ai_ml_operations/chat_web_app
2
0
Fork 0
Code Issues 16 Pull Requests Actions Packages Projects Releases Wiki Activity

Documents list: Personal/Company tabs, labeling, pagination, search, sort #93

New Issue
Closed
opened 2026-08-02 04:37:28 -07:00 by westfarn · 0 comments
westfarn commented 2026-08-02 04:37:28 -07:00
Owner
Copy Link
Copy Source

Parent epic: chat_backend#42
Depends on BE: chat_backend#60
Related: #82, #83, #84

Summary

Documents page list card is hard-coded as Company documents with company-only helper copy, even when the list is personal. After Drive sync, unbounded tables will not scale. Business users need both personal and company document lists.

Requirements

1. Card title + helper copy

  • Title is Personal documents or Company documents based on active scope (not always Company).
  • Helper text “These documents are shared with your whole company workspace…” only on the company scope.
  • Personal scope: no company-sharing helper (optional short personal note OK if useful).

2. Business: personal + company via tabs

  • For company/business users: tabs (or equivalent) — Personal | Company.
  • Each tab loads that workspace’s documents.
  • Personal-only plans: single Personal documents list (no company tab).
  • Company knowledge sources / upload rules stay as today (managers still manage company drives).

3. Pagination, search, sort

  • Paginated table (do not render entire corpus).
  • Search box filters by document name.
  • Sortable columns: Name, Date uploaded, Processed, Active (at minimum).
  • Wire to BE query params once available.

Acceptance

  • Correct Personal vs Company title per scope
  • Company helper copy only on company tab/list
  • Business users can switch Personal ↔ Company tabs
  • Personal-only users see Personal documents only
  • Pagination + search + column sort work end-to-end
  • Tests updated for labeling, helper visibility, and tabs
Parent epic: [chat_backend#42](https://git.aimloperations.com/ai_ml_operations/chat_backend/issues/42) Depends on BE: [chat_backend#60](https://git.aimloperations.com/ai_ml_operations/chat_backend/issues/60) Related: [#82](https://git.aimloperations.com/ai_ml_operations/chat_web_app/issues/82), [#83](https://git.aimloperations.com/ai_ml_operations/chat_web_app/issues/83), [#84](https://git.aimloperations.com/ai_ml_operations/chat_web_app/issues/84) ## Summary Documents page list card is hard-coded as **Company documents** with company-only helper copy, even when the list is personal. After Drive sync, unbounded tables will not scale. Business users need both personal and company document lists. ## Requirements ### 1. Card title + helper copy - Title is **Personal documents** or **Company documents** based on active scope (not always Company). - Helper text *“These documents are shared with your whole company workspace…”* only on the **company** scope. - Personal scope: no company-sharing helper (optional short personal note OK if useful). ### 2. Business: personal + company via tabs - For company/business users: tabs (or equivalent) — **Personal** | **Company**. - Each tab loads that workspace’s documents. - Personal-only plans: single **Personal documents** list (no company tab). - Company knowledge sources / upload rules stay as today (managers still manage company drives). ### 3. Pagination, search, sort - Paginated table (do not render entire corpus). - Search box filters by document name. - Sortable columns: Name, Date uploaded, Processed, Active (at minimum). - Wire to BE query params once available. ## Acceptance - [ ] Correct Personal vs Company title per scope - [ ] Company helper copy only on company tab/list - [ ] Business users can switch Personal ↔ Company tabs - [ ] Personal-only users see Personal documents only - [ ] Pagination + search + column sort work end-to-end - [ ] Tests updated for labeling, helper visibility, and tabs
Sign in to join this conversation.
No Branch/Tag Specified
Branches Tags
Labels
No items
No labels
Milestone
No items
No Milestone
Projects
Clear projects
No projects
Assignees
Clear assignees
twestfall westfarn (Ryan Westfall)
No Assignees
1 Participants
Notifications
Due Date
No due date set.
Dependencies

No dependencies set.

Reference: ai_ml_operations/chat_web_app#93