Files
PaperClipAI/ui/src/lib/task-views.ts
T
1c07b5903b feat: Chat leads the left nav, agent work beside chats, and a Combined Inbox + Task List flag (#15100)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The left nav is the main way people move between tasks, the inbox,
and Agent Chat
> - The nav has separate Inbox and Tasks rows that show overlapping
work, and Chat is one row among many
> - The side panel beside a chat shows the conversation's own artifacts,
not the work the agent did
> - People want Chat to be easy to find, and they want one place for
their task views
> - This pull request moves Chat to the top of Work, shows the agent's
tasks and artifacts beside each chat, and adds an experimental flag that
folds Inbox into Tasks
> - The benefit is a shorter nav and a chat view that shows what the
agent is working on. Both changes stay off until an operator enables
them

## Linked Issues or Issue Description

Refs #14706 (the secondary Agent Chat navigation this change builds on)
Refs #14848 (reopen the last visited agent chat)

**Subsystem affected**
UI navigation (left nav, mobile tab bar), Agent Chat side panel, task
list and inbox, and the company artifacts API.

**Problem or motivation**
Inbox and Tasks are two nav rows for overlapping work. Chat sits in the
top group with no clear home. The chat rail lists only agents you
already talked to, so you cannot see your other teammates there. The
side panel beside a chat shows only the conversation's own artifacts. It
does not show the tasks and files the agent made.

**Proposed solution**
With Agent Chat on, Chat leads the Work section and the rail lists every
eligible agent. The chat side panel opens on the agent's tasks as cards,
and the agent's artifacts are available from +. A new experimental flag,
Combined Inbox + Task List, makes Inbox a set of views inside Tasks.

**Alternatives considered**
Rebuilding the inbox inside the task list. Instead, `/issues` hosts the
existing Inbox component for inbox views and the existing task list for
status views, so all inbox behaviour stays the same.

**Roadmap alignment**
Agent Chat (ROADMAP.md, "Agent Chat (including CEO Chat)"). All changes
are behind experimental flags that are off by default.

## What Changed

- **Agent Chat nav (streamlined shell):** Chat is the first row of Work,
not a top-group row. Workspaces leaves the nav while Agent Chat is on.
The mobile tab bar is Home · Chat · + · Tasks · Agents. The legacy shell
keeps master's top-group Chat row.
- **Chat rail:** `AgentConversationsSidebar` lists every eligible agent.
The open chat is first, then conversations by recent activity, then the
rest of the roster alphabetically. Terminated agents and agents you left
are omitted unless you have history with them. The picker still marks
only real conversations as "Open chat".
- **Chat side panel:** a new default Tasks tab shows one card per task
the agent created, was assigned, commented on, or acted on, newest
first. It has the task list's filter popover and a sort control. **+ →
Artifacts** shows the agent's artifacts as cards. Cards open in a new
tab. Agent Chat off keeps the old Artifacts tab.
- **Artifacts API:** `GET /api/companies/:companyId/artifacts` accepts
`agentId`. The filter applies to documents, work products, and
attachments by the agent each result is attributed to. The shared
validator and the UI client carry the new parameter, and the OpenAPI
entry picks it up from the shared schema.
- **Combined Inbox + Task List flag (`enableCombinedInboxTasks`, off by
default):** new card in Settings > Experimental. The Inbox row goes away
and its badge moves to Tasks. A Views menu on `/issues` covers Mine,
Unread, Blocked, Recent, Everything, All, Active, Backlog, and Done.
Bare `/issues` opens the last-used view (default Mine). Links that carry
`assignee`, `workspace`, `participantAgentId`, or `q` open All so the
filter is kept. `/inbox/*` and
`/issues/{all,active,backlog,done,recent}` redirect to the matching
view. `/inbox/requests` stays its own page.
- **Task detail breadcrumb:** the view key now decides the source, so
quick-archive still works after a reload from an inbox view.
- **Docs:** `doc/PRODUCT.md` and `doc/SPEC.md` describe the chat rail,
the chat side panel, and the new flag.

## Verification

- `cd ui && npx vitest run --no-file-parallelism src/components/chat
src/components/task-side-panel/TaskSidePanel.test.tsx
src/components/AgentConversationsSidebar.test.tsx
src/components/Sidebar.test.tsx
src/components/SidebarCompanyMenu.test.tsx
src/components/Layout.test.tsx src/pages/AgentChats.test.tsx
src/pages/InstanceExperimentalSettings.test.tsx
src/lib/task-views.test.ts src/lib/issueDetailBreadcrumb.test.ts
src/pages/Inbox.test.tsx src/pages/Issues.test.tsx src/App.test.tsx
src/App.activity-routing.test.tsx
src/components/MobileBottomNav.test.tsx
src/components/CommandPalette.test.tsx`: 20 files, 356 tests pass.
- `cd server && npx vitest run
src/__tests__/company-artifacts-service.test.ts`: 13/13 pass, including
the new agent-filter test across all three artifact sources.
- The new rail test fails against the unmodified rail.
- `pnpm check:token-gates`: all gates clean.
- Manual: enable Agent Chat in Settings > Experimental. Open Chat. The
rail lists all agents. Open a chat. The side panel shows the agent's
tasks. Use **+ → Artifacts** to see the agent's artifacts. Then enable
Combined Inbox + Task List. The Inbox row goes away, and Tasks shows a
Views menu.
- Snapshot baselines are intentionally not updated. See
`doc/design/DECISION-SHEET.md`, "Per-change snapshot verification
demoted to dormant (Jul 13 2026)".

## Risks

- With both flags off, the app behaves like master. The only exception
is the API: it accepts a new optional query parameter.
- With Agent Chat on, the rail can list many agents in a large company.
It uses the agent list the app already loads, and search filters it.
- The Tasks panel reads at most 200 recently updated tasks per agent and
says so when it reaches the limit. The Artifacts panel reads at most 500
of the agent's artifacts.
- Combined Inbox + Task List changes what bare `/issues` opens for
people who enable it. Deep links with a task filter still open All.

## Model Used

- Claude (Anthropic), model ID `claude-opus-5-5`, through Claude Code
with tool use (shell, file edit, test runs). Extended thinking was
enabled.

## 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: scotttong <squadbot000@gmail.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-04 02:13:46 -07:00

153 lines
5.3 KiB
TypeScript

import type { InboxTab } from "./inbox";
/**
* The single view registry behind the merged Tasks surface (PAP-670).
*
* Inbox stopped being its own nav row and its five tabs became views inside
* Tasks, alongside the status presets that used to live only inside the task
* list's filter popover. Every view is addressed as `/issues?view=<key>`.
*
* Each view declares which surface renders it:
* - `inbox` — the attention-ordered inbox list (unread state, archive,
* date groups, mixed approval/failed-run/join-request rows).
* - `issues` — the task collection list (board/list modes, filters, columns).
*
* Views are *not* reimplemented on the other surface: pointing a view at the
* component that already owns those behaviours is what keeps them intact.
*/
export const TASK_VIEW_KEYS = [
"mine",
"unread",
"blocked",
"recent",
"everything",
"all",
"active",
"backlog",
"done",
] as const;
export type TaskViewKey = (typeof TASK_VIEW_KEYS)[number];
export type TaskViewSurface = "inbox" | "issues";
export interface TaskView {
key: TaskViewKey;
label: string;
surface: TaskViewSurface;
/** Which inbox tab renders this view (`inbox` surface only). */
inboxTab?: InboxTab;
/** Status filter applied on entry (`issues` surface only). */
statuses?: string[];
/** One-line description shown in the Views menu. */
hint: string;
}
export interface TaskViewGroup {
label: string;
views: TaskView[];
}
export const TASK_VIEW_GROUPS: TaskViewGroup[] = [
{
label: "My work",
views: [
{ key: "mine", label: "Mine", surface: "inbox", inboxTab: "mine", hint: "Assigned to you or waiting on you" },
{ key: "unread", label: "Unread", surface: "inbox", inboxTab: "unread", hint: "Tasks you touched with new activity" },
{ key: "blocked", label: "Blocked", surface: "inbox", inboxTab: "blocked", hint: "Blocked tasks, grouped by blocker" },
{ key: "recent", label: "Recent", surface: "inbox", inboxTab: "recent", hint: "Everything you touched lately" },
{ key: "everything", label: "Everything", surface: "inbox", inboxTab: "all", hint: "Tasks, approvals, failed runs and join requests" },
],
},
{
label: "Organization",
views: [
{ key: "all", label: "All tasks", surface: "issues", statuses: [], hint: "Every task in the organization" },
{ key: "active", label: "Active", surface: "issues", statuses: ["todo", "in_progress", "in_review", "blocked"], hint: "Open tasks, running or not" },
{ key: "backlog", label: "Backlog", surface: "issues", statuses: ["backlog"], hint: "Not started yet" },
{ key: "done", label: "Done", surface: "issues", statuses: ["done", "cancelled"], hint: "Completed and cancelled" },
],
},
];
const VIEWS_BY_KEY = new Map<TaskViewKey, TaskView>(
TASK_VIEW_GROUPS.flatMap((group) => group.views.map((view) => [view.key, view] as const)),
);
export const DEFAULT_TASK_VIEW: TaskViewKey = "mine";
export const TASK_VIEW_PARAM = "view";
export const TASK_LAST_VIEW_KEY = "paperclip:tasks:last-view";
export function isTaskViewKey(value: unknown): value is TaskViewKey {
return typeof value === "string" && VIEWS_BY_KEY.has(value as TaskViewKey);
}
export function taskView(key: TaskViewKey): TaskView {
return VIEWS_BY_KEY.get(key)!;
}
/** Resolves a `?view=` value, falling back to `null` so callers can pick a default. */
export function normalizeTaskViewKey(value: string | null | undefined): TaskViewKey | null {
return isTaskViewKey(value) ? value : null;
}
export function taskViewPath(key: TaskViewKey): string {
return `/issues?${TASK_VIEW_PARAM}=${key}`;
}
/** Inbox tab → view key, for redirecting the retired `/inbox/*` URLs. */
const VIEW_BY_INBOX_TAB: Record<InboxTab, TaskViewKey> = {
mine: "mine",
unread: "unread",
blocked: "blocked",
recent: "recent",
all: "everything",
};
export function taskViewForInboxTab(tab: string | null | undefined): TaskViewKey {
return (tab && tab in VIEW_BY_INBOX_TAB)
? VIEW_BY_INBOX_TAB[tab as InboxTab]
: DEFAULT_TASK_VIEW;
}
export function loadLastTaskView(): TaskViewKey {
try {
return normalizeTaskViewKey(window.localStorage.getItem(TASK_LAST_VIEW_KEY)) ?? DEFAULT_TASK_VIEW;
} catch {
return DEFAULT_TASK_VIEW;
}
}
export function saveLastTaskView(key: TaskViewKey): void {
try {
window.localStorage.setItem(TASK_LAST_VIEW_KEY, key);
} catch {
/* Navigation still works without storage; the default view just returns. */
}
}
/**
* Query params that only the organization task list understands. A deep link
* carrying one of these (the dashboard's "assigned to me", a workspace
* drill-in, a search hand-off) must not land on a My-work view, so it resolves
* to `All tasks` instead of the user's last-used view.
*/
export const ORGANIZATION_SCOPED_PARAMS = [
"assignee",
"workspace",
"participantAgentId",
"q",
] as const;
/** Resolves which view a `/issues` visit opens. */
export function resolveInitialTaskView(
requested: string | null,
hasOrganizationScopedParam: boolean,
lastUsed: TaskViewKey,
): TaskViewKey {
const explicit = normalizeTaskViewKey(requested);
// Inbox views can't apply organization filters, so a link carrying one
// opens All tasks rather than silently dropping the filter.
if (hasOrganizationScopedParam && (!explicit || taskView(explicit).surface === "inbox")) return "all";
return explicit ?? lastUsed;
}