## Thinking Path > - Paperclip helps people manage AI agents and their work. > - The inbox collects decisions, requests, and updates for the people in a company. > - People need a clear personal queue and a consistent way to answer each request. > - Repeated headings, inconsistent card actions, and separate review flows make that work harder. > - This pull request connects the inbox UI to the routing foundation in #20959. > - Compact cards use shared task controls and open supporting work in a side panel. > - People can answer, claim, transfer, archive, and inspect outcomes from one place. ## Linked Issues or Issue Description **What existing behavior does this improve?** The inbox cards, personal views, shared task controls, and decision history. **Subsystem affected** UI. This PR targets master and uses the routing foundation merged in #20959. **Current behavior** The inbox repeats headings and counts. Cards have different layouts and action placement. The requester can repeat the signed-in person's name. Review and question controls differ between the inbox and task thread. **Proposed behavior** Open Assigned to you by default. Show one count line above the cards. Use a compact card layout with consistent actions and supporting details. Show the requester's avatar and name only when they differ from the signed-in person. Share question controls, including a radio option for Other that reveals a text field when selected. **Reason and benefit** People can scan their queue and complete requests without losing the surrounding task or creating separate drafts for the same review. **Breaking changes** The default inbox view becomes personal. The all-assignee and shared views remain available. Card close menus distinguish personal archive and snooze from shared withdrawal. **Additional context** Refs #20959, #19363, and #19520. Refs #20268 for related actionable-request work. This stack adds personal routing and shared controls. ROADMAP.md includes Multiple Human Users and Agent Reviews and Approvals. ## What Changed - Add personal, unassigned, company, all-assignee, and archived inbox views. Add claim, transfer, personal close actions, receipts, and history controls. - Use compact decision cards with a single count line, one-pixel borders, and equal space above, below, and to the right of each primary action. - Open artifacts and synchronized confirmation/approval controls in a shared side panel. Share their revision drafts and action state with the task thread. Other requests keep one editable form on the inbox card while reviewing an artifact. - Make Other match the question options and reveal its field only when selected. Apply this to inbox and task question cards. - Hide self-requester labels, space agent avatars, and use the standard canceled status icon for withdrawn requests. - Use connector logos in connector cards. Keep the connector promotion background and sidebar border continuous. - Add company and project decision-owner controls and document the updated inbox behavior. ## Verification - The complete [GitHub Actions CI matrix](https://github.com/paperclipai/paperclip/actions/runs/43141559641) passes on `8d81a75e49b518fff6b6ff4c23dd67979b0b97ee` (Linux/Node 24: typecheck, build, general and serialized tests, Runner support, browser shards, and aggregate gates). Greptile is 5/5 on that exact head with zero open findings, and the security scan passes. - Local UI typechecking passes. Eight focused suites pass 382 tests: 236 inbox/review/question/connector tests plus all 146 composer tests. Regressions passed red to green for attachment links, prompt rendering, single-form artifact review, connector scope copy, accessible headings, and the composer test harness's missing theme provider. The final commit changes only that test harness; production code is unchanged from `59d015833f`. - Browser acceptance on the production implementation confirms preserved selected answers with one editable question form, accessible Markdown prompts, inert image references, accurate connector scope copy, native PDF downloads, image sidebar previews, and Open file requesting the attachment endpoint while preserving the inbox URL. Request reads and file responses were intercepted; no question answers were written. The preview is healthy on the final head. - Visual and interaction checks cover Other radio behavior in both themes and on mobile, the loaded Google Calendar logo, and 20px above, below, and to the right of the primary action across all 23 visible cards. The affected desktop/mobile navigation and sidebar specs pass locally and in the final CI browser matrix. - Real-editor browser checks confirm Ctrl/Cmd+Enter cannot bypass another person's confirmation. Cancel preserves the draft and unlocks silently; Continue submits once. Approval write failures remain visible. - `pnpm verify` returns exit 2 because DESIGN.md requires broader coverage; the final full CI matrix supplies every requested gate. Maps and Storybook catalog structural checks pass. The routing foundation #20959 merged after passing 249 database tests, server typechecking, full CI, Greptile 5/5, and security scanning. Its backend and SDK registry are preserved. - Demo data is retained for testing; database suites and browser specs use separate disposable databases. ## Risks - The inbox uses the routing contracts merged in #20959. Personal filters and history affect shared task entry points; the affected controls are included in local regression coverage and full CI. - Personal defaults and close-menu wording change inbox behavior. Existing resolver permissions still control shared actions. - Shared revision state and live invalidation affect two surfaces. Focused tests cover draft synchronization, action locks, and incoming updates. - Visual changes use the existing design tokens and component primitives. ## Model Used OpenAI GPT-6 through Codex. Used repository tools, code execution, and browser checks. This session does not expose a more specific runtime model ID or its context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links - [x] My branch name describes the change and contains no internal Paperclip ticket id - [x] I have run focused tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Scott Tong <scott@scottsmbpm5max.lan> Co-authored-by: Paperclip <noreply@paperclip.ing>
9.9 KiB
Inbox, decisions, and search — agent access
Product map: Inbox, decisions, and search.
Feature ID: inbox-search.
Review date: 2026-10-12. Source commit: f981fa3cc10cb8663a87dec60345fbff46d54d0a.
This is a source-reviewed baseline of representative operations and known gaps. Each capability needs operation-level review before its entire scope can be qualified. No live agent execution is claimed. Follow the map contract for format, permission checks, evidence and maintenance.
views
Capability ID: inbox-search/views.
The issue-list API accepts optional includeAgentCreatedTasks; false restricts
independent results to human creation before search/pagination. Omission retains
existing agent/API behavior. includeParticipatedTasks=true requires a board user
and retains only that authenticated user's existing participation as a creation
visibility exception. Company/private-task access checks still apply. Collection
preferences and hierarchy presentation are browser state, not additional authority.
Source-reviewed behavior; live agent access verification remains separate.
Collection projections view=index and view=rows use the same issue-list
company/private-task checks. Optional ids and parentIds batches accept at most
100 UUIDs and cannot be combined with blocked attention. They grant no new access.
listProjection marks omitted task bodies so clients do not reuse them as detail.
The sidebar count endpoint returns only readable unread Mine task IDs; failed-run
counts apply the run read decision. No new agent execution or mutation path is added.
Review: baseline.
API: present — representative operation IDs:
GET /api/agents/me/inbox-lite.GET /api/agents/me/inbox/mine.GET /api/companies/{companyId}/issues.
Agent access: partial — REST / native call_api; MCP inbox/task search.
Policy: Own agent context; responsible-user inbox policy and explicit opt-in/grants for cross-user archive; decision policy separately. Automatic read cleanup does not count as user participation, including historical reader-attributed rows. Explicit user recovery decisions still count. Automatic creator attribution, synchronized comments, and manual routine runs do not count. Direct board/API comments, human assignment, and open addressed requests qualify. These admission rules do not grant task access. Historical questions and requests on closed tasks do not qualify. Request unread state uses the person's read or reply time, independent of automatic task updates.
Evidence: source-only — implementation at
the reviewed commit above. The cleanup exclusion in
issue queries was reviewed at
89770ba707fb1ebd4cabd184eec2e7fee226e0c3.
Issue service regressions
cover membership, unread counts, timestamps, and retained audit rows.
Verification: not-run — exercise a listed permitted operation with actual agent
credentials/run context; inspect its result and applicable persistence/attribution.
Assert the relevant denied actor, owner, company or mode from Policy. Review the
remaining operations before qualifying the whole capability. Seed a completed
issue with only automatic read cleanup under a user identity: Mine and Unread
must exclude it while activity history retains the row. An explicit recovery
decision must still establish participation. No live user-inbox proof is claimed.
Gaps: Agent inbox and Mine support exist; board attention/unread/dismissal aggregation is a separate user-only surface.
triage
Capability ID: inbox-search/triage.
Review: baseline.
API: present — representative operation IDs:
POST /api/issues/{id}/inbox-archive.DELETE /api/issues/{id}/inbox-archive.
Agent access: partial — REST / native call_api; existing garden-inbox workflow.
Policy: Own agent context; responsible-user inbox policy and explicit opt-in/grants for cross-user archive; decision policy separately.
Evidence: source-only — implementation at
the reviewed commit above.
Verification: not-run — exercise a listed permitted operation with actual agent
credentials/run context; inspect its result and applicable persistence/attribution.
Assert the relevant denied actor, owner, company or mode from Policy. Review the
remaining operations before qualifying the whole capability.
Gaps: Archive has an agent-aware responsible-user policy. Personal read/unread/dismissal does not have equivalent agent semantics everywhere.
decisions
Capability ID: inbox-search/decisions.
Review: baseline.
API: present — representative operation IDs:
GET /api/companies/{companyId}/decision-queues.GET /api/companies/{companyId}/decision-queues/{key}/items.GET /api/companies/{companyId}/attention/summary— canonical outstanding counts without decision cards, images, plan bodies, or pagination. Board user and company access are required. Task privacy, addressee, dismissal, snooze, archive, and complete-set counting rules match the attention feed. This read grants no agent or resolution authority.GET /api/companies/{companyId}/attention/tasks— the same canonical counts and distinct accessible task IDs for Needs attention. It has the same board, company, privacy, addressee, dismissal, snooze, and archive gates as the feed.GET /api/companies/{companyId}/attention/history— read-only canonical interaction/Decisions-v1/approval projection with cursor, search, outcome, agent, project, date, and chronological sort filters. Each source and v1 target must pass task privacy checks; an approval linked to a task needs that task to be readable. Bounded to 100 records per page; no second decision write store.
The history route is operator-only: a board user with company access is required. It does not grant an agent resolver authority. Existing task interaction and decision routes remain the mutation owners. Source evidence: history service and route. Real temporary PostgreSQL regression coverage is in decision-history.test.ts; this is not a deployed user/agent credential test.
GET /api/companies/{companyId}/attention also projects existing pending
interactions from persistent agent chats, including ask_user_questions, under
the same board, company, task-read, and addressee rules. The execution-container
exclusion does not suppress an explicit human request. Resolution still uses
the owning interaction API and its resolver policy; ordinary chat prose and idle
review status do not become decision records. Source and isolated PostgreSQL
coverage: attention service and
regressions.
Agent access: partial — REST / native call_api under decision queue authorization.
Policy: Own agent context; responsible-user inbox policy and explicit opt-in/grants for cross-user archive; decision policy separately.
Evidence: source-only — implementation at
the reviewed commit above.
Verification: not-run — exercise a listed permitted operation with actual agent
credentials/run context; inspect its result and applicable persistence/attribution.
Assert the relevant denied actor, owner, company or mode from Policy. Review the
remaining operations before qualifying the whole capability.
Gaps: Queue browsing/managing may be allowed; governed approval decisions still have separate board/resolver boundaries.
search
Capability ID: inbox-search/search.
Review: baseline.
API: present — representative operation IDs:
GET /api/companies/{companyId}/search.GET /api/companies/{companyId}/issues.
Agent access: available — Native search_tasks for tasks; REST / native call_api for
broader search.
Policy: Own agent context; responsible-user inbox policy and explicit opt-in/grants for cross-user archive; decision policy separately.
Evidence: source-only — implementation at
the reviewed commit above.
Verification: not-run — exercise a listed permitted operation with actual agent
credentials/run context; inspect its result and applicable persistence/attribution.
Assert the relevant denied actor, owner, company or mode from Policy. Review the
remaining operations before qualifying the whole capability.
Gaps: General company search and dedicated task search are different result sets; use the appropriate one.
toasts
Capability ID: inbox-search/toasts.
Review: baseline.
API: present — GET /api/companies/{companyId}/events/ws (WebSocket upgrade); viewer-specific
toastEligible metadata on authorized events. No notification mutation endpoint.
Agent access: not-applicable — toast presentation is a human browser concern.
Agent-authenticated event subscriptions retain authorization but do not qualify
for human toasts. Agent task mutations may notify participating humans.
Policy: Company membership and task/run read checks precede human participation checks. Creator, current human assignee, commenter, deliberate actor, or explicit user mention qualifies; agent ownership and responsible-user attribution alone do not. See toast semantics.
Evidence: source-only — socket projection
and eligibility.
Verification: not-run — Connect two users and an agent; assert per-user eligibility without
losing authorized cache updates. Deny revoked membership and private task access.
Confirm relevance lookup failure yields a quiet authorized event.
Gaps: Browser recipes and regression sources are not deployment acceptance proof.