Files
PaperClipAI/ui/src/pages/Issues.tsx
T
DottaandPaperclip b31ec0a2dc feat(ui): link routines to a filtered task list (#18317)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Routines create tasks that people need to inspect and manage.
> - The routines list sends its View all runs link to Audit.
> - Tasks already supports routine origin filters in its API, but the
page has no control for them.
> - This pull request adds a Routine tasks checkbox and links to that
selection.
> - People can inspect routine work in the normal task list, search, and
board views.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The routines list link and the Tasks filters.

**Current behavior**

View all runs opens Audit. People cannot select routine-created tasks in
the Tasks filter menu.

**Proposed behavior**

View all tasks opens `/issues?view=all&originKind=routine_execution`.
Routine tasks is selected. People can toggle or clear it from Tasks.

**Reason and benefit**

People can use normal task controls to inspect work created by routines.
The filter includes manually started routine runs. It excludes manual
tasks and other automatic work.

**Breaking changes**

The routines list link changes its label and destination. No API,
schema, authorization, or routine execution contract changes.

## What Changed

- Add Routine tasks under Visibility in the current, streamlined, and
legacy Tasks filters. Keep Live runs only in the same group and use Show
agent-created tasks with proper capitalization where that control is
available.
- Keep the selection in the URL through reload, search, task navigation,
and checkbox changes.
- Apply the existing API origin filter before pagination. Include
routine tasks even when other automatic tasks are hidden.
- Keep source filtering in the shared task filter module and collection
owners. Reuse the existing company-scoped issue-list contract. Hide the
live-run control in the design sandbox, which does not load live-run
IDs.
- Update regression coverage, product docs, feature/access maps, and the
toolbar preview.

## Verification

- All 58 final-head checks are complete with no failures for
`f46c2e409b20fa372d166f4721601a0471894fb0`, including successful `ci /
verify` and `ci / e2e` gates. Greptile and Paperclip Review rate this
commit 5/5 with no actionable findings or unresolved review threads. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/41078093110).
- Local checks pass: full repo typecheck/build for the feature, UI
typecheck/build after the final refinements, token gates, feature-map
checks, and Storybook catalog generation.
- Regression coverage exercises both real list implementations, filter
grouping and selection, search and all board columns, URL/pagination
state, and mixed pending-decision batches. The Visibility update passed
all 89 relevant tests across separate runs. The final sandbox correction
passes all 10 filter-menu tests, including three cases that reproduced
the bug before the fix. The earlier broad UI run passed 10,043 tests
across 845 files.
- Browser proof used the actual local app with disposable PostgreSQL
data: three tasks created through the routine-run API and one manual
task. Followed View all tasks; verified the selected Routine tasks
checkbox under Visibility, toggling, reload, search, and board view.
Checked current, streamlined, and legacy filter presentations.
Screenshots show the link, routine-only results, and requested
capitalization/grouping.
- Failure accounting: the initial broad UI run found two preference
expectations that needed the new false default; those were corrected
before the full UI pass. Scrolling tests hit five-second timeouts in
combined runs and passed in isolated reruns without timeout changes. A
duplicate full local UI run was stopped after the earlier final-commit
CI UI lanes passed, with no failures reported in that stopped run.
- Full local `pnpm test:run` could not complete because native
PostgreSQL initialization exhausted the host semaphore pool. A direct
initdb probe confirmed `could not create semaphores: No space left on
device`. Browser verification used a disposable container; no host
settings or other workspace processes were changed.
- Review found that the newly exposed live-run control could empty the
design sandbox, which has no live-run IDs. The sandbox now disables that
unsupported control; its regression test failed before the fix and
passes after it.

## Risks

- Low risk. The change uses the existing routine origin and read
permissions. A routine task remains automatic work, including when a
person starts it manually.
- The routine checkbox is exposed only on the Tasks collection. Other
filter consumers retain their controls and normalize the new field to
false.
- Routine histories and Audit run links inside routine details keep
their current behavior.

## Model Used

- OpenAI GPT-6, through Codex, assisted with implementation and
verification. The exact runtime model ID and context window are not
exposed in this session. Capabilities used: repository editing, command
execution, tests, and browser interaction.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-30 10:28:58 -05:00

368 lines
15 KiB
TypeScript

import { useShowAgentCreatedTasks } from "../hooks/useShowAgentCreatedTasks";
import { useCoordinatorWorkspaceEnabled } from "../hooks/useCoordinatorWorkspaceEnabled";
import { CoordinatorTasks } from "./CoordinatorTasks";
import { useDesignSandbox } from "../context/DesignSandboxContext";
import { DesignSandboxTasks } from "./DesignSandboxTasks";
import { useEffect, useMemo, useCallback, useRef, useState } from "react";
import type { ReactNode } from "react";
import { Navigate, useLocation, useNavigate, useSearchParams } from "@/lib/router";
import { useInfiniteQuery, useQuery } from "@tanstack/react-query";
import { issuesApi } from "../api/issues";
import { agentsApi } from "../api/agents";
import { projectsApi } from "../api/projects";
import { heartbeatsApi } from "../api/heartbeats";
import { useCompany } from "../context/CompanyContext";
import { useBreadcrumbs } from "../context/BreadcrumbContext";
import { collectLiveIssueIds } from "../lib/liveIssueIds";
import { usePublishSharedQueryData, useSharedPollingQuery } from "@/hooks/useSharedPolling";
import { queryKeys } from "../lib/queryKeys";
import { createIssueDetailLocationState } from "../lib/issueDetailBreadcrumb";
import { EmptyState } from "../components/EmptyState";
import { IssuesList } from "../components/IssuesList";
import { TaskViewsMenu } from "../components/TaskViewsMenu";
import { Button } from "@/components/ui/button";
import { CircleDot, Plus } from "lucide-react";
import type { Issue } from "@paperclipai/shared";
import { useStreamlinedUiEnabled } from "../hooks/useStreamlinedUiEnabled";
import { useCombinedInboxTasksEnabled } from "../hooks/useCombinedInboxTasksEnabled";
import { useDialogActions } from "../context/DialogContext";
import { useInboxBadge } from "../hooks/useInboxBadge";
import { Inbox } from "./Inbox";
import {
ORGANIZATION_SCOPED_PARAMS,
TASK_VIEW_PARAM,
loadLastTaskView,
normalizeTaskViewKey,
resolveInitialTaskView,
saveLastTaskView,
taskView,
type TaskViewKey,
} from "../lib/task-views";
import { useUpdateIssueMutation } from "../hooks/useUpdateIssueMutation";
const WORKSPACE_FILTER_ISSUE_LIMIT = 1000;
const ISSUES_PAGE_SIZE = 100;
export const ISSUES_ROW_PRESENTATION = "task" as const;
export const ISSUES_TOOLBAR_PRESENTATION = "collection" as const;
export function resolveIssuesPresentation(streamlinedUiEnabled: boolean) {
return streamlinedUiEnabled
? { rowPresentation: ISSUES_ROW_PRESENTATION, toolbarPresentation: ISSUES_TOOLBAR_PRESENTATION }
: { rowPresentation: "legacy" as const, toolbarPresentation: "legacy" as const };
}
export function getNextIssuesPageOffset(
loadedPageSize: number,
currentOffset: number,
pageSize: number = ISSUES_PAGE_SIZE,
): number | undefined {
return loadedPageSize >= pageSize ? currentOffset + pageSize : undefined;
}
export function mergeIssuePagesStable<T extends { id: string }>(pages: T[][]): T[] {
const seenIssueIds = new Set<string>();
const merged: T[] = [];
for (const page of pages) {
for (const issue of page) {
if (seenIssueIds.has(issue.id)) continue;
seenIssueIds.add(issue.id);
merged.push(issue);
}
}
return merged;
}
export function buildIssuesSearchUrl(currentHref: string, search: string): string | null {
const url = new URL(currentHref);
const currentSearch = url.searchParams.get("q") ?? "";
if (currentSearch === search) return null;
if (search.length > 0) {
url.searchParams.set("q", search);
} else {
url.searchParams.delete("q");
}
return `${url.pathname}${url.search}${url.hash}`;
}
/**
* Tasks — the single task surface after PAP-670 merged Inbox into it.
*
* This component only resolves `?view=` to a view and hands off: My-work views
* render the inbox list, organization views render the task collection. Both
* get the same Views control in their toolbar, so the switch reads as one page.
*/
export function Issues() {
const designSandbox = useDesignSandbox();
const { enabled: streamlinedUiEnabled } = useStreamlinedUiEnabled();
const { enabled: combinedInboxTasksEnabled } = useCombinedInboxTasksEnabled();
const { enabled: coordinatorEnabled } = useCoordinatorWorkspaceEnabled();
const [params] = useSearchParams();
const location = useLocation();
const requestedView = normalizeTaskViewKey(params.get(TASK_VIEW_PARAM));
const organizationScoped = [...ORGANIZATION_SCOPED_PARAMS, "workspaceId"].some(param => params.getAll(param).some(Boolean));
// Saved merged-Inbox URLs retain their original surface inside Coordinator.
// Its effective Combined Inbox setting is off, so these routes do not loop.
if (!designSandbox && coordinatorEnabled && !organizationScoped && requestedView && taskView(requestedView).surface === "inbox") {
const next = new URLSearchParams(params); next.delete(TASK_VIEW_PARAM);
const search = next.toString();
return <Navigate to={`/inbox/${taskView(requestedView).inboxTab}${search ? `?${search}` : ""}${location.hash}`} replace />;
}
// The merged surface is Combined Inbox + Task List only. With the flag off, and always in
// the legacy shell, Tasks is the plain task list and Inbox keeps its pages.
return designSandbox ? <DesignSandboxTasks /> : coordinatorEnabled ? <CoordinatorTasks /> : streamlinedUiEnabled && combinedInboxTasksEnabled ? <StreamlinedTasks /> : <OrganizationIssues />;
}
function StreamlinedTasks() {
const navigate = useNavigate();
const [searchParams, setSearchParams] = useSearchParams();
const { selectedCompanyId } = useCompany();
const { openNewIssue } = useDialogActions();
const inboxBadge = useInboxBadge(selectedCompanyId);
const requestedView = searchParams.get(TASK_VIEW_PARAM);
const hasOrganizationScopedParam = ORGANIZATION_SCOPED_PARAMS.some(
(param) => (searchParams.get(param) ?? "").length > 0,
);
// Read the stored view once per mount so a later write can't yank the view
// out from under the user mid-session.
const [lastUsedView] = useState<TaskViewKey>(() => loadLastTaskView());
const view = resolveInitialTaskView(requestedView, hasOrganizationScopedParam, lastUsedView);
const definition = taskView(view);
// Make the resolved view addressable without dropping the params that
// brought the user here — and correct a requested view that was overridden
// (an inbox view carrying an organization filter opens All tasks).
useEffect(() => {
if (normalizeTaskViewKey(requestedView) === view) return;
setSearchParams((current) => {
const next = new URLSearchParams(current);
next.set(TASK_VIEW_PARAM, view);
return next;
}, { replace: true });
}, [requestedView, view, setSearchParams]);
const selectView = useCallback((next: TaskViewKey) => {
saveLastTaskView(next);
// A view switch starts clean: the previous view's search and filters are
// its own, not the new view's.
navigate(`/issues?${TASK_VIEW_PARAM}=${next}`);
}, [navigate]);
const viewsMenu = (
<TaskViewsMenu value={view} onChange={selectView} badgeCount={inboxBadge.inbox} />
);
if (definition.surface === "inbox") {
return (
<Inbox
tab={definition.inboxTab}
surfaceLabel="Tasks"
toolbarContext={(
<div className="flex min-w-0 items-center gap-2">
{viewsMenu}
<Button size="sm" variant="outline" aria-label="New Task" onClick={() => openNewIssue()}>
<Plus className="h-4 w-4 sm:mr-1" />
<span className="hidden sm:inline">New Task</span>
</Button>
</div>
)}
/>
);
}
return <OrganizationIssues toolbarContext={viewsMenu} initialStatuses={definition.statuses} />;
}
function OrganizationIssues({
toolbarContext,
initialStatuses,
}: { toolbarContext?: ReactNode; initialStatuses?: string[] } = {}) {
const { enabled: streamlinedUiEnabled } = useStreamlinedUiEnabled();
const issuesPresentation = resolveIssuesPresentation(streamlinedUiEnabled);
const { selectedCompanyId } = useCompany();
const { setBreadcrumbs } = useBreadcrumbs();
const location = useLocation();
const [searchParams, setSearchParams] = useSearchParams();
const fetchNextPageInFlightRef = useRef(false);
const urlSearch = searchParams.get("q") ?? "";
const [searchOverride, setSearchOverride] = useState<{ search: string; locationSearch: string } | null>(null);
const syncedSearch = useMemo(() => {
if (typeof window !== "undefined" && searchOverride?.locationSearch === window.location.search) {
return searchOverride.search;
}
return urlSearch;
}, [searchOverride, urlSearch, location.search]);
const showAgentCreatedTasks = useShowAgentCreatedTasks(selectedCompanyId, "paperclip:issues-view");
const routineTasksOnly = searchParams.get("originKind") === "routine_execution";
const includeAgentCreatedTasks = showAgentCreatedTasks || routineTasksOnly;
const originKind = routineTasksOnly ? "routine_execution" : undefined;
const handleRoutineTasksOnlyChange = useCallback((checked: boolean) => {
setSearchParams(current => {
const next = new URLSearchParams(current);
if (syncedSearch) next.set("q", syncedSearch);
else next.delete("q");
if (checked) next.set("originKind", "routine_execution");
else next.delete("originKind");
return next;
}, { replace: true });
}, [setSearchParams, syncedSearch]);
const participantAgentId = searchParams.get("participantAgentId") ?? undefined;
const initialWorkspaces = searchParams.getAll("workspace").filter((workspaceId) => workspaceId.length > 0);
const workspaceIdFilter = initialWorkspaces.length === 1 ? initialWorkspaces[0] : undefined;
const handleSearchChange = useCallback((search: string) => {
const nextUrl = buildIssuesSearchUrl(window.location.href, search);
if (!nextUrl) {
setSearchOverride(null);
return;
}
window.history.replaceState(window.history.state, "", nextUrl);
setSearchOverride({ search, locationSearch: window.location.search });
}, []);
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 liveRunsQueryKey = queryKeys.liveRuns(selectedCompanyId!);
const sharedLiveRuns = useSharedPollingQuery({
companyId: selectedCompanyId,
resourceKey: "live-runs",
queryKey: liveRunsQueryKey,
enabled: !!selectedCompanyId,
// Event-sourced via LiveUpdatesProvider (GitHub issue 9627); no interval poll needed.
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);
const issueLinkState = useMemo(
() =>
createIssueDetailLocationState(
"Tasks",
`${location.pathname}${location.search}${location.hash}`,
"issues",
),
[location.pathname, location.search, location.hash],
);
useEffect(() => {
setBreadcrumbs([{ label: "Tasks" }]);
}, [setBreadcrumbs]);
const issuePageSize = workspaceIdFilter ? WORKSPACE_FILTER_ISSUE_LIMIT : ISSUES_PAGE_SIZE;
const {
data: issuePages,
isLoading,
isFetchingNextPage,
error,
hasNextPage,
fetchNextPage,
} = useInfiniteQuery({
queryKey: [
...queryKeys.issues.list(selectedCompanyId!),
"participant-agent",
participantAgentId ?? "__all__",
"workspace",
workspaceIdFilter ?? "__all__",
streamlinedUiEnabled ? "index" : "compact",
"with-routine-executions",
includeAgentCreatedTasks,
originKind,
"infinite",
issuePageSize,
],
queryFn: ({ pageParam, signal }) => issuesApi.listCompact(selectedCompanyId!, {
projection: streamlinedUiEnabled ? "index" : undefined,
participantAgentId,
workspaceId: workspaceIdFilter,
includeRoutineExecutions: true,
includeAgentCreatedTasks,
originKind,
limit: issuePageSize,
offset: pageParam,
sortField: "updated",
sortDir: "desc",
}, { signal }),
initialPageParam: 0,
getNextPageParam: (lastPage, _allPages, lastPageParam) =>
getNextIssuesPageOffset(lastPage.length, lastPageParam, issuePageSize),
enabled: !!selectedCompanyId,
placeholderData: (previousData) => previousData,
});
const issues = useMemo(() => mergeIssuePagesStable(issuePages?.pages ?? []) as Issue[], [issuePages]);
const liveIssueIds = useMemo(() => collectLiveIssueIds(liveRuns, issues), [issues, liveRuns]);
const hasMoreServerIssues = syncedSearch.trim().length === 0
&& hasNextPage === true;
const loadMoreServerIssues = useCallback(() => {
if (!hasNextPage || isFetchingNextPage || fetchNextPageInFlightRef.current) return;
fetchNextPageInFlightRef.current = true;
void fetchNextPage({ cancelRefetch: false }).finally(() => {
fetchNextPageInFlightRef.current = false;
});
}, [fetchNextPage, hasNextPage, isFetchingNextPage]);
// Optimistic, rolls back with a readable toast, and resends after an outage.
const updateIssue = useUpdateIssueMutation({ companyId: selectedCompanyId });
if (!selectedCompanyId) {
return (
<EmptyState
icon={CircleDot}
message={streamlinedUiEnabled
? "Select an organization to view tasks."
: "Select a company to view tasks."}
/>
);
}
return (
<IssuesList
issues={issues ?? []}
isLoading={isLoading}
isLoadingMoreIssues={isFetchingNextPage}
error={error as Error | null}
agents={agents}
projects={projects}
liveIssueIds={liveIssueIds}
viewStateKey="paperclip:issues-view"
rowPresentation={issuesPresentation.rowPresentation}
toolbarPresentation={issuesPresentation.toolbarPresentation}
issueLinkState={issueLinkState}
initialAssignees={searchParams.get("assignee") ? [searchParams.get("assignee")!] : undefined}
initialWorkspaces={initialWorkspaces.length > 0 ? initialWorkspaces : undefined}
initialStatuses={initialStatuses}
toolbarContext={toolbarContext}
initialSearch={syncedSearch}
onSearchChange={handleSearchChange}
enableAgentCreatedVisibilityFilter
routineTasksOnly={routineTasksOnly}
onRoutineTasksOnlyChange={handleRoutineTasksOnlyChange}
hasMoreIssues={hasMoreServerIssues}
onLoadMoreIssues={loadMoreServerIssues}
onUpdateIssue={(id, data) => updateIssue.mutate({ id, data })}
searchFilters={participantAgentId || workspaceIdFilter || originKind ? { participantAgentId, workspaceId: workspaceIdFilter, originKind } : undefined}
/>
);
}