Commit Graph
10 Commits
Author SHA1 Message Date
a3313f6944 fix(ui): complete read recovery and enforce query error rendering (#18822)
## Thinking Path

> - Paperclip lets people manage agent work through the board.
> - The board reads task, agent, settings, plugin, and run data from the
server.
> - A deploy can interrupt those reads after content is already visible.
> - Local error branches can replace that content with an error or show
raw codes.
> - This pull request moves the remaining reads to the shared recovery
behavior.
> - The query-error guard prevents new local error patterns from
returning.

## Linked Issues or Issue Description

**What happened?**
Loaded lists, settings, task panels, and manual reads could clear their
content or show errors during a server restart. Some reads also disabled
the shared retry policy.

**Expected behavior**
Keep loaded content during a temporary failure. Show the shared
connection banner. Retry reads after recovery. Replace content after a
real access denial or missing resource, with readable copy.

**Steps to reproduce**
Open a task, settings page, or run log. Return 503 with
`tenant_app_unavailable` from the API. Restore the API and check that
content refreshes. Repeat with 403 and 404 to check the failure state.

Related merged work: Refs #15754, Refs #15772, Refs #17960. This change
covers remaining reads and enforcement. Browser persistence and the
outage browser suite follow separately.

## What Changed

- Repair an existing PostgreSQL deadline fixture at UTC boundaries. A
daily cap defers a heartbeat until both its original interval and the
next UTC day allow it. Keep the counted run in its seeded day and cover
noon, just before midnight and the first second after midnight with
explicit clocks and real PostgreSQL. Production scheduling is unchanged.

- Integrate the saved list, settings, shell, task, and manual-read
recovery changes against current master. Preserve the current task,
Inbox, and run-log structure.
- Add `useResilientFetch` for component-local reads. Preserve loaded
data, cancel stale requests, and retry through the shared connectivity
policy. Keep browser and pairing capabilities in memory.
- Retain run log chunks across stream changes and catch up after
recovery without duplicate chunks or stalled requests.
- Keep genuine authorization and missing-resource failures visible.
Translate known single-word codes such as `forbidden`. Show known skills
and disconnected-app failures before sibling loading states. Keep Retry
bound to its failed request.
- Make the query-error guard enforce by default and run it in the CI
policy job. Document the narrow exceptions and the read recovery
contract.
- Invalidate pending OAuth discovery when the operator leaves setup or
its context changes. Keep reserved-popup cleanup bound to the current
attempt.

## Verification

- Current read head `09d1db29dea` is merge-ready: all 59 check runs are
completed (54 successful, three skipped, two neutral), the legacy Snyk
status is successful, and both required `ci / verify` and `ci / e2e`
gates pass. Greptile Apex reviewed this exact head at 5/5 with no
unresolved threads; the branch has no merge conflicts. The current CI
run is `41748339602`.
- Current read head `09d1db29dea` includes master `683fa4725e9`. The
latest change touches only the existing server deadline test fixture.
Application source remains the previously verified `86376fa751e`
revision: all 60 affected skills/disconnected-app tests and both
application UI typechecks passed, along with token gates and the
enforcing query-error guard. Those UI suites were not repeated for this
test-only repair.
- The fixture repair passes all seven deadline integration cases and the
complete server typecheck, including the server test layer. The old
assertion deterministically fails at 23:59:06.888 UTC; its
one-second-old run also fails the first-second-of-day probe. The
corrected fixture passes noon and both midnight probes. The permanent
three-case coverage uses seeded 2099 clocks.
- Twelve new regressions fail against the previous implementation. Both
skills variants and disconnected-app pages show either request's 403 or
429 while the sibling pauses or remains fetching. Permission failures
stay visible. Retry stays usable for its failed request and recovers
independently. An initial test-fixture query-key typo was corrected
before the passing run. The finding is replied to and resolved. Greptile
reviewed prior application revision `86376fa751e` at 5/5 with no new
actionable findings or unresolved threads. The current test-only head
has now received its own Apex 5/5 review with no unresolved threads, and
its CI is successful as recorded above.
- The preceding OAuth fix passed all 237 setup tests on both application
branches. Its ten regressions prove that Back, Cancel, unmount, or
context changes retire initial discovery without creating a connection,
caching old identities, navigating an abandoned popup, or closing a
newer attempt.
- Earlier master integration `e992f770339` passed all 309 tests across
eight affected Slack, recovery, retry, submission and task files, plus
UI typecheck, token gates, enforcing query-error scan and seven guard
tests. The integration preserves Slack workspace reconnect and shared
recovery, readable execution errors, source-inspection company scoping,
and current submission behavior. Newly inherited retained-file recovery
controls keep cached data through transient failures and hide it after
definitive denial.
- The preceding cache head `97c0bc3966f` passed 1,038 focused
cache/write/editor/account/task/API tests. All 22 built-UI
outage/write/loading cases passed in 4.7 minutes on exact browser head
`b7deaaee5da`, with strict checking of all three specs. The latest
skills/app rendering fix is covered by its affected component suites;
those broader cases were not repeated for this separate read path.
- Historical broader UI, CLI and build results and unresolved aggregate
server/DB/adapter failures remain in the PR discussion. Interrupted CI
runs were audited and recorded separately; they are not counted as
passes. Controlled local outages do not prove hosted authentication or a
real Cloud restart/deploy. Real hosted acceptance remains required after
merge and deployment.

Commands for the latest fix:

```sh
pnpm --filter @paperclipai/ui exec vitest run src/pages/CompanySkills.test.tsx src/pages/apps/AppNotConnected.test.tsx
pnpm --filter @paperclipai/ui typecheck
pnpm check:token-gates
node scripts/check-query-error-rendering.mjs --enforce --summary
```

## Risks

This migration touches many read surfaces. The main risks are initial
loading, request cancellation, retained authorization state, and run-log
paging. The tests cover those states. There are no server, schema,
dependency, or API contract changes. The follow-up browser suite and
hosted deploy acceptance are required before release acceptance.

Recovered commits retain their original authors. If squash-merging,
preserve `Co-Authored-By: Bender (Fable) <bender@agents.paperclip.ing>`
and the Paperclip trailer.

## Model Used

OpenAI `gpt-6.1-sol` through Codex, with xhigh reasoning effort, tool
use, and code execution. The context window size is not exposed. Saved
source commits keep their original authorship.

## 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 described the issue in-PR following the bug report template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
ticket id
- [x] The affected local tests pass; broader limitations are recorded
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 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: Paperclip <noreply@paperclip.ing>
Co-authored-by: Bender (Fable) <bender@agents.paperclip.ing>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-11-04 14:07:18 -08:00
DottaandPaperclip 40b8075916 feat(ui): show scheduled task waits as Monitoring (#18624)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task indicators tell an operator whether work is active, waiting, or
complete.
> - An agent can yield until a saved monitor checks CI or another
external result.
> - The task currently keeps the In Progress icon between those runs.
> - Changing the stored status would affect monitor admission and
recovery.
> - This pull request adds a read-only Monitoring display state with a
blue clock.
> - Operators can see and filter scheduled waits while execution keeps
its existing rules.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Task status indicators, task collection filters, board columns, and
search facets.

**Current behavior**

A task that waits for a scheduled monitor shows the same In Progress
icon as active work.

**Proposed behavior**

Show Monitoring with a static blue clock when an agent-owned task has a
saved ordinary monitor and no active run, execution lock, review
participant, or active recovery action. Return to the normal task
indicator when the check starts. Preserve review, blocked, terminal, and
quota-recovery states.

**Reason and benefit**

Operators can distinguish scheduled waits from current agent work
without reading the task history.

**Breaking changes**

None to stored task statuses or execution rules. Task reads gain
optional displayStatus. Collections and search gain a separate read
filter. Existing status filters keep their lifecycle meaning.

Related historical work: #4396 covered a monitoring label exemption.
This change uses the saved monitor and a read projection.

## What Changed

- Add one SQL projection for task detail, compact lists, summaries,
relations, search results, and display-status counts.
- Show the blue clock in shared task icons and chips, task detail and
breadcrumbs, properties, references, list rows, recent navigation, and
agent task cards.
- Add Monitoring to task filtering, grouping, sorting, board columns,
and search facets. Prevent a drag from creating this derived state.
- Keep stored lifecycle statuses, monitor scheduling, checkout,
recovery, permissions, and agent status filters unchanged.
- Add database and UI regression coverage, full-page Storybook examples,
and product and access-map documentation.

## Verification

- Passed `pnpm -r typecheck`.
- Passed `pnpm build`.
- Passed `pnpm check:token-gates` and the map/catalog structural checks.
- Ran the new database suite on a disposable PostgreSQL 17 database. It
covers read surfaces, filter pagination/counts, queued/running checks,
rescheduling, completion, retained monitors, review, and recovery holds.
- Ran existing search, list, board, sidebar, task status, and filter
tests. Corrected board queries use displayStatus and eight columns.
- The full local `pnpm test:run` stopped in a chat integration shard: 12
failures (four timeouts and eight FIFO publication assertions). That run
spanned a rebase. A focused rerun on the current source passed all 21
selected cases without assertion or timeout changes. The original cause
is not established; this does not claim the full local suite passed.
Final-head required CI passed (ci / verify and ci / e2e, run
41488267209).
- Passed 82 tests for task API summaries, recovery precedence, search,
and optimistic updates; 54 tests for status cards, database reads, and
board moves; and 27 tests for blocker relations and recent-task cache
updates. One intermediate database setup hit its 20-second hook timeout;
the serial rerun passed.
- Greptile is 5/5 on d003ea672d. All
review threads are resolved. The separate optional Paperclip Review
ended early and returned neutral; GitHub rejected a direct rerun request
with HTTP 404. It is not counted as a completed review.
- Review fixes cover escalated recovery, is:open, optimistic status
changes, blocker-summary projection, and recent-task dedupe.
- Reviewed 15 screenshots from production pages and components with
isolated Storybook API fixtures: task detail/properties/breadcrumb,
list, groups, status filter, board, search/results/filter counts,
reference pills, sibling navigation, agent cards, picker, dashboard,
inbox, profile, watched status-card tasks, light theme, and mobile. This
does not claim deployed staging verification.

## Risks

- Read projections must stay consistent across full, compact, summary,
and search responses. Tests cover those paths.
- Monitoring is not a writable lifecycle status. The board does not
accept drops into its Monitoring lane or onto a monitored card. This
prevents a drag from implying a scheduled check. Move work into In
Progress through that lane instead.
- The read projection adds run/recovery existence checks. Existing
heartbeat_runs_company_issue_created_idx and
issue_recovery_actions_company_source_status_idx indexes cover the
company/task lookup. It adds no worker, timer, recurring query,
migration, or provider call. No production load benchmark is claimed.
- Older clients can ignore displayStatus. Existing lifecycle status
filters keep their behavior.

## Model Used

OpenAI Codex, GPT-6, with reasoning, repository tools, code execution,
and browser tools. The exact backend model identifier and context-window
size are not exposed in this session.

## 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>
2026-11-02 11:35:30 -06:00
DottaandPaperclip a7a244ab33 feat: add company decision models with permission and cost controls (#15473)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Optional product features need small, typed model decisions.
> - Each company needs to choose which shared API connection pays for
those decisions.
> - Calls must retain user and task permissions, budget limits, and cost
attribution.
> - This pull request adds a managed decision service, setup UI, and
request history.
> - Features can check availability cheaply and keep their existing
behavior when decisions are unavailable.

## Linked Issues or Issue Description

**Subsystem affected**

Server services, shared contracts, database accounting, Company
Settings, and Costs.

**Problem or motivation**

Paperclip has no common decision-model service. Adding provider calls
within each feature would duplicate credential access, permission
checks, and billing rules.

**Proposed solution**

Let a connection manager configure one company decision model. Support
OpenAI Decisions and Jev through OpenRouter. Provide a fixed setup test
and metadata-only history. Default company-sponsored background
decisions to on during setup, and preserve a saved off setting.

**Alternatives considered**

Per-feature credentials would duplicate existing connection management.
Personal overrides and provider fallback chains add permission and
billing complexity; they remain deferred.

**Roadmap alignment**

Reviewed ROADMAP.md and searched open PRs. This extends existing
connection access and budget accounting. Product features that call the
service remain outside this change. No matching decision-model service
PR was found.

## What Changed

- Add company settings, an internal `decisionModelService`, local
availability checks, and trusted human, agent/run, and system contexts.
- Pin Vercel AI SDK provider dependencies and adapt boolean, choice, and
ordered-score decisions for both providers. Bound requests and time;
disable paid retries.
- Add durable invocation metadata and agentless decision ledger charges.
Preserve fractional cents, pricing evidence, dispatch identity, and
unresolved billing holds.
- Share the company accounting lock and apply company, agent, and
project budgets. Settle charges once, retain unknown holds, and recover
interrupted calls without resubmission.
- Reuse connection setup and management UI. Add a Decisions view under
Costs, production-component Storybook coverage, database migration, and
service documentation.

## Verification

- Passed 166 current-code tests covering the decision service/provider,
setup component, Costs, OpenAPI, and every failure from the earlier
broad run. Coverage includes native SDK wire formats, refusals, billed
malformed responses, permission and secret-rotation races, identity
changes, concurrent budget admission, unresolved holds, agent/task
deletion, and stale setup feedback.
- Passed 170 existing connection, cost, budget, heartbeat-accounting,
and profile regression tests.
- Passed repository typecheck, production build, and design token gates
after integrating master. Verified the generated migration on a fresh
test database and upgraded the populated preview database from the
branch's earlier migration without losing settings or usage.
- Ran the required full `pnpm test:run`: its general phase completed
with 16,354 passed and 10 failures across five files while this branch
was still being updated. Every reported failure passes in the
current-code rerun; the serialized phase did not run after that failure.
The full GitHub CI suite passed on `b1b856a88`: general and serialized
tests, browser shards, runner checks, typecheck, production build,
packaging/canary, and policy gates. [CI
evidence](https://github.com/paperclipai/paperclip/actions/runs/37673106360).
- Passed the full-shell Storybook setup-to-history interaction test
again after integrating master. Greptile rates the final revision 5/5
with zero unresolved threads.
- Walked through the running app: empty setup, add each provider, save,
reload, run all three sample questions, inspect fractional charges in
history, switch provider while sponsorship is off, disable, and
reconnect. Checked mobile settings. These tests used the actual UI,
vault, server, SDKs, and database with simulated upstream responses.
- Live paid setup tests remain unverified: this environment has no
authorized OpenAI/OpenRouter credentials available. No mocked test is
presented as live provider evidence.

Reviewer journey: Company Settings → General → Decision model.
Add/select a shared API connection, save, run the billed sample, open
View usage, then disable decisions and verify Run test is disabled after
reload.

## Risks

- The SDK decision interface is experimental. Pinned versions and
wire-format tests limit upgrade drift.
- The migration allows agentless service charges and reservations.
Existing agent cost-reporting APIs still require an agent, and decision
receipts stay separate from run reconciliation.
- Timeouts can have unknown provider charges. Holds remain until an
audited accounting correction resolves them.
- OpenAI prices use a versioned Decisions rate snapshot; OpenRouter
costs use provider receipts. Unknown pricing is retained as unknown.
- A configured company authorizes background spending by default. Setup
explains this, and managers can turn it off.
- Live provider account/model availability still needs the two
credentialed acceptance checks.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository inspection, code
execution, and browser tools. The exact serving revision and
context-window size are not exposed in this session.

## 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>
2026-10-07 15:53:13 -05:00
d6fa1fd1ef feat(ui): streamline account menu profile access and add Invite shortcut (#14480)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Humans work in teams, so Paperclip has a multi-user system with
logins, profiles, and a company sidebar.
> - The account menu in the lower-left corner of the sidebar is the main
entry point for a user's own settings.
> - The account menu spent half of its rows on "View profile" and "Edit
profile". Users open these rows rarely.
> - The account menu had no fast path to invite a new member. The invite
flow is different on a self-hosted instance and on Paperclip Cloud.
> - This pull request removes the two profile rows, makes the header a
link to the profile, adds an "Edit profile" button on the profile page,
and adds an "Invite" row.
> - The benefit is a shorter account menu that keeps profile access and
gives users with the invite permission a one-click path to invite
people.

## Linked Issues or Issue Description

No public GitHub issue exists for this change. The description below
follows the enhancement template.

Refs #14060. That earlier pull request holds the first two commits and
the first Greptile review. It closed when the branch got a new name to
remove an internal ticket id. All Greptile findings from both reviews
are fixed in this branch.

**What existing behavior does this improve?**

The account menu in the sidebar (`SidebarAccountMenu` and its
`.production` variant) and the user profile page at `/u/:userSlug`.

**Subsystem affected**

ui/ — React + Vite board UI

**Current behavior**

The account menu shows the user's picture and name at the top. Below
them, the menu shows "View profile" and "Edit profile" rows, then the
other rows. The header is not a link. The menu has no row to invite
people. On a self-hosted instance, the user must open Company settings,
then Members, then the Invites tab. On Paperclip Cloud, the user must
open the Members page and use the Cloud People link there.

**Proposed behavior**

The account menu does not show "View profile" or "Edit profile". The
picture and name at the top of the menu are a link to the user's own
profile page. The profile page shows an "Edit profile" button when the
viewer looks at their own profile. The account menu shows an "Invite"
row with the same `UserPlus` icon as the company menu. On a self-hosted
instance, the row opens the Members page on the Invites tab, and shows
only to boards that hold the `users:invite` grant (company owners and
admins, instance admins, and local boards). On Paperclip Cloud, the row
opens the People settings for the current stack, and shows only to the
owner or admin of the stack, the same rule the Members page uses.

**Reason and benefit**

Users open their profile rarely, but the two rows took half of the menu.
Inviting people is a common task, but it needed three clicks and a
different path on Cloud. The new menu is shorter, keeps profile access
in one tap on the header, and gives one "Invite" entry point on both
hosting modes to the users who can invite.

**Breaking changes**

None. Routes, API responses, and settings keys do not change. The
profile page and the invite pages keep their current URLs.

## What Changed

- `SidebarAccountMenu.tsx` and `SidebarAccountMenu.production.tsx`:
remove the "View profile" and "Edit profile" rows. Make the picture and
name header a link to the user's profile. Add the "Invite" row after
"Settings" in the streamlined menu and first in the production menu.
- Header structure: `master` added a staging commit SHA link under the
email in the same header. The profile link is now a stretched overlay
behind the header content, so the SHA anchor sits beside the email and
the header has no nested anchors.
- `ui/src/lib/userProfileLinks.ts` (new): build the profile path from
the user id first. The profile endpoint treats the id as the one unique
slug, so two members with the same display name get different links.
Name and email are a fallback only when the session has no id.
- `ui/src/hooks/useCloudInviteUrl.ts` (new): read the Cloud stack
portfolio and return the People settings URL only when the current stack
role is owner or admin. This is the same rule as the Members page.
- `ui/src/hooks/useCompanyInviteAccess.ts` (new): read the current board
access snapshot and report whether the board may invite people to the
selected company on a self-hosted instance. Local boards and instance
admins pass. Other boards need an active owner or admin membership, the
roles that carry `users:invite`. This follows the same client-side gate
pattern as `ToolsAdminGate` and the run ledger. The server stays
authoritative.
- Invite row visibility: the row is hidden when the operator hides
`company.members` or `company.invites`, and until the health check
resolves. On self-hosted instances, the row is hidden until the board
access snapshot loads and when the board cannot invite. On Cloud, the
row is hidden when no People URL can be built. The in-app Invites tab is
never a fallback on Cloud, because it drives a different flow.
- `ui/src/pages/UserProfile.tsx`: add an "Edit profile" button that
links to `/company/settings/instance/profile`. The button shows only on
the viewer's own profile and follows the `instance.profile`
hidden-settings gate.
- Tests: extend `SidebarAccountMenu.test.tsx`; add
`userProfileLinks.test.ts`, `UserProfile.test.tsx`, and
`useCompanyInviteAccess.test.ts`.
- No documentation references the removed menu rows, so no docs change
is needed.

## Verification

Run the focused tests from the `ui/` directory:

```bash
pnpm vitest run src/components/SidebarAccountMenu.test.tsx src/hooks/useCompanyInviteAccess.test.ts src/lib/userProfileLinks.test.ts src/pages/UserProfile.test.tsx
```

- 52 tests pass in these four files. They cover the header link by user
id, the removed rows, the header overlay with no nested anchors, the
self-hosted invite target, the self-hosted permission gate (owner,
admin, instance admin, and local board see the row; an operator does
not, on both menu variants), the Cloud invite target with no
`target="_blank"`, the menu order, the hidden-settings gate on both
variants, the Cloud role gate (a plain member sees no row), the
no-fallback rule when Cloud stack metadata is missing, the staging
commit SHA link from `master`, and the own-profile-only "Edit profile"
button.
- `tsc -b` in `ui/` reports no errors in the changed files. The only
errors are pre-existing `@paperclipai/plugin-sdk/ui` resolution errors
in `PluginOrganizationSwitcher.tsx` from an unbuilt workspace package.

Manual steps:

1. Sign in and open the account menu in the lower-left corner. Confirm
the menu has no "View profile" or "Edit profile" rows.
2. Click your picture or name at the top of the menu. Confirm your
profile page opens and shows an "Edit profile" button.
3. Open another user's profile. Confirm the page shows no "Edit profile"
button.
4. On a self-hosted instance, as a company owner or admin, click
"Invite". Confirm the Members page opens on the Invites tab. As an
operator or viewer, confirm the menu shows no "Invite" row.
5. On Paperclip Cloud, as a stack owner or admin, click "Invite".
Confirm the Cloud People settings page opens in the same tab. As a plain
member, confirm the menu shows no "Invite" row.

## Risks

- Low risk. The change is limited to the UI and touches ten files.
- Users who know the "View profile" and "Edit profile" rows must learn
the new header link. The header has hover and focus styles to show that
it is a link.
- On self-hosted instances, the "Invite" row depends on the board access
snapshot from `/cli-auth/me`, which other gates in the UI already use. A
member with a custom `users:invite` grant but an operator or viewer role
does not see the row. That member can still use the Members page. The
row is a shortcut, not the only path.
- On Paperclip Cloud, the "Invite" row depends on the stack portfolio
query. When that query fails or the role is unknown, the menu hides the
row instead of sending the user to the wrong flow.
- Both menu variants change together, so a behavior difference between
them is not expected.

## Model Used

- Provider: Anthropic. Model: Claude Fable 5.1 (`claude-fable-5-1`).
- Run through Claude Code on the Claude Agent SDK inside a Paperclip
`claude_local` agent, with extended thinking and tool use (file edits,
shell, tests, GitHub API).
- The model wrote the code, the tests, and this description. A human
reviewed the pull request and requested the review fixes.

## 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

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Bender (Fable) <bender@paperclip.local>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com>
2026-09-30 16:18:59 -07:00
scotttong 4d82f5eaea copy: unify user-facing "company" wording to "organization" (#12243) 2026-08-27 01:04:55 -07:00
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>
2026-07-07 16:22:16 -05:00
6f9801a46b feat(ui): NUX rework behind enableConferenceRoomChat experimental flag — capsule onboarding, conference-room chat, unified composer (#8000)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - The first-run experience (onboarding wizard) and the chat surfaces
(conference-room/board chat, task threads, composers) are the product's
front door — they decide whether a new operator understands "hire
agents, give them work, review results" in the first five minutes
> - Today those surfaces feel ticket-y and form-like: the wizard is a
static multi-step form that ends in an anticlimactic "Launch" screen,
the task composer and board chat behave differently from each other, and
agent-feed issue quicklooks misbehave (multiple flyouts open at once,
cards jump on hover)
> - We wanted to iterate toward a conversational, team-centric NUX — but
without risking the workflows of everyone already running Paperclip
> - This PR reworks the NUX behind a new default-OFF
`enableConferenceRoomChat` experimental flag: a capsule-motif onboarding
wizard that builds your team as you answer, a conference-room chat
surface, one shared ChatComposer across surfaces, brand-accurate status
chips, and feed-quicklook fixes — with the pre-existing UI
fork-and-frozen as `*Classic` components that flag-OFF users keep
> - The benefit is a complete, testable modern NUX that anyone can opt
into from Settings → Experimental, with zero default behavior change and
a clean path to either graduate or drop the experiment

## Linked Issues or Issue Description

No pre-existing GitHub issue — feature description per
`feature_request.yml`:

- **Problem / motivation:** Paperclip's onboarding wizard and chat
surfaces grew up as separate ticket-centric forms. New users get a
form-filling experience rather than the feeling of standing up a team;
the board chat and task threads use different composers with different
affordances; the agent feed's issue quicklook can stack multiple
popovers and shifts cards on hover.
- **Proposed solution:** A coherent NUX experiment behind one
experimental flag (`enableConferenceRoomChat`, Settings → Experimental,
default OFF): capsule onboarding wizard with an evolving team capsule,
conference-room chat, unified `ChatComposer`, team-centric copy, brand
status chips, quicklook single-flight fix. Flag-OFF users get the exact
pre-experiment UI via frozen `*Classic` forks, verified by an on/off
parity test matrix.
- **Alternatives considered:** (a) incremental unflagged restyling —
rejected: the changes interlock across surfaces and would drip risk into
every release; (b) a separate app shell / route for the new NUX —
rejected: too much divergence, the flag + classic-fork pattern keeps the
diff reviewable and reversible.
- **Roadmap alignment:** `ROADMAP.md` lists **CEO Chat** ("a
lighter-weight way to talk to leadership agents... should still resolve
to real work objects"). This experiment is groundwork in that direction
(conference-room chat resolves to issues/tasks via the same composer
used in task threads) and does not change the core task-and-comments
model.

Related PRs found in the dedup search (same area, none duplicate this
work — they target the classic wizard, which this PR intentionally
leaves intact and mergeable):

- #5385 — Coach-driven onboarding: conversational entry +
agent-companies package import
- #5378 — Onboarding wizard: reusable adapter picker + probe card
- #6636 — ui(onboarding): friendly error surface + retry for the wizard
- #7005 — fix(onboarding): explicitly await first-task wake
- #2616 — fix: restore workspace directory config in onboarding wizard

## What Changed

- **Experimental flag plumbing** — `enableConferenceRoomChat` in shared
types/validators, server instance-settings service + API, Settings →
Experimental card with explicit enable/disable copy
- **Onboarding wizard** — classic wizard forked and frozen
(`OnboardingWizardClassic`); flag-ON variant is a 5-step capsule wizard
with a persistent evolving `AgentCapsule` (gradient/glow motif),
team-centric reframed copy, and a typing-dots intro (hardened with
fake-timer tests)
- **Conference-room chat** — flag-ON board-chat surface with agent
bubble name/icon headers and copy/vote/timestamp action rows
(`AgentBubbleActionRow`)
- **Unified composer** — shared `ChatComposer` adopted across surfaces;
translucent surface + scroll-mask removal; "Agent mode"/"Plan mode"
relabels; no-assignee confirmation `AlertDialog` (new
`ui/alert-dialog.tsx` primitive); `@task` reference picker +
linkification in mentions
- **Agent feed** — single-flight issue-quicklook store (one popover at a
time), flyouts open to the left, removed hover translate-y jitter
- **Status chips** — brand-accurate task status chips behind the flag
(light/dark, 1px borders per paperclip.ing/brand)
- **Tests** — flag on/off parity matrix across IssueDetail,
NewIssueDialog, Sidebar, wizard, gate components; component tests for
all new pieces
- **Merge with `master`** — one conflict in
`ui/src/components/IssueChatThread.tsx`, resolved by keeping master's
new `AssigneeChip`/`HandoffWakeRow`/`RunStatusBadge` components inside
the flag-gated metadata-row chrome (details in commit `21a5642a`);
post-merge fixes: vitest 4 mock typing in `MarkdownEditor.test.tsx`,
flag hook made safe for provider-less mounts (master's new isolated
component tests)
- **Branch hygiene** — internal design wireframes/mockups stripped
before the PR (they live in the Paperclip issue threads)
- No user-facing documentation changes required: the flag is
intentionally experimental and self-described in the Settings card; no
existing docs reference the affected surfaces

## Verification

- `pnpm run typecheck` — green across the workspace (ui, server, shared,
plugins)
- Full UI suite (`vitest run` in `ui/`, clean worktree at this HEAD):
**1593/1595 passing, 223/224 files** — the 2 remaining failures are in
`src/components/artifacts/ArtifactCard.test.tsx` and **fail identically
on pristine `origin/master`** (pre-existing upstream, unrelated to this
branch)
- Full server suite (`vitest run` in `server/`, same clean worktree):
results in PR checks; flag plumbing covered by instance-settings tests
- Targeted post-merge resolution check: `IssueChatThread`,
`IssueChatThreadSystemNotice`, `IssueDetail`, `Sidebar`,
`ConferenceRoomChatGate`, `OnboardingWizardVariant`, `NewIssueDialog`,
`InstanceExperimentalSettings`, `MarkdownEditor` — 172/172 passing
- Manual walkthrough: flag OFF (default) → onboarding wizard, task
thread, board chat, composer all render the classic UI; flag ON via
Settings → Experimental → capsule wizard, conference-room chat, unified
composer, status chips active
- Screenshots: see below

**Flag on/off screenshots** (committed on this branch under
`screenshots/PR-8000-*`):

| Surface | Flag OFF (classic, default) | Flag ON (experimental) |
| --- | --- | --- |
| Settings → Experimental | ![settings
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-settings-experimental-flag-off.png)
| ![settings
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-settings-experimental-flag-on.png)
|
| Task thread | ![thread
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-task-thread-flag-off.png)
| ![thread
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-task-thread-flag-on.png)
|
| Home / nav | ![home
off](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-home-flag-off.png)
| ![home
on](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-home-flag-on.png)
|
| Conference Room (flag-ON only surface) | — | ![conference
room](https://raw.githubusercontent.com/paperclipai/paperclip/9b4f02708383031d3124b68ca3ed9ab437ea3501/screenshots/PR-8000-conference-room-flag-on.png)
|

Capsule onboarding wizard walkthrough screenshots (flag ON) are attached
to the Paperclip design/implementation threads; the wizard requires a
fresh instance so it is captured via the e2e harness
(`tests/e2e/nux-phase4-screenshots.spec.ts`).


## Risks

- **Large surface, but gated:** all new behavior sits behind
`enableConferenceRoomChat`, default OFF; flag-OFF rendering is locked by
frozen `*Classic` forks plus an on/off parity test suite
- **Classic forks are frozen at the fork point (`e3aada1d`):** master
features added to the live thread component after that point (assignee
handoff chips, run status badge, composer mention coach) render in the
flag-ON path; the flag-OFF task thread keeps the fork-point behavior
until the experiment graduates (forks deleted) or is dropped (forks
restored as canonical). Called out for reviewer attention.
- **Merge-conflict resolution in `IssueChatThread.tsx`** (commit
`21a5642a`) deserves reviewer eyes: master's new handoff/run-status
components were kept; the base toast-style no-assignee flow remains
replaced by the AlertDialog flow introduced on this branch
- Schema/server changes are additive (one optional boolean instance
setting); no migrations of existing data

## Model Used

- Claude (Anthropic) via Claude Code running in the Paperclip agent
harness (agent: ClaudeCoder)
- Branch implemented across multiple agent sessions on Claude Opus-class
models with extended thinking + tool use (file edits, shell, Playwright
screenshots); merge/PR session model ID as reported by the harness:
`claude-fable-5` (Claude Code CLI)
- All code was agent-authored and board-reviewed through Paperclip issue
threads (plans, wireframes, confirmations) before merging

## 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 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 (none
required — experimental flag, self-documenting Settings card; noted
above)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (run 3 on `8af3041a`: all 16
gates SUCCESS, incl. e2e and all 4 serialized-suite shards)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(re-review verdict: Confidence 5/5, “Safe to merge”; all 4 round-1
findings fixed + confirmed resolved; both summary notes addressed in
`8af3041a`)
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-11 16:32:55 -05:00
2e74d32871 PAP-10430: split Issue-to-Task copy migration (#7651)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI is the operator surface where users create, assign,
monitor, and review work items.
> - The product language is moving toward "tasks" for user-facing work
items while the internal API and database still use "issues".
> - PR #7543 bundled this copy migration with broader
information-architecture work, which made the branch too large for
Greptile review.
> - This pull request peels the Issue-to-Task copy migration into a
smaller, independently reviewable change.
> - The benefit is clearer user-facing terminology, less agent confusion
via the Paperclip skill note, and a smaller PR that Greptile can review.

## Linked Issues or Issue Description

Refs #7645
Refs #7543
Refs PAP-10430

This PR was split out of #7543 so the Issue-to-Task copy migration can
be reviewed separately and the remaining IA PR can fall under Greptile's
file limit.

## What Changed

- Preserves Scott Tong's original `PAP-57` copy-only commit, with author
and co-author credit intact, to rename user-facing "Issues" copy to
"Tasks" across the UI while keeping routes/API/internal symbols as
`issue`.
- Updates onboarding and release-smoke browser selectors from `Create &
Open Issue` to `Create & Open Task`.
- Adds a terminology note to `skills/paperclip/SKILL.md` clarifying that
task and issue refer to the same Paperclip work item.
- Resolves the only cherry-pick conflict by keeping current search
artifacts support and changing visible search copy to "tasks".

## Verification

- `pnpm --filter @paperclipai/ui build` passed.
- `NODE_ENV=test pnpm exec vitest run
ui/src/components/IssuesList.test.tsx ui/src/components/Sidebar.test.tsx
ui/src/components/NewIssueDialog.test.tsx
ui/src/pages/IssueDetail.test.tsx` passed: 4 files, 66 tests.
- `git diff --check origin/master...HEAD` passed.
- Diff is 80 files, below Greptile's 100-file limit.
- Before/after UI copy examples: "Issues" -> "Tasks", "New Issue" ->
"New Task", "Create & Open Issue" -> "Create & Open Task".

## Risks

- Medium copy-risk: this intentionally changes user-facing terminology
broadly while keeping internal issue identifiers and routes unchanged.
- Some docs and APIs still say `issue`; the skill note clarifies this so
agents do not treat task and issue as separate entities.
- Browser-level visual validation is expected from CI because this local
container is missing usable browser dependencies.

> 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

Scott Tong authored the original `PAP-57` copy migration, assisted by
Claude Opus 4.8 and Paperclip agents per the preserved commit metadata.
Codex / GPT-5-class coding agent with shell, GitHub CLI, and repository
access performed the PR split, conflict resolution, skill note, and
verification.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have 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] 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: scotttong <scott.tong@gmail.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-06 10:10:01 -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
DottaandPaperclip d8b63a18e7 [codex] Add access cleanup and user profile page (#4088)
## Thinking Path

> - Paperclip is moving from a solo local operator model toward teams
supervising AI-agent companies.
> - Human access management and human-visible profile surfaces are part
of that multiple-user path.
> - The branch included related access cleanup, archived-member removal,
permission protection, and a user profile page.
> - These changes share company membership, user attribution, and
access-service behavior.
> - This pull request groups those human access/profile changes into one
standalone branch.
> - The benefit is safer member removal behavior and a first profile
surface for user work, activity, and cost attribution.

## What Changed

- Added archived company member removal support across shared contracts,
server routes/services, and UI.
- Protected company member removal with stricter permission checks and
tests.
- Added company user profile API, shared types, route wiring, client
API, route, and UI page.
- Simplified the user profile page visual design to a neutral
typography-led layout.

## Verification

- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run server/src/__tests__/access-service.test.ts
server/src/__tests__/user-profile-routes.test.ts
ui/src/pages/CompanyAccess.test.tsx --hookTimeout=30000`
- `pnpm exec vitest run server/src/__tests__/user-profile-routes.test.ts
--testTimeout=30000 --hookTimeout=30000` after an initial local
embedded-Postgres hook timeout in the combined run.
- Split integration check: merged after runtime/governance and
dev-infra/backups with no merge conflicts.
- Confirmed this branch does not include `pnpm-lock.yaml`.

## Risks

- Medium risk: changes member removal permissions and adds a new user
profile route with cross-table stats.
- The profile page is a new UI surface and may need visual follow-up in
browser QA.
- No database 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, GPT-5.4 tool-enabled coding model, agentic
code-editing/runtime with local shell and GitHub CLI access; exact
context window and reasoning mode are not exposed by the Paperclip
harness.

## 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>
2026-04-20 06:10:20 -05:00