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DottaandClaude Opus 5.5
fb88a89f04
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Agent Chat answers questions about company records and links each record it cites > - Chat guidance gives link formats for tasks, approvals, runs and agent profiles > - Cases (an experiment) have their own page at `/<prefix>/cases/<identifier>`, but the guidance does not name it > - So an agent that answers a question about a case's fact history names the case but cannot link it > - This pull request adds a Cases directive to chat guidance, only while the Cases experiment is on > - The benefit is that a person can open the case, where its facts and audit history are, from the reply ## Linked Issues or Issue Description **What happened** In a chat eval with Cases enabled, a person asked who changed a case's diagnosis. The agent read the case audit and the task's document revisions and answered correctly. It wrote "case COM-C1" as plain text. It linked only the task. The guidance in the chat prompt has no link format for a case, and the agent does not guess routes. **Expected behavior** When a reply concerns a case (its facts, fact-change history or handoffs), the agent links the case page as a Markdown link, for example `[RUN-C1](/<prefix>/cases/RUN-C1)`, and also links the tasks it cites. When the Cases experiment is off, the prompt does not mention cases. **Steps to reproduce** 1. Enable the Cases experiment. 2. Create a case with a primary task, and change one of its facts. 3. In Agent Chat, ask "Who changed the diagnosis, and what did it say before?" 4. Before this change, the reply names the case identifier but has no link to the case page. ## What Changed - `server/src/services/agent-conversations.ts`: new `CASES_CHAT_DIRECTIVE`. It says what a case is, names the `/<prefix>/cases/<case identifier>` page, and asks for a Markdown link when a reply concerns a case. - `server/src/services/heartbeat/task-markdown.ts`: new `casesEnabled` input. A conversation prompt includes the directive under "Cases:" only when it is true. - `server/src/services/heartbeat/task-context.ts`: sets `casesEnabled` from the `enableCases` experimental setting, the same way as `statusCardsEnabled`. - `server/src/services/heartbeat/task-markdown.test.ts`: new test. The directive appears for a standing chat with Cases on. It does not appear with Cases off or for a non-chat task. The test also checks that the board route `cases/:caseIdentifier` exists in `ui/src/App.tsx`. ## Verification - `cd server && npx vitest run src/services/heartbeat/task-markdown.test.ts` passes (18 tests). - `npx tsc --noEmit -p server` passes. - The `cases.case-history` chat eval uses this guidance. Its rerun is on branch `chat-eval/case-unclear-9`. ## Risks - Low risk. The change adds prompt text only when the Cases experiment is on. It does not change any API or permission. - The prompt for chats on instances with Cases enabled is slightly longer. ## Model Used - Anthropic Claude Opus 5.5 (`claude-opus-5-5`), 1M context, extended thinking, with tool use (shell, file edit, GitHub CLI). ## 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: Claude Opus 5.5 <noreply@anthropic.com>