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39279aa34f |
feat(ui): shared error, connectivity and query foundation for disconnects (#15754)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board reads API data and keeps the current task on screen. > - A restart or temporary network failure can interrupt those reads. > - Separate page error handlers can hide cached data or expose raw server codes. > - The app needs one connection state, readable error copy and a consistent read policy. > - This change provides that foundation and moves affected read surfaces onto it. > - The dependent write layer in #17960 preserves edits and submissions across the same failures. ## Linked Issues or Issue Description **What happened?** Temporary API failures could replace loaded content with errors. Different surfaces handled the same outage differently. Some showed raw server codes. A successful query to an unrelated service could also falsely report that Paperclip had recovered. **Expected behavior** Keep cached content visible. Show one connection banner during sustained trouble. Confirm recovery through the Paperclip health probe or its WebSocket. Retry transient reads and show readable errors for permanent failures. **Steps to reproduce** 1. Open a populated task or workspace page. 2. Interrupt API requests with a 503 or a dropped connection. 3. Keep an unrelated external request in flight. 4. Confirm that cached content remains and that the external result cannot clear the outage. 5. Restore the API and check that reads refresh. The write layer first merged into this feature branch in #15769 now has its own dependent PR, #17960. This PR contains the shared foundation and read changes. Merge this PR first. ## What Changed - Classify API errors and provide readable error copy, including non-JSON proxy responses and Retry-After handling. - Use one connection store and health probe with bounded backoff. Confirm recovery from the server health probe or live-updates WebSocket. - Pause reads while disconnected, retry transient errors, and refresh active reads after recovery. - Keep cached data visible through shared query views and affected page, panel and plugin read surfaces. - Add one app-level connection banner and support the pending-write count consumed by the dependent write layer. - Add a query-error rendering guard. Call it directly from the existing CI step. Update development documentation. ## Verification - Historical-chat lookup now follows the same ready/stale roster state as rendering. Three regressions fail before the fix; the six new cases pass after it, including working Retry, fresh data, no-cache error, permanent 403 and company isolation. All six focused query/recovery suites pass 200 tests. Final-commit CI passes and Apex is 5/5 with no unresolved findings. Canary Dry Run initially refused a preview version that was already on npm. It passed after one rerun with fresh registry metadata; no check was disabled. - Integrated current master and retained both transcript interest registration and connectivity reporting on socket open. The seven focused recovery/query suites pass 288 tests, and UI typecheck and production build pass. All 9,451 UI tests across 799 files pass on the merge commit. Final-commit CI passes and Apex is 5/5 with no unresolved findings. - Current head `70d9335d732219352ef0f98414439766bbcb33df`: all hosted CI checks pass. Apex is **5/5** on that head with no unresolved findings. The branch has no merge conflict. GitHub still requires code-owner approval. - The foundation passes 9,430 UI tests in 804 files. After integrating current master page paths, 190 focused page tests pass. - Two unrelated-success regressions fail before the latest fix. With the fix, 62 focused UI tests, all six guard tests and UI TypeScript pass. - The composed foundation and write layer pass **9,505 UI tests in 808 files**, UI TypeScript, a production UI build, and query-error, token and map guards. - A real Chromium journey on the composed source injects a 503 during title save. The loaded task stays visible; one reconnect banner appears; the edit saves after recovery; another task stays unchanged; the saved title survives reload. - Full recursive local checks were not repeated because Runner compilation exhausted local disk during another repair. Hosted checks must pass before merge. No new staging deployment is claimed. - Latest review follow-up: a cached CaseDetail now survives a failed HTTP 429 refresh. Its page regression fails before the fix and passes after it. Eighty focused foundation tests, UI TypeScript, build and guards pass after that change. - Earlier CI evidence is retained: several foundation jobs received a runner shutdown signal together. The write-layer head also failed an unchanged Runner descriptor close test with `provider_transport_failed`. The same Runner source passed that suite in the foundation run. New CI runs cover the updated heads; no check or assertion was weakened. ## Risks - Shared retry defaults change the time before transient read errors appear. Permanent errors still fail promptly. - ApiError.message now contains readable copy. Callers that compare raw codes must use ApiError.code. - Cache success can come from another service or local data. It must not confirm Paperclip recovery. - Durable writes are reviewed separately in #17960. This PR does not change database or mutation contracts. ## Model Used Anthropic Claude Opus 5.5 (`claude-opus-5-5`) produced the original work with tool use. OpenAI Codex, GPT-6 family, assisted with restoration, integration, tests and review fixes. The Codex session does not expose its exact serving 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: devinfoley <139239+devinfoley@users.noreply.github.com> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Amy (Opus) <claude@users.noreply.github.com> |
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scotttong
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4d82f5eaea | copy: unify user-facing "company" wording to "organization" (#12243) | ||
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DottaandPaperclip
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e826188e82 |
refactor(settings): unify settings and speed up exports (#11789)
## Thinking Path > - Paperclip is the open source app that people use to manage AI agents for work. > - Operators use the settings area to control a company and its Paperclip instance. > - The current navigation separates related settings and uses duplicate instance pages. > - Company exports also do independent reads in sequence and do extra work for previews. > - Hardened workspace commands can differ from their saved command after loopback binding. > - This pull request makes these related operator workflows consistent and faster. > - The benefit is one clear settings area, faster exports, and stable runtime command matching. ## Linked Issues or Issue Description Refs #338 Related: #9834 **What existing behavior does this improve?** This improves the company settings UI, company export preparation, and workspace runtime command matching. **Current behavior** Company and instance settings use separate navigation and duplicate pages. Export preparation reads many independent records in sequence. Preview generation can also build an unused organization image. A command with a forced loopback bind can fail to match its saved runtime command. **Proposed behavior** Use one settings navigation and put general instance controls on the company General page. Load independent export data with bounded concurrency, skip unused preview image work, and load the export page only when it is needed. Treat the loopback-bound form of a command as the same runtime command. **Reason and benefit** Operators get one clear settings area. Large company exports need fewer serialized reads. Export previews and initial UI loads do less work. Hardened runtime services remain linked to their saved command definitions. **Breaking changes** The obsolete instance General URL redirects to the unified settings page. Access and Heartbeats remain available, and legacy bookmarks keep their destinations. No API response shape or database schema changes. ## What Changed - Unified company and instance settings navigation and removed duplicate instance settings pages. - Embedded general instance controls in the company General page and kept access-sensitive navigation behavior. - Preserved instance Access and Heartbeats controls in the unified navigation and normalized old bookmarks to those destinations. - Improved environment and access-state handling when workspace seed requests overlap. - Added bounded export reads, a lighter preview path, deferred export preparation, and lazy export-page loading. - Matched loopback-bound runtime commands to their saved command definitions. - Added focused shared, server, and UI regression tests. ## Verification - `pnpm exec vitest run <18 changed test files>`: 18 files and 256 tests passed. - `pnpm check:token-gates`: passed all four token gates. - `pnpm -r typecheck`: passed for all workspace projects. - `pnpm build`: passed for all workspace projects. - `pnpm test:run`: tests ran without a reported failure, but the runner did not close after the server handoff tests. The process closed with status 0 after an interrupt. - Focused latest-head route tests: 2 files and 4 tests passed. - GitHub latest-head checks: all completed without failure. - Greptile: 5/5 with no unresolved review threads. ## Risks - Medium risk: settings routes and navigation changed across several operator roles. - Medium risk: bounded export concurrency increases simultaneous database reads. The limits stay below the normal pool size. - Low risk: runtime command matching accepts only the known Tailscale HTTPS loopback transformation. - No migrations are included. > 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 with a GPT-5-family coding model. The runtime does not expose the exact deployed model ID or context-window size. Reasoning, tool use, and local code execution were enabled. ## 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) - [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details Exception: This task requires the existing execution branch. The harness does not permit a branch rename. - [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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c07e650cd7 |
feat(ui): single-source design tokens, visual regression suite, and theme retune (#9134)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Its UI is the operator's daily surface: task lists, boards, budgets, agent status — all built on shadcn components and Tailwind > - Visual values (colors, spacing, type sizes, radii) were hardcoded at ~1,600 call sites: the same "small gray label" was 9/10/11px depending on the file, charts disagreed with chips about status colors, two toggle-switch implementations coexisted in two greens, and there was no visual regression coverage > - This made the UI drift-prone and made any restyle a hundreds-of-files project, which discourages design iteration > - This pull request extracts visual values into a single token layer in `ui/src/index.css`, adds a Storybook visual regression suite backed by external immutable baseline archives, and then applies a deliberate retune reviewed change-by-change on screenshot diffs > - The benefit is that Paperclip's look becomes a config surface: retheming is a token edit reviewed as a snapshot diff, drift is blocked by a token gate, and future UI PRs can prove exactly what changed visually without committing hundreds of PNGs ## Linked Issues or Issue Description No existing public issue covers this work (searched "design tokens", "visual regression", "design system" across issues and PRs). Related in spirit: Refs #8982 (theming a hardcoded panel — a one-off instance of the same problem class this PR addresses systematically). **Problem (feature-request form):** UI visual values are hardcoded per call site with no source of truth and no regression coverage; consistency depends on reviewer memory, and restyling requires mass file edits. **Proposed solution (this PR):** a single token layer + enforcement gate + externally stored visual snapshot suite, then an intentional restyle on top of that foundation. ## What Changed - **Token extraction (zero visual change, machine-verified during development):** committed codemods (`scripts/codemod-*.mjs`) moved ~1,600 hardcoded color/type/spacing/radius/shadow/misc values into named tokens in a non-inline `:root` block of `ui/src/index.css`. - **Visual regression suite:** `pnpm test:storybook-visual` covers 255 stories × light/dark = 510 Playwright screenshots at `maxDiffPixels: 0`, plus new primitive-coverage stories and deterministic-render fixes. - **External visual baselines:** committed PNG snapshots were removed. `tests/storybook-visual/baseline-manifest.json` pins an immutable archive URL/hash/size/count, and `scripts/storybook-visual-baseline.mjs` handles `download`, `verify`, `pack`, and trusted maintainer `upload` flows. - **Opt-in visual CI artifacts:** added a `Storybook Visual` workflow that runs on manual dispatch or PRs labeled `storybook-visual`, downloads/verifies the baseline, runs Playwright, and uploads Playwright report/test-result artifacts for review. Normal PR runs do not mutate baseline objects. - **Token gate:** `pnpm check:token-gates` — zero hex literals, zero arbitrary bracket values, zero raw font-sizes in `ui/src/components/**` and `ui/src/pages/**`, with a documented inline allowlist for legitimate opt-outs. - **Theme retune (intentional, snapshot-reviewed):** new base theme values; radius ladder derived from a single `--radius` knob; micro-type cluster collapsed to a named ladder (`--text-nano/micro/compact` + Tailwind `text-xs`/`text-sm`); letter-spacing collapsed to named steps. - **One status-color vocabulary:** charts, quota/budget bar fills, RUNNING/live chips, and liveness indicators all use the canonical `--status-*` hues. Light-mode legibility fixes for red alert surfaces that used dark-tuned text classes. - **One switch:** `ToggleSwitch` restyled to the registry capsule form, second hand-rolled implementation removed, and all call sites unified. - **Docs:** `DESIGN.md` is the design contract; `doc/design/` holds audit reports, decision logs, and updated guidance for external baseline review/update workflows. - Dead code removed (`agentStatusBadge` duplicate map), byte-identical contrast constants consolidated, semantic renames (`--project-seed`/`--project-none`, `--liveness-blue`). ## Verification - `pnpm check:token-gates` — 3/3 gates CLEAN during the design-system run - `pnpm typecheck` && `pnpm --filter @paperclipai/ui build` — green during the design-system run - `node --test scripts/__tests__/storybook-visual-baseline.test.mjs` — pass after external-baseline rework - `pnpm exec tsc --noEmit --pretty false --module NodeNext --moduleResolution NodeNext --target ES2022 --types node,@playwright/test tests/storybook-visual/playwright.config.ts tests/storybook-visual/storybook-visual.spec.ts` — pass after external-baseline rework - `git diff --check origin/pr/9134..HEAD` — pass after external-baseline rework - `find tests/storybook-visual -type f -name '*.png' -print | wc -l` — `0` - `node scripts/storybook-visual-baseline.mjs verify` — intentionally fails closed until the first trusted maintainer publishes the baseline archive and updates `baseline-manifest.json` ## Risks - **Large but shallow:** the PR still touches many UI files due to mechanical token extraction and retune work, but committed PNG snapshot churn has been removed from the branch. - **Baseline publication required before the visual suite can pass in clean clones:** the manifest currently has placeholder archive metadata. A trusted maintainer must publish the first immutable archive, then update `baseline-manifest.json`. - **Rendering platform variance:** the external baseline should be captured in the documented Linux/Chromium environment. Future CI runs verify against the pinned archive and fail closed on checksum/count mismatch. - **Visual CI is opt-in while stabilizing:** add the `storybook-visual` label or dispatch the workflow manually to produce downloadable Playwright report/test-result artifacts. - **Scheduled follow-ups, deliberately out of scope:** Tailwind palette classes map to semantic tokens in a dedicated pass; card/pill component consolidation; ESLint ratchet. Tracked in `doc/design/DECISION-SHEET.md`. ## Model Used Claude Fable 5 (Anthropic, `claude-fable-5`, Mythos-class tier) with extended thinking, running in Claude Code with tool use; mechanical phases delegated to Claude Sonnet subagents. Follow-up external-baseline rework assisted by OpenAI Codex (`gpt-5` coding agent with repository, terminal, and GitHub tool use). All bulk rewrites executed via deterministic, idempotent scripts committed in `scripts/`; intentional visual changes were human-reviewed on screenshot contact sheets. ## 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 targeted local verification and documented the intentional baseline-publication failure above - [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 - [ ] All Paperclip CI gates are green *(pending new CI run after this rework)* - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups *(pending review)* - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) and OpenAI Codex --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Dotta <bippadotta@protonmail.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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38c185fb8b |
[codex] Add agent permissions and controls plan (#6386)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies by keeping task ownership, approvals, and operator control inside one control plane. > - Agent permissions and plugin-hosted company settings sit on the boundary between autonomy and governance. > - V1 needs scoped task assignment rules, plugin extension points, and clearer company access surfaces without weakening company boundaries. > - The branch builds the core authorization service, plugin SDK/host APIs, and UI simplifications needed to support those controls. > - Paperclip EE plugin surfaces were intentionally moved out of this core PR per review direction, so this PR now carries only the public core/plugin infrastructure work. > - The latest updates preserve the PAP-9937 branch changes that belong in this PR, remove the `design/` artifacts, and exclude the experimental `plugin-briefs` package. > - Greptile feedback was applied through the authorization/audit paths and the final cleanup commit was re-reviewed at 5/5 with no unresolved Greptile threads. > - The benefit is safer assignment control with extension hooks for richer permission products while preserving simple defaults for normal operators. ## What Changed - Added scoped task-assignment authorization decisions and routed issue/agent assignment mutations through the authorization service. - Added plugin SDK and host APIs for company settings slots, authorization policy/grant management, assignment previews, and bridge invocation scope propagation. - Simplified core company access UI and moved advanced controls behind plugin-provided settings surfaces. - Added retry-now affordances for blocked issue next-step notices. - Added protected-assignment enforcement for persisted agent/project/issue policies, including explicit-grant fallback behavior. - Added incremental principal-access compatibility backfill for active agent memberships and role-default human permission grants. - Added the Markdown code block wrap action fix from the latest branch changes. - Removed `design/` artifacts from the PR and removed `packages/plugins/plugin-briefs` from the final diff. - Addressed Greptile feedback for plugin actor sanitization, legacy membership handling, audit pagination, unknown grant-scope metadata, and startup test mocks. ## Verification - `pnpm exec vitest run server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 2 files passed, 54 tests passed. - `pnpm exec vitest run server/src/__tests__/server-startup-feedback-export.test.ts server/src/__tests__/access-service.test.ts server/src/__tests__/company-portability.test.ts` -> 3 files passed, 62 tests passed. - `pnpm exec vitest run server/src/__tests__/authorization-service.test.ts server/src/__tests__/plugin-access-authorization-host-services.test.ts server/src/__tests__/server-startup-feedback-export.test.ts` -> 3 files passed, 28 tests passed. - `pnpm --filter @paperclipai/server typecheck` -> passed. - `git diff --check` -> passed. - `node ./scripts/check-docker-deps-stage.mjs` -> passed. - `CI=true pnpm install --frozen-lockfile --ignore-scripts` -> passed with no lockfile update. - `pnpm exec vitest run ui/src/components/MarkdownBody.interaction.test.tsx` -> 1 test passed. - `git ls-files design packages/plugins/plugin-briefs | wc -l` -> 0. - GitHub CI on `40cd83b53` -> all checks passed, merge state `CLEAN`. - Greptile on `40cd83b53` -> 5/5, 102 files reviewed, 0 comments/annotations added, 0 unresolved review threads. - Confirmed the PR diff contains no `design/`, `packages/plugins/plugin-briefs`, `pnpm-lock.yaml`, or `.github/workflows` changes. ## Risks - Medium: task assignment authorization paths are behaviorally stricter for protected/private policy data, so existing plugin-authored policies may block assignment until explicit grants or approval flows are configured. - Medium: plugin-host authorization APIs expand the surface area available to trusted plugins and need careful review for company scoping. - Low: startup now performs a principal-access compatibility backfill, but the migration and runtime backfill use conflict-tolerant inserts. > 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 coding agent, tool-enabled workflow with shell, git, and GitHub CLI access. ## 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> |