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Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 DottaandCodie
|
01d9a12185 |
fix: make keyboard shortcut enablement a personal preference (#14141)
Store keyboard shortcut enablement per user and expose it in Profile settings. Co-Authored-By: Codie <Codie@users.noreply.github.com> |
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|
Devin Foley
|
db4defdfbf |
feat: operator-configurable settings visibility via PAPERCLIP_HIDDEN_SETTINGS (#11823)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - The instance settings surface (Access, Plugins, Adapters, General,
Experimental) assumes the person at the keyboard operates the whole
instance
> - Operators who host Paperclip for others — a managed cloud or an
internal shared server — expose settings pages and toggles that do not
apply to their deployment, and the related mutation APIs stay open
> - A hosted tenant can open Plugins or Adapters, try an action, and hit
a confusing failure, because only a few hardcoded platform floors exist
> - This pull request adds a generic, operator-configured visibility
mechanism: one env var hides declared settings surfaces in the UI and
floors their mutation routes with a stable 403 code
> - The benefit is a clean hosted-tenant settings surface for any
operator, with zero behavior change for normal self-hosted instances
## Linked Issues or Issue Description
**Subsystem affected**
Instance settings (server routes and UI), the shared settings registry
in `packages/shared`, and the `/api/health` bootstrap payload.
**Problem or motivation**
An operator who hosts Paperclip for other people cannot hide settings
surfaces that the platform manages. Tenants see Access, Plugins, and
Adapters pages, backup retention, and host-level experimental toggles
that do nothing useful for them. The mutation APIs behind these surfaces
also stay open, so a tenant admin can attempt actions the platform must
control. ROADMAP.md names a cleaner shared deployment story as a goal
("Teams should be able to run the same product in hosted or semi-hosted
environments without changing the mental model").
**Proposed solution**
Add a declarative registry of hideable settings surfaces and one env
var, `PAPERCLIP_HIDDEN_SETTINGS`. The server parses the list at boot,
reports it on `/api/health`, and rejects value-changing writes to hidden
surfaces with a stable `settings_operator_managed` 403 code. The UI
reads the list from the health payload and removes the hidden pages,
sections, and toggles from navigation, routes, and page content. Unknown
keys warn and are ignored, so one list can roll across a fleet with
mixed app versions. With the variable unset, behavior is byte-identical
to today.
**Alternatives considered**
- Hardcode the hidden set for cloud instances in this repo: rejected,
because each hosting operator needs a different policy, and policy does
not belong in shared code.
- Deliver the hidden set through the managed-config document: rejected,
because that channel is cloud-specific and fail-closed on unknown
fields; a plain env var works for any operator, including self-hosted
shared servers.
- Lock the controls with a badge instead of hiding them: rejected for
these surfaces, because they are meaningless to tenants, not merely
platform-controlled; the existing managed-overlay lock stays the right
tool for controlled flags.
**Roadmap alignment**
Supports the "shared deployment story" item in ROADMAP.md: hosted and
semi-hosted deployments keep the same product with a settings surface
that matches what the tenant can actually do.
## What Changed
- New `packages/shared/src/settings-visibility.ts`: registry of hideable
surfaces (every instance settings page — profile, environments, access,
heartbeats, experimental, plugins, adapters; every Instance → General
section; every experimental flag as `instance.experimental.<key>`), the
`PAPERCLIP_HIDDEN_SETTINGS` parser, and the `settings_operator_managed`
error code. The General page stays visible as the settings root and
redirect target.
- New `server/src/services/settings-visibility.ts`: parse-once accessor;
unknown keys log one warning and are ignored.
- `/api/health` reports `hiddenSettings` on every response shape; the
field is omitted when nothing is hidden.
- Server floors on hidden surfaces, with same-value echo tolerance (the
`executionMode` precedent): field-backed general sections and
experimental keys reject value-changing PATCHes, and hiding the whole
Experimental page floors every toggle; plugin lifecycle and config
writes, adapter management writes, and the Access admin routes (reads
included) return 403 `settings_operator_managed`. Reads the app itself
needs (plugin `ui-contributions`, adapter metadata, plugin job trigger)
stay open. Pages without instance-scoped mutation routes are hidden in
the UI only.
- UI: new `useHiddenSettings` hook and `HiddenSettingsPageGate` route
gate (hidden pages redirect to the settings root); the settings sidebar
and tab bar drop hidden entries; remembered settings paths remap to the
default page; `InstanceGeneralSettings` skips hidden sections; every
`ExperimentalToggleCard` now carries its flag key and renders nothing
when hidden.
- Removed the dead `InstanceSidebar` component (referenced only by its
own test).
- Docs: `docs/deploy/environment-variables.md` documents the variable
and the key registry.
## Verification
- `pnpm vitest run` over the new and extended suites: shared registry
and parser, representative floor tests per route class (changed-value
403, same-value echo 200, unset env 200, page-level Experimental
hiding), the health field, the route gate, nav filtering, and
section/card hiding with one hidden example per surface kind — 168 tests
pass.
- Full root `pnpm typecheck` passes.
- Manual: booted a server with the variable set. `/api/health` lists the
keys; an unknown key logs one warning and the server boots; hidden pages
redirect; hidden sections and cards do not render; hidden-field PATCH
returns 403 with `details.code = "settings_operator_managed"`; a
same-value echo returns 200. Unset the variable: the full settings
surface returns and responses are byte-identical to master.
## Risks
- Low risk for self-hosted instances: with the variable unset, the
hidden set is empty, the health field is omitted, and no floor
activates.
- Flooring plugin config writes assumes hosted deployments configure
plugins through the platform. If a future bundled plugin needs
tenant-entered config, the floor needs a narrow carve-out.
- Hidden-key floors tolerate same-value echoes, so API clients that
round-trip full GET responses keep working.
- Hiding a toggle does not change its value; operators pair hiding with
the desired default where the value matters.
## Model Used
Claude Fable 5 (Anthropic, `claude-fable-5`) with extended thinking and
agentic tool use, driven through the Claude Code CLI (file edits, test
execution, and live-server verification loops).
## 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
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
|
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|
DottaandPaperclip
|
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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|
DottaandPaperclip
|
f258b34bbd |
fix(ui): unify cloud-managed sign-out (#10994)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Paperclip can run as a self-hosted app or as a Cloud-managed tenant. > - These modes need different sign-out sequences because Cloud owns three sessions. > - Several visible controls implemented sign-out separately and could choose different paths. > - This pull request adds one Cloud-aware sign-out action and moves every visible control to it. > - The benefit is one safe sign-out path in Cloud and unchanged local sign-out in self-hosted deployments. ## Linked Issues or Issue Description Refs #2073. That older PR adds a separate company-settings sign-out surface. This change centralizes the existing account, company, and instance-settings surfaces and preserves the self-hosted behavior described there. **What happened?** Visible sign-out controls used separate implementations. A Cloud-managed control could call the app-local sign-out endpoint and open the local auth page. That path did not enter the Cloud-owned logout sequence for the tenant, Cloud, and identity sessions. **Expected behavior** Every visible sign-out control must use one action. Cloud-managed instances must navigate the top-level window to the same-origin `/cloud/logout` route without a local sign-out call first. Authenticated self-hosted instances must keep the local sign-out API and cache invalidation behavior. **Steps to reproduce** 1. Open a Cloud-managed tenant. 2. Use the account menu, company menu, or instance-settings sign-out control. 3. Observe that independently implemented controls can enter different sign-out paths. **Paperclip version or commit** The problem reproduces at `656ecfa585b31938e2685ffab3db22e794474803`. **Deployment mode** Cloud-managed tenant built from source. The regression tests also cover authenticated self-hosted mode. ## What Changed - Added `useSignOut` as the shared Cloud-aware sign-out action. - Navigated Cloud-managed sessions to `/cloud/logout` exactly once without calling local auth first. - Preserved local API sign-out and cache invalidation for authenticated self-hosted sessions. - Migrated the account menu, company menu, and instance general settings to the shared action. - Added focused tests for mode selection, menu closure, pending state, failure state, and settings behavior. ## Verification - `pnpm exec vitest run ui/src/hooks/useSignOut.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/components/SidebarCompanyMenu.test.tsx ui/src/pages/InstanceGeneralSettings.test.tsx` — 26 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm check:token-gates` — passed. - `git diff --check origin/master..HEAD` — passed. ## Risks - Low risk. The change centralizes existing behavior and adds no schema, API, telemetry, or style-token changes. - Cloud mode depends on the existing health decision. Tests pin both mode branches. - The change does not alter Fetch Metadata, CSRF, cookie, prefetch, or return-URL protections owned by the Cloud logout route. > 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. The runtime does not expose a more specific model ID or context-window size. The agent used high-reasoning mode, shell tools, and API tools. ## 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 - [ ] 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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DottaandPaperclip
|
6f204605ad |
fix(ui): show source SHA for unreleased builds (#9508)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies > - Operators need to identify the exact build running from the persistent account menu > - Formal releases already have a concise public version, but source builds include a long derived version string > - The derived version identifies a commit but does not expose the source branch or a direct path to inspect the code > - Server Git metadata is auth-sensitive, so the UI must also refresh it when the current session changes > - This pull request shows linked branch and commit metadata for source builds while preserving `v<version>` for formal releases > - The benefit is faster build diagnosis with correct metadata across sign-in and sign-out transitions ## Linked Issues or Issue Description ### Pre-submission checklist - [x] I searched existing open and closed issues and found no duplicate implementing this exact account-menu behavior. - [x] The behavior reproduces on `master`. - [x] The behavior originates in Paperclip's core UI, not an adapter, provider, or local configuration. ### What happened? Source builds displayed the full derived version, such as `2026.626.0+58.git.518fc71ce`, without linking the operator to the corresponding source branch or commit. ### Expected behavior Source builds should show the concise branch and short commit SHA with links to GitHub, while formal releases should continue showing their public version. Auth transitions should refresh the health metadata that supplies those Git details. ### Steps to reproduce 1. Run Paperclip from a commit after a release tag. 2. Open the account menu. 3. Inspect the build label beneath the user identity. 4. Sign in or out and reopen the menu. ### Paperclip version or commit Any source build whose server version uses the `<version>+<count>.git.<sha>[.dirty]` format. ### Deployment mode Local dev (`pnpm dev`) or authenticated deployments. ### Installation method Built from source. ## What Changed - Detect source-derived version strings and render the source branch plus seven-character commit SHA in `SidebarAccountMenu`. - Link source branches and commits to the canonical `paperclipai/paperclip` GitHub repository. - Extend server Git metadata with the full SHA and expose it through health/OpenAPI contracts. - Refresh auth-sensitive health metadata after sign-in and every sign-out entry point. - Preserve the existing `v<version>` label for formal releases and add focused regression coverage. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Auth.test.tsx src/components/SidebarAccountMenu.test.tsx src/components/SidebarServerInfo.test.tsx` - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/health.test.ts src/__tests__/server-info.test.ts` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm check:token-gates` - `git diff --check public/master...HEAD` ## Risks - Low risk: formal release rendering retains the existing fallback behavior when the source-version pattern does not match. - Source links assume the build came from the canonical public repository; fork-only branches or commits may not resolve there. - Health metadata is invalidated after auth transitions, adding one bounded refetch so the displayed Git details match the new session. > 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 using GPT-5.4 with medium reasoning, repository/tool access, shell execution, and code editing; context-window size was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
scotttongandClaude Fable 5
|
c90e66bdd6 |
feat(ui): design-system component convergence — Card/Badge adoption, multiplicative radius ladder, unified list surfaces (#9240)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Its UI is governed by a design system (`DESIGN.md` + the token layer in `ui/src/index.css`, merged in #9134) whose first principle is "one way to say each thing" — one Card, one Badge, one nav row > - After the token extraction landed, ~35 files still hand-rolled card containers, ~45 files hand-rolled pill spans, the sidebar agents section duplicated the nav-row chrome, and the inbox and tasks lists rendered the same task rows two subtly different ways > - Each divergence is a place where a future design change (radius, hover language, status vocabulary) silently misses surfaces, defeating the "edit tokens + run checks" model the design system exists for > - This pull request converges those surfaces onto the shared primitives, codifies the radius scale as the modern multiplicative shadcn ladder, and unifies the row/hover/tree-guide language across the inbox and tasks lists — every visible delta was human-reviewed screen-by-screen against a live instance across nine feedback rounds > - The benefit is that the app's look is now steerable from single knobs (one `--radius` anchor, one Card, one Badge, one row component), and the visual regression suite covers the result (514 snapshots including a new AgentDetail page story) ## Linked Issues or Issue Description No public GitHub issue exists for this work; describing per the feature template: - **Problem**: after the design-token foundation (#9134), component-level drift remained — hand-rolled cards/pills, duplicated sidebar row chrome, and two different renderings of task rows (inbox vs tasks list) meant design changes had to be applied per-surface and frequently missed spots (e.g. status glyphs rendered 16px in the inbox but 20px in the tasks list because a slot override silently beat the component default). - **Proposed behavior**: all card-shaped containers render via `Card`, all label pills via `Badge`, sidebar rows via `SidebarNavItem`, and both task-list surfaces via one `IssueRow` configuration; the radius scale is a single multiplicative ladder anchored at `--radius: 0.5rem`. - **Alternatives considered**: converting interactive `<button>`/`<Link>` cards to `Card` divs (rejected — breaks semantics; documented inline with `design-allow` comments instead); keeping the legacy additive radius ladder (rejected in favor of the standard shadcn multiplicative mapping). ## What Changed - `Card` adoption across ~35 files (settings pages, auth/board flows, dashboards, list containers, KPI tiles); non-adoptable sites (interactive cards, `<li>` rows, class-string props, chart tooltip) carry documented `design-allow(card-pattern)` comments - `Card` gains an `interactive` prop — one quiet hover affordance for clickable cards (cursor, border darken, shadow lift, focus ring), applied to skills tiles, artifact cards, and the company selector; cards carry no resting shadow - `Badge` adoption for 113 hand-rolled pill spans across ~45 files; `PropertyChip` wraps `Badge` internally; `StatusBadge`, external-object chips, and match chips stay bespoke by documented decision (WCAG-tuned status mechanics) - Radius ladder becomes the multiplicative shadcn mapping (`sm/md/lg/xl/2xl/3xl/4xl = 0.6/0.8/1.0/1.4/1.8/2.2/2.6 × --radius`, anchor `0.5rem`); every card surface unifies on `rounded-lg`; the orphaned 8px literal token is deleted - Sidebar: agent rows render via `SidebarNavItem` (new additive props: `iconNode`, `active`, `trailing`, `liveAccessory`); live dots use `--status-agent-running`; one row rhythm and inset rounded pill highlight; right-aligned trailing badges; every labeled section is collapsible - Inbox + tasks lists unified: md status glyphs, `accent/50` rounded row hovers, vertical tree guides under parent rows (opaque underlay so dark-mode translucent borders don't stack), no horizontal dividers under expanded parents; the swipe-to-archive reveal layer shows only mid-swipe; board toggle uses the `SquareKanban` glyph - Kanban: every column carries a status-hued tint; lanes default expanded (including empty); compact mode collapses empty lanes to labeled rails (fixes a clipped, label-less empty-column state) - Storybook: new AgentDetail page story (realistic fixtures, light+dark) joins the visual suite; suite captures with `reducedMotion: 'reduce'` and the ux-lab reasoning ticker honors `prefers-reduced-motion`; a stale lexical alias in `storybook/main.ts` is fixed (build was broken since the lexical 0.46 bump) - Keyboard navigation, from live review of the unified lists: inbox navigation keys work on every tab (archive keys stay scoped to the archivable tab); keyboard-driven scrolling no longer hands the selection to whatever row lands under the stationary cursor (hover selects only after real pointer movement); the tasks list view gains the same j/k / arrows / Enter selection model as the inbox; and the `g` then `i` go-to-inbox chord works app-wide instead of only on the issue detail page - Token gates restored to 3/3 CLEAN (tokenized a post-#9134 regression in the recovery card); decisions recorded in `doc/design/DECISION-SHEET.md` and `doc/design/COMPONENT-INVENTORY.md` (investigation verdicts: FileTree vs WorkspaceFileBrowser and the four entity pickers stay separate — evidence included) ## Verification - `pnpm check:token-gates` → 3/3 CLEAN - `pnpm typecheck` → green (all packages) - `cd ui && npx vitest run` → 2106/2106 (assertions updated in lockstep where they documented superseded decisions; new tests for the global go-to-inbox chord) - `pnpm --filter @paperclipai/ui build` → exit 0 - `pnpm build-storybook` → succeeds (also fixes the lexical-alias break on master) - Visual regression: 514-snapshot Playwright suite green against the updated baseline (zero diffs from the keyboard-navigation round — those changes are purely behavioral). Note: baselines live outside git per the suite design and the baseline-manifest archive is not yet published, so CI cannot run this suite — it was run locally throughout; every visible delta was reviewed screen-by-screen in a live instance across nine review rounds. Review evidence (before/after triplets) intentionally kept out of the repo for size; available on request. - Manual: exercised dashboard, tasks (list + board), inbox, agents, skills, costs, settings, and artifact surfaces in light and dark themes ## Risks - Wide but shallow visual surface: most changes are class-string substitutions with behavior preserved (props, handlers, roles, test ids). The riskiest areas — dnd-kit card refs (React 19 ref-as-prop), inbox swipe-to-archive, and sidebar overlays — are covered by existing unit tests (all green) and were manually exercised. - Intentional visual deltas (rounded cards, tinted kanban columns, md status glyphs, unified hovers) are design decisions recorded in `doc/design/DECISION-SHEET.md`; each maps to a re-baselined snapshot set locally. - The visual suite cannot yet run in CI (unpublished baseline archive — pre-existing condition from #9134); until that lands, snapshot coverage is local-only. ## Model Used - Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic coding with tool use (file editing, test execution, Playwright screenshot verification); extended thinking 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) - [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 - [ ] All Paperclip CI gates are green (will confirm once CI runs) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (pending first review) - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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DottaandPaperclip
|
76c88e5855 |
[codex] Move instance settings under company settings (#7680)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators manage both company-scoped configuration and instance-level runtime/admin settings from the board UI > - Instance settings previously lived as their own top-level sidebar area, separate from the company settings context operators already use > - That split made settings navigation feel heavier and made instance configuration less discoverable from the settings tab > - This pull request moves instance settings under company settings while preserving the existing instance settings routes and plugin/admin surfaces > - The benefit is a smaller primary sidebar and a more coherent settings hierarchy for operators ## Linked Issues or Issue Description - Refs #338 - Internal: PAP-10491, PAP-10538 ## What Changed - Moved instance settings navigation under the company settings area. - Added route helpers and sidebar entries for nested instance settings paths. - Updated plugin/admin settings routes to use the company settings instance scope. - Preserved legacy instance-settings bookmarks through compatibility redirects that keep the active company prefix. - Updated focused UI and plugin tests for the new navigation shape. - Stabilized the process-loss retry test that was failing the serialized server shard in CI. - Rebased the branch onto current `paperclipai/paperclip` `master` and pushed the current head. ## Verification - `pnpm exec vitest run ui/src/components/CompanySettingsSidebar.test.tsx ui/src/components/access/CompanySettingsNav.test.tsx ui/src/lib/instance-settings.test.ts ui/src/components/InstanceSidebar.test.tsx ui/src/components/Layout.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/pages/PluginPage.test.tsx ui/src/plugins/bridge.test.ts packages/shared/src/validators/plugin.test.ts` - `pnpm exec vitest run ui/src/lib/instance-settings.test.ts ui/src/components/CompanySettingsSidebar.test.tsx ui/src/components/access/CompanySettingsNav.test.tsx ui/src/components/Layout.test.tsx ui/src/plugins/bridge.test.ts` - `pnpm exec vitest run server/src/__tests__/heartbeat-process-recovery.test.ts -t "queues exactly one retry when the recorded local pid is dead"` - `pnpm test:run:serialized -- --shard-index 0 --shard-count 4` - GitHub PR checks are green on head `fe7b0955169dcae55cbe10889c1876a70ab0b80c`, including `verify`, `General tests (server)`, all serialized server shards, build, e2e, policy, security checks, and Greptile. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Medium UI/navigation risk: instance settings links are intentionally moving under company settings, so stale external bookmarks to legacy paths rely on the compatibility routing in this branch. - Low test-only risk from the CI stabilization commit: it makes the recovery assertion select the actual retry run by `retryOfRunId` instead of whichever non-original run appears first. - No database migrations. - No dependency lockfile or workflow changes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, with shell/tool execution in a local repository worktree. Exact context window was not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have 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 - [ ] 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: Paperclip <noreply@paperclip.ing> |
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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> |
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Dotta
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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 |
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b9a80dcf22 |
feat: implement multi-user access and invite flows (#3784)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies. > - V1 needs to stay local-first while also supporting shared, authenticated deployments. > - Human operators need real identities, company membership, invite flows, profile surfaces, and company-scoped access controls. > - Agents and operators also need the existing issue, inbox, workspace, approval, and plugin flows to keep working under those authenticated boundaries. > - This branch accumulated the multi-user implementation, follow-up QA fixes, workspace/runtime refinements, invite UX improvements, release-branch conflict resolution, and review hardening. > - This pull request consolidates that branch onto the current `master` branch as a single reviewable PR. > - The benefit is a complete multi-user implementation path with tests and docs carried forward without dropping existing branch work. ## What Changed - Added authenticated human-user access surfaces: auth/session routes, company user directory, profile settings, company access/member management, join requests, and invite management. - Added invite creation, invite landing, onboarding, logo/branding, invite grants, deduped join requests, and authenticated multi-user E2E coverage. - Tightened company-scoped and instance-admin authorization across board, plugin, adapter, access, issue, and workspace routes. - Added profile-image URL validation hardening, avatar preservation on name-only profile updates, and join-request uniqueness migration cleanup for pending human requests. - Added an atomic member role/status/grants update path so Company Access saves no longer leave partially updated permissions. - Improved issue chat, inbox, assignee identity rendering, sidebar/account/company navigation, workspace routing, and execution workspace reuse behavior for multi-user operation. - Added and updated server/UI tests covering auth, invites, membership, issue workspace inheritance, plugin authz, inbox/chat behavior, and multi-user flows. - Merged current `public-gh/master` into this branch, resolved all conflicts, and verified no `pnpm-lock.yaml` change is included in this PR diff. ## Verification - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx` - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts` - `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts server/src/__tests__/workspace-runtime-service-authz.test.ts server/src/__tests__/access-validators.test.ts` - `pnpm exec vitest run server/src/__tests__/authz-company-access.test.ts server/src/__tests__/routines-routes.test.ts server/src/__tests__/sidebar-preferences-routes.test.ts server/src/__tests__/approval-routes-idempotency.test.ts server/src/__tests__/openclaw-invite-prompt-route.test.ts server/src/__tests__/agent-cross-tenant-authz-routes.test.ts server/src/__tests__/routines-e2e.test.ts` - `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts ui/src/pages/CompanyAccess.test.tsx` - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm db:generate` - `npx playwright test --config tests/e2e/playwright.config.ts --list` - Confirmed branch has no uncommitted changes and is `0` commits behind `public-gh/master` before PR creation. - Confirmed no `pnpm-lock.yaml` change is staged or present in the PR diff. ## Risks - High review surface area: this PR contains the accumulated multi-user branch plus follow-up fixes, so reviewers should focus especially on company-boundary enforcement and authenticated-vs-local deployment behavior. - UI behavior changed across invites, inbox, issue chat, access settings, and sidebar navigation; no browser screenshots are included in this branch-consolidation PR. - Plugin install, upgrade, and lifecycle/config mutations now require instance-admin access, which is intentional but may change expectations for non-admin board users. - A join-request dedupe migration rejects duplicate pending human requests before creating unique indexes; deployments with unusual historical duplicates should review the migration behavior. - Company member role/status/grant saves now use a new combined endpoint; older separate endpoints remain for compatibility. - Full production build was not run locally in this heartbeat; CI should cover the full matrix. ## Model Used - OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use environment. Exact deployed model identifier and context window were not exposed by the runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Note on screenshots: this is a branch-consolidation PR for an already-developed multi-user branch, and no browser screenshots were captured during this heartbeat. --------- Co-authored-by: dotta <dotta@example.com> Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
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Aron Prins
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fcbae62baf |
feat(backups): tiered daily/weekly/monthly retention with UI controls
Replace single retentionDays with a three-tier BackupRetentionPolicy: - Daily: keep all backups (presets: 3, 7, 14 days; default 7) - Weekly: keep one per calendar week (presets: 1, 2, 4 weeks; default 4) - Monthly: keep one per calendar month (presets: 1, 3, 6 months; default 1) Pruning sorts backups newest-first and applies each tier's cutoff, keeping only the newest entry per ISO week/month bucket. The Instance Settings General page now shows three preset selectors (no icon, matches existing page design). Remove Database icon import. |
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Aron Prins
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cc44d309c0 |
feat(backups): gzip compress backups and add retention config to Instance Settings
Compress database backups with gzip (.sql.gz), reducing file size ~83%. Add backup retention configuration to Instance Settings UI with preset options (7 days, 2 weeks, 1 month). The backup scheduler now reads retention from the database on each tick so changes take effect without restart. Default retention changed from 30 to 7 days. |
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dottaandPaperclip
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dbb5f0c4a9 |
Unify all toggle switches into a single responsive ToggleSwitch component
Replaces 12+ inline toggle button implementations across the app with a shared ToggleSwitch component that scales up on mobile for better touch targets. Default size is h-6/w-10 on mobile, h-5/w-9 on desktop; "lg" variant is h-7/w-12 on mobile, h-6/w-11 on desktop. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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dottaandPaperclip
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3d685335eb |
Add sign out button to instance general settings
Adds a sign out section at the bottom of the general settings page. Uses authApi.signOut() and invalidates the session query to redirect to the login page. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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dottaandPaperclip
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3ab7d52f00 |
feat(inbox): add operator search and keyboard controls
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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dottaandPaperclip
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c0d0d03bce |
Add feedback voting and thumbs capture flow
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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dottaandPaperclip
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42c8d9b660 |
Fix oversized toggle switches on mobile
The global @media (pointer: coarse) rule was forcing min-height: 44px on toggle button elements, inflating them from 20px to 44px. Added data-slot="toggle" to all 10 toggle buttons and a CSS override to reset their min-height, keeping the parent row as the touch target. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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dotta
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360a7fc17b | fix: address greptile follow-up feedback | ||
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dottaandPaperclip
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dd44f69e2b |
Fix PAP-576 settings toggles and transcript default
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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dottaandPaperclip
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39878fcdfe |
Add username log censor setting
Co-Authored-By: Paperclip <noreply@paperclip.ing> |