Commit Graph
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Author SHA1 Message Date
50bff3b274 feat(ui): add collapsible sidebar rail and takeover panes (#7824)
## Thinking Path

> - Paperclip is the open source control plane people use to manage AI
agents, work, and company context.
> - The board UI sidebar is the main way operators keep orientation
across companies, projects, agents, issues, and settings.
> - The existing fixed expanded sidebar competes with route-specific
navigation, especially company settings and plugin routes that bring
their own contextual sidebar.
> - A collapsible primary rail preserves global navigation while giving
contextual pages more horizontal room.
> - This pull request adds a persisted collapsed rail, hover/focus peek,
keyboard toggle, and a secondary sidebar takeover model for settings and
plugin `routeSidebar` surfaces.
> - The benefit is a denser board shell that keeps the app rail
available without replacing it when a route needs its own navigation.

## Linked Issues or Issue Description

Paperclip issue: PAP-10638 Create collapsible sidebar branch.

Related GitHub PR found during duplicate search: #3838
(`feat/collapsible-sidebar`) covers a similar sidebar area but is a
different head branch and implementation. This PR intentionally packages
the work from `PAP-10638-collapsable-sidebar` into one reviewable
branch.

Problem description:

The board shell needs a first-class collapsed sidebar mode. Contextual
surfaces such as company settings and plugin route sidebars should not
replace the global app sidebar; they should collapse the app sidebar to
a rail and render their contextual navigation beside it.

## What Changed

- Added desktop collapsed/sidebar-peek state to `SidebarContext`,
including persisted user pins, route collapse requests, and forced
collapse for secondary-sidebar routes.
- Replaced the old resizable sidebar pane with `SidebarShell`, which
supports a fixed 64px rail, persisted expanded width, keyboard/pointer
resizing, and hover/focus peek overlay behavior.
- Updated `Sidebar`, sidebar nav items, project/agent sections, badges,
and account/company menu presentation for expanded, collapsed, and
peeking states.
- Added `RequestCollapsedSidebar` and `SecondarySidebar` so routes and
plugin `routeSidebar` slots can request contextual sidebar layouts
without replacing the primary app sidebar.
- Wired company settings and plugin route sidebars into the
secondary-pane takeover model.
- Added focused Vitest coverage for sidebar state precedence, shell
sizing, nav item rail rendering, keyboard shortcuts, layout takeover
behavior, and route collapse requests.
- Updated plugin authoring docs/spec references for route sidebar
behavior.

## Verification

Targeted local verification passed:

```sh
NODE_ENV=test pnpm run preflight:workspace-links && NODE_ENV=test pnpm exec vitest run ui/src/context/SidebarContext.test.tsx ui/src/components/SidebarShell.test.tsx ui/src/components/Sidebar.test.tsx ui/src/components/Layout.test.tsx ui/src/components/RequestCollapsedSidebar.test.tsx ui/src/components/SidebarNavItem.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/KeyboardShortcutsCheatsheet.test.tsx ui/src/hooks/useKeyboardShortcuts.test.tsx
```

Result: 10 test files passed, 88 tests passed.

Additional follow-up verification passed after review fixes:

```sh
NODE_ENV=test pnpm run preflight:workspace-links && NODE_ENV=test pnpm exec vitest run ui/src/components/Layout.test.tsx ui/src/context/SidebarContext.test.tsx && pnpm --filter /ui typecheck
```

Result: 2 test files passed, 28 tests passed, and UI typecheck passed.

Latest PR-head remote checks: Paperclip PR workflow, Snyk, Socket, and
Greptile are green; commitperclip `review` is cancelled in its
security-gate step after filing a non-blocking neutral `security-review`
check.

Notes:

- A direct run without `NODE_ENV=test` loads React's production build in
this workspace, where `act` is unavailable; the command above matches
the repo stable runner's test environment.
- I did not run Playwright/browser e2e or full workspace build/typecheck
in this PR-creation heartbeat.
- QA screenshots are attached in
https://github.com/paperclipai/paperclip/pull/7824#issuecomment-4661968387
for expanded, collapsed rail, hover peek, and settings secondary-sidebar
states.

## Risks

- Medium UI layout risk: this changes the board shell and primary
sidebar composition across many routes.
- Local storage migration risk is low: new collapsed state uses a new
key and existing width storage remains scoped to the sidebar width.
- Plugin route risk: plugin `routeSidebar` slots now render as secondary
panes on desktop, so plugin authors should confirm their route sidebar
content fits a 240px contextual pane.
- Mobile risk appears low because mobile keeps the drawer model and
gates collapsed/peek behavior to desktop.

> 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 local shell/git/GitHub
CLI tool use. Exact service-side model identifier and context window
were 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 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
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-06-09 13:25:17 -05:00
eaef47f4c7 Information Architecture + project/agent visual refresh (experimental) (#7543)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board UI is the control surface for issues, projects, agents,
goals, workspaces, and operator settings.
> - The existing navigation and list surfaces make several
high-frequency workflows feel harder to scan than they should,
especially around projects and agents.
> - The product direction is to improve those surfaces without breaking
the existing route model or forcing a new IA on every operator at once.
> - This pull request now keeps the dependent IA, project identity, and
agent-list visual refresh work together while the Issue-to-Task copy
migration is split into #7651.
> - The benefit is a clearer left nav, better project identity, denser
agent/project list rows, and brand-aligned status treatment while
preserving the classic default experience behind a flag.

## Linked Issues or Issue Description

Refs #7645
Refs #7651

Internal planning/work references: PAP-53, PAP-56, PAP-58, PAP-59,
PAP-60, PAP-61, PAP-68, PAP-69, PAP-70, PAP-71, PAP-72, PAP-75, PAP-76,
PAP-80, PAP-85, PAP-86, PAP-87, PAP-88, PAP-89.

## What Changed

- Adds `enableStreamlinedLeftNavigation`, defaulting off, and gates
sidebar presentation so classic navigation remains the default.
- Adds project icon persistence, validation, portability, picker UI, and
`ProjectTile` rendering while defaulting new projects to neutral gray.
- Adds projects-list task-count and budget summary data with focused
server/shared/UI coverage.
- Refreshes agent list rows, row actions, active/recent sidebar
behavior, and status capsule/chip styling for the approved brand state
system.
- Removes the placeholder Conference room and Artifacts nav/routes from
the finalized experimental nav direction.
- Removes `pnpm-lock.yaml` and the Issue-to-Task copy migration from
this PR diff; the copy migration now lives in #7651.

## Verification

- Existing branch verification from the authored commits: UI typecheck,
targeted unit tests, and light/dark visual checks for `/agents`, agent
detail, and design-guide status states.
- Maintainer cleanup verification on `75e34e5`: `git diff --check
origin/master...HEAD` passed, the `design/` diff is empty, and the PR
diff is 61 files, below Greptile's 100-file review limit.
- `pnpm --filter @paperclipai/ui build` passed.
- `NODE_ENV=test pnpm exec vitest run
ui/src/components/Sidebar.test.tsx` passed: 1 file, 8 tests.
- CI and Greptile should rerun on the latest push.

## Risks

- Broad UI surface area: the experimental flag keeps the classic nav
default, but changed shared components such as `EntityRow`,
`ProjectTile`, and agent status badges could affect multiple pages.
- Database migration: `projects.icon` is additive and nullable, but
migration ordering and portability import/export must stay aligned.
- The Issue-to-Task copy migration is now separated into #7651, so
reviewers should evaluate this PR as IA/project/agent presentation work
only.
- Visual regressions are possible across smaller widths because the PR
intentionally changes dense list-row layouts.

## Model Used

Claude Opus 4.8 assisted the original feature commits.
Paperclip-Paperclip agents assisted some planning/design commits. Codex
/ GPT-5-class coding agent with shell, GitHub CLI, and repository access
performed this PR-readiness cleanup and split.

## 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: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Dotta <bippadotta@protonmail.com>
2026-06-06 09:17:27 -05:00
DottaandPaperclip 9aea3e3d35 [codex] Add resource membership controls (#6677)
## Thinking Path

> - Paperclip orchestrates AI-agent companies through company-scoped
issues, projects, agents, and board-visible workflows.
> - The board sidebar and project list are the daily navigation surface
for that control plane.
> - Users need to keep all projects and agents accessible while hiding
resources they have intentionally left from their own sidebar.
> - That requires user-scoped resource membership state backed by
company-scoped API and database contracts.
> - The branch also needed to preserve HTTP worktree login sessions and
keep the project list easier to scan after membership grouping.
> - This pull request adds resource membership controls, sidebar leave
actions, grouped/sortable project listings, and focused tests.
> - The benefit is a cleaner personal workspace view without weakening
company-scoped access to the underlying project or agent detail pages.

## What Changed

- Added `project_memberships` and `agent_memberships` tables with
API/shared/server contracts for current-user join/leave state.
- Renumbered the membership migration to `0090_resource_memberships`
after rebasing onto current `master`, and made it idempotent for anyone
who had applied the old branch-local `0087` migration.
- Added project and agent sidebar leave actions, plus list filtering
that waits for membership state before hiding resources.
- Added grouped project listing, project sorting controls, and reserved
row subtitle height for cleaner scanning.
- Fixed HTTP auth cookie security handling so HTTP worktree sessions can
persist.
- Updated focused server and UI tests for the new membership, sidebar,
project list, and auth behavior.

## Verification

- `pnpm exec vitest run server/src/__tests__/better-auth.test.ts
server/src/__tests__/resource-memberships-routes.test.ts
ui/src/pages/Projects.test.tsx
ui/src/components/SidebarProjects.test.tsx
ui/src/components/SidebarAgents.test.tsx
ui/src/components/MembershipAction.test.tsx
ui/src/components/EntityRow.test.tsx`
- Confirmed the branch is rebased on current `origin/master`.
- Confirmed the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows` changes.

## Risks

- Migration safety: low to medium. The migration now uses `IF NOT
EXISTS` / guarded constraints and is numbered after current master
migrations, but it should still get CI coverage against fresh databases.
- UI behavior: low. Left resources are hidden from sidebar only after
membership state loads; direct detail access remains available.
- Auth behavior: low. Cookie security is relaxed only for HTTP/private
local-style origins where secure cookies would prevent login
persistence.

> 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 GPT-5 Codex coding agent, tool-enabled shell/git workflow,
context window not exposed by 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

Screenshot note: no browser screenshots were captured in this heartbeat;
the UI changes are covered by focused component tests above.

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-05-25 13:12:41 -05:00
DottaandPaperclip f257530537 [codex] UI and dev ops quality-of-life (#6384)
## Thinking Path

> - Paperclip operators spend most of their time scanning the board,
inbox, sidebar, and local dev status surfaces
> - Small UI and dev-ops frictions make repeated operator workflows feel
slower than they need to be
> - The working branch contained several independent quality-of-life
improvements mixed with larger cloud work
> - Grouping these smaller UI/dev-ops changes together keeps review
overhead reasonable without merging them into feature PRs
> - This pull request collects the operator-facing QoL polish into one
standalone branch
> - The benefit is a cleaner board navigation and local dev recovery
experience without depending on cloud upstream sync

## What Changed

- Relaxed forced 44px touch targets for small inline widgets.
- Fixed mobile mention menu scrolling and sidebar spacing on
touch/mobile layouts.
- Synced inbox hover state with j/k selection.
- Moved plugin sidebar entries into the Work section.
- Added manual dev-server restart action/banner behavior.
- Logged plugin bridge 502 causes for better diagnosis.

## Verification

- `pnpm install --frozen-lockfile --ignore-scripts`
- `pnpm --filter @paperclipai/plugin-sdk build`
- `pnpm exec vitest run ui/src/components/MarkdownEditor.test.tsx
ui/src/components/Sidebar.test.tsx
ui/src/components/SidebarProjects.test.tsx ui/src/pages/Inbox.test.tsx
ui/src/components/DevRestartBanner.test.tsx
server/src/__tests__/dev-server-status.test.ts
server/src/__tests__/health-dev-server-token.test.ts
server/src/__tests__/plugin-routes-authz.test.ts` initially failed only
because plugin SDK `dist` was not built in the fresh worktree.
- Rerun after build: `pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts` passed.
- The remaining targeted UI/dev-server tests passed on the first
post-install run.

## Visual Evidence

- Sidebar layout and plugin Work section: ![Sidebar
desktop](https://raw.githubusercontent.com/paperclipai/paperclip/pap-9861-ui-dev-qol/docs/pr-screenshots/pr-6384/sidebar-desktop.png)
- Inbox/task row selection and hover-state surface: ![Inbox rows
desktop](https://raw.githubusercontent.com/paperclipai/paperclip/pap-9861-ui-dev-qol/docs/pr-screenshots/pr-6384/inbox-rows-desktop.png)
- Dev restart banner desktop: ![Dev restart banner
desktop](https://raw.githubusercontent.com/paperclipai/paperclip/pap-9861-ui-dev-qol/docs/pr-screenshots/pr-6384/dev-restart-banner-desktop.png)
- Dev restart banner mobile: ![Dev restart banner
mobile](https://raw.githubusercontent.com/paperclipai/paperclip/pap-9861-ui-dev-qol/docs/pr-screenshots/pr-6384/dev-restart-banner-mobile.png)

## Risks

- Mostly UI/dev ergonomics with low data risk.
- Sidebar and inbox changes touch frequently used navigation surfaces,
so visual review on desktop/mobile is still useful.

> 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 with local shell/git/tool use.
Exact hosted model ID and context-window size are not exposed by the
local Paperclip adapter 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>
2026-05-19 15:52:39 -05:00
DottaandPaperclip e3af7aa489 Add shared sidebar section controls (#5585)
## Thinking Path

> - Paperclip is the control plane for AI-agent companies.
> - The board UI sidebar is one of the main ways operators scan active
agents and projects.
> - Agents and projects had duplicated section header behavior, which
made collapse controls, add actions, and future section menus harder to
keep consistent.
> - Operators also need lightweight ways to switch between their curated
sidebar order and common scan orders like alphabetical or recent
activity.
> - This pull request introduces a shared sidebar section header and
uses it for the Agents and Projects sidebar sections.
> - The benefit is a more consistent sidebar surface with reusable
header controls and persisted sort modes without losing the existing
drag-ordered Top view.

## What Changed

- Added a reusable `SidebarSection` component that supports collapsible
content, header actions, and section dropdown menus.
- Updated the Agents sidebar section to use the shared header and add
persisted `Top`, `Alphabetical`, and `Recent` sort modes.
- Updated the Projects sidebar section to use the shared header and add
persisted `Top`, `Alphabetical`, and `Recent` sort modes.
- Added local-storage helpers and cross-tab update events for
agent/project sidebar sort preferences.
- Added focused component coverage for the shared section behavior and
the updated Agents/Projects sidebar ordering paths.

## Verification

- `pnpm run preflight:workspace-links && pnpm exec vitest run
ui/src/components/SidebarSection.test.tsx
ui/src/components/SidebarProjects.test.tsx
ui/src/components/SidebarAgents.test.tsx`
  - 3 test files passed
  - 18 tests passed

## Risks

- Low-to-moderate UI risk: this changes sidebar section header
interactions and adds persisted client-side sort preferences.
- Drag ordering is intentionally limited to `Top` mode; non-top modes
render sorted lists and do not persist drag order changes.
- No database migrations or API contract 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, GPT-5-based model, tool-use enabled; exact
hosted model build/context-window identifier was 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 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>
2026-05-09 19:49:59 -05:00