4 Commits

Include renames

Author	SHA1	Message	Date
TonioandClaude Opus 5	3d366ba15f	Rebuild the onboarding agent arc on the prototype's step design (#11905) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The onboarding wizard in `ui/` hires that first agent. It runs three steps: create the agent, connect a model, and review > - A standalone prototype holds the agreed design for these steps. #10786 ported that prototype, but #11067 reverted it in full because the port deleted `OnboardingWizard.tsx` while four pull requests were editing that file > - Those four pull requests have since merged. The revert said the port can "re-land incrementally", and this is that re-land > - This pull request takes the presentational layer from the prototype only. It keeps master's wizard as the source of behaviour, so the eight onboarding fixes merged since the revert stay in place > - The benefit is that the three agent steps match the agreed design, and no merged fix is lost to get there ## Linked Issues or Issue Description Refs #10786 — the first attempt to land this design. Refs #11067 — the revert that asked for it to re-land in smaller steps. No public issue exists for the re-land. The problem is described below. **Subsystem affected** The `ui` package. The change touches the onboarding wizard, the agent capsule, and one Storybook story. It adds four small presentational components under `ui/src/components/onboarding/`. **Current behavior** The wizard's agent steps do not match the prototype. Each step shows a small heading beside an icon, above a form. The agent capsule sits below that heading and does not animate. The agent gets a name but no role, so every first agent is created as `ceo`. The wizard also shows a five-segment progress bar on these steps. A walker who enters on the agent step cannot reach the first two segments, so two of the five can never be filled. **Proposed behavior** The three steps use the prototype's card, its centred display heading, and its footer. One capsule sits above the heading and stays mounted across all three steps, so it reads as one object being built rather than three screens that each show their own. A three-segment strip counts these steps for a walker who enters on them. The full-length bar stays for a walker who starts at step one, so that count never restarts partway. The agent step gains a role. The options come from the agent role enum, not from the prototype's mock list. **Reason and benefit** The design is agreed and already built once. Re-landing it presentation-first keeps the behaviour that master gained after the revert. Sourcing roles from the enum matters. The prototype offers "Coder", which is not a valid role — the enum uses `engineer` — so a walker who picked it would fail validation at hire time. **Breaking changes** None. The wizard keeps its routes, its draft format, and its hire call. The draft gains one optional field, `agentRole`. A draft saved before this change loads without it and falls back to the default. ## What Changed - Add `ui/src/components/onboarding/`: `Stepper`, `OnboardingCard`, `OnboardingHeading`, `FooterNav`, `AgentPreview`, and shared motion constants - Rebuild wizard steps 3–5 on those parts: one card, the capsule above a centred heading, and one footer - Hold one `AgentCapsule` across the three steps. It springs in once, then morphs from dashed slot to traced outline to filled - Add `strokeDraw` to `AgentCapsule`. It traces the outline instead of cross-fading it. The dashed layer holds until the trace ends - Add a role select to the agent step. Choosing a role fills the name, unless the walker typed one - Show one progress indicator per run, not two - Label strip segments by destination, not by number - Add `motion` to the `ui` package - Add a Storybook story for the strip and the capsule states ## Verification Run the tests: ``` pnpm --filter @paperclipai/ui exec vitest run pnpm --filter @paperclipai/ui exec tsc -p tsconfig.json --noEmit ``` 4235 tests pass. The typecheck is clean. To see the steps, start the app and open `/<PREFIX>/onboarding` for a company that has a company-level goal. The wizard opens on the agent step. Step three requires a hire. Three absence assertions were checked by fault injection. Each one fails when the old behaviour returns: - put the step counter back, and the "shows no step counter" test fails - default `strokeDraw` to true, and the cross-fade test fails - restore the timer gate on the strip, and the indicator test fails ## Risks Low to medium. `motion` is one new dependency in `ui`. #11067 gave dependency weight as one of three reasons to revert #10786, so this branch carries the smallest set that works. `motion` drives the step transitions and the capsule choreography, and three files import it. An earlier revision of this branch also added `three` and `@types/three`. Both are removed. They existed for the 3D backdrop, which belongs to the auth and welcome screens rather than to these three steps, so nothing on this branch imported them. The role select changes what the wizard sends. Before this change every first agent was hired as `ceo`. Now the walker chooses. The values come from the enum, so the server accepts all of them. Steps 1 and 2 keep the older design. They do not run on the Cloud-first path, where the company already exists. ## Model Used Claude Opus 5 (`claude-opus-5`), with extended thinking, tool use, and code execution. Used for the code, the tests, and this description. ## 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: Claude Opus 5 <noreply@anthropic.com>	2026-08-21 16:41:53 -07:00
Nicky LeachandPaperclip	5bc6031f79	fix(server,ui,claude-local): verify auth on the adapter Test lane and enforce managed-sandbox tenant binding (#11810) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Adapter Test checks whether an agent adapter can run with its configured environment, and every local-driver adapter (Claude, Codex, Gemini, OpenCode, Pi, Cursor, etc.) shares this Test route and its UI resolution logic > - The Claude ACP Test lane could report pass without checking local or remote authentication, and the shared Test route and UI had gaps in environment binding, probe safety, and managed-sandbox resolution that affect every adapter that uses the Test button, not only Claude > - This pull request verifies authentication on every Claude ACP target, and closes the shared Test-route/UI gaps: tenant-binding on the route, a managed-sandbox-only redirect that matches the real run path, and a three-tier environment resolution in the UI > - The benefit is a truthful Test result with safer probe execution and tenant isolation, for Claude specifically and for every other local adapter that shares this Test surface ## Linked Issues or Issue Description **What happened?** The Claude ACP Test lane returned `status: "pass"` without checking authentication for some local and non-sandbox targets. Separately, the shared `/companies/:companyId/adapters/:type/test-environment` route — used by every local-driver adapter, not only Claude — accepted a foreign environment id, and its UI resolution did not mirror the server's managed-sandbox-only redirect. **Expected behavior** The Test lane checks the resolved credential and hello probe for every Claude ACP target. The shared adapter Test route rejects a foreign environment before it reveals environment details or starts a lease, for any adapter type. The Test's environment resolution (UI and server) matches the real run's three-tier resolution, including the managed-sandbox-only redirect. **Steps to reproduce** 1. Run the Claude ACP Test lane against a local target without a valid credential. 2. Run the adapter Test route with an environment id from another company (any adapter type). 3. Observe the pass result on step 1, or the missing tenant-binding rejection on step 2. **Paperclip version or commit** `933749e01f74e82ce5d315c071be534d04e01158` **Deployment mode** Local dev (`pnpm dev`) and server route tests. **Agent adapter(s) involved** Claude Code directly (the ACP auth-verification work). The tenant-binding guard, managed-sandbox-only redirect, and UI three-tier resolution apply to the shared adapter Test route and affect every local-driver adapter (Codex, Gemini, OpenCode, Pi, Cursor, etc.), not only Claude — see "What Changed" below for the split between Claude-only and shared changes. **Database mode** Not database-related. **Access context** Both board and agent paths use the affected Test surface, for every local-driver adapter. **Additional context** Two commits that were previously bundled into this PR — a `plugin-worker-manager` duplex-channel frame-bound fix and a `workspace-runtime` exit-persist crash fix — are unrelated to the adapter Test lane and have been split out into their own PRs: #11860 and #11861. ## What Changed Claude-only (`packages/adapters/claude-local`): - Verify `CLAUDE_CODE_OAUTH_TOKEN` and run the hello probe for every Claude ACP target. - Keep `adapter_auth_missing` sandbox-only and report missing non-sandbox credentials as a warning. - Add a deny-by-default probe environment builder for the ACP and CLI local probes. - Log only fixed probe context and allowlisted classifications. - Seed the host OAuth token into the hello probe environment. Shared, cross-adapter (`server/src/routes/agents.ts`, `ui/src/lib/adapter-test-environment.ts`, `ui/src/components/AgentConfigForm.tsx`, `ui/src/components/OnboardingWizard.tsx`): - Add a company-binding guard and a binding assertion for the generic `/companies/:companyId/adapters/:type/test-environment` route, so a foreign-company environment id is rejected before any secret resolution or sandbox lease, for every adapter type. - Resolve all three server environment tiers (agent default, instance default, local default) in the UI, and add the managed-sandbox-only redirect so the Test probes the same target a real run would use. - Enforce onboarding Test results: block hire on a failed environment test. - Add regression tests for authentication, tenant binding, probe safety, diagnostics, and UI resolution. ## Verification - Adapter suites pass for the Claude local server probe, remote, ACP, auth, probe environment, and config paths. - Server route tests pass, including the five tenant-binding cases. - UI adapter Test environment resolver tests pass for all three resolution tiers. - Adapter package `tsc --noEmit` exits 0. - Full CI must pass on this pull request. ## Risks The probe environment now denies caller variables by default. A required variable that is not on the allowlist could stop a probe from starting. The route now rejects foreign environment ids with a fixed 403 response. The managed-sandbox-only redirect changes where the Test (and the login affordance) probes for every local-driver adapter under that policy, not only Claude — operators running other local adapters under managed-sandbox-only will see their Test target move from local to the managed sandbox, matching what real runs already do. The change limits secret and diagnostic exposure. ## Model Used Original implementation: OpenAI Codex, GPT-5; exact context window not exposed in that run; tool use and code execution. This revision (commit split and title/description correction): Claude, Sonnet 5 (claude-sonnet-5). The original title and description described this PR as Claude-only; review found it also changes the shared adapter Test route and UI resolution used by every local-driver adapter, and carried two unrelated server fixes. Claude split those two commits into #11860 and #11861 via `git rebase --onto` (verified byte-identical to the original tree minus those commits) and rewrote this description to reflect the actual scope. No functional code in this PR was authored by Claude. ## 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>	2026-08-21 11:30:49 -07:00
3 people	6542ad1f4d	fix(onboarding): carry an existing company's mission into the wizard (#11416) ... Ports the substance of #11259, which predated the recent onboarding work and was still open. One of the parts it solves is a regression #11352 introduced. A company that already has its mission opens on the agent step, which is the point of #11352. What that missed is that the mission field is filled only by the step being skipped, and that the field is not decoration: `composeCeoInstructions` seeds the lead agent's instructions from it, and the Review checklist reads it. So every Cloud-seeded company hired its lead agent with no Mission line at all, having been routed there precisely *because* it had a mission. Before #11352 those companies dead-ended on the mission step; a dead end became a quiet data loss, which is worse, because it completes. `selectExistingCompanyMission` reads the company's own goal back into the shape the mission field holds, and the wizard hydrates from it - only when the field is empty, so a customer editing their mission is never overwritten by the stored copy. The marker recording that hydration travels with the field it describes, cleared wherever `companyGoal` is. `isExistingCompanyMissionUnresolved` holds the hire while that read is outstanding, counting an in-flight refetch over cached goals as unresolved. That is the rule #11382 settled on a day earlier for a different consumer - `isFetching`, not `isLoading`, because retained data is not an answer to the question being asked now. #11259 had it first, on 11 August. `canGoBackFromOnboardingStep` and `canJumpToOnboardingStep` bound how far back a run can walk by the step it entered on. The Back button already applied that rule inline; the progress bar applied only the "already completed" half, so a run holding a company could still jump to step 1 - the step whose job is to create one. The entry step is captured once, when the wizard opens, for the same reason the step itself is. `planMissionPersistence` came with them and turned out to be required rather than tidying. Hydration sets `createdCompanyGoalId` from the company's existing goal, and confirming the mission read that id as "already written" and skipped the write, discarding the customer's edit. That skip was safe only while the id could arrive one way - by writing. A goal in hand now means update it. Each piece was checked by removing it and confirming a specific case fails. The hydration case asserts on `saveInstructionsFile`'s content, the actual consumer, rather than on the mission textarea, because the entry path never renders that field and the navigation bound now prevents reaching it. One caveat recorded rather than smoothed over: the reopen case fails only when both marker-clears are removed, since `reset()` also clears the company id and the next introduction routes through `clearCompanyScopedState`. They are kept as one invariant rather than one guard plus a coincidence. ui typecheck clean; full ui suite 4004 pass. Two failures remain, in IssueProperties and StatusCards/format; both are date-dependent, both reproduce on master with these changes stashed, and neither file is touched here. Co-Authored-By: Jannes Stubbemann <stubbi@users.noreply.github.com> Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>	2026-08-15 01:42:03 -07:00
TonioandClaude Opus 5	d95340b0b8	feat(ui): send a company with no agent into onboarding, at the right step (#11352) ... A company with no agent cannot do anything: no runs, no tasks, nothing to show. The dashboard says so in a banner with a link, which asks the customer to notice a problem the product can fix for them. It is worse for a company created by Paperclip Cloud: Cloud creates the company before the tenant boots, so the companyless redirect never runs, and the customer arrives on an empty dashboard straight out of a signup flow that already asked for a mission. The dashboard now opens onboarding when the agent list has loaded and is empty, and onboarding opens on the agent step when the company already has its mission — read from the company-level goal the seed writes, under the query key the launch path already uses, so it shares a cache entry rather than adding a fetch. The step is decided once. `initialStep` is derived from the company list and the goal list, so it changes on any retry, refetch or cache invalidation. An effect that took it as a dependency called `setStep` on every one of those and moved a customer who was already mid-flow. Gating the input only narrowed that window; it could not close it. The step now belongs to the request that opened the wizard: the effect reads it through a ref and is keyed on the wizard opening or the company changing. `createdCompanyIdRef` beside it already used this pattern for the same reason. That exposed a path nothing had ever taken. A company reached the mission step only by creating itself on step 1, so opening an existing company there found code that had never run: `companyName` is only typed on step 1, and both ways forward require it, so the step could not be completed at all; and confirming advanced without writing anything, so the mission the customer typed was discarded. Both fixed, and the write now reconciles against the goal list rather than adding a second company goal, since the mission lookup fails open and can send a company that has one back to that step. Company-scoped state now stays with its company. `clearCompanyScopedState` runs when the route replaces a company and when it withdraws one — the same event, and clearing half of it left a goal id that made the next company skip a mission it had never given. `stillTheSameCompany` guards all five async writes, after the server work rather than before it, so a company switch mid-flight cannot hand the new company the old one's goal, project, issue or agent, and cannot leave a hired agent without its instructions file. The keyboard path honours `loading` like every button already did. `claimOnboardingOffer` makes onboarding an offer that stays declined for the visit. Route ownership is now recorded whenever the route names a company, including one the wizard already holds. This changes a documented rule deliberately: without it a self-created company was never withdrawn, so `/onboarding` would show "create a company" while still holding the previous one and write the customer's new mission into it. Tested at the seam, because every defect on this branch lived between a value and its consumer and the predicate tests passed at every stage. `OnboardingWizard.step.test.tsx` renders the real wizard against the real resolver and the real mission hook across 18 cases, and each was fault-injected against the code it replaces rather than trusted on a green run. That caught a case that passed against the broken code, and a race in one of the guards. ui typecheck clean; full ui suite 3923 pass, with one timezone-dependent IssueProperties failure present on this branch's base in a file this change does not touch. All CI gates green; Greptile 5/5. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>	2026-08-14 08:18:07 -07:00