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| Author | SHA1 | Message | Date | |
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 DottaandPaperclip
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b40e6edaea |
perf(inbox): combine startup reads and reduce refetch pressure (#18790)
## Thinking Path > - Paperclip helps people manage AI agents and their work. > - Mine shows the work and failures that need the viewing user's attention. > - A reload waits for account access, task rows, parent captions and failure state. > - Those reads form several browser request stages before useful rows appear. > - Live invalidations can also restart the same task-list request more than once. > - This change supplies startup data together and removes redundant refresh work. > - It preserves current authority, failure presentation, archive state and row stability. ## Linked Issues or Issue Description Refs #18645. Related: #18642. This change implements the read-receipt behavior independently on current master. It does not use that PR's branch or patch. **What happened?** Mine starts its primary request after the session, company and board-access reads. It then requests parent captions and rich failure context. Four observed loads spent another 0.45–0.70 seconds after the primary rows arrived. One slower load waited 1.71 seconds for parent context. The same run observed two HTTP 429 responses. These timings identify request waits; they do not attribute the delay to SQL or Node CPU. Read receipts also invalidate general task collections and dashboards. Overlapping parent and child invalidations can start two requests and abort the first. **Expected behavior** The initial page should use one account-safe startup projection and one complete Mine response. A read receipt should refresh the affected viewer's inbox state. Each invalidation batch should refresh a covered query once. Required captions and current failure state must be ready before first reveal. Existing rows should remain usable during a transient refresh error. **Steps to reproduce** 1. Open a populated Mine inbox with parent tasks outside the visible index and a current failed run. 2. Reload with browser HTTP cache retained and application query state empty. 3. Inspect the session, company, board access, task-index and context request sequence. 4. Open or mark a task read and inspect the unrelated collection refetches. **Paperclip version or commit** Baseline: `44a9a043b80c18314d8dd89556f444dae696d3d6`. **Deployment mode** Authenticated board UI. Local proof uses the real APIs and database with a synthetic session resolver. No hosted candidate deployment is claimed. ## What Changed - Add optional, same-user `boardBootstrap` data to the existing session response. Seed account-keyed company and board-access reads from it. Keep ordinary endpoint reads for fallback, retry and live reconciliation. A returning account cannot reuse revoked cached access. Cache collection and later real refetches remain effective. - Add the board-only Mine snapshot endpoint. Reuse the canonical issue selector, private-task filtering, run-read decisions, secret redaction and interruption/recovery presentation. Assemble the fixed 100-task page, parent captions and bounded 200-run failure window on the server. Start independent reads together. Optional source errors keep successful task rows usable. - Keep array-shaped source caches for archive and undo. Key Mine source, context and reveal state by account. Validate the response's user stamp before committing it. Remove array-only cross-tab Mine broadcasts, which cannot carry its paired failure context. The server retains authenticated in-flight coalescing. - Scope read-receipt invalidation to the affected viewer's inbox, badges and chat unread state. Keep company and task audit views fresh. Preserve genuine task mutations, run updates and subscription-gap reconciliation. - Remove covered scalar-prefix invalidations within a batch. Preserve predicates, exact matches and different query/refetch constraints. A later event can still refresh again. - Retire Mine in-flight reuse after local company activity or run lifecycle changes. A post-archive read starts fresh. Old work keeps its admission slot until it settles, even if every HTTP client aborts. The eight-compute limit stays in place. - Add API, component and browser regressions. Extend the production timing harness with matching API/UI artifact receipts, retained-cache reloads, request status counts, layout checks and optional controlled network latency. Update API and verification documentation. ## Verification - Full `pnpm -r typecheck` passes. - Full `pnpm build` passes. - Token gates, map checks and diff whitespace checks pass. - 72 Inbox component tests pass. Startup-specific checks pass, including account switching, revoked cached access, malformed/absent bootstrap data and cache collection. The canonical authenticated bootstrap route also passes against real PostgreSQL. - Six real PostgreSQL Mine route cases pass, including full equivalence with legacy authorized projections, privacy, fixed bounds, membership revocation, coalescing, archive freshness and aborted-client admission. Four focused legacy coordinator controls pass. Six assembly tests pass. - Refetch and invalidation regressions pass. Meaningful pre-fix tests observed two request starts and one abort for overlapping invalidations; the fix produces one start and no abort. The archive race test observed the post-archive GET joining the old body before the fix. - All 11 existing startup browser checks pass, including Tasks/Mine code loading, desktop/mobile bounds, non-streamlined Coordinator, task navigation, failed preloading and Back position. The nine focused startup, fallback, partial-source error, rate-limit recovery, archive/undo and geometry cases also pass. The 429 cases use the inherited retry window. Archive and keyboard undo are corroborated through the real API and reload. Authentication and failure fault injection in these cases are explicitly simulated. - Matched production before/after timings are complete. Full aggregate Vitest coverage is left to CI. At 15:15 UTC, the final-head runner gate and `review` workflow pass. The 45 build/test/policy jobs are queued; the Build job has no `ubuntu-latest` runner assigned and has executed no steps, so remote aggregate results remain unverified. Paperclip Review and Superagent Security Scan are in progress. Superseded runs for this PR were cancelled. No current-head check has reported a failure; the CI checklist remains open. The remaining step is runner allocation and completion of those external checks; persistent queueing needs the repository CI owner's attention. - Greptile completed on final head `ecde295565309275c4f2fae903caf6892f1eaafd` at 5/5. The map-scope finding is fixed and resolved; there are no open review threads. ### Matched browser timings Five alternating baseline/candidate pairs per network scenario, measured serially in headful Chrome 156.0.8078.80 on Apple silicon with Node 24.22.2 and a 1440×900 viewport. Both production UIs use their matching real API revision against one fixed disposable PostgreSQL fixture: 34 tasks, 31 visible task rows, one paused agent and one terminal failure. No active agent/provider work. HTTP cache is retained; each initial sample reloads the document and clears application query state. Warm navigation and Back retain query state. CPU and throughput are native. The 100ms scenario uses CDP minimum request-to-response-header latency without request interception. It is a controlled request-dependency experiment, not a staging reproduction. Values are median milliseconds with min–max in parentheses. Paired saving is baseline minus candidate for each alternating pair; its median differs from the difference of arm medians. Positive saving favors the candidate. | Network / journey | Baseline | Candidate | Median paired saving | | --- | ---: | ---: | ---: | | Native / initial rows | 187.6 (128.9–208.5) | 191.7 (130.3–210.9) | −23.3 | | Native / Recent → Mine | 100.17 (99.90–101.87) | 100.07 (99.88–101.37) | −0.16 | | Native / task → Back | 70.45 (56.63–72.02) | 66.64 (56.52–67.71) | +4.94 | | 100ms / initial rows | 930.3 (914.1–1015.7) | 799.0 (697.1–826.0) | +211.8 | | 100ms / Recent → Mine | 100.09 (97.73–100.16) | 100.18 (96.65–100.98) | −0.02 | | 100ms / task → Back | 74.97 (62.77–75.82) | 75.47 (61.51–76.19) | +0.35 | The controlled-latency initial pairs all improve, saving 108.3–217.0ms. Native initial pairs have mixed signs (−67.5 to +78.1ms), so they establish no reliable native page-speed improvement. Warm and Back timings are effectively unchanged. Median primary-request start is 110.4→135.2ms natively and 497.8→480.9ms with 100ms latency; these runs do not establish a large startup-only timing gain. API requests through the two-second post-reveal window fall from median 32 (32–37) to 27 (25–28) natively, and 37 (33–38) to 30 (25–32) with 100ms latency. All 20 samples preserve the same ordered 31 task links, first-row DOM identity and geometry. All recorded API responses are HTTP 200; zero unfinished requests, 429s or JavaScript errors. Lower 429 incidence on staging remains unproven. Measured source: baseline `44a9a043b80c18314d8dd89556f444dae696d3d6`, candidate `4c12b2ef0ecf0754676e99bd6b9399e84408646c`. Final head `ecde295565309275c4f2fae903caf6892f1eaafd` changes only two feature-map files and existing browser test expectations since that measured candidate; production executable inputs are identical to the measured candidate. Asset hashes, API health revision receipts and every raw sample were retained. These results do not claim hosted-page improvement or deployment of this PR. ## Risks - Startup enrichment adds work to the session read. Failure of this optional projection falls back to the ordinary company and access endpoints. It does not invalidate a valid session or replace per-request server authorization. - Account changes, stale cache entries and same-company navigation can expose old presentation data. Account keys, principal stamps, reveal scopes and canonical bootstrap replacement have dedicated negative cases. Permission failures hide cached task rows; transient network, 429 and 5xx failures preserve them. - Current failure state can differ from the historical failed run. The snapshot uses the existing canonical rich projection and verified missing-ID coverage. Partial context failures retain an explicit retry path. - Mutation retirement follows events delivered to the current server process. This adds no cross-replica invalidation protocol or distributed read-after-write guarantee. - New UI assets require the matching API. Older UI/session consumers retain their existing response and endpoint behavior. There is no database migration, provider call or deployment change. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, code execution, browser automation and delegated source review. The exact runtime model ID and context-window size are not exposed by 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 - [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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|
39279aa34f |
feat(ui): shared error, connectivity and query foundation for disconnects (#15754)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board reads API data and keeps the current task on screen. > - A restart or temporary network failure can interrupt those reads. > - Separate page error handlers can hide cached data or expose raw server codes. > - The app needs one connection state, readable error copy and a consistent read policy. > - This change provides that foundation and moves affected read surfaces onto it. > - The dependent write layer in #17960 preserves edits and submissions across the same failures. ## Linked Issues or Issue Description **What happened?** Temporary API failures could replace loaded content with errors. Different surfaces handled the same outage differently. Some showed raw server codes. A successful query to an unrelated service could also falsely report that Paperclip had recovered. **Expected behavior** Keep cached content visible. Show one connection banner during sustained trouble. Confirm recovery through the Paperclip health probe or its WebSocket. Retry transient reads and show readable errors for permanent failures. **Steps to reproduce** 1. Open a populated task or workspace page. 2. Interrupt API requests with a 503 or a dropped connection. 3. Keep an unrelated external request in flight. 4. Confirm that cached content remains and that the external result cannot clear the outage. 5. Restore the API and check that reads refresh. The write layer first merged into this feature branch in #15769 now has its own dependent PR, #17960. This PR contains the shared foundation and read changes. Merge this PR first. ## What Changed - Classify API errors and provide readable error copy, including non-JSON proxy responses and Retry-After handling. - Use one connection store and health probe with bounded backoff. Confirm recovery from the server health probe or live-updates WebSocket. - Pause reads while disconnected, retry transient errors, and refresh active reads after recovery. - Keep cached data visible through shared query views and affected page, panel and plugin read surfaces. - Add one app-level connection banner and support the pending-write count consumed by the dependent write layer. - Add a query-error rendering guard. Call it directly from the existing CI step. Update development documentation. ## Verification - Historical-chat lookup now follows the same ready/stale roster state as rendering. Three regressions fail before the fix; the six new cases pass after it, including working Retry, fresh data, no-cache error, permanent 403 and company isolation. All six focused query/recovery suites pass 200 tests. Final-commit CI passes and Apex is 5/5 with no unresolved findings. Canary Dry Run initially refused a preview version that was already on npm. It passed after one rerun with fresh registry metadata; no check was disabled. - Integrated current master and retained both transcript interest registration and connectivity reporting on socket open. The seven focused recovery/query suites pass 288 tests, and UI typecheck and production build pass. All 9,451 UI tests across 799 files pass on the merge commit. Final-commit CI passes and Apex is 5/5 with no unresolved findings. - Current head `70d9335d732219352ef0f98414439766bbcb33df`: all hosted CI checks pass. Apex is **5/5** on that head with no unresolved findings. The branch has no merge conflict. GitHub still requires code-owner approval. - The foundation passes 9,430 UI tests in 804 files. After integrating current master page paths, 190 focused page tests pass. - Two unrelated-success regressions fail before the latest fix. With the fix, 62 focused UI tests, all six guard tests and UI TypeScript pass. - The composed foundation and write layer pass **9,505 UI tests in 808 files**, UI TypeScript, a production UI build, and query-error, token and map guards. - A real Chromium journey on the composed source injects a 503 during title save. The loaded task stays visible; one reconnect banner appears; the edit saves after recovery; another task stays unchanged; the saved title survives reload. - Full recursive local checks were not repeated because Runner compilation exhausted local disk during another repair. Hosted checks must pass before merge. No new staging deployment is claimed. - Latest review follow-up: a cached CaseDetail now survives a failed HTTP 429 refresh. Its page regression fails before the fix and passes after it. Eighty focused foundation tests, UI TypeScript, build and guards pass after that change. - Earlier CI evidence is retained: several foundation jobs received a runner shutdown signal together. The write-layer head also failed an unchanged Runner descriptor close test with `provider_transport_failed`. The same Runner source passed that suite in the foundation run. New CI runs cover the updated heads; no check or assertion was weakened. ## Risks - Shared retry defaults change the time before transient read errors appear. Permanent errors still fail promptly. - ApiError.message now contains readable copy. Callers that compare raw codes must use ApiError.code. - Cache success can come from another service or local data. It must not confirm Paperclip recovery. - Durable writes are reviewed separately in #17960. This PR does not change database or mutation contracts. ## Model Used Anthropic Claude Opus 5.5 (`claude-opus-5-5`) produced the original work with tool use. OpenAI Codex, GPT-6 family, assisted with restoration, integration, tests and review fixes. The Codex session does not expose its exact serving model ID or 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: devinfoley <139239+devinfoley@users.noreply.github.com> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Amy (Opus) <claude@users.noreply.github.com> |
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DottaandPaperclip
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61b3fd57a6 |
fix(ui): recover gracefully during server restarts (#14560)
Show a clear reconnecting state during server restarts and retry safe access checks every five seconds. Preserve open drafts, wait for initial startup readiness, and keep authentication failures separate from temporary outages. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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d9d2147171 |
fix(auth): keep Cloud tenants on the Cloud sign-in flow (#14407)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Cloud owns human identity and passes a verified identity to each tenant. > - The tenant can report no session while the Cloud session is still valid. > - The access gate and direct `/auth` route then show the instance password form. > - This pull request sends those users through the configured Cloud entry endpoint. > - Cloud can renew the tenant session or show its login page, then return to the original task. ## Linked Issues or Issue Description **What happened?** A Cloud tenant can display the self-hosted email/password form after an instance session check returns no session. This gives Cloud users the wrong login method. **Expected behavior** An active Cloud session renews tenant access automatically. A signed-out user signs in through Cloud. Staging and production use their own configured Cloud origins. Self-hosted instances keep their instance login form. **Steps to reproduce** 1. Open a Cloud tenant task or an `/auth?next=...` link. 2. Keep the Cloud session active but make the instance session check return 401. 3. Observe the instance password form instead of Cloud session recovery. **Deployment mode** Cloud-managed authenticated instances. No database or server API changes. Searched related authentication PRs. Native self-hosted OIDC support in #10411 is a separate feature; this change uses the existing Cloud entry contract. ## What Changed - Wait for deployment metadata before showing an instance login form. - Use the health response's Cloud origin and stack slug for session recovery. - Preserve the tenant path, query, and fragment. Reject external and recursive login return targets. - Limit automatic recovery per tab. Show a manual Cloud retry after failed recovery. Show service failures as errors. - Keep self-hosted login and local trusted access. Add focused tests, browser regressions, deployment documentation, and an unavailable-state design example. ## Verification - `pnpm -r typecheck` and `pnpm build` passed. - UI typecheck and `pnpm check:token-gates` passed after the final UI edits. - All UI tests passed: 639 files, 6,777 tests. - 63 focused Vitest tests passed across Auth, CloudAccessGate, Cloud links, and recovery coordination. - `pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/cloud-auth.spec.ts`: 5 passed. The tests use the real tenant UI and database with a simulated Cloud HTTP endpoint. They cover both Cloud origins, direct auth/task links, no password-form flash, preserved URLs, reload, and self-hosted login. - Hands-on browser test used the real Cloud gateway and a fresh tenant build with disposable local data. Active Cloud session plus a forced missing instance session returned to the task. An expired tenant cookie also renewed automatically and returned to the task. Removing both sessions reached the real Cloud email/social login UI. Persistent failure stopped at the retry screen; retry succeeded after removing the injected fault. The fixture used a loopback transport adapter and a simulated signed-out OIDC issuer. No production session or deployment was changed. - The default local browser startup hit the host's embedded PostgreSQL resource limit. The passing run used a separate disposable database on the test PostgreSQL process. - The full local `pnpm test:run` sweep was stopped after about 31 minutes once CI completed the full suite. It had reported 33 failures in the unchanged runner API unit/integration files; both files pass in isolation (1,749 + 28 tests). The local sweep did not reach the later workspace/serialized groups. CI completed all of those groups successfully. - Greptile reviewed commit `d603fd4e39455de44da9dae81b72197096c0e1e8` at 5/5 with its only thread resolved. All CI gates are green on this commit, including all general/serialized server groups, workspace tests, Runner checks, typecheck, build, and all eight browser shards ([run](https://github.com/paperclipai/paperclip/actions/runs/36446230697)). ## Risks - Recovery depends on valid Cloud origin and stack metadata. Incomplete metadata shows an unavailable message instead of a password form. - Browsers with session storage disabled use the manual Cloud link, since automatic retries cannot be bounded across documents. - The external identity provider's email/social login was not completed in this local test. Existing Cloud authentication owns that flow. - No migration, credential format, membership rule, or production deployment changes. ## Model Used OpenAI GPT-6 through Codex. The exact served variant and context-window limit are not exposed in this session. Used reasoning, repository tools, code execution, and browser testing. ## 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 #` 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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DottaandPaperclip
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924f07be8c |
feat(chat): simplify Slack onboarding and account linking (#13638)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Chat connections let people start and continue that work from Slack. > - Setup mixed app creation, credentials, URL verification, account linking, and testing on the same screens. > - People also needed a safe way to link their own Slack identity after the first operator finished setup. > - This pull request gives each step a clear place and keeps membership approval separate from identity linking. > - It also makes connection details easier to use and fixes misleading callback health behind HTTPS proxies. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: chat routes and services, shared contracts, and the Apps board UI. **Problem or motivation** Slack onboarding made users find settings without enough guidance. A second user needed operator help to link their account. Activity stopped at 100 records, and TLS termination could mark working callbacks as stale. **Proposed solution** Use six setup steps with editable app names, a generated manifest, credential guidance, URL verification, account linking, and an optional message test. Send each Slack user a private, expiring confirmation link. Require company membership or an approved access request before linking. Add cursor pagination and tolerate the internal HTTP hop in callback diagnostics. **Roadmap alignment** This improves the existing connected-app surface and supports CEO Chat without changing the task-and-comments model. The maintainer requested and reviewed the flow during a live Slack test drive. **Additional context** Related work: #7, #3349, #13000, and #13620. Those cover broader chat capabilities, older webhook paths, or plugins. This PR improves the existing native connector's setup and account-linking flow. HTTPS documentation was published separately in paperclipai/paperclip-docs#128. ## What Changed - Split Slack onboarding into six clickable sidebar steps. Keep secondary and primary actions on one row. - Generate the Slack creation link and read-only manifest from editable app, bot, and command names. Add credential prefix validation and direct instructions. - Add live account-link status and an optional mention-based message test. - Add private, single-use Slack account invitations and membership access requests. Retain cloud authentication/bootstrap checks and enforce the chat rollout flag in all identity APIs. Default new Slack connections to linked users only. - Put Settings, Access, Conversations, and Activity in the sidebar. Simplify conversation rows and remove active header badges. - Add 25-item activity pages, stable timestamp/ID cursors, and replay safety across pages. Preserve the legacy array API for clients without pagination parameters. - Fix false callback warnings when HTTPS terminates at a proxy. Keep host, port, and path drift detection. - Document the setup flow, pagination, callback diagnostics, and shared wizard footer rule. ## Verification - Passed: `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates`. - Passed: focused Slack callback and pagination integration tests; UI clipboard, wizard, pagination, and activity tests; OpenAPI route tests. The final access-gate fix also passes 27 focused tests covering cloud authentication/bootstrap, nonmember invitations, token validity, and the server-enforced rollout flag. - Passed: all 1,002 chat integration tests, 6,356 UI tests, and all 11 provider browser scenarios (including mobile light/dark navigation). After rebase, the identity route, sidebar, and 25 clipboard tests pass. - The full local `pnpm test:run` was attempted. The first run found 14 Slack fixtures that needed explicit guest access; those are fixed and the complete chat suite passes. Unrelated embedded PostgreSQL startup/resource failures and timeouts prevented a clean full local run. All CI checks pass on `2d858b036`, including the full chat, server, workspace, build, typecheck, and browser suites. - Live test drive: Slack app creation, credential setup, URL verification, private account confirmation, mention messages, and thread replies. Verified the callback warning clears for the existing proxied connection. - Review: create a Slack connection, follow the six steps, link a second user's account, and browse older activity with Next and Previous. ## Risks - Identity invitations carry a temporary capability. Tokens are hashed, expire after 15 minutes, work once, and require explicit confirmation by a company member. Access requests do not grant membership. - New Slack connections reject unlinked people by default. Existing connection settings remain intact. - Activity is a live ledger. Updated action rows can move forward in time. Older pages do not poll. - Proxy tolerance affects health display only. Slack signature checks and proxy authentication settings remain unchanged. - No database migration or package-lock changes. ## Model Used OpenAI Codex, based on GPT-6, with reasoning, repository tools, code execution, and browser verification. The runtime does not expose an exact model build ID or 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 (targeted suites; full local-run limitations documented above) - [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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scotttong
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4d82f5eaea | copy: unify user-facing "company" wording to "organization" (#12243) | ||
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DottaandPaperclip
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24aa2f516d |
feat(ui): add animated paperclip page loaders (#10456)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents for work > - Operators regularly pass through full-page loading states while authentication and company context resolve > - Those states currently render as small bare text, which is easy to miss and does not reinforce Paperclip's visual identity > - A shared loading component gives these transitions one accessible, consistent representation > - This pull request introduces an animated paperclip loader and uses it at the existing full-page loading boundaries > - The benefit is a clearer, calmer loading experience with reduced-motion and screen-reader support ## Linked Issues or Issue Description ### Subsystem affected `ui/` — React + Vite board UI ### Problem or motivation Full-page authentication, access-gate, and company-context waits use small bare `Loading…` text that is visually weak and inconsistent. ### Proposed solution Use one large centered paperclip loader at those boundaries, drawing the SVG with `currentColor` so it follows the active theme. ### Alternatives considered Keeping text-only states or adding a generic spinner would preserve less of Paperclip's product identity and would continue duplicating loading markup. ### Roadmap alignment This is tightly scoped UI polish and does not duplicate a planned roadmap capability. ### Additional context Internal coordination task PAP-15760 requested this focused change. ## What Changed - Added `AnimatedPaperclipIcon`, a theme-aware SVG whose stroke draws in a loop. - Added `PaperclipLoading`, a large full-viewport centered loader with `role="status"` and an `sr-only` `Loading…` label. - Added a static fully drawn fallback under `prefers-reduced-motion: reduce`. - Replaced bare loading text in `CloudAccessGate`, the Auth session check, and three company-context redirects. - Used token-safe Tailwind utilities throughout the component. - Added focused coverage for the status semantics and the Auth layout height override. ## Verification - `pnpm check:token-gates` - `pnpm -C ui exec tsc -b` - `pnpm -C ui exec vitest run src/components/AnimatedPaperclipIcon.test.tsx` - `pnpm -C ui exec vitest run src/App.test.tsx src/App.cases-routing.test.tsx` — 8/8 tests passed - Visually checked light and dark loading states; the screenshot below shows both themes.  ## Risks - Low risk: this changes presentation only at existing loading branches. - Motion-sensitive users receive a static, fully drawn paperclip through the reduced-motion media query. - Screen readers retain a concise loading announcement through the status role and visually hidden label. > 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 (exact service build ID and context-window size are not exposed in this environment), with reasoning, repository inspection, shell tool use, code execution, and image 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 all deployment details available to this environment - [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 found none - [x] I have described the issue in-PR following the feature-request fields - [x] I included the task-mandated internal parent reference and no private instance URL - [x] I preserved the task-mandated existing branch name without renaming it - [x] I have run scoped tests locally and they pass - [x] I added focused component coverage for the new loading state - [x] No documentation update is required for this presentation-only change - [x] I have considered and documented the 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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scotttongandClaude Fable 5
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c90e66bdd6 |
feat(ui): design-system component convergence — Card/Badge adoption, multiplicative radius ladder, unified list surfaces (#9240)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Its UI is governed by a design system (`DESIGN.md` + the token layer in `ui/src/index.css`, merged in #9134) whose first principle is "one way to say each thing" — one Card, one Badge, one nav row > - After the token extraction landed, ~35 files still hand-rolled card containers, ~45 files hand-rolled pill spans, the sidebar agents section duplicated the nav-row chrome, and the inbox and tasks lists rendered the same task rows two subtly different ways > - Each divergence is a place where a future design change (radius, hover language, status vocabulary) silently misses surfaces, defeating the "edit tokens + run checks" model the design system exists for > - This pull request converges those surfaces onto the shared primitives, codifies the radius scale as the modern multiplicative shadcn ladder, and unifies the row/hover/tree-guide language across the inbox and tasks lists — every visible delta was human-reviewed screen-by-screen against a live instance across nine feedback rounds > - The benefit is that the app's look is now steerable from single knobs (one `--radius` anchor, one Card, one Badge, one row component), and the visual regression suite covers the result (514 snapshots including a new AgentDetail page story) ## Linked Issues or Issue Description No public GitHub issue exists for this work; describing per the feature template: - **Problem**: after the design-token foundation (#9134), component-level drift remained — hand-rolled cards/pills, duplicated sidebar row chrome, and two different renderings of task rows (inbox vs tasks list) meant design changes had to be applied per-surface and frequently missed spots (e.g. status glyphs rendered 16px in the inbox but 20px in the tasks list because a slot override silently beat the component default). - **Proposed behavior**: all card-shaped containers render via `Card`, all label pills via `Badge`, sidebar rows via `SidebarNavItem`, and both task-list surfaces via one `IssueRow` configuration; the radius scale is a single multiplicative ladder anchored at `--radius: 0.5rem`. - **Alternatives considered**: converting interactive `<button>`/`<Link>` cards to `Card` divs (rejected — breaks semantics; documented inline with `design-allow` comments instead); keeping the legacy additive radius ladder (rejected in favor of the standard shadcn multiplicative mapping). ## What Changed - `Card` adoption across ~35 files (settings pages, auth/board flows, dashboards, list containers, KPI tiles); non-adoptable sites (interactive cards, `<li>` rows, class-string props, chart tooltip) carry documented `design-allow(card-pattern)` comments - `Card` gains an `interactive` prop — one quiet hover affordance for clickable cards (cursor, border darken, shadow lift, focus ring), applied to skills tiles, artifact cards, and the company selector; cards carry no resting shadow - `Badge` adoption for 113 hand-rolled pill spans across ~45 files; `PropertyChip` wraps `Badge` internally; `StatusBadge`, external-object chips, and match chips stay bespoke by documented decision (WCAG-tuned status mechanics) - Radius ladder becomes the multiplicative shadcn mapping (`sm/md/lg/xl/2xl/3xl/4xl = 0.6/0.8/1.0/1.4/1.8/2.2/2.6 × --radius`, anchor `0.5rem`); every card surface unifies on `rounded-lg`; the orphaned 8px literal token is deleted - Sidebar: agent rows render via `SidebarNavItem` (new additive props: `iconNode`, `active`, `trailing`, `liveAccessory`); live dots use `--status-agent-running`; one row rhythm and inset rounded pill highlight; right-aligned trailing badges; every labeled section is collapsible - Inbox + tasks lists unified: md status glyphs, `accent/50` rounded row hovers, vertical tree guides under parent rows (opaque underlay so dark-mode translucent borders don't stack), no horizontal dividers under expanded parents; the swipe-to-archive reveal layer shows only mid-swipe; board toggle uses the `SquareKanban` glyph - Kanban: every column carries a status-hued tint; lanes default expanded (including empty); compact mode collapses empty lanes to labeled rails (fixes a clipped, label-less empty-column state) - Storybook: new AgentDetail page story (realistic fixtures, light+dark) joins the visual suite; suite captures with `reducedMotion: 'reduce'` and the ux-lab reasoning ticker honors `prefers-reduced-motion`; a stale lexical alias in `storybook/main.ts` is fixed (build was broken since the lexical 0.46 bump) - Keyboard navigation, from live review of the unified lists: inbox navigation keys work on every tab (archive keys stay scoped to the archivable tab); keyboard-driven scrolling no longer hands the selection to whatever row lands under the stationary cursor (hover selects only after real pointer movement); the tasks list view gains the same j/k / arrows / Enter selection model as the inbox; and the `g` then `i` go-to-inbox chord works app-wide instead of only on the issue detail page - Token gates restored to 3/3 CLEAN (tokenized a post-#9134 regression in the recovery card); decisions recorded in `doc/design/DECISION-SHEET.md` and `doc/design/COMPONENT-INVENTORY.md` (investigation verdicts: FileTree vs WorkspaceFileBrowser and the four entity pickers stay separate — evidence included) ## Verification - `pnpm check:token-gates` → 3/3 CLEAN - `pnpm typecheck` → green (all packages) - `cd ui && npx vitest run` → 2106/2106 (assertions updated in lockstep where they documented superseded decisions; new tests for the global go-to-inbox chord) - `pnpm --filter @paperclipai/ui build` → exit 0 - `pnpm build-storybook` → succeeds (also fixes the lexical-alias break on master) - Visual regression: 514-snapshot Playwright suite green against the updated baseline (zero diffs from the keyboard-navigation round — those changes are purely behavioral). Note: baselines live outside git per the suite design and the baseline-manifest archive is not yet published, so CI cannot run this suite — it was run locally throughout; every visible delta was reviewed screen-by-screen in a live instance across nine review rounds. Review evidence (before/after triplets) intentionally kept out of the repo for size; available on request. - Manual: exercised dashboard, tasks (list + board), inbox, agents, skills, costs, settings, and artifact surfaces in light and dark themes ## Risks - Wide but shallow visual surface: most changes are class-string substitutions with behavior preserved (props, handlers, roles, test ids). The riskiest areas — dnd-kit card refs (React 19 ref-as-prop), inbox swipe-to-archive, and sidebar overlays — are covered by existing unit tests (all green) and were manually exercised. - Intentional visual deltas (rounded cards, tinted kanban columns, md status glyphs, unified hovers) are design decisions recorded in `doc/design/DECISION-SHEET.md`; each maps to a re-baselined snapshot set locally. - The visual suite cannot yet run in CI (unpublished baseline archive — pre-existing condition from #9134); until that lands, snapshot coverage is local-only. ## Model Used - Claude Fable 5 (`claude-fable-5`, Anthropic) via Claude Code — agentic coding with tool use (file editing, test execution, Playwright screenshot verification); extended thinking 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 - [ ] All Paperclip CI gates are green (will confirm once CI runs) - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups (pending first review) - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> |
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DottaandPaperclip
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8da50dbcf8 |
[codex] Add private browser first-admin claim flow (#6755)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Fresh self-hosted deployments need an operator path before any invite exists. > - Umbrel installs are private LAN deployments, so a one-time browser claim is appropriate only when the deployment is private and unclaimed. > - Public deployments and installs with active invites must keep the existing invite-only model so admin creation is not exposed broadly. > - GitHub PR #2927 established the useful direction, but it needed to be adapted onto current `master` rather than merged as-is. > - This pull request adds that adapted private-only claim flow across server, UI, docs, and regression coverage. > - The benefit is that a fresh private Umbrel-style install can be claimed from the browser without weakening public deployment access. ## What Changed - Added a first-admin claim service and access route support for one-time admin claim eligibility on private unclaimed deployments. - Updated the bootstrap/access UI so eligible private installs show a setup claim path, while public and invited deployments keep invite-first behavior. - Added a bootstrap-pending setup UX lab covering claim, invite, public, and signed-in access states. - Updated deployment and local development docs for authenticated private/public behavior and the Umbrel-style claim path. - Added server and UI regression tests for private claim, public no-claim, active invite fallback, existing board/no-access flows, and health exposure reporting. - Stabilized PR handoff verification by serializing the aggregate server Vitest workspace run, forcing `NODE_ENV=test`, and relaxing the heartbeat batching test around legitimate recovery follow-up runs. ## Verification - `pnpm -r typecheck` - `pnpm build` - `pnpm vitest --run server/src/__tests__/heartbeat-comment-wake-batching.test.ts` - `pnpm vitest --run server/src/__tests__/health-dev-server-token.test.ts` - `pnpm test:run` - QA validation: PAP-10115 passed browser validation with screenshots for private fresh install claim, active invite versus claim conflict, public invite-only/claim-absent behavior, existing invite fallback, and normal board/no-access flows. - GitHub closeout: issue #2579 and PR #2927 were updated with the accepted direction: adapt the implementation, do not direct-merge #2927 as-is. ## Risks - The claim endpoint must remain private-only and one-time; a regression here could expose admin creation on public deployments. - Existing invite behavior must remain intact for public deployments and installs that already have an active invite. - The stable Vitest harness now serializes the aggregate server workspace group; this is slower, but it avoids DB-backed suite collisions under root workspace mode. > 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`. > > ROADMAP.md checked: this is a scoped deployment bootstrap/access fix and does not duplicate a listed roadmap project. ## Model Used - OpenAI GPT-5 Codex via Paperclip `codex_local` for product engineering, implementation, and verification, with tool-enabled local code execution. Paperclip QA browser validation was performed in PAP-10115 by the assigned QA agent; exact adapter model metadata for that QA run is not exposed in this PR context. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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b9a80dcf22 |
feat: implement multi-user access and invite flows (#3784)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies. > - V1 needs to stay local-first while also supporting shared, authenticated deployments. > - Human operators need real identities, company membership, invite flows, profile surfaces, and company-scoped access controls. > - Agents and operators also need the existing issue, inbox, workspace, approval, and plugin flows to keep working under those authenticated boundaries. > - This branch accumulated the multi-user implementation, follow-up QA fixes, workspace/runtime refinements, invite UX improvements, release-branch conflict resolution, and review hardening. > - This pull request consolidates that branch onto the current `master` branch as a single reviewable PR. > - The benefit is a complete multi-user implementation path with tests and docs carried forward without dropping existing branch work. ## What Changed - Added authenticated human-user access surfaces: auth/session routes, company user directory, profile settings, company access/member management, join requests, and invite management. - Added invite creation, invite landing, onboarding, logo/branding, invite grants, deduped join requests, and authenticated multi-user E2E coverage. - Tightened company-scoped and instance-admin authorization across board, plugin, adapter, access, issue, and workspace routes. - Added profile-image URL validation hardening, avatar preservation on name-only profile updates, and join-request uniqueness migration cleanup for pending human requests. - Added an atomic member role/status/grants update path so Company Access saves no longer leave partially updated permissions. - Improved issue chat, inbox, assignee identity rendering, sidebar/account/company navigation, workspace routing, and execution workspace reuse behavior for multi-user operation. - Added and updated server/UI tests covering auth, invites, membership, issue workspace inheritance, plugin authz, inbox/chat behavior, and multi-user flows. - Merged current `public-gh/master` into this branch, resolved all conflicts, and verified no `pnpm-lock.yaml` change is included in this PR diff. ## Verification - `pnpm exec vitest run server/src/__tests__/issues-service.test.ts ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx` - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts` - `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts server/src/__tests__/workspace-runtime-service-authz.test.ts server/src/__tests__/access-validators.test.ts` - `pnpm exec vitest run server/src/__tests__/authz-company-access.test.ts server/src/__tests__/routines-routes.test.ts server/src/__tests__/sidebar-preferences-routes.test.ts server/src/__tests__/approval-routes-idempotency.test.ts server/src/__tests__/openclaw-invite-prompt-route.test.ts server/src/__tests__/agent-cross-tenant-authz-routes.test.ts server/src/__tests__/routines-e2e.test.ts` - `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts ui/src/pages/CompanyAccess.test.tsx` - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` - `pnpm db:generate` - `npx playwright test --config tests/e2e/playwright.config.ts --list` - Confirmed branch has no uncommitted changes and is `0` commits behind `public-gh/master` before PR creation. - Confirmed no `pnpm-lock.yaml` change is staged or present in the PR diff. ## Risks - High review surface area: this PR contains the accumulated multi-user branch plus follow-up fixes, so reviewers should focus especially on company-boundary enforcement and authenticated-vs-local deployment behavior. - UI behavior changed across invites, inbox, issue chat, access settings, and sidebar navigation; no browser screenshots are included in this branch-consolidation PR. - Plugin install, upgrade, and lifecycle/config mutations now require instance-admin access, which is intentional but may change expectations for non-admin board users. - A join-request dedupe migration rejects duplicate pending human requests before creating unique indexes; deployments with unusual historical duplicates should review the migration behavior. - Company member role/status/grant saves now use a new combined endpoint; older separate endpoints remain for compatibility. - Full production build was not run locally in this heartbeat; CI should cover the full matrix. ## Model Used - OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use environment. Exact deployed model identifier and context window were 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 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 Note on screenshots: this is a branch-consolidation PR for an already-developed multi-user branch, and no browser screenshots were captured during this heartbeat. --------- Co-authored-by: dotta <dotta@example.com> Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com> |
