Skip to main content

Navigation consolidation — Meetings → Memory, Agents → Teams hub, Skills → Agents

Status: approved (owner request, 2026-08-17) · Owner: Ever Works platform · Scope: apps/web only (no API changes)

1. Problem​

The dashboard sidebar has grown one entry per feature. Three of them are really facets of a bigger concept and read as clutter:

Today (sidebar)Really is …
Meetings (/meetings)a memory source — transcripts + AI summaries ingest straight into Memory
Agents + Teamsone org — the same people/agents hierarchy seen from two doors
Skills (/skills)something Agents own — nobody browses skills without an agent in mind

2. Goal (owner's words, normalised)​

  1. Meetings — remove from the sidebar; the Meetings catalog becomes a block on the Memory page.
  2. Agents → Teams — rename the sidebar entry to Teams with a human/agent icon. The page has tabs Teams | Agents | Sessions | Archived. The old /teams page content moves into the first tab. The Agents tab gets an "Agents Chart" button (agent hierarchy, no human members). The Teams tab keeps its Org Chart (humans + agents).
  3. Skills — remove from the sidebar; the Skills catalog becomes a block inside the Agents tab.

Non-goals: no API/schema changes; no URL renames of detail pages (/agents/[id], /teams/[id], /skills/[id], /meetings/[id]); no change to per-agent Skills bindings (/agents/[id]/skills).

3. Design decisions​

3.1 URLs stay; the sidebar and tab strip are what change​

Deep links, e2e matrices, docs, and the AI/MCP tools all reference /agents/*, /teams/*, /skills/*, /meetings/*. Moving routes would be churn with no user value. So:

  • /teams = hub, tab Teams (old Teams page content). Sidebar "Teams" links here.
  • /agents = tab Agents (existing catalog) + Skills block + Agents Chart button.
  • /agents/sessions, /agents/archived = tabs 3–4, unchanged content.
  • /agents/chart = new page, "Agents Chart".
  • /memory = Memory page + Meetings block (anchor #meetings).
  • /meetings (index only) → redirect to /memory?<same query>#meetings. /meetings/new, /meetings/[id] untouched.
  • /skills (index only) → redirect to /agents?<same query>#skills. /skills/new, /skills/[id], /skills/templates untouched.

Redirects (not deletions) honour the no-removal rule and keep every bookmark working.

3.2 Sidebar​

New order (removed: Agents-as-is, Meetings, Skills, old Teams; added: merged Teams):

Dashboard · Missions · Goals · Ideas · Works · Tasks · **Teams** · Memory · Templates · Plugins · Activity · Settings

  • Teams takes the slot Agents had (after Tasks); href = ROUTES.DASHBOARD_TEAMS.
  • Active-state matching gains optional matchPrefixes:
    • Teams: ['/teams', '/agents', '/skills']
    • Memory: ['/memory', '/meetings']
  • Icon — new HumanAgentIcon (components/icons/HumanAgentIcon.tsx): a lucide-style 24×24 stroke SVG, left half a person (head circle + shoulders, from lucide user), right half a bot head (rounded rect + antenna + two eyes, from lucide bot). Same strokeWidth/className contract as lucide icons so it drops into the nav item's <item.icon> slot. Also used as the Teams hub PageHeader icon.

3.3 Tab strip​

AgentsPageTabs → extended in place (file kept, exported name kept, plus a new alias TeamsPageTabs) with active: 'teams' | 'agents' | 'sessions' | 'archived', first tab Teams → /teams. Test ids stay agents-page-tabs / agents-page-tab-<key> (adds agents-page-tab-teams). Rendered on /teams, /agents, /agents/sessions, /agents/archived. Sub-pages (/teams/new, /teams/[id], /teams/org-chart, /agents/[id]/*, /agents/chart) do not render it (same as today for agent detail).

3.4 Teams tab (/teams)​

Existing TeamsPage body, unchanged in behaviour, wrapped as <div className="w-full"><TeamsPageTabs active="teams" /> …existing content… </div> (drop the page-local p-6 max-w-screen-2xl mx-auto wrapper so it matches the other tabs' width). Both the no-org state and the empty state still render under the tabs. Header keeps org chip · Org Chart · New team.

3.5 Agents tab (/agents)​

  • AgentsList PageHeader gains actions = Agents Chart secondary button (lucide Network icon) → ROUTES.DASHBOARD_AGENTS_CHART (/agents/chart), data-testid="agents-chart-link".
  • Below the agent grid: Skills block (components/skills/SkillsSection.tsx, client wrapper): a card (rounded-xl border … bg-card) with id="skills", header (Sparkles icon tile, title skillsPage.title, subtitle, actions Browse templates + New skill — same buttons as the old page), then the existing SkillsPageClient unchanged in behaviour.
  • SkillsPageClient gains an optional basePath prop (default ROUTES.DASHBOARD_SKILLS) used by updateUrl → on /agents it replaces to /agents?section=…&search=…#skills.
  • AgentsPage reads the same search params the old Skills page did (section, search, installedOffset, catalogOffset) and server-fetches installed + catalog with the same defensive .then/.catch shape (extract the fetch into a small shared helper lib/skills-page-data.ts so /skills's logic is not duplicated — the redirect route no longer needs it, but the helper is where the parsing lives).
  • revalidatePath('/skills') calls in app/actions/skills.ts and agent-capabilities.ts gain a sibling revalidatePath('/agents') (additive).
  • Back-links: SkillDetailClient (2 places) and skills/templates/page.tsx point at ROUTES.DASHBOARD_AGENTS_SKILLS (/agents#skills) instead of /skills.

3.6 Agents Chart (/agents/chart)​

New server page mirroring teams/org-chart/page.tsx: resolve org, fetch teamsAPI.orgChart(org.id), then render OrgChartClient with payload = { ...payload, members: [] } — teams still group, agents nest by reportsToAgentId exactly as buildOrgTree already does, humans are omitted. Title/subtitle/back-link copy under dashboard.agentsChartPage.*; back-link → /agents. Empty state when there are no agents. Test ids: agents-chart-no-org, agents-chart-empty. No new tree logic; buildOrgTree untouched.

3.7 Meetings block on Memory (/memory#meetings)​

  • New components/memory/MemoryMeetingsPanel.tsx (client, same card chrome as AgentMemoryPanel): header (Video icon, title meetingsPage.title, subtitle, New meeting button → /meetings/new), the connect hint, the source/Work filter form (plain GET form, action="/memory#meetings"), the MeetingCard grid, load-error box, empty state, prev/next pagination — i.e. MeetingsList minus the PageHeader, with all hrefs rebased to /memory…#meetings. Implement by giving MeetingsList two props: variant: 'page' | 'panel' (panel = card chrome + no PageHeader) and basePath (default /meetings), and have the panel render <MeetingsList variant="panel" basePath="/memory" … />. Existing test ids (meetings-shell, meetings-grid, meetings-empty, meetings-load-error, meetings-source-filter, meetings-work-filter, meetings-connect-hint) are preserved so the e2e journey only changes its URLs.
  • MemoryPage reads searchParams (source, workId, offset — same names and same whitelisting the old Meetings page did; move buildMeetingsHref + parsing into lib/api/meetings.shared.ts or a sibling helper so both the redirect route and the panel share it), server-fetches meetings (PAGE_SIZE = 12, +1 look-ahead) and the Work options, and passes them to MemoryShell as a new optional meetings prop.
  • Placement in MemoryShell: directly after AgentMemoryPanel (memory sources together), before the consolidation surface and the document search/list.
  • Sidebar Memory item is active on /meetings/* (detail/new pages).
  • Back-links: MeetingDetailClient (2 places), MeetingForm (2 places) → ROUTES.DASHBOARD_MEMORY_MEETINGS (/memory#meetings).

3.8 Constants (lib/constants.ts)​

Add: DASHBOARD_AGENTS_CHART: '/agents/chart', DASHBOARD_AGENTS_SKILLS: '/agents#skills', DASHBOARD_MEMORY_MEETINGS: '/memory#meetings'. Keep every existing constant.

3.9 i18n (messages/en.json only — other locales deep-merge from en)​

  • dashboard.sidebar.navigation.teams — keep "Teams" (already exists). navigation.agents/meetings/skills keys stay (unused now, harmless; other surfaces may reference them).
  • dashboard.agentsPage.pageTabs.teams: "Teams".
  • dashboard.agentsPage.agentsChartCta: "Agents Chart".
  • dashboard.agentsChartPage.{title,subtitle,backToAgents,empty,noOrg}.
  • dashboard.memoryPage.meetings.{title?} — reuse dashboard.meetingsPage.* for all copy; only add dashboard.memoryPage.meetingsBlockHint if a Memory-specific one-liner is wanted (optional).
  • dashboard.agentsPage.skillsBlock.subtitle (optional; default to skillsPage.subtitle).

3.10 Tests​

  • Unit (vitest): AgentsPageTabs (4 tabs, active state, teams first) · HumanAgentIcon renders an svg · MeetingsList panel variant rebases hrefs to /memory…#meetings and hides the PageHeader · SkillsPageClient basePath drives router.replace · sidebar: no Meetings/Skills/Agents entries, Teams present with the merged icon, active on /agents/x and /skills/x; Memory active on /meetings/x.
  • e2e (Playwright) updates: flow-meetings-ui-journey.spec.ts (URLs /en/meetings… → /en/memory…#meetings; the "sidebar Meetings link" test becomes "sidebar has no Meetings link; /meetings redirects to /memory#meetings"), flow-teams-ui-journey.spec.ts (tab strip present, agents-page-tab-teams active), flow-agents-ui-journey.spec.ts (Skills block + Agents Chart link on /en/agents), the /skills gotos in flow-skill-bulk-operations, flow-skill-crud-scoping, flow-skill-marketplace-share (→ /agents#skills, or assert the redirect), skills.spec.ts / skills-list-filter.spec.ts if they touch the index UI. New: /en/agents/chart renders and contains no member cards.
  • Type-check + lint + unit must be green in apps/web. e2e cannot run locally in this session (needs the API + DB); the updated specs are reviewed for correctness against the new DOM/test ids instead.

3.11 Docs​

Update the user-facing feature docs that describe the sidebar/pages: docs/features/agents-catalog.md, docs/features/skills-catalog.md, docs/features/index.md, docs/advanced/teams-and-organizations.md, and the Meetings/Memory feature doc if one exists — one short "where to find it" paragraph each; no rewrites.

4. Out of scope / follow-ups​

  • Merging /agents/* under /teams/* URLs (deliberately not done).
  • A dedicated agent-only reports-to chart that ignores teams (the Agents Chart keeps team grouping).
  • Removing the now-unused navigation.meetings/skills/agents i18n keys.