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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 | 
| 
|
| Task thread | 
| 
|
| Home / nav | 
| 
|
| Conference Room (flag-ON only surface) | — | 
|
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>
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a1b30c9f35 |
Add planning mode for issue work (#5353)
## Thinking Path > - Paperclip is a control plane for autonomous AI companies. > - Issues are the core unit of work, and issue comments are how board users and agents coordinate execution. > - Some issue conversations need to produce plans and approvals instead of immediate implementation work. > - The existing issue contract did not distinguish standard execution comments from planning-oriented issue work. > - This pull request adds an issue work-mode contract and board UI affordances for standard vs planning mode. > - The benefit is that planning-mode issues can be created, displayed, discussed, and carried through agent heartbeat context without losing the normal issue workflow. ## What Changed - Added `standard` / `planning` issue work-mode contracts across DB, shared validators/types, server issue flows, plugin protocol, and adapter heartbeat payloads. - Added an idempotent `0081_optimal_dormammu` migration for `issues.work_mode`, ordered after current `public-gh/master` migrations. - Updated heartbeat/context summaries and issue-thread interaction behavior so planning work mode is preserved when creating suggested follow-up issues. - Added UI support for planning-mode issue creation, issue rows, detail composer styling, and composer work-mode toggles. - Added focused server/shared/UI tests plus a Playwright visual verification spec for planning-mode surfaces. - Rebased the branch onto current `public-gh/master` and added durable planning-mode screenshots under `doc/assets/pap-3368/`. ## Verification - `pnpm --filter @paperclipai/db run check:migrations` - `pnpm exec vitest run --project @paperclipai/shared packages/shared/src/validators/issue.test.ts` - `pnpm exec vitest run --project @paperclipai/server server/src/__tests__/heartbeat-context-summary.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issues-goal-context-routes.test.ts --pool=forks --poolOptions.forks.isolate=true` - `pnpm exec vitest run --project @paperclipai/ui ui/src/components/IssueChatThread.test.tsx ui/src/components/NewIssueDialog.test.tsx ui/src/components/IssueRow.test.tsx ui/src/pages/IssueDetail.test.tsx` - `pnpm exec vitest run --project @paperclipai/adapter-utils packages/adapter-utils/src/server-utils.test.ts` - `PAPERCLIP_E2E_SKIP_LLM=true npx playwright test --config tests/e2e/playwright.config.ts tests/e2e/planning-mode-visual-verification.spec.ts` ## Screenshots Desktop planning detail:  Desktop planning row:  Desktop staged standard toggle:  Mobile planning detail:  Mobile planning row:  ## Risks - Medium migration risk: this adds a non-null issue column. The migration uses `ADD COLUMN IF NOT EXISTS` so installations that applied an older branch-local migration number can still apply the final numbered migration safely. - Medium contract risk: issue payloads, plugin payloads, and adapter heartbeat payloads now include work mode; compatibility is handled by defaulting missing values to `standard`. - UI risk is moderate because composer controls changed; focused component tests and visual e2e coverage exercise standard vs planning display and toggle 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 coding agent in a local Paperclip worktree, with shell/tool use. Exact context-window size is not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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6b7f6ce4b8 |
[codex] Split PR #4692 UI/QoL updates (#4701)
## Thinking Path > - Paperclip orchestrates AI agents through a company-scoped control plane. > - The affected surface is the board UI for issue threads, issue lists, routines, dialogs, navigation, and issue review indicators. > - Closed PR #4692 bundled backend, schema, docs, workflow, and UI/QoL work into one oversized change set. > - Greptile could not keep reviewing that broad PR because it exceeded the 100-file review limit and mixed unrelated concerns. > - This pull request extracts the UI/QoL slice into a fresh branch under the review limit while leaving workflow and lockfile churn out. > - The benefit is a focused review path for the board UI performance and workflow improvements without reopening the oversized PR. ## What Changed - Added long issue-thread virtualization, scroll-container binding, anchor preservation, latest-comment jump targeting, and related regression/perf fixtures. - Improved issue list scalability with scroll-based loading, server offset parameters, and pagination-focused UI tests. - Reduced new issue dialog typing churn and split dialog action subscriptions so broad layout/nav surfaces avoid unnecessary renders. - Added routine variables help and routine description mention options for users, agents, and projects. - Added productivity review badge/link UI and fixed the badge to use Paperclip's company-prefixed router link. - Kept the split PR below Greptile's review limit and excluded `.github/workflows/pr.yml` and `pnpm-lock.yaml`. ## Verification - `pnpm install --no-frozen-lockfile` in the clean worktree to install `@tanstack/react-virtual` locally without committing lockfile churn. - `pnpm --filter @paperclipai/ui exec vitest run --config vitest.config.ts src/components/IssueChatThread.test.tsx src/components/IssuesList.test.tsx src/components/NewIssueDialog.test.tsx src/pages/Routines.test.tsx src/pages/Issues.test.tsx` passed: 5 files, 83 tests. - `pnpm --filter @paperclipai/ui typecheck` passed. - `git diff --check origin/master..HEAD` passed. - Split-scope checks: 53 changed files; no `.github/workflows/pr.yml`; no `pnpm-lock.yaml`. - Screenshots were not captured in this heartbeat; the changes are primarily virtualization, routing, pagination, and editor behavior covered by focused regression tests. ## Risks - Moderate UI risk because issue-thread virtualization changes scroll behavior on long conversations; regression tests cover anchor jumps, latest-comment targeting, row metadata, and short-thread fallback. - Moderate integration risk because the issue-list offset parameter and productivity review field depend on matching API behavior. - Dependency risk: the UI package adds `@tanstack/react-virtual` while repository policy keeps `pnpm-lock.yaml` out of PRs, so CI must resolve dependency changes through the repo's normal lockfile policy. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled local repository and GitHub workflow. Exact runtime context window was not exposed by the 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 - [ ] 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> |
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758219d53f | Default sub-issues to parent workspace | ||
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977e9f3e9a | Add sub-issue issue-page flows | ||
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32ab4f8e47 |
Add me and unassigned assignee options
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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792397c2a9 |
feat(ui): add agent creation choice modal and full-page config
Replace the direct agent config dialog with a choice modal offering two paths: "Ask the CEO to create a new agent" (opens pre-filled issue) or "I want advanced configuration myself" (navigates to /agents/new). - Extend NewIssueDefaults with title/description for pre-fill support - Add /agents/new route with full-page agent configuration form - NewAgentDialog now shows CEO recommendation modal Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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88149bbd29 |
ui: show no-agents banner on dashboard with link to onboarding step 2
When a company has no agents (e.g. user exited onboarding early), the dashboard now shows an amber banner: "You have no agents. Create one here" that opens the onboarding wizard directly at step 2 (agent creation), skipping the company creation step. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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c50223f68f |
feat: add New Goal dialog and Sub Goal button
- Added NewGoalDialog component with title, description (markdown), status, level, and parent goal selection - Integrated dialog into DialogContext with parentId defaults support - Added "+ New Goal" button on /goals page (both empty state and header) - Added "+ Sub Goal" button on goal detail sub-goals tab that pre-fills the parent goal Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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c0ae9423f0 |
UI polish: sidebar nav, Companies/Issues layout, assignee in issue defaults
- Sidebar: add Approvals and Companies links, remove temporary Design Guide link - Companies: replace inline create form with 'New Company' button (opens onboarding) - Issues: move filter tabs inline with page heading (consistent with Agents) - DialogContext: add assigneeAgentId to NewIssueDefaults - NewIssueDialog: wire assigneeAgentId default (pre-select assignee when opening from agent detail page) - CommandPalette: minor cleanup - App: add DesignGuide route (dev-only, no sidebar link) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> |
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0975907121 |
Add onboarding wizard and revamp agent creation flow
Add OnboardingWizard component for first-time company setup. Rework NewAgentDialog into a multi-step wizard with adapter selection and config. Add server route for agent connection string generation. Wire onboarding into Dashboard and Layout. Update DialogContext with onboarding state. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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b12bf6e7dd |
Add new agent dialog state to DialogContext
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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d912670f72 |
Polish UI: enhance dialogs, command palette, and page layouts
Expand NewIssueDialog with richer form fields. Add NewProjectDialog. Enhance CommandPalette with more actions and search. Improve CompanySwitcher, EmptyState, and IssueProperties. Flesh out Activity, Companies, Dashboard, and Inbox pages with real content and layouts. Refine sidebar, routing, and dialog context. CSS tweaks for dark theme. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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fad1bd27ce |
Add shared UI primitives, contexts, and reusable components
Add shadcn components: avatar, breadcrumb, checkbox, collapsible, command, dialog, dropdown-menu, label, popover, scroll-area, sheet, skeleton, tabs, textarea, tooltip. Add shared components: BreadcrumbBar, CommandPalette, CompanySwitcher, CommentThread, EmptyState, EntityRow, FilterBar, InlineEditor, MetricCard, PageSkeleton, PriorityIcon, PropertiesPanel, StatusIcon, SidebarNavItem/Section. Add contexts for breadcrumbs, dialogs, and side panels. Add keyboard shortcut hook and utility helpers. Update layout, sidebar, and main app shell. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |