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Author SHA1 Message Date
7b9334cd10 Draft: Build agent-ready design proposal system (#16875)
## Thinking Path

> - Paperclip helps people manage AI agents and their work.
> - People need consistent UI patterns to review and control that work.
> - The current board uses related layouts and controls with different
spacing, type, and behavior.
> - That drift makes it hard for a designer or an agent to build a new
page from a reliable reference.
> - Storybook can show the shared patterns and the states they need to
support.
> - This pull request adds design proposals, a local sandbox, and
reusable UI controls so people can compare the patterns in context.
> - The benefit is a clearer design system that agents can use to build
consistent UI.

## Linked Issues or Issue Description

**Subsystem affected**

`ui/` — React board UI and Storybook.

**Problem or motivation**

Board pages repeat visual and interaction decisions. Storybook did not
provide a complete reference for task views, conversation states,
typography, toolbars, tabs, and light/dark colors. People could not
compare a proposed pattern with the running board in one place.

**Proposed solution**

Add a staged Design Proposals catalog with foundations, components,
layouts, and page specimens. Add an opt-in sandbox. Reuse production
components where possible. Include synthetic conversation states and
shared controls so reviewers can compare and refine them.

**Alternatives considered**

Separate static mockups would not show keyboard behavior, responsive
layout, or real component states. Rebuilding each page only in Storybook
would allow the reference to drift from the board.

**Roadmap alignment**

This improves existing board UI and Skills Manager surfaces. It does not
add a new control-plane capability.

## What Changed

- Added dark and light color references, typography and conversation
specimens, and component stories for buttons, tabs, toolbars, sidebar,
popovers, activity, and task lists.
- Added a local design sandbox with synthetic task conversation playback
and representative states.
- Shared collection toolbars and navigation patterns across task, agent,
project, routine, skill, connector, and artifact pages.
- Added the streamlined Skills tabs and a My Skills collection that uses
the shared skill cards.
- Restored saved-thread access during synthetic playback, kept connector
searchbox semantics, and updated reproduction checks after moving trial
stories.
- Documented the proposed patterns and added focused UI, catalog, and
browser checks.

## Verification

- `pnpm check:token-gates`, `node scripts/check-maps.mjs`, and `node
scripts/storybook-catalog.mjs --check` passed.
- Full workspace `pnpm -r typecheck` and `pnpm build` passed after
merging master. After the review fixes, focused UI typecheck, `pnpm
build-storybook`, 23 Skills Sources tests, and all 15 Storybook
typography browser tests passed.
- Focused task-thread and system-notice suites passed: 251 tests.
Connector Browse passed 84 tests; the connector, attachment, recovery,
and Storybook flyout browser journeys passed locally.
- A local full Vitest run hit one intermittent chat-channels integration
failure; that test passed in isolation. GitHub CI
[39347996059](https://github.com/paperclipai/paperclip/actions/runs/39347996059)
passed on the exact latest commit: 55 successful checks and two skipped
draft-only Storybook jobs.
- Greptile reviewed the exact latest commit at 5/5 with no new comments
or open review threads. GitHub reports the branch as cleanly mergeable.

## Risks

- This PR changes 206 files and exceeds the repository's 100-file review
target. Review by commit and consider a scoped split before merge.
- Design Proposals are staged references. Fixture interactions do not
prove API behavior, permissions, or provider execution.
- UI changes to shared controls may affect pages outside the proposal
sandbox. Focused browser checks and the full CI matrix passed.

## Model Used

- OpenAI Codex, GPT-6 family. The exact runtime model ID and context
window are not exposed in this session. The model used reasoning, code
execution, browser inspection, and local tests. Earlier branch commits
were also AI-assisted in this Codex conversation.

## 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 available in this session)
- [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 where applicable
- [x] I have either linked existing issues or described the issue in-PR
following the relevant issue template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] I have run focused 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 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: Scott Tong <scott@scotts-mbp-m5-max.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-19 17:45:26 -07:00
DottaandPaperclip 8725d6ce09 fix: make answered Slack conversations idle (#13809)
Settle published, successful Slack turns as Idle; resume the same conversation on an admitted message. Preserve unfinished work, delivery errors, and explicit dispositions.

Verified through focused lifecycle/API/UI tests, full CI, and a real staging Slack conversation in the embedded browser.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-22 10:35:33 -05:00
1ef3b08714 feat(ui): integrate agent personas across the app (#13171)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A stable agent persona is useful only when the same identity appears
across the app.
> - Lists, task messages, selectors, and activity feeds need inexpensive
static avatars.
> - Onboarding and agent headers need a larger character with
expressions and pointer tracking.
> - This pull request connects the persona foundation to those existing
views and preserves onboarding draft assignments.
> - Full-page stories and Linux checks make the placements and
performance contract reviewable.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need a stable visual identity in lists, tasks, onboarding, and
configuration. External tools also need an image URL for that identity.

**Proposed solution**

Assign each agent a permanent palette from a fixed ClipLab character
library. Store the assignment on the agent. Render and cache preset PNG
URLs on demand. Use static images in dense views and one animated
character in larger placements.

**Alternatives considered**

A generated image bundle requires a separate asset build. A live
renderer in every avatar adds unnecessary work in large lists. Arbitrary
uploaded images do not provide the requested shared character system.

**Roadmap alignment**

This improves agent identity across existing control-plane views. It
preserves agent permissions, company boundaries, and status labels.
ROADMAP.md has no separate ClipLab persona milestone.

Related approaches: #2422 adds configurable image URLs and DiceBear
generation; #5578 adds optional uploaded avatars. This work uses a
fixed, versioned character library and preset URLs.

## What Changed

- Replace agent icons with static persona images across lists, the
sidebar, org charts, tasks, comments, selectors, activity, and dashboard
views.
- Put one animated character in the agent header. Let it follow the
pointer across the page, with reduced-motion and touch fallbacks.
- Add larger padded characters to agent creation. Keep the palette
stable across draft refreshes and connection retries, then reveal it
after success.
- Pass appearance through shared projections rather than fetching each
agent separately.
- Add real full-page Storybook examples for the agent list, overview,
task, dashboard, new-agent dialog, and connection page.
- Add Linux screenshot, clipping, density, and 500-avatar performance
checks.

## Verification

- `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased
tree. Persona lifecycle tests pass.
- The rebased feature passes 38 Linux screenshot/performance checks,
including both display densities, corner pointer positions, and the
no-WebGL/no-live-download contract for 500 avatars.
- The final Linux persona suite passes all 38 visual, lifecycle,
density, and full-page checks using the standard Storybook configuration
and real on-demand avatar endpoint.
- Final local focused verification: 45 avatar/native-recovery tests
pass; UI identity/routine tests, typecheck/build, token gates, and
Storybook build pass.
- Current-head CI passes: full workspace/server tests, all serialized
server groups, typecheck/release checks, build, canary validation, and
end-to-end shards. The build passed after retrying a native-runner
concurrency-test failure; its three targeted cases also pass locally.
- Manual inspection covered stable identities in the app, header
placement, full-page mouse tracking, onboarding size, and task/dashboard
placements.


### Screenshots

Linux captures use synthetic Storybook fixtures. Full-page captures use
reduced motion. The live character, mouse tracking, and disposal are
checked separately.

<details>
<summary>Agent overview with the character in its header</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png"
width="900" alt="Agent overview with the character in its header" />

</details>
<details>
<summary>Task messages and assignee identity</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png"
width="900" alt="Task messages and assignee identity" />

</details>
<details>
<summary>Larger onboarding character with room for expressions</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png"
width="900" alt="Larger onboarding character with room for expressions"
/>

</details>
<details>
<summary>Dashboard agent activity</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png"
width="900" alt="Dashboard agent activity" />

</details>

## Risks

- This PR depends on #13170, the persona foundation. Merge the
foundation first, then retarget this PR to master.
- Many placements change from icons to character silhouettes. Human
avatars and authoritative agent status labels retain their existing
behavior.
- Only one character can render live per view. Reduced motion,
hidden/offscreen content, touch input, and renderer failures use the
defined fallbacks.
- The full-page stories use fixture data. They do not contact a real
company or complete real provider sign-in.

## Model Used

OpenAI Codex, GPT-6 family. The exact model identifier and context
window are not exposed in this session. Used code editing, shell
execution, browser inspection, and Linux visual testing.

## 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>
Co-authored-by: Tonio <tonework@gmail.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-19 07:57:53 -05:00
9b7bd41833 feat(ui): refine dashboard cards, charts, and recent lists (#13269)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators use the dashboard and Live runs page to inspect current
and recent runs.
> - Large transcript cards take space and make it hard to compare run
states.
> - A compact card must show the agent, linked task, and time, with
access to run details.
> - This pull request applies the supplied card design to both views.
> - Operators can scan more runs and open a run or task for details.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

The agent run cards on the dashboard and Live runs page, plus dashboard
charts and recent lists.

**Subsystem affected**

`ui/` — React board UI.

**Current behavior**

Both views show large cards with embedded transcripts. Queued and
running cards share a live treatment. The dashboard chart grid leaves an
empty column, recent lists use different row sizes, and some activity
labels expose raw event names.

**Proposed behavior**

Both views use the same compact grid. Each card shows the existing
initials avatar, the agent name, one linked task row, and a
right-aligned timestamp. There is no status chip next to the agent name.
The timestamp uses small Inter text and the same muted gray as dashboard
metric descriptions. Recovery details remain in the task view. Run
status remains in the header tooltip and accessible label, and run
transcripts remain in the run detail view. The shared in-progress task
icon is now an animated circular spinner across the app.

**Reason and benefit**

Operators can scan task states without scrolling through embedded
output. The in-progress spinner keeps the shared task icon sizes,
circular shape, and stroke width. It honors reduced-motion preferences.

**Breaking changes**

The dashboard and Live runs page no longer show transcripts inside
cards. Open the agent header to inspect a run. There are no API or
database changes.

**Additional context**

Related public work found during the duplicate search:

- Refs #4317 — related run-state display concerns. This change does not
change server state reconciliation.
- Refs #11394 — related live-run cache updates. This change retains the
existing data flow.
- Refs #2118 — related navigation from agent cards. The card header here
opens the specific run.

## What Changed

- Apply compact cards to the dashboard and Live runs page, with status
icons and theme tokens.
- Use 16 × 16px status icons in the shared cards, including the
missing-task clock.
- Keep the existing circular initials avatar. Remove the status chip
beside the agent name while preserving the run label for tooltips and
accessibility.
- Replace the shared in-progress task glyph with an animated open
circle. Use the same 10-unit radius and 2-unit stroke as the other task
glyphs, with a reduced-motion guard across all task status surfaces.
This is the requested workflow-status indicator across the app,
including between runs; live indicators separately report active
execution.
- Use the same Tailwind blue tokens as nav dots and Live labels for the
progress icon: blue-400 in dark mode and blue-600 in light mode.
Covered-blocked icons follow the same blue token.
- Match the Tasks by Status chart's In Progress bar and legend to the
spinner's theme-aware color token.
- Distribute the three visible dashboard charts across equal-width
desktop columns, preserving existing gaps, card padding, and page
margins. Retain four columns when the optional priority chart is
enabled.
- Use the done task icon's `--status-task-icon-done` token for green
bars in Run Activity, Tasks by Status, and Success Rate, including their
legends.
- Use the blocked task icon's `--status-task-icon-blocked` token for red
bars and legends in Run Activity, Tasks by Status, Success Rate, and
priority charts.
- Align Recent Tasks live counts to the sidebar's right edge. Reveal the
ellipsis over a fading row surface on hover, keyboard focus, and while
its menu is open, without moving the label or count.
- Keep the ellipsis backdrop synchronized with the row background during
fade-out, using the actual sidebar surface in both themes to prevent a
darker flash.
- On coarse-pointer devices, reserve space for the always-visible
ellipsis and disable its fade so the live count remains readable beside
it.
- Order desktop dashboard Recent Tasks as status icon, task title, agent
avatar/name, 11px monospace task ID, then timestamp. In narrow cards,
keep the ID right-aligned beside the truncated title and place the agent
and timestamp on the second line.
- Give both dashboard lists the same 48px desktop rows, 24px leading
slots, 80px desktop task ID columns, and 64px right-aligned timestamp
columns. Use an 8px icon-to-content gap matching the task detail
heading. Narrow layouts use matching 76px rows with intrinsic-width IDs
on the title line; activity timestamps stay below.
- Order dashboard Recent Activity as actor avatar, actor name, verb,
task title, 11px monospace task ID, then timestamp. Use direct verbs
such as “Board read …” instead of “issue read marked”. Truncate titles
to preserve IDs and timestamps; keep full names and titles in tooltips.
- Use 12px task status icons in the top breadcrumb and Properties status
row. Keep the main task title icon at 20px.
- Reduce monospace task IDs to the 11px micro type token in breadcrumbs
and shared run cards, aligning them to the adjacent task titles' text
baseline while keeping status icons centered.
- Show the task title and identifier in one bordered row. Keep
missing-task links usable and show lookup failures.
- Remove the recovery chip and place the timestamp below the task row.
- Keep the link to all runs available when the dashboard has four or
fewer runs.
- Avoid transcript polling for compact cards.
- Fix bundled Inter font URLs and update the design guide and Storybook
fixtures.
- Cover run navigation, task status, failed lookups, shared icon sizes
and stroke, and reduced-motion-safe animation in tests.

## Verification

- Latest review fixes: targeted SidebarRecentTasks, SidebarNavItem,
StatusGlyph, StatusIcon, ActiveAgentsPanel, activity-format,
ui-font-assets, and Dashboard suites — 65 tests pass, including
read/unread verbs and reduced-motion-safe task animation.
- `pnpm --filter @paperclipai/ui typecheck` — passes.
- `pnpm check:token-gates` — all gates pass.
- `git diff --check` — passes.
- Related component suites passed during development: run cards, status
glyphs, breadcrumbs, issue properties, charts, sidebar navigation,
recent-task actions, and settings sidebar.
- Full repository `pnpm -r typecheck` and `pnpm build` pass on the final
commit using the temporary Rust toolchain. Storybook build passed
earlier in preparation.
- All CI gates pass on `c85e949b12b471d425d216caa609aee41dc58bde`: all
general/workspace and serialized server test shards, all three browser
shards, build/runner verification, typecheck/release registry, canary
dry run, policy, and security checks. The duplicate local `pnpm
test:run` was stopped after CI completed the same test suites; it is not
claimed as a completed local pass. The two Storybook jobs are skipped by
the configured draft-PR workflow.
- Greptile reviewed the final commit at 5/5 with no actionable findings
and zero unresolved review threads.
- Browser measurements at 1654px, 860px, and 390px confirm matching 48px
desktop and 76px narrow rows (plus 1px dividers), right-aligned IDs on
the title line, 64px timestamp slots, and no horizontal overflow. Narrow
Recent Tasks rows retain readable agent names below the title. Activity
reads as actor, verb, title, ID, time. Additional reference details can
expand an activity row.
- Verified three equal-width desktop charts with 16px gaps and aligned
outer edges. Chart blues, greens, and reds resolve to the matching
task-icon tokens.
- Verified real queued, running, succeeded, failed, cancelled, and
timed-out runs in the dev dashboard. Checked compact cards, task/run
links, timestamps, light/dark themes, and narrow layout.
- To inspect: open Dashboard, then Live runs. Both pages use the same
small cards. Open an agent header for run output, or the task row for
task details.
- Verified the updated spinner on the real dashboard cards, Recent
tasks, and task list. Checked actual SVG circle radius, rendered size,
and stroke width. Confirmed the spinner, nav dots, and Live labels
resolve to the identical blue-400 color in the dark-mode preview; light
mode uses their shared blue-600 token.
- Verified 12px computed width and height in the task breadcrumb and
Properties pane, the restored 20px main task icon, and 11px task IDs
with baseline alignment in the breadcrumb and shared dashboard/Live runs
cards.
- Verified the chart bar and legend resolve to the spinner color; Recent
Tasks counts align with Dashboard's count. Checked the fading ellipsis
overlay with keyboard focus and its open-menu state, then dismissed the
menu.

## Risks

- Operators must open run details to read output that was previously
embedded.
- Run outcomes are available in the header tooltip and run details
instead of a visible status chip. An in-progress task icon reflects task
status, independently of an individual run's outcome.
- Long names and task titles truncate within the compact layout. Full
labels remain available through links and tooltips.
- Font loading changes affect all UI text that uses the bundled Inter
font. The files remain served from the existing public fonts directory.
- No schema, API, adapter, or execution-policy changes.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with extended reasoning,
repository tools, code execution, and browser verification. The session
does not expose the 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: Scott Tong <scott@scotts-mbp-m5-max.local>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 17:02:40 -07:00
DottaandPaperclip 6f30003421 Polish operator UI task controls (#5427)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Operators spend most of their day scanning skills, routines, inbox
groups, and activity cards
> - Several small UI rough edges made those surfaces harder to scan or
easier to crash on real API payloads
> - These fixes are grouped together because they are low-risk operator
quality-of-life improvements rather than separate control-plane
contracts
> - This pull request polishes skills metadata, routine run-now access,
grouped issue creation defaults, monitor activity rendering, and
activity row identity layout
> - The benefit is a smoother board workflow with fewer small
interruptions while keeping the change set compact

## What Changed

- Improves company skill source display and the used-by agent list.
- Truncates long skill source paths and adds a copy affordance.
- Adds a row-level run-now button to the routines table.
- Adds grouped issue creation defaults for inbox issue groups and aligns
grouped add buttons to the right.
- Fixes `IssueMonitorActivityCard` when `monitorNextCheckAt` arrives as
an ISO string.
- Polishes activity row actor avatar/name layout by using the shared
avatar primitive.

## Verification

- `pnpm run preflight:workspace-links && pnpm exec vitest run
ui/src/pages/Routines.test.tsx ui/src/components/IssuesList.test.tsx
ui/src/lib/inbox.test.ts
ui/src/components/IssueMonitorActivityCard.test.tsx` — 91 passed.
- The routines test emitted the pre-existing Radix warning about missing
`DialogTitle`/description in dialog content; tests still passed.
- Pairwise merge checks against the other two PR branches reported no
textual conflicts.

## Risks

- Low: changes are UI-focused and covered by targeted component/lib
tests.
- Low-to-medium: activity row layout changes could affect dense feed
scanability; the implementation uses the shared avatar component and
keeps truncation behavior.

> 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

- OpenAI Codex coding agent, GPT-5 model family (`gpt-5`), tool-enabled
Paperclip heartbeat environment. Context window and internal reasoning
mode are not exposed by the runtime.

## 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-07 12:24:02 -05:00
Dotta a26e1288b6 [codex] Polish issue board workflows (#4224)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies
> - Human operators supervise that work through issue lists, issue
detail, comments, inbox groups, markdown references, and
profile/activity surfaces
> - The branch had many small UI fixes that improve the operator loop
but do not need to ship with backend runtime migrations
> - These changes belong together as board workflow polish because they
affect scanning, navigation, issue context, comment state, and markdown
clarity
> - This pull request groups the UI-only slice so it can merge
independently from runtime/backend changes
> - The benefit is a clearer board experience with better issue context,
steadier optimistic updates, and more predictable keyboard navigation

## What Changed

- Improves issue properties, sub-issue actions, blocker chips, and issue
list/detail refresh behavior.
- Adds blocker context above the issue composer and stabilizes
queued/interrupted comment UI state.
- Improves markdown issue/GitHub link rendering and opens external
markdown links in a new tab.
- Adds inbox group keyboard navigation and fold/unfold support.
- Polishes activity/avatar/profile/settings/workspace presentation
details.

## Verification

- `pnpm exec vitest run ui/src/components/IssueProperties.test.tsx
ui/src/components/IssueChatThread.test.tsx
ui/src/components/MarkdownBody.test.tsx ui/src/lib/inbox.test.ts
ui/src/lib/optimistic-issue-comments.test.ts`

## Risks

- Low to medium risk: changes are UI-focused but cover high-traffic
issue and inbox surfaces.
- This branch intentionally does not include the backend runtime changes
from the companion PR; where UI calls newer API filters, unsupported
servers should continue to fail visibly through existing API error
handling.
- Visual screenshots were not captured in this heartbeat; targeted
component/helper tests cover the changed behavior.

> 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

- OpenAI Codex, GPT-5-based coding agent runtime, shell/git tool use
enabled. Exact hosted model build and context window are not exposed in
this Paperclip heartbeat environment.

## 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-04-21 12:25:34 -05:00
ab9051b595 Add first-class issue references (#4214)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - Operators and agents coordinate through company-scoped issues,
comments, documents, and task relationships.
> - Issue text can mention other tickets, but those references were
previously plain markdown/text without durable relationship data.
> - That made it harder to understand related work, surface backlinks,
and keep cross-ticket context visible in the board.
> - This pull request adds first-class issue reference extraction,
storage, API responses, and UI surfaces.
> - The benefit is that issue references become queryable, navigable,
and visible without relying on ad hoc text scanning.

## What Changed

- Added shared issue-reference parsing utilities and exported
reference-related types/constants.
- Added an `issue_reference_mentions` table, idempotent migration DDL,
schema exports, and database documentation.
- Added server-side issue reference services, route integration,
activity summaries, and a backfill command for existing issue content.
- Added UI reference pills, related-work panels, markdown/editor mention
handling, and issue detail/property rendering updates.
- Added focused shared, server, and UI tests for parsing, persistence,
display, and related-work behavior.
- Rebased `PAP-735-first-class-task-references` cleanly onto
`public-gh/master`; no `pnpm-lock.yaml` changes are included.

## Verification

- `pnpm -r typecheck`
- `pnpm test:run packages/shared/src/issue-references.test.ts
server/src/__tests__/issue-references-service.test.ts
ui/src/components/IssueRelatedWorkPanel.test.tsx
ui/src/components/IssueProperties.test.tsx
ui/src/components/MarkdownBody.test.tsx`

## Risks

- Medium risk because this adds a new issue-reference persistence path
that touches shared parsing, database schema, server routes, and UI
rendering.
- Migration risk is mitigated by `CREATE TABLE IF NOT EXISTS`, guarded
foreign-key creation, and `CREATE INDEX IF NOT EXISTS` statements so
users who have applied an older local version of the numbered migration
can re-run safely.
- UI risk is limited by focused component coverage, but reviewers should
still manually inspect issue detail pages containing ticket references
before merge.

> 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

- OpenAI Codex, GPT-5-based coding agent, tool-using shell workflow with
repository inspection, git rebase/push, typecheck, and focused Vitest
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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-21 10:02:52 -05:00
b9a80dcf22 feat: implement multi-user access and invite flows (#3784)
## Thinking Path

> - Paperclip is the control plane for autonomous AI companies.
> - V1 needs to stay local-first while also supporting shared,
authenticated deployments.
> - Human operators need real identities, company membership, invite
flows, profile surfaces, and company-scoped access controls.
> - Agents and operators also need the existing issue, inbox, workspace,
approval, and plugin flows to keep working under those authenticated
boundaries.
> - This branch accumulated the multi-user implementation, follow-up QA
fixes, workspace/runtime refinements, invite UX improvements,
release-branch conflict resolution, and review hardening.
> - This pull request consolidates that branch onto the current `master`
branch as a single reviewable PR.
> - The benefit is a complete multi-user implementation path with tests
and docs carried forward without dropping existing branch work.

## What Changed

- Added authenticated human-user access surfaces: auth/session routes,
company user directory, profile settings, company access/member
management, join requests, and invite management.
- Added invite creation, invite landing, onboarding, logo/branding,
invite grants, deduped join requests, and authenticated multi-user E2E
coverage.
- Tightened company-scoped and instance-admin authorization across
board, plugin, adapter, access, issue, and workspace routes.
- Added profile-image URL validation hardening, avatar preservation on
name-only profile updates, and join-request uniqueness migration cleanup
for pending human requests.
- Added an atomic member role/status/grants update path so Company
Access saves no longer leave partially updated permissions.
- Improved issue chat, inbox, assignee identity rendering,
sidebar/account/company navigation, workspace routing, and execution
workspace reuse behavior for multi-user operation.
- Added and updated server/UI tests covering auth, invites, membership,
issue workspace inheritance, plugin authz, inbox/chat behavior, and
multi-user flows.
- Merged current `public-gh/master` into this branch, resolved all
conflicts, and verified no `pnpm-lock.yaml` change is included in this
PR diff.

## Verification

- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts
ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/workspace-runtime-service-authz.test.ts
server/src/__tests__/access-validators.test.ts`
- `pnpm exec vitest run
server/src/__tests__/authz-company-access.test.ts
server/src/__tests__/routines-routes.test.ts
server/src/__tests__/sidebar-preferences-routes.test.ts
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts
ui/src/pages/CompanyAccess.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server
typecheck`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm db:generate`
- `npx playwright test --config tests/e2e/playwright.config.ts --list`
- Confirmed branch has no uncommitted changes and is `0` commits behind
`public-gh/master` before PR creation.
- Confirmed no `pnpm-lock.yaml` change is staged or present in the PR
diff.

## Risks

- High review surface area: this PR contains the accumulated multi-user
branch plus follow-up fixes, so reviewers should focus especially on
company-boundary enforcement and authenticated-vs-local deployment
behavior.
- UI behavior changed across invites, inbox, issue chat, access
settings, and sidebar navigation; no browser screenshots are included in
this branch-consolidation PR.
- Plugin install, upgrade, and lifecycle/config mutations now require
instance-admin access, which is intentional but may change expectations
for non-admin board users.
- A join-request dedupe migration rejects duplicate pending human
requests before creating unique indexes; deployments with unusual
historical duplicates should review the migration behavior.
- Company member role/status/grant saves now use a new combined
endpoint; older separate endpoints remain for compatibility.
- Full production build was not run locally in this heartbeat; CI should
cover the full matrix.

## Model Used

- OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use
environment. Exact deployed model identifier and context window were not
exposed by the runtime.

## 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 run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] I will address all Greptile and reviewer comments before
requesting merge

Note on screenshots: this is a branch-consolidation PR for an
already-developed multi-user branch, and no browser screenshots were
captured during this heartbeat.

---------

Co-authored-by: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 09:44:19 -05:00
dotta 3baebee2df Track blocker and review activity events 2026-04-09 06:16:41 -05:00
DottaandPaperclip 45998aa9a0 feat(issues): add issue documents and inline editing
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-03-13 21:30:48 -05:00
DottaandClaude Opus 4.6 f60c1001ec refactor: rename packages to @paperclipai and CLI binary to paperclipai
Rename all workspace packages from @paperclip/* to @paperclipai/* and
the CLI binary from `paperclip` to `paperclipai` in preparation for
npm publishing. Bump CLI version to 0.1.0 and add package metadata
(description, keywords, license, repository, files). Update all
imports, documentation, user-facing messages, and tests accordingly.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-03 08:45:26 -06:00
Dotta 8ee063c4e5 feat(ui): reconcile backup UI changes with current routing and interaction features 2026-03-02 16:44:03 -06:00
ForgottenandClaude Opus 4.6 20176d9d60 fix(ui): resume lost runs, activity feed fixes, and selector focus
Add resume button for process_lost runs on agent detail page. Fix
activity row text overflow with truncation. Pass entityTitleMap to
Dashboard activity feed. Fix InlineEntitySelector stealing focus on
close when advancing to next field.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-26 10:32:51 -06:00
ForgottenandClaude Opus 4.6 f4698b73de feat(ui): show issue title alongside identifier in activity feed
Activity rows now display the issue title after the identifier
(e.g. "CodexCoder commented on PAP-111 — fix login bug") for
better context at a glance.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 20:06:16 -06:00
ForgottenandClaude Opus 4.6 d2f9ade30c fix(ui): mobile viewport, scrollable popovers, and actor labels
- Set viewport-fit=cover and disable user scaling for mobile PWA feel
- Wrap assignee/project popover lists in scrollable containers
- Remove rounded-t-sm from stacked chart bars for cleaner rendering
- Prevent filter bar icons from shrinking on narrow screens
- Show "Board" instead of raw user IDs in activity feeds and toasts
- Surface server error message in health API failures

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 19:44:02 -06:00
ForgottenandClaude Opus 4.6 2ec45c49af feat(ui): add auth pages, company rail, inbox redesign, and page improvements
Add Auth sign-in/sign-up page and InviteLanding page for invite acceptance.
Add CloudAccessGate that checks deployment mode and redirects to /auth when
session is required. Add CompanyRail with drag-and-drop company switching.
Add MarkdownBody prose renderer. Redesign Inbox with category filters and
inline join-request approval. Refactor AgentDetail to overview/configure/runs
views with claude-login support. Replace navigate() anti-patterns with <Link>
components in Dashboard and MetricCard. Add live-run indicators in sidebar
agents. Fix LiveUpdatesProvider cache key resolution for issue identifiers.
Add auth, health, and access API clients.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-23 14:41:21 -06:00
ForgottenandClaude Opus 4.6 3392f4dbfa fix: use issue shortname (identifier) in activity feed instead of title
Activity feed and dashboard now display issue identifiers like PAP-32
instead of issue titles for entity names. Also uses identifier-based
URLs for issue links in the activity feed.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-21 08:25:08 -06:00
ForgottenandClaude Opus 4.6 39f8d38528 UI: mobile responsive layout, streamline agent budget display, and xs avatar size
Make agents list force list view on mobile with condensed trailing
info. Add mobile bottom bar for config save/cancel and live run
indicator on agent detail. Make MetricCard, PageTabBar, Dashboard
tasks, and ActivityRow responsive for small screens. Add xs avatar
size for inline text flow. Remove redundant budget displays from
agent overview, properties panel, costs tab, and config form.
Add attachment activity verb labels.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 11:29:13 -06:00
ForgottenandClaude Opus 4.6 3ad421965c fix(ui): responsive tab bar, activity row wrapping, and layout tweaks
Make PageTabBar render a native select on mobile, allow ActivityRow text
to wrap on narrow viewports, and minor layout adjustments in AgentDetail
and Issues pages.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 10:33:18 -06:00
ForgottenandClaude Opus 4.6 3b81557f7c UI: URL-based tab routing, ActivityRow extraction, and agent detail redesign
Switch agents, issues, and approvals pages from query-param tabs to
URL-based routes (/agents/active, /issues/backlog, /approvals/pending).
Extract shared ActivityRow component used by both Dashboard and Activity
pages. Redesign agent detail overview with LatestRunCard showing live/
recent run status, move permissions toggle to Configuration tab, add
budget progress bar, and reorder tabs (Runs before Configuration).
Dashboard now counts idle agents as active and shows "Recent Tasks"
instead of "Stale Tasks". Remove unused MyIssues page and sidebar link.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-19 14:39:48 -06:00