Commit Graph
54 Commits
Author SHA1 Message Date
b5c914126e Redesign environment variables editor (#8930)
## Thinking Path

> - Paperclip is the open source control plane people use to manage AI
agents for work.
> - Environment variables and secrets sit in the configuration surfaces
that let agents, projects, routines, and company environments run with
the right runtime inputs.
> - The previous editor was a single legacy component with cramped row
behavior, weak secret conversion affordances, and duplicated handling
across several call sites.
> - Operators need a clearer editor that handles text values, secret
references, draft rows, and sensitive-value warnings consistently
wherever environment variables are configured.
> - This pull request replaces the legacy editor with a reusable
environment variables editor and migrates the existing configuration
surfaces to it.
> - The benefit is a more reliable editing workflow with targeted test
coverage around row state, dotenv parsing, secret selection, and
affected page integrations.

## Linked Issues or Issue Description

No public GitHub issue exists, so this PR describes the issue inline
following the feature request template.

### Subsystem affected

ui/ — React + Vite board UI

### Problem or motivation

Environment variables are edited in several Paperclip configuration
surfaces, including agent config, project properties, stage secrets,
routine sections, company environments, and company settings. The legacy
editor made common operator work difficult: rows could feel cramped,
secret conversion was inconsistent, draft rows and imported dotenv data
were easy to mishandle, and sensitive-value warnings did not have a
consistent place in the workflow.

### Proposed solution

Introduce a reusable environment variables editor component that
consistently supports text values, secret references, draft rows, dotenv
import parsing, sensitive-value hints, secret picking, secret creation,
and conversion to stored secrets. Migrate the existing
environment-variable call sites to the shared editor so behavior and
tests live in one component family.

### Alternatives considered

Keeping the existing `EnvVarEditor` and patching individual call sites
would preserve duplication and leave each surface responsible for its
own row and secret handling. This PR instead centralizes the behavior so
future fixes cover all migrated surfaces.

### Roadmap alignment

Checked `ROADMAP.md`; this does not duplicate a named roadmap item. It
supports the existing local-first and deployment-oriented product
direction by improving the UI where operators configure runtime
environment values.

### Additional context

The PR includes targeted tests for the editor model, dotenv parsing,
sensitive-value detection, component behavior, affected page
integrations, and Greptile review regressions around external saves and
bulk import immutability.

## What Changed

- Replaced the legacy `EnvVarEditor` with a reusable
`environment-variables-editor` component family.
- Added editor model helpers for draft rows, dotenv parsing,
sensitive-value detection, secret picking, secret creation, and
conversion to secret references.
- Migrated agent config, project properties, stage secrets, routine
editable sections, company environments, company settings, design guide
examples, and Storybook stories to the new editor.
- Added targeted tests for the editor model, parsing, sensitive-value
detection, component behavior, and affected company environment/settings
integrations.
- Fixed the company settings test harness to use the repo’s
`flushSync`-based React test helper pattern under the current React
build.
- Addressed Greptile feedback by flushing pending editor drafts before
enclosing form submits or external save-button clicks, cloning
bulk-import rows before mutation, and deferring the overflow
store-as-secret popover open path.

## Verification

- `pnpm exec vitest run
ui/src/components/environment-variables-editor/EnvironmentVariablesEditor.test.tsx
ui/src/pages/CompanyEnvironments.test.tsx
ui/src/components/AgentConfigForm.render.test.tsx` — passed, 3 files /
40 tests.
- Earlier focused Vitest coverage for model, dotenv parsing, sensitive
detection, company environments, and company settings passed, 6 files /
78 tests.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- GitHub PR checks on head `0aa49c6f8afed1f62d9e26da07fc466fbf299850` —
passed; CI checks green, security review neutral, Greptile check
success.
- Greptile review — 5/5 confidence on head
`0aa49c6f8afed1f62d9e26da07fc466fbf299850`; 0 unresolved review threads.

## Risks

- Medium UI risk: several environment-variable entry surfaces now share
the new editor, so regressions could affect multiple configuration
workflows at once.
- Secret conversion, draft-row behavior, external save flushing, and
bulk import behavior are covered by targeted tests, but reviewer
attention should still focus on manual editing flows, focus retention,
and save/cancel affordances.
- No database 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, GPT-5-based coding agent with tool use and local command
execution; medium reasoning mode. Exact context-window metadata 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 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: Claude Opus 4.8 <noreply@anthropic.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-07-03 11:41:45 -05:00
DottaandPaperclip d77fab6aae fix(adapters/hermes-gateway): improve onboarding configuration (#8678)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip runs agents through adapters, including built-in local and
gateway-style adapters.
> - Hermes gateway users need to connect Paperclip to an already-running
Hermes API server.
> - The gateway setup flow was missing clear non-local adapter
configuration fields and accepted fewer URL shapes than operators
naturally paste from Hermes.
> - It also surfaced sparse diagnostics when the gateway was unreachable
or when Paperclip generated onboarding prompts for gateway agents.
> - This pull request tightens Hermes gateway configuration, URL
normalization, diagnostics, and onboarding defaults.
> - The benefit is that Hermes gateway setup is easier to complete and
easier to debug without affecting unrelated adapters.

## Linked Issues or Issue Description

No public issue found for this exact follow-up. Related prior/in-flight
Hermes work:

- Refs #2363
- Refs #4359
- Refs #6473

Problem statement:

- **Type:** Adapter follow-up / setup reliability
- **Adapter:** `hermes_gateway`
- **Motivation:** Operators configure `hermes_gateway` against a running
Hermes API server, but the UI and onboarding flow did not expose enough
gateway-specific configuration or diagnostics.
- **Expected behavior:** Paperclip should render the gateway fields,
normalize common Hermes dashboard/API URL inputs, preserve sensible
gateway onboarding defaults, and report reachability failures with
actionable detail.
- **Deployment mode:** Built-in adapter package in the Paperclip
monorepo.

## What Changed

- Added UI config fields for non-local Hermes gateway settings,
including tests for rendering and field behavior.
- Accepted Hermes dashboard URLs by normalizing them to gateway API URLs
for execution.
- Improved gateway reachability and run URL diagnostics.
- Updated Hermes gateway onboarding text/default behavior so join
prompts preserve gateway configuration.
- Added focused server, UI, and adapter tests for the gateway
configuration and onboarding paths.

## Verification

- `pnpm install --frozen-lockfile --prefer-offline`
- `pnpm --filter @paperclipai/hermes-paperclip-adapter exec vitest run
src/gateway/server/execute.test.ts` — 20 passed
- `pnpm exec vitest run
server/src/__tests__/invite-accept-gateway-defaults.test.ts
server/src/__tests__/invite-onboarding-text.test.ts
ui/src/adapters/hermes-gateway/config-fields.test.tsx
ui/src/components/AgentConfigForm.render.test.tsx
ui/src/lib/agent-onboarding-prompt.test.ts` — 23 passed across 5 files
- Confirmed the PR diff excludes `pnpm-lock.yaml` and
`.github/workflows`.

## Risks

Low to moderate risk. The changes are scoped to Hermes gateway
configuration/onboarding and generic non-local adapter field rendering.
The main risk is rejecting an unusual Hermes URL shape that should be
accepted; the normalization tests cover dashboard and API URL variants
added here.

> 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 in a tool-enabled local CLI
environment, with shell/GitHub/Paperclip API access. Exact runtime model
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 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>
2026-06-26 22:11:16 -05:00
Devin FoleyandPaperclip 5170a9d35d Test cheap model during agent config check (#8632)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent configuration includes adapter model settings and optional
cheap model profiles used by runtime lanes.
> - The agent configuration screen already exposes a Test action for
adapter environment checks.
> - When a cheap model profile is configured, that Test action only
exercised the primary model configuration.
> - That left users able to save a cheap model profile that had not been
validated by the same configuration test flow.
> - This pull request makes the Test action probe both the primary model
and the configured cheap model.
> - The benefit is earlier feedback when the cheap model is unavailable
or misconfigured.

## Linked Issues or Issue Description

No exact public issue found.

Problem description:
- What happened: the agent configuration Test action validated the
primary adapter model but did not validate an enabled cheap model
profile.
- Expected behavior: when a cheap model is configured and enabled, the
Test action should also test that cheap model using the same environment
selection.
- Steps to reproduce: configure an agent with a primary model and
enabled cheap model profile, then click Test in the agent configuration
UI.
- Paperclip version/commit: current `master` at PR creation.
- Deployment mode: local development UI behavior.

Related public context found during GitHub search:
- #4881 added cheap model profiles for local adapters.
- #6534 is related cheap-primary-model preservation work.
- #6956 tracks broader agent configuration settings exposure.

GitHub searches performed:
- `cheap model config test`
- `AgentConfigForm cheap model`
- `modelProfiles cheap`
- `adapter environment cheap model`

## What Changed

- Updated `AgentConfigForm` so the adapter environment Test action runs
the primary model check first.
- Added a second cheap model check when the cheap profile is enabled and
resolves to a model.
- Built the cheap test payload from the resolved cheap profile config
instead of a model-only override, preserving adapter-default and saved
cheap-profile fields.
- Merged the individual results into a single labeled result so the UI
can show both outcomes together.
- Preserved request/API failures so they still surface through the
existing error UI instead of becoming synthetic adapter checks.
- Added render coverage asserting both primary and cheap test calls,
non-model cheap-profile fields, and request failure handling.

## Verification

- `git diff origin/master...HEAD | rg -n
"(API[_-]?KEY|SECRET|TOKEN|PASSWORD|PRIVATE[_-]?KEY|BEGIN RSA|BEGIN
OPENSSH|Bearer
[A-Za-z0-9._-]+|ghp_[A-Za-z0-9_]+|sk-[A-Za-z0-9]+|AIza[0-9A-Za-z_-]+|OPENAI_API_KEY|ANTHROPIC_API_KEY)"
|| true` produced no matches.
- `git diff --check origin/master...HEAD`
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/AgentConfigForm.render.test.tsx --reporter=dot`
- `pnpm --filter @paperclipai/ui typecheck`
- GitHub PR checks on head `3d9ba15d2` are green, including Build,
Typecheck + Release Registry, General tests, serialized server suites,
e2e, Canary Dry Run, security scans, and policy/review checks.
- Greptile Review passed on head `3d9ba15d2`; all review threads are
resolved.

## Risks

Low risk. The change is limited to the agent configuration UI test
action and its render test. The cheap-model probe now preserves
adapter-default and saved cheap-profile fields, matching the runtime
merge order more closely. The main residual risk is adapter-specific UI
coverage for cheap-profile fields that are stored but not directly
editable in this form.

## Model Used

OpenAI GPT-5 Codex via the Codex local agent environment, with
terminal/tool use for repository inspection, implementation, GitHub CLI
operations, and local verification. Exact context window was not exposed
by the runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have 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>
2026-06-25 14:01:23 -07:00
Devin FoleyandPaperclip 03362b347d Clean up agent config environment selector (#8504)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent configuration is where operators set identity, adapter
behavior, and execution environment defaults.
> - The environment override control should only appear when there is a
meaningful choice beyond the always-available local environment, or when
an existing saved override must remain visible so it can be inspected or
cleared.
> - The previous UI used an "Execution" header, explanatory helper copy,
and verbose inherited-default wording that made the agent config feel
noisier than necessary.
> - This pull request narrows the selector visibility to real
alternatives and forced Kubernetes mode, then updates the visible copy
to match the environment-focused mental model.
> - The benefit is a cleaner agent configuration surface that only asks
operators to make an environment choice when that choice exists.

## Linked Issues or Issue Description

No public GitHub issue exists for this change. Public GitHub searches
for related issues and PRs returned no matches:

- `agent config environment selector`
- `execution environment agent config`

Bug-style issue description:

What happened?

The agent config form could surface an environment override section even
when the operator had no meaningful non-local execution environment
choice. The section was labeled "Execution", included helper/inheritance
text, and described the inherited local default as "Inherit instance
default (Local)".

Expected behavior:

The selector should stay hidden unless there is more than one configured
environment choice, the section should be labeled "Environment", helper
text should be removed, and the inherited default option should read
like `Default: Local`. Existing saved non-local overrides should remain
visible even if the target environment is no longer runnable, so
operators can inspect or clear the stale selection.

Steps to reproduce:

1. Run Paperclip from `master` with environments enabled and only the
implicit local default, or Local plus one runnable non-local
environment.
2. Open an agent configuration form.
3. Inspect the environment override section visibility and copy.

Paperclip version or commit: `0b945f449` / current `master` before this
branch.

Deployment mode: Local dev (`pnpm dev`).

Installation method: Built from source.

Agent adapters involved: Not adapter-specific.

Database mode: Not database-related.

Access context: Board operator UI.

## What Changed

- Shows the environment override selector only for forced Kubernetes
mode, at least one runnable non-local environment, or an existing saved
non-local override.
- Keeps Local out of the runnable environment count so Local-only setups
do not show a redundant selector.
- Preserves stale saved non-local overrides in the selector options so
operators can see and clear them.
- Renames the section header from "Execution" to "Environment".
- Removes the helper/inheritance text above the selector.
- Changes the inherited option copy from `Inherit instance default
(...)` to `Default: ...`.
- Adds focused render tests for Local-only hiding, Local plus one
runnable non-local environment showing the concise selector copy, and
stale non-runnable override recovery.

## Verification

- `pnpm --filter @paperclipai/ui exec vitest run
src/components/AgentConfigForm.render.test.tsx`
- `pnpm --filter @paperclipai/ui typecheck`
- `git diff --check origin/master...HEAD`
- Checked `ROADMAP.md` for overlapping planned core work.
- Searched public GitHub issues and PRs for duplicate or related work;
no matches found.

## Screenshots

Before, when the selector was visible:

```text
Execution
Environment override
Inheriting the instance default: Local.
[Inherit instance default (Local)]
```

After, when Local plus a runnable non-local environment exists:

```text
Environment
Environment override
[Default: Local]
[E2B · sandbox]
```

After, when only Local is configured:

```text
(no Environment section is rendered)
```

## Risks

Low risk. This is isolated to the agent config UI. The main behavioral
risk is hiding the selector in an environment edge case; the current
branch keeps forced Kubernetes mode, runnable non-local environments,
and pre-existing saved non-local overrides visible. The added render
tests cover the Local-only, single non-local alternative, and stale
override cases.

## Model Used

OpenAI Codex local adapter, GPT-5-based Codex coding session. The exact
hosted backend model ID is not exposed in the runtime. Tool use and
local shell execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [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>
2026-06-22 12:45:58 -07:00