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f2593b7905 |
feat: make Coordinator and Agent Chat standard and speed up navigation (#19360)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - People enter that work through the workspace, agent conversations, and tasks. > - Coordinator and Agent Chat still require experimental enrollment. > - Task link prefetches do not warm the compact queries used by the default task view. Chat also waits for a request when its navigation list already holds the conversation. > - This pull request makes Coordinator and Agent Chat standard and reuses the reads needed for navigation. > - People can choose Classic workspace in Experimental settings. Cached work can appear while fresh data loads. ## Linked Issues or Issue Description **What existing behavior does this improve?** Workspace selection, Agent Chat availability, and navigation between Chat, Tasks, and task details. **Subsystem affected** Cross-cutting: UI, workspace preferences, instance settings, and the database migration. **Current behavior** People must enable Coordinator and Agent Chat in Experimental settings. Opening a task can repeat requests because prefetch warms the full detail and comment queries, while the default view reads compact task data and a recent comment window. Opening Chat waits for a detail request even when the current person's conversation list contains it. **Proposed behavior** Coordinator is the standard workspace for everyone. Experimental settings offer Classic workspace, off by default. Old Coordinator experiment values do not select Classic. Agent Chat is available to everyone, including instances with an old saved or managed off value. Task link intent warms the queries used by the mounted view. Chat can use the current person's company-scoped conversation list during refresh. **Reason and benefit** People can use the standard workspace without setup. Repeat navigation can show cached content while the server refreshes it. **Breaking changes** Existing Coordinator experiment and Agent Chat off values no longer disable these surfaces. Classic requires an explicit new opt-in. The workspace API keeps its existing response shape and audit checks. The migration retains legacy values and adds a separate Classic preference. Execution permissions, company access, and chat privacy checks still apply. **Additional context** Roadmap check: this graduates existing surfaces and improves their navigation. It does not add a new agent execution capability. Duplicate searches found no open Coordinator workspace PR. Related server cache work, Refs: #17828, addresses compact issue-list invalidation; this PR addresses client navigation queries. ## What Changed - Add a default-off Classic workspace preference. Derive the existing workspace API response from that choice. Keep personal persistence, account isolation, and audited writes in the workspace preference service. - Replace the Coordinator experiment control with Classic workspace. Use Coordinator while preferences load. Update the existing settings examples and navigation recipe. - Retire the Agent Chat experiment control. Ignore old stored and managed off values. Retain the compatibility key and the existing execution and access checks. - Reuse account- and company-scoped chat list data with its original freshness timestamp. - Share compact task and recent-comment query options between prefetch and the task view. Keep full-history prefetch for Classic tasks and expanded history. - Add upgrade, replay, cache, account isolation, and browser switching regressions. Update product, database, development, and roadmap documentation. ## Verification - Targeted preference, settings, migration, cache, and UI regression tests passed during implementation. The cache tests hold refresh requests pending and check that content still renders. They also check account isolation and stale refresh behavior. - A real browser test verified fresh Coordinator defaults, Classic opt-in persistence, and return to Coordinator. It used an isolated source checkout with fresh data on macOS. - Token, migration numbering and safety, map, and Storybook catalog checks pass after the rebase. - Repository typecheck and build pass. Typecheck and token gates also pass after review repairs. The broad local run passed all six chat integration shards (1,931 tests). It then found the host-CLI-dependent recovery fixture described below. Its remaining duplicate work was stopped after the full current-head CI matrix passed; this is not a claim that the broad local command completed green. - Review repairs passed 419 UI/migration fixture tests, 19 Coordinator navigation tests, and all 214 tests in the five affected server suites. The 24 Chat/workspace browser tests pass, including standard Coordinator switching and explicit Classic persistence. - The broader browser repair run passed 85 tests. It retained two failed assertions and skipped five later serial cases. The affected files then passed all 11 tests after the fixes: reopen the desktop panel after reload and open More for Audit and Connectors. This includes the five serial cases that had not run. - The broad local suite exposed a recovery fixture that executed the host Codex CLI during a simulated remote probe. On a host with Codex 0.154.0, model fallback broke its fixed-model assertion. The fake sandbox now reports Codex 0.160.0. All 20 selected recovery/provider compatibility cases pass after the repair. - A CLI company import/export suite timed out during server startup in the second CI run. The port fallback is intentional in that fixture. No root cause was established. That suite passes on the final commit in CI. This records recovery, not a claimed product fix for the earlier timeout. - The first CI run exposed remaining assumptions about the retired flags and Classic UI. The repair commit updates those fixtures and navigation steps. It also restores the missing enabled Cases destination in Coordinator. Earlier local recovery attempts used the wrong fixture notification and advanced fake time during live execution; the corrected tests use the subscribed recovery queue and wall time during execution. - Greptile reviewed commit `98972b030d4505d838427a2fca6b196b8cad6d47` at **5/5** with no new comments. The original finding is resolved. - Current-head CI is green: **56 successful checks**, with three checks skipped by workflow filters. This includes typecheck, build, the complete Vitest matrix, all eight browser shards, Runner verification, release checks, and security checks. [Final CI run](https://github.com/paperclipai/paperclip/actions/runs/42132651414). - Typecheck caught missing `pid` and `startedAt` fields in the simulated command result. The fixture now returns the complete process contract, and the server test-layer typecheck passes. - Storybook catalog alignment was checked. Storybook play tests were not run. Hosted latency and cold bundle loading were not measured. ## Risks - The new default changes the workspace for people who previously left the Coordinator experiment off. They can opt into Classic in Experimental settings. - The additive migration must run before the new server code. It is safe to replay and preserves explicit Classic choices. - Cached content can be stale during background refresh. Existing query invalidation and source timestamps still control freshness. - These changes reduce avoidable loading waits. They do not establish a measured improvement in hosted request latency or initial bundle download time. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser automation. The exact serving revision and context-window size are not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Scott Tong <scott@scottsmbpm5max.lan> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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8541dfad29 |
test(e2e): share initial Settings sidebar browser proof (#16083)
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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871f7d1124 |
fix(ui): polish core navigation and task layout (#12793)
<!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators use the main navigation, contextual navigation, and task chat throughout the product. > - The recent core UI refactor left uneven spacing and inconsistent navigation styles. > - The Apps label also did not match the Connectors product language. > - The account area did not provide a clear direct path for feedback. > - This pull request aligns these related core UI surfaces and preserves their existing behavior. > - The benefit is a more consistent interface with clearer navigation and balanced task-chat layout. ## Linked Issues or Issue Description **What existing behavior does this improve?** This improves the core sidebar, Settings navigation, Connectors catalog, task-chat layout, and account controls. **Subsystem affected** `ui/` — React and Vite board UI. **Current behavior** The task chat had uneven edge treatment. Settings used a separate contextual-navigation style. Apps used inconsistent product labels. The account footer did not expose a direct feedback control. **Proposed behavior** The task chat keeps balanced content padding while its scrollbar sits at the properties boundary. Settings replaces the primary sidebar with a matching navigation surface and a Back to app link. Apps uses Connectors and Browse labels. The account footer provides a dedicated feedback icon with a tooltip. **Reason and benefit** These changes make related navigation and layout patterns predictable. They reduce duplicate labels and improve access to feedback. **Breaking changes** None. Routes, APIs, and stored data do not change. ## What Changed - Balanced the task-chat content gutter and moved its scrollbar to the properties-panel boundary. - Reworked Settings navigation to replace the main sidebar and use the shared primary-sidebar style. - Added a Back to app navigation item to Settings. - Renamed Apps to Connectors in the main navigation and added the `Unplug` icon. - Renamed the Connectors contextual item to Browse. - Added the Connectors top-level header and aligned the search field with the connector cards. - Added account-footer hover states and a direct feedback flag with a Share feedback tooltip. - Removed the duplicate Feedback item from the account popover. - Added regression coverage for each changed UI surface. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/components/AppsSidebar.test.tsx src/components/CompanySettingsSidebar.test.tsx src/components/Layout.test.tsx src/components/Sidebar.test.tsx src/components/SidebarAccountMenu.test.tsx src/components/task-chat/TaskMessageScroller.test.tsx src/pages/apps/Browse.test.tsx` — 90 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/ui build` — passed. - `pnpm check:token-gates` — passed. - `git diff --check origin/master...HEAD` — passed. - `env PAPERCLIP_PLAYWRIGHT_CHANNEL=chrome PAPERCLIP_E2E_PORT=3201 pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/apps-dark-mode-shots.spec.ts tests/e2e/sidebar-takeover.spec.ts` — 10 tests passed. - The full workspace typecheck and build reached the Rust runner and stopped because `cargo` is not installed on this machine. - The full test suite exposed unrelated server and workspace-runtime failures and was stopped after the affected suites completed. No changed UI test failed. - Manually verified the changed Settings, Connectors, task-chat, and account-menu surfaces in the running app. ## Risks - Low risk. The change affects layout and navigation presentation only. - The Settings sidebar now replaces the main sidebar by design. Users must use Back to app to return to the application navigation. - The task scrollbar offset depends on the existing responsive page gutters. Regression tests cover both narrow and desktop spacing. > 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-5.6-sol`, extended reasoning with tool use and code execution. The host does not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] 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: Scott Tong <scott@scottsmbpm5max.lan> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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scotttong
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597fd63b61 | feat(ui): add streamlined navigation foundation (#12746) | ||
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DottaandPaperclip
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5858ccb981 |
feat: make in-app features cloud-aware (#10850)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators use the same board application in self-hosted and Paperclip Cloud deployments. > - A Cloud tenant contains one company, so an in-app company switch does not change the active Cloud stack. > - Cloud operators need the sidebar and company surfaces to use the signed-in user's stack portfolio. > - The server must derive Cloud identity and links from trusted instance context instead of client input. > - This pull request adds canonical Cloud context, a trusted stack portfolio proxy, and Cloud-aware navigation. > - The benefit is consistent stack switching on Cloud while self-hosted company behavior stays unchanged. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: server REST routes and the React board UI. **Problem or motivation** A Cloud-managed instance contains one company. The existing company switcher could only switch records inside that tenant. It could not move the operator to another Cloud stack. The existing header also gave long organization names too little width. **Proposed solution** Expose a canonical public Cloud context in health data. Add a trusted server proxy for the current user's stack portfolio. Use that data in the board UI to switch stacks with top-level navigation. Keep the existing company behavior on self-hosted instances. Move search into the navigation and keep long organization names inside the sidebar panel. **Alternatives considered** An in-app `/stacks` route was rejected because Cloud tenant hosts reserve that path and stack selection must wake or authenticate another tenant. Client-supplied user identity was rejected because the server can derive the trusted Cloud actor. **Roadmap alignment** This change advances the Cloud deployments milestone. It keeps the product local-first and Cloud-ready without changing the self-hosted mental model. ## What Changed - Added canonical Cloud instance context and public health metadata. - Added a Cloud-only stack portfolio proxy with trusted actor forwarding and per-user caching. - Prevented normal company creation on Cloud-managed instances. - Switched the sidebar and Companies page from company actions to stack actions on Cloud. - Added full-page stack navigation and Cloud create-stack links. - Moved search into the sidebar navigation so the organization name keeps more width. - Added truncation and hover recovery for long organization and stack names. - Added server and UI regression coverage for Cloud and self-hosted behavior. - Updated the implementation specification for the Cloud contracts. ## Verification - `node scripts/check-token-gates.mjs` passed. All three token gates are clean. - `pnpm --dir server exec vitest run src/__tests__/health.test.ts src/__tests__/cloud-instance.test.ts src/__tests__/cloud-routes.test.ts src/__tests__/company-cloud-floor.test.ts src/__tests__/company-portability-routes.test.ts` passed: 5 files and 66 tests. - `pnpm --dir ui exec vitest run src/components/SidebarCompanyMenu.test.tsx` passed: 1 file and 11 tests. - Pre-PR QA report `7da87ca7` passed all 8 acceptance criteria with real HTTP route factories and real Chromium screenshots in Cloud and self-hosted modes. - Security reviews passed for the canonical Cloud context and stack portfolio proxy. ## Risks - Cloud stack switching depends on the configured Cloud application and tenant portfolio URLs. - The new health `cloud` block is public by design, but it contains only canonical public instance metadata. - The stack proxy fails closed on self-hosted instances and derives the user identity from the trusted actor. - Self-hosted navigation and company creation retain their existing paths and 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, model `gpt-5`. The run used reasoning, repository tools, shell execution, and GitHub integration. The deployment did not expose its context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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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> |