fill("mail-agent-free");
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await expect(page.getByRole("alert")).toHaveCount(0);
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await page.reload();
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await expect(addressField).toHaveValue("mail-agent-free");
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await page.getByRole("button", { name: "Create email address", exact: true }).click();
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await expect(page.getByText(permissionError, { exact: true })).toBeVisible();
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await expect(page.getByText("Internal server error", { exact: true })).toHaveCount(0);
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await expect(page.getByRole("heading", { name: "Your agent’s email is ready" })).toHaveCount(0);
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await page.screenshot({ path: test.info().outputPath("agentmail-permission-denied.png"), fullPage: true });
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await page.getByRole("button", { name: "More workspace pages", exact: true }).click();
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await page.getByRole("link", { name: "Connectors", exact: true }).click();
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await page.getByRole("button", { name: "Finish setup", exact: true }).click();
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await expect(page.getByText("mail-agent-free@verified.example.test", { exact: true })).toBeVisible();
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await expect(addressField).toHaveCount(0);
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await expect(page.getByRole("button", { name: "Choose a different address", exact: true })).toBeVisible();
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await page.getByRole("button", { name: "Finish connecting", exact: true }).click();
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await expect(page.getByRole("heading", { name: "Your agent’s email is ready" })).toBeVisible();
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expect(setupRequests.map(input => input.username)).toEqual(["mail-agent", "mail-agent-free", undefined]);
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expect(setupRequests[2]).toMatchObject({ inboxId: "mail-agent-free@verified.example.test" });
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expect(new Set(setupRequests.map(input => input.idempotencyKey)).size).toBe(1);
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await page.getByRole("button", { name: "Email settings", exact: true }).click();
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await expect(page.getByRole("heading", { name: inbox.address, exact: true })).toBeVisible();
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const navigation = page.getByRole("navigation", { name: "Chat connection" });
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await navigation.getByRole("link", { name: "Access", exact: true }).click();
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await expect(page.getByText("Any human in the organization", { exact: true })).toBeVisible();
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await expect(page.getByRole("button", { name: "Reconnect inbox", exact: true })).toHaveCount(0);
|
||
await navigation.getByRole("link", { name: "Conversations", exact: true }).click();
|
||
await expect(page.getByRole("list", { name: "Conversations" })).toBeVisible();
|
||
await expect(page.getByRole("list", { name: "Conversations" }).locator(`a[href="/${company.issuePrefix}/issues/${task.id}"]`)).toHaveAttribute("href", `/${company.issuePrefix}/issues/${task.id}`);
|
||
await page.reload();
|
||
await expect(page.getByRole("list", { name: "Conversations" })).toBeVisible();
|
||
await navigation.getByRole("link", { name: "Activity", exact: true }).click();
|
||
await expect(page.getByText("Email received", { exact: true })).toBeVisible();
|
||
await expect(page.getByRole("heading", { name: "Connection activity", exact: true })).toBeVisible();
|
||
await page.screenshot({ path: test.info().outputPath("agentmail-management-tabs.png"), fullPage: true });
|
||
await navigation.getByRole("link", { name: "Settings", exact: true }).click();
|
||
await expect(page.getByRole("heading", { name: "Receiving email", exact: true })).toBeVisible();
|
||
const copyAddress = page.getByRole("button", { name: "Copy email address", exact: true });
|
||
await expect(copyAddress).toHaveText(inbox.address);
|
||
await page.context().grantPermissions(["clipboard-read", "clipboard-write"]);
|
||
await copyAddress.click();
|
||
await expect(page.getByRole("status").filter({ hasText: "Copied!" })).toHaveCSS("opacity", "1");
|
||
expect(await page.evaluate(() => navigator.clipboard.readText())).toBe(inbox.address);
|
||
await expect(page.getByRole("link", { name: "View inbox", exact: true })).toHaveAttribute(
|
||
"href", `https://console.agentmail.to/dashboard/inboxes/${encodeURIComponent(inbox.address)}`);
|
||
await page.screenshot({ path: test.info().outputPath("agentmail-settings-copy-inbox.png"), fullPage: true });
|
||
await expect(page.getByLabel("New API key", { exact: true })).not.toBeVisible();
|
||
await page.locator("summary").filter({ hasText: "Reconnect inbox" }).click();
|
||
await expect(page.getByLabel("New API key", { exact: true })).toBeVisible();
|
||
await expect(page.getByRole("button", { name: "Reconnect inbox", exact: true })).toBeVisible();
|
||
await page.screenshot({ path: test.info().outputPath("agentmail-settings-reconnect.png"), fullPage: true });
|
||
await page.goto(`/${company.issuePrefix}/issues/${task.identifier}`);
|
||
const email = page.getByRole("article", { name: "Email received", exact: true });
|
||
await expect(email).toBeVisible();
|
||
await expect(email.getByText("Can you help?", { exact: true })).toBeVisible();
|
||
await expect(page.getByRole("button", {
|
||
name: /^(Internal comment|Email reply|Start email child task)$/,
|
||
})).toHaveCount(0);
|
||
await expect(email.getByText("Bcc: private@example.test")).not.toBeVisible();
|
||
await email.getByText("Email details", { exact: true }).click();
|
||
await expect(email.getByText("Bcc: private@example.test")).toBeVisible();
|
||
|
||
const composer = page.locator('[contenteditable="true"]').last();
|
||
await expect(composer).toBeEditable();
|
||
const instruction = "Please reply to the customer and confirm Friday delivery.";
|
||
await composer.fill(instruction);
|
||
await page.getByRole("button", { name: "Send", exact: true }).click();
|
||
await expect.poll(async () => {
|
||
const comments = await (await request.get(`/api/issues/${task.id}/comments`)).json();
|
||
return comments.some((comment: { body: string }) => comment.body.includes(instruction));
|
||
}).toBe(true);
|
||
// Task instructions persist normally; only an explicit agent action sends mail.
|
||
expect(sends).toHaveLength(0);
|
||
await page.screenshot({
|
||
path: test.info().outputPath("email-task-conversation.png"),
|
||
fullPage: true,
|
||
});
|
||
});
|