Q152: chat replies and goal checkpoints stay out of work lists, load and progress

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

src/renderer/src/pages/HomePage.tsx

@@ -1,3 +1,4 @@
+import { isBusinessTask } from "./work/task-helpers";
 import { useMemo, useState, type CSSProperties } from "react";
 import { Avatar, Button, Icon, Pill } from "../shared/ui";
 import { TopbarActions } from "../shared/TopbarActions";
@@ -26,6 +27,8 @@ export function HomePage({ snapshot, actions, navigate }: PageProps) {
   const organization = requireActiveOrganization(snapshot);
   const employee = requireActiveEmployee(snapshot);
   const tasks = useMemo(() => snapshot.tasks.filter((task) => task.orgId === orgId), [snapshot.tasks, orgId]);
+  // Progress and workload count real work only; run titles still resolve against every task.
+  const businessTasks = useMemo(() => tasks.filter(isBusinessTask), [tasks]);
   const agents = useMemo(() => snapshot.agents.filter((agent) => agent.orgId === orgId), [snapshot.agents, orgId]);
   const approvals = useMemo(() => snapshot.approvals.filter((item) => item.orgId === orgId), [snapshot.approvals, orgId]);
   const goals = useMemo(() => snapshot.goals.filter((item) => item.orgId === orgId), [snapshot.goals, orgId]);
@@ -43,7 +46,7 @@ export function HomePage({ snapshot, actions, navigate }: PageProps) {
   const pendingApprovals = approvals.filter((approval) => approval.state === "pending");
   const totalBudgetCents = agents.reduce((sum, agent) => sum + agent.budgetCents, 0);
   const primaryGoal = goals.find((goal) => goal.status === "active") ?? goals[0] ?? null;
-  const goalProgress = computeGoalProgress(primaryGoal, tasks);
+  const goalProgress = computeGoalProgress(primaryGoal, businessTasks);
   const firstName = employee.displayName.split(/\s+/)[0] ?? employee.displayName;
   const greeting = greetingFor(new Date().getHours());
 
@@ -68,7 +71,7 @@ export function HomePage({ snapshot, actions, navigate }: PageProps) {
       </div>
 
       <div style={METRICS}>
-        <AgentWorkloadChart agents={agents} tasks={tasks} />
+        <AgentWorkloadChart agents={agents} tasks={businessTasks} />
         <RunActivityChart days={usageStats.days} />
         <SuccessRateChart days={usageStats.days} />
         <CostTrendChart days={usageStats.days} />

src/renderer/src/pages/OfficePage.tsx

@@ -1,3 +1,4 @@
+import { isBusinessTask } from "./work/task-helpers";
 import { useEffect, useMemo, useRef, useState, type MouseEvent } from "react";
 import type { PageProps } from "./types";
 import { activeOrgId, requireActiveEmployee } from "./types";
@@ -39,7 +40,7 @@ export function OfficePage({ snapshot }: PageProps) {
     const orgAgents = snapshot.agents
       .filter((agent) => agent.orgId === orgId && agent.lifecycle === "active")
       .sort((a, b) => a.createdAt.localeCompare(b.createdAt) || a.id.localeCompare(b.id));
-    const orgTasks = snapshot.tasks.filter((task) => task.orgId === orgId);
+    const orgTasks = snapshot.tasks.filter((task) => task.orgId === orgId && isBusinessTask(task));
     return orgAgents.map((agent) => ({
       id: agent.id,
       name: agent.name,

src/renderer/src/pages/WorkPage.tsx

@@ -20,7 +20,7 @@ import { TaskDetailDialog } from "./work/TaskDetailDialog";
 import { ProjectOverview } from "./work/ProjectOverview";
 import { ListView } from "./work/ListView";
 import { TimelineView } from "./work/TimelineView";
-import { latestTaskRun, nextStatus, prettyRunState, providerFor, runBlocker, runTone } from "./work/task-helpers";
+import { isBusinessTask, latestTaskRun, nextStatus, prettyRunState, providerFor, runBlocker, runTone } from "./work/task-helpers";
 import type { PageProps } from "./types";
 import { activeOrgId, type Focus } from "./types";
 import { t } from "../i18n/i18n";
@@ -52,7 +52,9 @@ export function WorkPage({ snapshot, actions, navigate, focus }: PageProps) {
   const [scope, setScope] = useState<Focus | null>(focus && (focus.kind === "goal" || focus.kind === "project") ? focus : null);
   const [actionError, setActionError] = useState<string | null>(null);
 
-  const allTasks = useMemo(() => snapshot.tasks.filter((task) => task.orgId === orgId), [snapshot.tasks, orgId]);
+  // The board, its counts and its filters show real work; chat replies and goal checkpoints show on Messages, Home and Runs.
+  const orgTasks = useMemo(() => snapshot.tasks.filter((task) => task.orgId === orgId), [snapshot.tasks, orgId]);
+  const allTasks = useMemo(() => orgTasks.filter(isBusinessTask), [orgTasks]);
   const tasks = useMemo(
     () =>
       allTasks.filter((task) => {
@@ -88,7 +90,8 @@ export function WorkPage({ snapshot, actions, navigate, focus }: PageProps) {
     setActionError(null);
     operation().catch((error: unknown) => setActionError(error instanceof Error ? error.message : String(error)));
   };
-  const detailTask = detailTaskId ? allTasks.find((task) => task.id === detailTaskId) ?? null : null;
+  // A link (from a run, say) can open an internal task too, though the board does not list it.
+  const detailTask = detailTaskId ? orgTasks.find((task) => task.id === detailTaskId) ?? null : null;
 
   return (
     <div className="page-wide work-page">

src/renderer/src/pages/work/task-helpers.ts

@@ -18,6 +18,11 @@ export const WRITING_OPTIONS: ReadonlyArray<{ value: WritingMode; label: string
 ];
 
 
+/** Real work: not the vehicle of a chat reply or a goal checkpoint, which the system creates for itself. */
+export function isBusinessTask(task: TaskRecord): boolean {
+  return task.origin !== "chat_wake" && task.origin !== "goal_review";
+}
+
 export function nextStatus(status: TaskStatus): TaskStatus | null {
   if (status === TASK_STATUS.BACKLOG) return TASK_STATUS.IN_PROGRESS;
   if (status === TASK_STATUS.IN_PROGRESS) return TASK_STATUS.REVIEW;

src/renderer/src/shared/Shell.tsx

@@ -1,3 +1,4 @@
+import { isBusinessTask } from "../pages/work/task-helpers";
 import { unreadBySpace } from "../pages/chat/chat-helpers";
 import { useEffect, useState, type FormEvent, type ReactNode } from "react";
 import type { AppSnapshot, EmployeeRecord } from "../../../shared/domain";
@@ -219,7 +220,7 @@ function computeBadges(snapshot: AppSnapshot, orgId: string): Partial<Record<Rou
   const tasks = snapshot.tasks.filter((item) => item.orgId === orgId);
   const approvals = snapshot.approvals.filter((item) => item.orgId === orgId);
   return {
-    work: tasks.filter((task) => task.status !== "done").length,
+    work: tasks.filter((task) => task.status !== "done" && isBusinessTask(task)).length,
     chat: employee ? countUnreadMessages(snapshot, orgId, employee.id) : 0,
     approvals: approvals.filter((approval) => approval.state === "pending").length,
   };

src/shared/domain.ts

@@ -126,6 +126,8 @@ export interface TaskRecord {
   enqueueError: string | null;
   /** Why the operator blocked the task; no session starts while it is set. */
   blockedReason: string | null;
+  /** Provenance: a chat reply vehicle, a goal checkpoint, a manager's review of work, or null for plain work. */
+  origin: "chat_wake" | "goal_review" | "task_review" | null;
   /** Why the open task is not moving now, or null when nothing holds it. */
   hold: TaskHold | null;
   /** Runs at or below this task_runs rowid no longer count toward the run budget. */

tests/e2e/ceo-chat.spec.ts

@@ -74,6 +74,8 @@ test("the pinned CEO conversation is the Messages front door", async () => {
 
     // From a task, its goal, run and back are one click each.
     await page.getByRole("button", { name: "Work" }).click();
+    // The CEO's reply to the founder is a chat vehicle, not work: it stays off the board.
+    await expect(page.getByRole("button", { name: /Reply to Yang/ })).toHaveCount(0);
     await page.getByRole("button", { name: /Operationalize goal: Ship the FlowPilot MVP\./ }).first().click();
     const taskDialog = page.getByRole("dialog", { name: "Operationalize goal: Ship the FlowPilot MVP." });
     await taskDialog.getByRole("button", { name: "Open goal Ship the FlowPilot MVP." }).click();

tests/unit/business-tasks.test.ts

@@ -0,0 +1,10 @@
+import { describe, expect, test } from "vitest";
+import { isBusinessTask } from "../../src/renderer/src/pages/work/task-helpers";
+import type { TaskRecord } from "../../src/shared/domain";
+
+describe("what counts as work", () => {
+  test("chat reply vehicles and goal checkpoints are not work; reviews of work and plain tasks are", () => {
+    const task = (origin: TaskRecord["origin"]) => ({ origin }) as TaskRecord;
+    expect([null, "task_review", "chat_wake", "goal_review"].map((origin) => isBusinessTask(task(origin as TaskRecord["origin"])))).toEqual([true, true, false, false]);
+  });
+});