mirror of
https://github.com/paperclipai/paperclip.git
synced 2026-11-03 01:27:09 +01:00
cd4caaab266ecd857563be32e7aec9974fc26e4a
8
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 DottaandPaperclip
|
582911ba74 |
fix(access): give Operators default company editing permissions (#15377)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Human company members receive permission grants from their role preset. > - Human invitations use the Operator role by default. > - The old Operator preset only granted task assignment, so ordinary members could not edit agents or manage connections. > - This pull request gives Operators company editing and audit access while keeping join approval and member-permission management separate. > - Members can configure their agents and accounts without an Owner role. ## Linked Issues or Issue Description **What existing behavior does this improve?** The default permission grants for human Operators and the invitation role description. **Subsystem affected** server/ permission presets and invitation authorization, plus ui/ invitation and tool access gates. **Current behavior** Operators receive only `tasks:assign` as an explicit default grant. Agent configuration and managed account setup fail their permission checks. **Proposed behavior** Operators receive agent creation/configuration, skills, environments, invitations, task assignment, pipelines, connections, tool management/use, and audit grants. The preset excludes `joins:approve` and `users:manage_permissions`. Operators can invite Operators and Viewers. Inviting a role with either excluded power requires that power, so invitations cannot bypass the restriction. **Reason and benefit** Ordinary company members can edit company work and connect accounts through the existing routes. **Breaking changes** The Operator preset grants more permissions. The existing startup and Cloud sign-in seeding paths can insert these missing grants for existing Operators. They retain custom grant scopes. Explicit invitation grants still take precedence. Inviting Admins now requires join approval; inviting Owners also requires member-permission management. This PR adds no migration or new backfill path. Related: #5945 describes missing role grants in another membership entry point. This PR changes the preset and does not change that endpoint. ## What Changed - Expanded the Operator preset to 14 company editing, invitation, tool, and audit grants. - Kept join approval and member-permission management out of the preset. - Required those powers when an invitation's selected human role includes them, preventing Operators from delegating the excluded powers through Owner/Admin invitations. - Updated the invitation role copy and the product specifications. - Allowed active Operators (including legacy Member roles) through the invite shortcut and advanced tool/profile UI gates. Kept inactive memberships, Viewers, and other companies excluded; API grants remain authoritative. - Added tests for the default Operator grants, both excluded actions, agent editing, company boundaries, and invitation role authorization. - Simplified adapter-route test imports so authorization errors and the error handler use one module graph; retained the upstream mock-initialization fix. - Kept Owner/Admin/Viewer presets and explicit invitation grants unchanged. Added no EE code or database migration. ## Verification - Permission and invitation tests: 38 passed across access service, invitation defaults, and invitation creation routes. - UI access tests: 61 passed across invitation shortcuts, Operator tool/profile access, and invitation UI. - Adapter route tests: 15 passed after resolving the upstream test setup conflict. - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`: passed on the final branch. - The initial local `pnpm test:run` general-server batch reported three tool-access failures and eight upload-helper timeouts. Both complete affected suites passed in isolation on the final branch: 403 tests. The initial full local run was not green. - Both complete tool-access and adapter route suites also passed on an untouched snapshot of base `88ff98b83`: 387 tests. The earlier tool failures did not reproduce there. - [All CI gates passed](https://github.com/paperclipai/paperclip/actions/runs/37527422346) for `068be153b9c2a064f2aaccc0627fdf458e73747e`, including the previously failing serialized adapter lane, general tests, E2E, typecheck, build, Runner checks, and canary dry run. - Greptile scored that exact commit 5/5. Superagent passed. Both invitation review threads are resolved. ## Risks - Operators gain broad company editing and invitation access by design. - Existing default seeding can add the new missing grants during startup or Cloud sign-in. It does not replace existing scopes. - Company boundaries and the two excluded permission checks still apply. - An Admin without member-permission management can no longer invite an Owner. Operators retain invitation access for Operator/Viewer roles and agent-only invites. - This PR changes company permissions. Cloud workspace invitation rules remain separate. ## Model Used OpenAI Codex, GPT-6. The exact deployment model ID and context window were not exposed in this session. Used repository inspection, code editing, shell execution, and test 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 - [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 a merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
||
|
|
d6fa1fd1ef |
feat(ui): streamline account menu profile access and add Invite shortcut (#14480)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Humans work in teams, so Paperclip has a multi-user system with logins, profiles, and a company sidebar. > - The account menu in the lower-left corner of the sidebar is the main entry point for a user's own settings. > - The account menu spent half of its rows on "View profile" and "Edit profile". Users open these rows rarely. > - The account menu had no fast path to invite a new member. The invite flow is different on a self-hosted instance and on Paperclip Cloud. > - This pull request removes the two profile rows, makes the header a link to the profile, adds an "Edit profile" button on the profile page, and adds an "Invite" row. > - The benefit is a shorter account menu that keeps profile access and gives users with the invite permission a one-click path to invite people. ## Linked Issues or Issue Description No public GitHub issue exists for this change. The description below follows the enhancement template. Refs #14060. That earlier pull request holds the first two commits and the first Greptile review. It closed when the branch got a new name to remove an internal ticket id. All Greptile findings from both reviews are fixed in this branch. **What existing behavior does this improve?** The account menu in the sidebar (`SidebarAccountMenu` and its `.production` variant) and the user profile page at `/u/:userSlug`. **Subsystem affected** ui/ — React + Vite board UI **Current behavior** The account menu shows the user's picture and name at the top. Below them, the menu shows "View profile" and "Edit profile" rows, then the other rows. The header is not a link. The menu has no row to invite people. On a self-hosted instance, the user must open Company settings, then Members, then the Invites tab. On Paperclip Cloud, the user must open the Members page and use the Cloud People link there. **Proposed behavior** The account menu does not show "View profile" or "Edit profile". The picture and name at the top of the menu are a link to the user's own profile page. The profile page shows an "Edit profile" button when the viewer looks at their own profile. The account menu shows an "Invite" row with the same `UserPlus` icon as the company menu. On a self-hosted instance, the row opens the Members page on the Invites tab, and shows only to boards that hold the `users:invite` grant (company owners and admins, instance admins, and local boards). On Paperclip Cloud, the row opens the People settings for the current stack, and shows only to the owner or admin of the stack, the same rule the Members page uses. **Reason and benefit** Users open their profile rarely, but the two rows took half of the menu. Inviting people is a common task, but it needed three clicks and a different path on Cloud. The new menu is shorter, keeps profile access in one tap on the header, and gives one "Invite" entry point on both hosting modes to the users who can invite. **Breaking changes** None. Routes, API responses, and settings keys do not change. The profile page and the invite pages keep their current URLs. ## What Changed - `SidebarAccountMenu.tsx` and `SidebarAccountMenu.production.tsx`: remove the "View profile" and "Edit profile" rows. Make the picture and name header a link to the user's profile. Add the "Invite" row after "Settings" in the streamlined menu and first in the production menu. - Header structure: `master` added a staging commit SHA link under the email in the same header. The profile link is now a stretched overlay behind the header content, so the SHA anchor sits beside the email and the header has no nested anchors. - `ui/src/lib/userProfileLinks.ts` (new): build the profile path from the user id first. The profile endpoint treats the id as the one unique slug, so two members with the same display name get different links. Name and email are a fallback only when the session has no id. - `ui/src/hooks/useCloudInviteUrl.ts` (new): read the Cloud stack portfolio and return the People settings URL only when the current stack role is owner or admin. This is the same rule as the Members page. - `ui/src/hooks/useCompanyInviteAccess.ts` (new): read the current board access snapshot and report whether the board may invite people to the selected company on a self-hosted instance. Local boards and instance admins pass. Other boards need an active owner or admin membership, the roles that carry `users:invite`. This follows the same client-side gate pattern as `ToolsAdminGate` and the run ledger. The server stays authoritative. - Invite row visibility: the row is hidden when the operator hides `company.members` or `company.invites`, and until the health check resolves. On self-hosted instances, the row is hidden until the board access snapshot loads and when the board cannot invite. On Cloud, the row is hidden when no People URL can be built. The in-app Invites tab is never a fallback on Cloud, because it drives a different flow. - `ui/src/pages/UserProfile.tsx`: add an "Edit profile" button that links to `/company/settings/instance/profile`. The button shows only on the viewer's own profile and follows the `instance.profile` hidden-settings gate. - Tests: extend `SidebarAccountMenu.test.tsx`; add `userProfileLinks.test.ts`, `UserProfile.test.tsx`, and `useCompanyInviteAccess.test.ts`. - No documentation references the removed menu rows, so no docs change is needed. ## Verification Run the focused tests from the `ui/` directory: ```bash pnpm vitest run src/components/SidebarAccountMenu.test.tsx src/hooks/useCompanyInviteAccess.test.ts src/lib/userProfileLinks.test.ts src/pages/UserProfile.test.tsx ``` - 52 tests pass in these four files. They cover the header link by user id, the removed rows, the header overlay with no nested anchors, the self-hosted invite target, the self-hosted permission gate (owner, admin, instance admin, and local board see the row; an operator does not, on both menu variants), the Cloud invite target with no `target="_blank"`, the menu order, the hidden-settings gate on both variants, the Cloud role gate (a plain member sees no row), the no-fallback rule when Cloud stack metadata is missing, the staging commit SHA link from `master`, and the own-profile-only "Edit profile" button. - `tsc -b` in `ui/` reports no errors in the changed files. The only errors are pre-existing `@paperclipai/plugin-sdk/ui` resolution errors in `PluginOrganizationSwitcher.tsx` from an unbuilt workspace package. Manual steps: 1. Sign in and open the account menu in the lower-left corner. Confirm the menu has no "View profile" or "Edit profile" rows. 2. Click your picture or name at the top of the menu. Confirm your profile page opens and shows an "Edit profile" button. 3. Open another user's profile. Confirm the page shows no "Edit profile" button. 4. On a self-hosted instance, as a company owner or admin, click "Invite". Confirm the Members page opens on the Invites tab. As an operator or viewer, confirm the menu shows no "Invite" row. 5. On Paperclip Cloud, as a stack owner or admin, click "Invite". Confirm the Cloud People settings page opens in the same tab. As a plain member, confirm the menu shows no "Invite" row. ## Risks - Low risk. The change is limited to the UI and touches ten files. - Users who know the "View profile" and "Edit profile" rows must learn the new header link. The header has hover and focus styles to show that it is a link. - On self-hosted instances, the "Invite" row depends on the board access snapshot from `/cli-auth/me`, which other gates in the UI already use. A member with a custom `users:invite` grant but an operator or viewer role does not see the row. That member can still use the Members page. The row is a shortcut, not the only path. - On Paperclip Cloud, the "Invite" row depends on the stack portfolio query. When that query fails or the role is unknown, the menu hides the row instead of sending the user to the wrong flow. - Both menu variants change together, so a behavior difference between them is not expected. ## Model Used - Provider: Anthropic. Model: Claude Fable 5.1 (`claude-fable-5-1`). - Run through Claude Code on the Claude Agent SDK inside a Paperclip `claude_local` agent, with extended thinking and tool use (file edits, shell, tests, GitHub API). - The model wrote the code, the tests, and this description. A human reviewed the pull request and requested the review fixes. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Bender (Fable) <bender@paperclip.local> Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com> Co-authored-by: devinfoley <139239+devinfoley@users.noreply.github.com> |
||
|
DottaandPaperclip
|
270afd2fb8 |
feat(ui): show running commit in staging account menu (#14410)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The account menu shows the signed-in user's identity. > - Staging users need to know which server commit is running after a deploy. > - The health endpoint already returns that commit, but the menu does not show it. > - This pull request adds the short commit below the email on staging hosts. > - Users can open the menu to check a deploy without opening deployment tools. ## Linked Issues or Issue Description **What existing behavior does this improve?** The account menu on staging instances. **Current behavior** The menu shows the user's name and email. It does not show the running server commit. **Proposed behavior** On `*.staging.paperclip.app`, show `SHA 8751e2d` below the email. Use the current `/api/health` commit. Show the full SHA on hover and link to the commit on GitHub. Refresh the health query when the menu opens. Hide the label on other hosts and when commit metadata is unavailable. **Reason and benefit** A user can confirm which commit a staging instance runs after an automatic deploy. **Breaking changes** None. The server already returns the commit field. Refs #14060 for related account-menu work. This change adds deployment information only. ## What Changed - Add the existing health response commit field to the UI type. - Share the staging host check and a separate health query across both account-menu variants. A menu refresh failure leaves the access gate health state unchanged. - Show a short SHA below the email. Link to the full commit on GitHub and include the full SHA in its accessible name and hover title. - Document the staging label and cover staging hosts, other hosts, missing metadata, refresh on reopen, and request failure isolation. ## Verification - `pnpm exec vitest run ui/src/components/SidebarAccountMenu.test.tsx` — 24 tests passed. - `pnpm check:token-gates` — passed. - `pnpm -r typecheck` — passed. - `pnpm build` — passed. The UI build and typecheck also passed again after review fixes. - Full test matrix — passed on the latest commit in [CI](https://github.com/paperclipai/paperclip/actions/runs/36447810742). The local `pnpm test:run` was stopped before completion after CI finished the same suites. The focused local tests, full local typecheck, and full local build passed. - Browser shard 6 passed on one rerun. Its first attempt lost part of the draft text in the existing attachment-receipt reload test. No code changed for the rerun. - Rendered the real account menu in a local browser fixture with a staging hostname condition and mocked health response. Confirmed the SHA fits below the email in the dark menu. - Greptile review — 5/5, all review threads resolved. - Manual check after deployment: open the menu on a staging host and compare the SHA with `/api/health`. Open the menu again after a deploy to refresh it. Confirm the label is absent on production and localhost. ## Risks - Low risk. Each menu opening on staging can make one additional health request. - The host check applies to `*.staging.paperclip.app`. Other staging domains will need an explicit update. - The label identifies the running server commit. It can briefly show cached data while the request completes. ## Model Used OpenAI Codex, GPT-6. The exact model variant and context window are not exposed in this session. Used code execution, repository inspection, and browser inspection. ## 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 #123` / `Refs #123` 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> |
||
|
Michael Nguyen
|
fe38085174 |
fix(ui): hide profile feedback flag on Cloud (#13292)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The sidebar provides account controls and a feedback link. > - Cloud now has Plain chat through the snippet support in #13168. > - The feedback flag creates a second feedback route on Cloud. > - This PR uses the existing Cloud metadata to hide the flag. > - Self-hosted users keep the existing feedback link. ## Linked Issues or Issue Description Refs #13168 and #10850. Related: #12778 proposes a separate native feedback relay; this PR only hides the existing flag on Cloud. **What happened?** Cloud users see both Plain chat and the profile feedback flag, which opens the external feedback form. **Expected behavior** Cloud users use Plain chat. Self-hosted users keep the profile feedback flag. **Steps to reproduce** Open a Cloud instance with Plain enabled and expand the sidebar. Both feedback controls are visible. ## What Changed - Use `useCloudInstance()` in both account-menu variants. - Render the feedback flag only when the sidebar is expanded and the instance is not Cloud. - Extend existing tests for Cloud and authenticated self-hosted behavior. ## Verification - Account-menu tests: 6 passed (`cd ui && pnpm exec vitest run src/components/SidebarAccountMenu.test.tsx`). - `pnpm check:token-gates`: passed. - `pnpm --filter @paperclipai/ui typecheck`: passed. - Full typecheck: failed in unchanged `plugin-workspace-diff` code (`editStateKey` required by `UseFileDiffInstanceProps`). - UI build: blocked by four missing exports in the installed `assistant-cloud` dependency, including `createRunReport`. - Repository build: failed on the same unchanged workspace-diff plugin types. - Full test suite: started, then stopped after broader validation hit dependency failures. Only the six targeted account-menu tests are claimed as passed. - Fresh installation used `--no-frozen-lockfile --lockfile=false` because the base lockfile and server manifest differ. No dependency or lockfile changes are included. - After deployment, check that Cloud has no profile feedback flag and self-hosted still links to `https://paperclip.ing/feedback`. ## Risks Low risk. The hook reads the existing health query cache and adds no request. CloudAccessGate loads health before the main UI mounts. The flag is hidden on all Cloud instances, so operators must keep Plain configured. No backend, settings, or Plain integration changes. ## Model Used OpenAI GPT-6 Codex, with code inspection and command execution. The exact model ID 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 - [ ] 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 |
||
|
|
5b56d430e9 |
feat(ui): refine core navigation and task detail (#12854)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The main navigation and task detail view are core operator surfaces. > - Several controls used different hover states, popover layouts, and spacing rules. > - Recent task actions also needed a compact menu and correct inbox archive behavior. > - These differences made the interface feel inconsistent and caused some content to look crowded or clipped. > - This pull request aligns these surfaces with the Paperclip design tokens and current interaction patterns. > - The benefit is a simpler and more consistent operator experience in light and dark modes. ## Linked Issues or Issue Description **What happened?** Profile and organization popovers used inconsistent layouts. Navigation controls used different hover and selected backgrounds. Task warnings and the composer could crowd nearby content. Archiving a recent task could also remove it from more than the inbox. **Expected behavior** Popover menus should use the same compact visual language. Navigation controls should share readable hover and selected tokens. Task detail content should keep consistent spacing. Archiving should hide a task from the inbox while keeping it in the task list. **Steps to reproduce** 1. Open the main sidebar in light or dark mode. 2. Open the profile and organization menus. 3. Hover navigation items, the organization trigger, the profile trigger, and the feedback flag. 4. Open a task with a warning banner and a long thread. 5. Use the recent task overflow menu and archive a task. **Paperclip version or commit** Reproduced on `master` before this branch. **Deployment mode** Local dev (`pnpm dev`). ## What Changed - Rebuilt the profile and organization popovers with compact token-based layouts. - Matched organization popover width and alignment to the profile popover. - Unified sidebar hover and selected states in light and dark modes. - Added a recent task overflow menu with rename, archive, and pause or restart actions. - Kept archived tasks in the task list while removing them from the inbox. - Improved warning banner and composer spacing in task detail views. - Added and updated focused UI tests for the changed behavior. ## Verification - `pnpm check:token-gates` passed. - `pnpm --filter @paperclipai/ui typecheck` passed. - The seven affected UI test files passed with 216 tests. - `pnpm --filter @paperclipai/ui build` passed. - GitHub CI passed the full build, typecheck and release registry, general test, serialized server, canary dry-run, and end-to-end matrices. - Greptile reviewed commit `6e296be85` at 5/5 with no outstanding actionable findings. ## Risks - Risk is limited to sidebar presentation, recent task actions, and task detail layout. - The recent task archive action now follows inbox-only archive semantics. - No database schema or public API contract changed. > I checked [`ROADMAP.md`](ROADMAP.md). This pull request does not duplicate planned core work. ## Model Used - OpenAI Codex, GPT-5.6. The model used high reasoning, tool use, and code execution. The context window size was not exposed. ## 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> |
||
|
Devin Foley
|
c38b59484c |
fix(ui): remove the Account badge and version line from the account menu (#12818)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The web UI has a sidebar account menu that opens from the user's name in the lower left > - The menu header shows an "Account"/"Local" badge and a "Paperclip <sha>" (or "Paperclip v<version>") build line next to the user's identity > - These labels add noise to the header and repeat information that is available elsewhere: the email line already shows the sign-in state, and the opt-in "Server" debug section in the same menu shows the running commit > - This pull request removes the badge and the build line so the header shows only the user's name and email > - The benefit is a cleaner account menu that shows only identity information ## Linked Issues or Issue Description No existing issue. Related: #9637 (closed) added the source-sha rendering that this PR removes from the menu header. Description follows the enhancement template: **What existing behavior does this improve?** The sidebar account menu popover. Its header shows the user's name, an "Account" or "Local" badge, the email, and a build identifier line ("Paperclip <short sha>" with branch/commit links for source builds, or "Paperclip v<version>" for release builds). **Current behavior** The popover header mixes identity information with deployment and build metadata. The badge and the version line take space and do not help daily use. **Proposed behavior** The popover header shows only the user's name and email. Build information stays available in the "Server" section at the bottom of the same menu when the server-info debug view is enabled in experimental instance settings. **Reason and benefit** Less visual noise in a menu that users open often. No information is lost: sign-in state is clear from the email line, and the running commit remains visible through the server-info debug view. **Breaking changes** None. The `SidebarAccountMenu` components no longer accept the `serverGit` and `version` props; both call sites in the two `Layout` variants are updated in this PR. ## What Changed - `ui/src/components/SidebarAccountMenu.tsx` and `SidebarAccountMenu.production.tsx`: remove the "Account"/"Local" badge and the full version block (source-build branch/commit links and the release-version fallback); drop the now-unused `serverGit`/`version` props, the sha-parsing helper, and the `Badge` import - `ui/src/components/Layout.tsx` and `Layout.production.tsx`: stop passing the removed props at all four call sites - `ui/src/components/SidebarAccountMenu.test.tsx`: delete the source-build sha test; the sign-out test now pins that the popover contains neither "Account" nor "Paperclip v" - `ui/storybook/stories/navigation-layout.stories.tsx`: stop passing the removed `version` prop in the account-menu story ## Verification - `pnpm vitest run ui/src/components/SidebarAccountMenu.test.tsx ui/src/components/Layout.test.tsx` — 36 tests pass - `tsc --noEmit` for the `ui` package passes - Manual: open the app, click your name in the lower left. The popover header shows only name and email. ## Risks - Low risk. UI-only removal with no data or API changes. - Users who relied on the header sha to identify a source build must enable the experimental server-info debug view to see the running commit in the same menu. > 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 - Claude (Anthropic), Claude Fable 5, model ID `claude-fable-5`, extended thinking enabled, via Claude Code CLI with tool use (file edit, shell, test runner) ## 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 |
||
|
|
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> |
||
|
scotttong
|
597fd63b61 | feat(ui): add streamlined navigation foundation (#12746) |