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83abfa46f6 |
feat(ui): enable Grok in Cloud agent setup (#13791)
## Thinking Path > - Paperclip manages AI agents and their execution settings. > - The new-agent flow selects an adapter before configuring credentials and a model. > - Cloud uses one adapter policy for the picker and direct setup links. > - That policy excludes Grok despite its existing adapter and xAI connection support. > - This change adds Grok to the Cloud policy. > - Cloud users can configure Grok with the existing subscription or API-key flow. ## Linked Issues or Issue Description **What existing behavior does this improve?** Agent creation on Cloud. **Current behavior** The Cloud picker offers Claude, Codex, and OpenCode. Direct Grok setup links also fail the shared adapter check. **Proposed behavior** Offer Grok alongside the existing choices. Use the existing xAI connection and managed sandbox setup. **Reason and benefit** Users can select an already-supported adapter through the Cloud creation flow. **Breaking changes** None. Loaded and enabled checks still apply. Other excluded adapters remain excluded. ## What Changed - Add `grok_local` to the shared Cloud creation policy. - Display four adapter choices in a 2×2 grid on desktop and mobile, and reuse the theme-aware provider mark on the connection step so Grok is visible in dark mode. - Verify picker navigation and both Grok authentication methods through sandbox setup, model testing, and agent creation. - Verify that probe and hire payloads carry the xAI connection binding without the entered API key. - Update the agent configuration specification. ## Verification - `cd ui && pnpm exec vitest run src/components/NewAgentDialog.test.tsx src/pages/NewAgent.test.tsx src/components/new-agent/AgentProviderConnection.test.tsx` — 69 tests passed. - Chromium checks against the production components and built stylesheet — four cards occupy two rows and two columns at 1280px and 390px; the connection step loads and displays the white Grok logo in dark mode and the black logo in light mode. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/ui build` — passed. - `pnpm check:token-gates` — passed. - `git diff origin/master...HEAD | gitleaks stdin --redact --no-banner` — no leaks found; manual diff review found no private identifiers or user data. - `pnpm -r typecheck` and `pnpm build` — blocked at the existing runner package because `cargo` is not installed locally. - `pnpm test:run` — started locally, then stopped after the equivalent CI suites passed. - Initial [PR CI](https://github.com/paperclipai/paperclip/actions/runs/35681351752) passed, including full typecheck/build, general and serialized tests, Rust checks, and all eight browser-test shards. One unchanged Cursor test timed out on the first attempt; its five-test file passed locally and the failed CI shard passed on retry. - The [latest CI run](https://github.com/paperclipai/paperclip/actions/runs/35683642812) passed build, typecheck, all general and serialized tests, Rust checks, and all eight browser-test shards. One unchanged local-service-supervisor test failed its HTTP readiness check on the first attempt; its six-test file passed locally, and the failed server shard passed on retry. - Live xAI login and model execution were not run; the setup tests mock provider calls. ## Risks Small UI policy change. The existing Grok adapter, authentication, and secret storage paths remain in use. No schema or control-plane change is required. Cloud must deploy a tenant-app release containing this change. Revert the policy entry to hide Grok from new-agent setup again. ## Model Used - OpenAI GPT-6 (Codex), with repository inspection, code editing, and shell-based verification. ## 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 - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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ebaeba40ee |
feat: simplify agent onboarding and configuration (#13011)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators create agents and configure their runtimes in the board UI. > - The old creation flow presents several choices and a large form before an agent can start. > - The existing onboarding controls already provide clear provider connection steps. > - This pull request uses those controls in a new-agent wizard and organizes the full configuration pages. > - Operators can connect, test, save, and assign a first task while keeping the existing configuration tools. ## Linked Issues or Issue Description Related: #10974. That earlier open PR also reorganizes agent configuration. This PR follows the reviewed Storybook designs for agent creation and the current configuration tabs. **What existing behavior does this improve?** Agent creation, provider connection, runtime tests, and full agent configuration. **Current behavior** The creation dialog leads to a large manual configuration form. Provider login controls differ from onboarding. Environment variables and secret access appear in separate places. **Proposed behavior** Choose a name and adapter. Connect Claude or Codex through the existing onboarding controls. Configure and test the runtime, save the agent, and open a task dialog with that agent assigned. Use the same design on the existing configuration tabs. **Reason and benefit** The first setup asks for fewer decisions. The full editor keeps instructions, skills, runtime controls, secret access, permissions, keys, and revisions available in clear sections. **Breaking changes** The board creation and configuration layouts change. The test-environment API adds an optional, allowlisted `testCredentials` field for one-shot probes. Database contracts stay the same. Native ACPX tests now reject unsupported local platforms before a CLI login can mask the runtime restriction. ## What Changed - Added a new-agent wizard with numbered steps, adapter branding, provider connections, editable model choices, runtime tests, and confirmation. - Added Codex app-server, Claude ACPX, and OpenCode runner choices. - Stored API credentials through existing secret APIs and persisted references in agent configuration. New setup keys are isolated from credentials used by existing agents. - Preserved external-agent invitations beside the wizard, including optional messages, one-time prompts, and clipboard fallback. - Added OpenRouter provider and secret bindings for Pi and OpenCode. - Added adapter-specific prerequisite fields for Cursor, Gemini, Kimi, and Hermes. Cursor Cloud keys are saved as new organization secrets. - Fixed Cursor Cloud repository field mapping, omitted empty remote environment values, and added useful model and repository error messages. - Preserved complete MCP assignments when multiple valid profiles contain more than 250 tools in total. Generated profiles retain exact tool selectors. - Added service branding and deployment-aware adapter choices. Cloud setup offers Claude, Codex, and OpenCode; local native runners require the experimental setting. - Made the agent list responsive at intermediate widths. - Applied the reviewed design to the real agent configuration pages. Kept the instruction editor, skills, and existing mutations. - Combined secret access and environment variables under one Save and Discard action. - Added interactive Storybook screens for setup, configuration, confirmation, authentication, and test results. - Fixed Pi provider-error parsing and thinking-effort persistence. Native ACPX validates Linux x64 on the actual local, SSH, or sandbox target. - Redacted the complete transient probe-credential field from HTTP error logs, including rejected provider names. ## Verification - Current head `df0292fe6` has a fresh Greptile 5/5 review with no unresolved findings. All 31 executed CI checks passed, including the aggregate verification gate and all browser E2E shards. Storybook visual regression is skipped by its workflow; the local Storybook build passed. - Browser tests completed real assigned tasks with direct Codex, Claude, OpenCode, Pi, and native Codex. - Verified external-agent invitation generation and automatic prompt copying in the live browser. - Pi and OpenCode used an existing OpenRouter secret. Browser checks covered save and reload, instruction edits, skill selection, environment-variable Save and Discard, and assigned task creation. - Invalid Claude API credentials remained on the connection step with an error. A live Pi/OpenRouter invalid-key probe returned a provider failure and left the user-secret inventory unchanged (zero entries before and after). - Full workspace typecheck and build passed after rebasing onto current master. After review fixes, server and UI typechecks, token gates, and the full build passed again. Storybook built successfully. - All 5,542 local UI tests passed. The Cursor Cloud and Pi adapter regressions passed all 24 tests. Review regressions passed 69 server tests and all 18 agent-list tests. - The local full test command ran 6,971 general server tests successfully. Editing review fixes during that long run caused nine tests to use stale modules; fresh isolated runs passed. An unrelated embedded-Postgres fixture hit the host shared-memory limit; its 15 affected tests passed when the fixture groups ran separately. - Local workspace groups passed after rerunning 18 CLI tests sequentially to avoid host database limits and parallel-load timeouts. The local full command stopped at the general server phase, so serialized server verification comes from the five passing CI shards. - Browser testing at 390px confirmed that the agent action menu opens and the page has no horizontal overflow. CI browser E2E shards passed. - Review the `Onboarding / New agent` and `Agents / Configuration refresh` Storybook groups. In the real app, create an agent, run its connection test, save it, assign a task, and reload its configuration. ## Risks - This changes the main agent setup and configuration UI. Regression tests cover routing, persistence, secret bindings, and form actions. - Native Claude ACPX requires Linux x64. Direct Claude works on macOS. Remote checks execute a bounded platform probe and reject unsupported or unverified targets. - A native OpenCode task reached the provider context limit because of its tool payload. Its provider connection test passed. Direct OpenCode completed a task. This existing native execution limit is not fixed here. - Claude and Codex connection keys use the existing user-secret store. Other runtime setup keys use distinct organization secrets. Existing credentials are never rotated. Probes do not store entered keys. Failed agent creation removes newly staged credentials. - Cursor Cloud has not completed a live task. Its authenticated account still needs GitHub repository access. The live run passed MCP provisioning, remote environment validation, and explicit Auto model selection before the repository prerequisite blocked execution. - Generated runtime MCP profiles can exceed the public profile-edit request limit. They still contain exact catalog selectors and preserve permission boundaries. - No database migration, dependency, lockfile, or workflow changes are included. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell execution, and browser automation. The runtime did not expose the exact model ID or context window size. ## 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 - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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2cbbad16fd |
docs: add External Task Protocol specification (#10568)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Teams often keep their work in external ticket systems > - Paperclip must keep execution and governance control when those systems supply work > - Connector authors need one provider-neutral contract for links, routing, sync, and recovery > - This pull request adds that contract as a draft specification > - The benefit is a shared design for external task connectors without provider logic in Paperclip core ## Linked Issues or Issue Description - Refs: #3587 - Related prior connector work: #6271 - Supersedes the non-reopenable #7904. - Duplicate #10569 was opened during concurrent recovery; this PR contains the later review fixes and is the 5/5, green canonical replacement. Recommend closing #10569 without merging it. ## What Changed - Added a normative External Task Protocol for provider-neutral task data, link state, routing, synchronization, conflicts, and health. - Defined a Symphony-compatible execution profile that uses Paperclip checkout, heartbeat, workspace, budget, approval, and blocker controls. - Added provider profiles for Linear, Jira, Asana, Notion, Trello, and GitHub Issues. - Fixed the link-state transitions, reopen invariant, and section cross-reference found in review. - Updated the connector boundary to name the current capability-gated plugin host clients. - Aligned backlog wake semantics and issue-scoped run-stop conformance with the current host API. - Made terminal-to-active follow-up handoff retry-safe using a single-record `TaskLink` retarget and auditable handoff history, without assuming unavailable multi-record plugin transactions. - Preserved and refreshed Dotta's original specification work. ## Verification - Ran `git diff --check`. - Checked every numbered section reference against the document headings. - Compared the protocol integration points with the current plugin SDK and host issue contracts. - Ran the current PR template, linked-issue, duplicate-search, and test-coverage quality gates against this description and title. ## Risks - Low runtime risk. This pull request changes documentation only. - The specification can constrain future connector designs. It remains a draft and keeps provider-specific behavior in plugins. - The replacement keeps the legacy `PAP-10377-task-protocol` head ref because renaming it closed #7904 and GitHub would not reopen that PR after the ref was restored. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - The original draft used Claude Code. This review repair used OpenAI Codex with GPT-5. The exact API snapshot and context window are not exposed. The run used reasoning, repository inspection, shell tools, and code editing. ## 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] Branch naming exception is documented above; the legacy public issue branch was retained to preserve the repaired head ref - [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 - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Dev Agent <dev@paperclip.ing> |
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29b70e0c36 | Add company import export v2 plan | ||
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d54ee6c4dc |
docs: add ClipHub marketplace spec
Product spec for ClipHub — a marketplace for Paperclip team configurations, agent blueprints, skills, and governance templates. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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09d2ef1a37 |
fix: restore docs deleted in v0.2.3 release, add Paperclip branding
- Restored docs/ directory that was accidentally deleted by `git add -A` in the v0.2.3 release script - Replaced generic "P" favicon with actual paperclip icon using brand primary color (#2563EB) - Added light/dark logo SVGs for Mintlify navbar (paperclip icon + wordmark) - Updated docs.json with logo configuration for dark/light mode - Fixed release.sh to stage only release-related files instead of `git add -A` to prevent sweeping unrelated changes into release commits Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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28bf5e9e9b | chore: release v0.2.3 | ||
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cabd16bc70 | docs: sync docs and skills updates from backup branch | ||
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f80a802592 |
Add adapter environment testing infrastructure
Introduce testEnvironment() on ServerAdapterModule with structured pass/warn/fail diagnostics for all four adapter types (claude_local, codex_local, process, http). Adds POST test-environment endpoint, shared types/validators, adapter test implementations, and UI API client. Includes asset type foundations used by related features. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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13ef123026 |
Reorganize docs: move specs and plans to doc/ subdirectories
Move doc/specs/ui.md to doc/spec/ui.md. Move plans/module-system.md to doc/plans/. Add doc/spec/agents-runtime.md and docs/ reference specs. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |