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feat(desk): Backlog, Timeline, and client dossiers (ADR-0024) - #39

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hi-donwi merged 2 commits into
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feat/desk-backlog-timeline-clients
Oct 17, 2026
Merged

hi-donwi merged 2 commits into
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feat/desk-backlog-timeline-clients

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Summary

This is the third desk step of Agent-Workspace ADR-0024. It adds the Backlog, the Timeline, and client dossiers, each opened from the Missions group of the menu.

Backlog

  • Open work is grouped by client or by milestone and ranked by hand. A row can be dragged, or moved up or down from the keyboard.
  • The milestones and their progress are shown at the top.
  • A move renumbers the group 1..n and writes only the ranks that change. The order is the task's own rank field, so agents read the same order.

Timeline

  • Shows one week, Monday first, with due work and reminders on their day.
  • Late work sits in an "Earlier" column.
  • Dragging an item to another day moves its due date. For a reminder, it moves the day and keeps the time.

Clients and dossiers

  • The Clients view shows every client's pulse.
  • A dossier has these sections:
    • the profile (from client.md), working agreement, and stakeholder roles;
    • projects, which open their rooms;
    • the client's own open work, which opens the task drawer;
    • the interaction log, with a field for logging a new entry (POST desk/pm/clients/:client/log, which runs ws client log);
    • contacts and commercial terms, marked "desk only". The host reads these from disk, and no agent receives them.
  • A client scope (@<client>) now opens its dossier.

Test plan

  • pnpm test: 257 passing. New tests cover backlog grouping, minimal-write renumbering, milestones, the week from Monday, and timeline placement; plus the interaction-log route.
  • pnpm lint, pnpm exec tsc -b, pnpm build
  • PW_CHANNEL=chrome pnpm test:ui: 37 passing. missions-plan.spec.ts checks:
    • ranking with minimal writes;
    • the milestone's progress;
    • the timeline by day, with late work earlier;
    • drag to another day;
    • the dossier: profile, work, and the restricted contacts shown desk-only;
    • logging an interaction;
    • opening a project's room from the dossier.
  • Screenshots of the Backlog, the Timeline, and a client dossier
  • Identifier scan of the diff and the commit messages: no matches

Generated with Claude Code

hi-donwi and others added 2 commits October 17, 2026 22:04
POST desk/pm/clients/:client/log appends one line to the client's
interaction log through ws client log, checked first.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The Backlog ranks open work by hand per client or milestone, with each
milestone's progress; a move numbers the group and writes only the ranks
that change. The Timeline lays the week out from Monday with due work and
reminders on their day and late work earlier; a drag moves a due date or a
reminder's day. Clients shows every client's pulse, and a dossier holds the
profile, working agreement, projects, the client's own work, and the
interaction log - with contacts and commercial terms marked desk only.
A client scope now opens its dossier.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@hi-donwi
hi-donwi merged commit 0988d41 into main Oct 17, 2026
2 checks passed
@hi-donwi
hi-donwi deleted the feat/desk-backlog-timeline-clients branch October 17, 2026 15:10
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