DottaandPaperclip
b31ec0a2dc
## 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>
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Inbox, decisions, and search
People find work that needs their attention, distinguish unread activity from required decisions, archive handled items, and search across the company.
Feature ID: inbox-search.
Implementation: inbox, decisions, search.
Agent access: companion.
Sub-features
views:inbox-search/views— use Mine, Recent, Unread, Blocked, and broader task views.triage:inbox-search/triage— read or archive attention items without pretending the underlying task is complete.decisions:inbox-search/decisions— open the source of a decision and act in the right context.search:inbox-search/search— query company work and follow a result to its original record.toasts:inbox-search/toasts— receive live task notifications only for personal participation or explicit mentions.
How to get to it (user POV)
inbox
Use Inbox links or the corresponding task views when the combined list is enabled.
decisions
Open /decisions, then a queue at /decisions/queues/:key and its source item.
With Settings → Experimental → Coordinator workspace enabled, /decisions
is Needs You. Pending cards use the existing attention feed and canonical
resolvers. Tasks → Needs attention projects the same feed as distinct tasks.
Search, filter by agent/project, sort, and group by task/agent/project apply to
both open decisions and the visible Recent Decisions receipts. Successful
resolutions resize into compact receipts while the same contained Gather Light
effect used for task creation runs concurrently. The receipt stays in its card
position until that treatment finishes, then settles under Recent Decisions.
Motion follows the saved history result; failed saves retain the actionable card,
reduced motion settles immediately, and revisiting history does not replay it. The initial
24-hour display window is an experimental assumption, not data deletion.
Resolving an artifact decision does not itself complete its task. If the task
remains in review without a maintained reviewer or continuation, its separate
canonical stalled-review item stays in Needs You and Tasks → Needs attention.
Coordinator presents the existing recovery actions with Mark task done as
the task-level verdict, distinct from the saved artifact receipt.
Open Decision history on this surface for the paginated history sidebar; it merges answered questions and confirmations with Decisions-v1 outcomes.
search
Open /search or the navigation search entry.
toasts
Keep a company page open while another person or agent updates a task. See toast semantics for eligibility and suppression rules.
Driving it with Playwright and the Paperclip CLI
Preconditions: follow the baseline. Seed assigned, unread, blocked, and resolved tasks plus a pending decision. Record the combined Inbox/Tasks experimental setting.
inbox
Automated: archive routes cover server mutations. Task-list helpers cover search URLs, pagination, and presentation constants; they do not render the combined Inbox/Tasks page. Reading, archiving, and navigating that page remain manual checks.
Automated: Issue service regressions cover exclusion of historical automatic read cleanup from user participation, unread counts, and activity timestamps while retaining explicit user decisions and audit history.
Automated: Source regressions cover channel attribution, imported comments, direct participation, addressed requests, unread results, and access checks. Routine regressions cover fresh, coalesced, and skipped manual runs. The source regressions also create an addressed request through the service for a human assignee. They check unread lists, flags, and counts, plus exclusion of historical questions and closed requests while preserving authorization requests.
Manual: Seed GitHub, Slack, scheduled routine, and manual routine tasks. Attribution, imported comments, and reading alone keep them outside Mine. Direct board/API comments, human assignment, and open addressed requests admit them. Resolve the request and check that another valid reason is needed. Inbox discovery and Blocked hide unrelated automation by default; the Show agent-created tasks checkbox reveals it without subscribing the user. Reload and verify membership, unread badges, archive/resurfacing, and preference persistence.
Manual: Read an unread task, return to Unread, archive a handled item, and reload. Verify personal triage state changes while task status stays correct. Switch users and companies to check isolation.
Seed a completed task whose only activity under the viewing user is automatic read cleanup. Refresh Mine and Unread: the task must not appear through that participation, while the cleanup remains in activity history. Record an explicit user recovery decision on a separate task and verify it still counts. This browser journey remains manual.
Cold-open verification: load Mine with the task-index response delayed while approvals/runs resolve. Only the stable list placeholder should appear until the initial sources settle; a failed-run row must not jump when tasks arrive. Release visible-row details separately and compare row/title bounds. Mine reads its own 100-row index, with parent/run context by ID; sidebar badges use the count endpoint. The Inbox component checks cover the source barrier and selected-source query; badge tests cover unread counts. Browser timing and layout proof remain separate from these tests.
decisions
Automated: decision queues covers route behavior. End-to-end queue-to-source navigation is manual.
Manual: Open a pending decision, follow its source, resolve it through the supported control, and reload the queue. Confirm it retires only after the decision persisted and unrelated pending items remain.
Coordinator regression sources: canonical history exercises real PostgreSQL cross-source pagination, answered-question retention, company/private-task isolation, and private v1 targets. Attention service regressions cover pending question forms and confirmations in persistent agent chats, removal after an answer with retained history, and company/task-visibility/addressee checks. Idle chats without structured requests remain absent. The Needs You component test checks that a chat-sourced canonical question reaches its original resolver and context. It also checks simultaneous resize/light and delayed movement to Recent Decisions. Shared card-motion tests cover reduced-motion settlement and returning to a resolved card without replay. The decision-motion stories exercise real Needs You/resolver components with isolated approval, question, and failed-save responses. Projection helpers cover distinct pending task membership and presentation-only recency decay. Browser verification must additionally approve copy, approve a visual, and answer a question; confirm three retained receipts, task/chat consistency, resize/collapse motion, and exact task context on receipt click. Turning the setting off restores the classic surface.
search
Automated: search page and company search service cover UI and server search separately.
Manual: Search a unique task title and content phrase, open the result, and compare the actual record. Test filters, no results, and a second company. Verify stale results do not expose inaccessible data.
toasts
Automated: persisted eligibility
checks creation, assignment, comments, mentions, deliberate edits, excluded read
activity, company isolation, local-board, and persisted run-task attribution.
Socket delivery checks
viewer-specific projection; UI delivery
checks eligibility gating, cache updates, stale callbacks, and existing suppression.
UI cache handling checks visible
comment refresh when authenticated events omit hydration metadata.
The task toasts follow personal involvement in multiplayer case in the
authenticated browser suite
exercises quiet unrelated updates, read-only visits, first/historical mentions,
self-activity, and visible-task suppression against persisted data.
Manual: Use two authenticated browser sessions in the same isolated company. Create separate tasks for each person and use one shared agent. From a company task list, verify that the other person's unrelated task updates produce no toast but still refresh the list. Comment on one of their tasks, then have them update it: a toast should appear. Repeat using assignment, a deliberate edit, and a first explicit user mention in a comment or description. Reload before a later update to prove eligibility does not depend on browser history. Mere viewing, agent ownership, responsible-user attribution, and parent participation must remain quiet. Task-linked failures follow the same participation rule; generic agent errors remain quiet. Repeat while viewing the relevant task and after switching company/account to verify suppression and isolation.
Gotchas
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Command-palette and keyboard entry points also reach search. Verify quick-filter/query handoff separately from opening the full search route.
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Notifications do not grant task access or change Mine membership.
-
A feature-map recipe and mocked UI tests do not prove live multiplayer behavior.
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Combined Inbox/Tasks requires both
enableCombinedInboxTasksandenableStreamlinedUi. Standalone Inbox tests render archive/read controls and toolbars; this is not live multi-user evidence. -
Personal archival is not task cancellation or completion.
-
Legacy Inbox routes can redirect to the combined task view; record which host actually rendered.
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Search service tests do not establish the relevance quality of every query.
Storybook verification
views
Capability ID: inbox-search/views.
Scope: ui Storybook: Mine/Recent/Unread/Blocked and broader task views; combined versus standalone host; loading/empty/error/filter states. Production: Use persisted personal participation/read data; verify scoped counts and list navigation/reload; automatic read cleanup must not create Mine membership. Sources: Source: Inbox.tsx, Issues.tsx. Tests: Inbox.test.tsx, Issues.test.tsx, issues-service.test.ts
toasts
Capability ID: inbox-search/toasts.
Scope: ui Storybook: Eligible live task toast, explicit mention, quiet unrelated event, own-action/visible-task suppression, dedupe and company/account switch. Production: Persisted participation and mentions determine per-viewer socket eligibility; quiet events still refresh caches; reload retains eligibility, unauthorized resources remain denied. Sources: Source: ToastViewport.tsx, ToastContext.tsx, LiveUpdatesProvider.tsx, task-toast-eligibility.ts. Tests: ToastContext.test.tsx, ToastViewport.test.tsx, LiveUpdatesProvider.hook.test.tsx, task-toast-eligibility.test.ts, live-events-toast.test.ts, multi-user-authenticated.spec.ts
Coordinator navigation counts all outstanding canonical attention items on desktop and phone, using the same complete feed as Needs You. Classic keeps its existing today-oriented badge. Task questions resolve through their original interaction; pending chat projections, counts and recorded receipts invalidate together.