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Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
|
8e59efc50b |
fix(ui): keep sidebar plugin outlets quiet when the server is unreachable (#15588)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - The board UI sidebar shows plugin contributions: plugin nav slots,
plugin launchers, and the plugin panel at the bottom
> - These outlets read `GET /plugins/ui-contributions` through React
Query
> - When the server is unavailable, the refetch fails. Each outlet then
replaces its content with a red "Plugin extensions unavailable: Failed
to fetch" or "Plugin launchers unavailable" box
> - React Query still has the last good data, so the error box removes
useful content and adds noise in a persistent part of the UI
> - This pull request adds an option to hide the outlet error, and the
sidebar uses it
> - The benefit is a quiet sidebar during a server outage. The sidebar
keeps the last loaded plugin items. Other pages still show the error
inline
## Linked Issues or Issue Description
No public issue exists. I searched open and closed issues and PRs for
related work and found none.
**What happened?**
When the server is unavailable, the sidebar shows red error boxes in
place of plugin items. The text is "Plugin extensions unavailable:
Failed to fetch" or "Plugin launchers unavailable: Failed to fetch".
**Expected behavior**
The sidebar does not show errors while the server is unavailable. It
keeps the last loaded content.
**Steps to reproduce**
1. Start Paperclip with at least one plugin that contributes a `sidebar`
slot, a `sidebar` launcher, or a `sidebarPanel` slot.
2. Open the board UI and let the sidebar load.
3. Stop the server.
4. Wait for the next refetch of `/plugins/ui-contributions`, or focus
the window.
5. See the red error boxes in the sidebar.
**Paperclip version or commit**
`master` at
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DottaandPaperclip
|
ae6f95ed7a |
feat: add personal primary agents (#15470)
Add a personal primary agent per company and user. Initialize it from the first human-created agent, expose profile-only switching with confirmation, and use it after recent choices for task and Chat defaults. Persist authenticated preferences, preserve lifecycle and membership rules, keep selections out of shared audit events, and document the API contract. Include the reviewed Storybook surfaces and regression coverage for concurrent choices, onboarding, cross-device updates, and browser journeys. Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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|
1c07b5903b |
feat: Chat leads the left nav, agent work beside chats, and a Combined Inbox + Task List flag (#15100)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The left nav is the main way people move between tasks, the inbox, and Agent Chat > - The nav has separate Inbox and Tasks rows that show overlapping work, and Chat is one row among many > - The side panel beside a chat shows the conversation's own artifacts, not the work the agent did > - People want Chat to be easy to find, and they want one place for their task views > - This pull request moves Chat to the top of Work, shows the agent's tasks and artifacts beside each chat, and adds an experimental flag that folds Inbox into Tasks > - The benefit is a shorter nav and a chat view that shows what the agent is working on. Both changes stay off until an operator enables them ## Linked Issues or Issue Description Refs #14706 (the secondary Agent Chat navigation this change builds on) Refs #14848 (reopen the last visited agent chat) **Subsystem affected** UI navigation (left nav, mobile tab bar), Agent Chat side panel, task list and inbox, and the company artifacts API. **Problem or motivation** Inbox and Tasks are two nav rows for overlapping work. Chat sits in the top group with no clear home. The chat rail lists only agents you already talked to, so you cannot see your other teammates there. The side panel beside a chat shows only the conversation's own artifacts. It does not show the tasks and files the agent made. **Proposed solution** With Agent Chat on, Chat leads the Work section and the rail lists every eligible agent. The chat side panel opens on the agent's tasks as cards, and the agent's artifacts are available from +. A new experimental flag, Combined Inbox + Task List, makes Inbox a set of views inside Tasks. **Alternatives considered** Rebuilding the inbox inside the task list. Instead, `/issues` hosts the existing Inbox component for inbox views and the existing task list for status views, so all inbox behaviour stays the same. **Roadmap alignment** Agent Chat (ROADMAP.md, "Agent Chat (including CEO Chat)"). All changes are behind experimental flags that are off by default. ## What Changed - **Agent Chat nav (streamlined shell):** Chat is the first row of Work, not a top-group row. Workspaces leaves the nav while Agent Chat is on. The mobile tab bar is Home · Chat · + · Tasks · Agents. The legacy shell keeps master's top-group Chat row. - **Chat rail:** `AgentConversationsSidebar` lists every eligible agent. The open chat is first, then conversations by recent activity, then the rest of the roster alphabetically. Terminated agents and agents you left are omitted unless you have history with them. The picker still marks only real conversations as "Open chat". - **Chat side panel:** a new default Tasks tab shows one card per task the agent created, was assigned, commented on, or acted on, newest first. It has the task list's filter popover and a sort control. **+ → Artifacts** shows the agent's artifacts as cards. Cards open in a new tab. Agent Chat off keeps the old Artifacts tab. - **Artifacts API:** `GET /api/companies/:companyId/artifacts` accepts `agentId`. The filter applies to documents, work products, and attachments by the agent each result is attributed to. The shared validator and the UI client carry the new parameter, and the OpenAPI entry picks it up from the shared schema. - **Combined Inbox + Task List flag (`enableCombinedInboxTasks`, off by default):** new card in Settings > Experimental. The Inbox row goes away and its badge moves to Tasks. A Views menu on `/issues` covers Mine, Unread, Blocked, Recent, Everything, All, Active, Backlog, and Done. Bare `/issues` opens the last-used view (default Mine). Links that carry `assignee`, `workspace`, `participantAgentId`, or `q` open All so the filter is kept. `/inbox/*` and `/issues/{all,active,backlog,done,recent}` redirect to the matching view. `/inbox/requests` stays its own page. - **Task detail breadcrumb:** the view key now decides the source, so quick-archive still works after a reload from an inbox view. - **Docs:** `doc/PRODUCT.md` and `doc/SPEC.md` describe the chat rail, the chat side panel, and the new flag. ## Verification - `cd ui && npx vitest run --no-file-parallelism src/components/chat src/components/task-side-panel/TaskSidePanel.test.tsx src/components/AgentConversationsSidebar.test.tsx src/components/Sidebar.test.tsx src/components/SidebarCompanyMenu.test.tsx src/components/Layout.test.tsx src/pages/AgentChats.test.tsx src/pages/InstanceExperimentalSettings.test.tsx src/lib/task-views.test.ts src/lib/issueDetailBreadcrumb.test.ts src/pages/Inbox.test.tsx src/pages/Issues.test.tsx src/App.test.tsx src/App.activity-routing.test.tsx src/components/MobileBottomNav.test.tsx src/components/CommandPalette.test.tsx`: 20 files, 356 tests pass. - `cd server && npx vitest run src/__tests__/company-artifacts-service.test.ts`: 13/13 pass, including the new agent-filter test across all three artifact sources. - The new rail test fails against the unmodified rail. - `pnpm check:token-gates`: all gates clean. - Manual: enable Agent Chat in Settings > Experimental. Open Chat. The rail lists all agents. Open a chat. The side panel shows the agent's tasks. Use **+ → Artifacts** to see the agent's artifacts. Then enable Combined Inbox + Task List. The Inbox row goes away, and Tasks shows a Views menu. - Snapshot baselines are intentionally not updated. See `doc/design/DECISION-SHEET.md`, "Per-change snapshot verification demoted to dormant (Jul 13 2026)". ## Risks - With both flags off, the app behaves like master. The only exception is the API: it accepts a new optional query parameter. - With Agent Chat on, the rail can list many agents in a large company. It uses the agent list the app already loads, and search filters it. - The Tasks panel reads at most 200 recently updated tasks per agent and says so when it reaches the limit. The Artifacts panel reads at most 500 of the agent's artifacts. - Combined Inbox + Task List changes what bare `/issues` opens for people who enable it. Deep links with a task filter still open All. ## Model Used - Claude (Anthropic), model ID `claude-opus-5-5`, through Claude Code with tool use (shell, file edit, test runs). Extended thinking was 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 - [ ] 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: scotttong <squadbot000@gmail.com> Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com> |
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DottaandPaperclip
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1b48e73e0b |
feat(ui): add secondary navigation for agent chat (#14706)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Agent Chat already provides a persistent conversation with each agent. > - Its shortcuts share the primary navigation and do not give chats a dedicated place. > - People need to find agents, start a chat, and switch conversations without moving the page layout. > - This pull request adds a secondary chat sidebar and a landing page around the existing chat surface. > - The same conversation, composer, history, and context panel remain in use. ## Linked Issues or Issue Description Refs #13283 and #13420. This extends the existing experimental Agent Chat navigation after review of the component and page stories. It supports the CEO Chat roadmap item through the existing task-backed conversation model. **Subsystem affected** The board UI and the company-scoped conversation list API. **Current behavior** Chat shortcuts sit inside the primary navigation. There is no dedicated landing page with a searchable conversation list. A separate landing header also moves the sidebar when an agent is selected. **Proposed behavior** Show a Chat entry in primary navigation. Keep a searchable agent sidebar beside the chat content. The plus button starts or reopens the current user's single conversation with that agent. Keep the header and sidebar in the same positions before and after selection. **Reason and benefit** People can find agents and return to persistent conversations without leaving the chat area or creating duplicate chats. **Breaking changes** The experimental chat navigation changes. Explicitly adding a chat now resolves its conversation immediately. Direct visits to unused agent chat URLs remain read-only. The existing per-agent routes and message contracts remain compatible. No database migration is required. ## What Changed - Add an account- and company-scoped conversation list endpoint with the existing access checks, feature gate, and OpenAPI entry. - Add the live secondary sidebar, landing page, avatars, search, loading states, errors, and retry controls. - Make the agent picker wait for chat creation and display failures. Existing agents reopen the same conversation. A dismissed selection cannot close a reopened picker or navigate over a newer choice. - Preserve recent-activity ordering and terminated agents’ chat history. Scope live list refreshes to the current user’s conversation events. A failed historical-agent lookup leaves healthy chats usable and offers a focused retry. - Keep the sidebar and header stable across chat routes. Keep mobile selection in the navigation drawer. - Use the production components in Storybook. Prepare the theme and mobile viewport before mounting the page to avoid the startup flash. - Update product documentation, the design guide, and navigation tests. Replace old browser expectations for stars and recent shortcuts with persistent conversation and layout coverage. ## Verification - `pnpm -r typecheck`, `pnpm build`, and `pnpm check:token-gates` pass after rebasing onto master. - Focused UI tests pass, including 105 sidebar, picker, and live-update checks after review fixes. The 33 conversation service and route tests and 10 OpenAPI checks pass, including ownership, feature gating, and concurrent creation. - The full local test run passed 14,163 server tests before three environment or timeout failures. The embedded Postgres startup, connector socket, and native runner failures all passed direct reruns. - Browser test-drive verification covers a real provider reply, add and reopen, persisted history after reload, no-match search recovery, mobile drawer dismissal, and top-aligned context panels. - Browser measurements confirm that the sidebar has the same position and dimensions on the landing page and an agent conversation. - Storybook builds and its add-and-reopen interaction passes. - The revised browser regression passes locally against a freshly built throwaway instance. It covers stable sidebar geometry, add/reopen uniqueness, drafts, search, history, and terminated-agent history after reload. The full CI browser suite also passes. - Latest commit `b323577d9523180104df4000eaceedea2772608c`: all 54 completed checks pass, including the complete server/workspace/browser suites, aggregate verification, build/typecheck, security scans, and canary packaging. The two Storybook jobs are skipped by their workflow conditions. [CI run](https://github.com/paperclipai/paperclip/actions/runs/36714052050). - Greptile reviewed this same commit at 5/5 with no remaining actionable findings; all review threads are resolved. - Reviewer path: enable Agent Chat, click Chat, use plus to choose an agent, send a message, switch away, and reopen that agent. One conversation must remain, with its history intact. ## Risks - The new sidebar lists persistent conversations instead of starred and recent shortcuts. - Chat creation is asynchronous. Errors stay visible in the picker, and delayed responses cannot navigate into a previous company or account. - The shell adjustment is limited to chat routes and preserves the existing conversation implementation. ## Model Used OpenAI GPT-6 through Codex, with reasoning, code execution, and browser tools. The session does not expose the exact API 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 #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> |
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DottaandPaperclip
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ab15aff390 |
feat: add experimental persistent agent chat (#13284)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Conversations must use the same tasks, controls, and execution history. > - Users need an ongoing chat with an agent without managing task properties. > - Agents should clarify and plan work, then hand execution to assigned project tasks. > - This pull request combines the reviewed Agent Chat stack for one squash merge. > - The benefit is persistent conversation with normal task governance and shared UI. ## Linked Issues or Issue Description **Subsystem affected** Task lifecycle, agent runtime tools, shared task UI, and browser/paid runner tests. **Problem or motivation** Users need one persistent conversation with each agent. A separate chat store or renderer would duplicate task behavior and bypass existing controls. **Proposed solution** Use a task-backed chat per company, user, and agent. Reuse the task composer and transcript. Clarify and plan in chat, then create assigned project tasks with the relevant plan. Keep Agent Chat behind its own disabled-by-default experimental setting. **Roadmap alignment** This implements the task-backed direction in [CEO Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat). Related proposals: #2504 and #9693. Related request: #7981. The maintainer requested one squash merge of the complete stack. Consolidates the reviewed runtime [#13281](https://github.com/paperclipai/paperclip/pull/13281), backend [#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI [#13283](https://github.com/paperclipai/paperclip/pull/13283) layers with this PR's E2E coverage. All four layers passed CI and received Greptile 5/5 before consolidation. This PR targets master and includes the complete feature. ## What Changed - Add personal canonical chat tasks with ordinary company visibility, immutable identity, idempotent first sends, and an idle waiting state. - Process `/new` in queue order. Preserve history, release a chat pause, and fence old provider context and delayed writes. - Keep chat lifecycle rules across recovery, finalization, assignment, task lists, and rollups. - Support research and plan revision in chat. Hand plans to ordinary assigned project tasks before execution starts. Reject new chat subtasks. - Add repository-aware project creation and discovery tools, including multiple repository IDs and GitHub URLs, authorization, idempotency, and durable project-created cards. - Reuse task UI components for chat, with starred/recent agent navigation and a separate `enableAgentChat` experimental flag. - Add deterministic browser tests and 24 paid chat cells across four Codex/Claude profiles, with validated reports and screenshots. - Integrate current master recovery, controller lease, queued-message, and task UI changes. Gate chat interruption and deferred promotion on ownership/feature policy. Guarantee lease renewal and active controls are stopped even if teardown fails. - Preserve master's migration 0273 and generate chat migration 0274 with idempotent replay for development databases. ## Verification - Prior exact heads of all four PRs passed Linux CI, including build, typecheck, general/serialized tests, and browser E2E. Each had Greptile 5/5 and no unresolved findings. - Integrated local verification passed: full repository typecheck and production build, Storybook build, token gates, 340 focused UI tests, all 20 deterministic chat browser tests, two migration replay tests, 88 focused chat/queue/native/controller tests, and provider/session regressions including real lease expiry. These include the three lifecycle regressions for the final admission/teardown fixes; server typecheck also passes. Current head `1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no unresolved findings and passing security scans. All final-head CI gates passed: build, full Runner verification, typecheck/release registry, canary, all general/serialized test shards, and all browser E2E shards ([CI run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)). Local PostgreSQL startup contention required serialized retries; skipped fixtures do not count as passing coverage. - The earlier paid campaign passed all 24 chat cells and retained 32 screenshots: [report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat). It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior evidence, not a paid run of this integrated head. - Manual check: enable Agent Chat in Experimental settings, open an agent, clarify and revise a plan, then hand off to an assigned project task. Stop a reply, send `/new`, and verify fresh context with retained history. Disable the setting and verify agent shortcuts/new chat turns are blocked. ## Risks - Queue/session integration can affect retries and delayed writes. Tests cover ownership, cancellation, reset boundaries, idle recovery, and ordinary task behavior. - Migration 0274 adds conversation fields and constraints. Replay is idempotent and preserves existing development chat history. - This combines the previously reviewed stack at the maintainer's request. Agent Chat remains off by default and is separate from Conference Room. ## Model Used OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code execution, browser tools, and parallel review. The exact context-window size is not exposed in this session. Codex and Claude also ran as test subjects in the linked paid campaign. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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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> |
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871f7d1124 |
fix(ui): polish core navigation and task layout (#12793)
<!-- Write all pull request text in Simplified Technical English (ASD-STE100): short sentences, one instruction per sentence, simple approved vocabulary, and the active voice. --> ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators use the main navigation, contextual navigation, and task chat throughout the product. > - The recent core UI refactor left uneven spacing and inconsistent navigation styles. > - The Apps label also did not match the Connectors product language. > - The account area did not provide a clear direct path for feedback. > - This pull request aligns these related core UI surfaces and preserves their existing behavior. > - The benefit is a more consistent interface with clearer navigation and balanced task-chat layout. ## Linked Issues or Issue Description **What existing behavior does this improve?** This improves the core sidebar, Settings navigation, Connectors catalog, task-chat layout, and account controls. **Subsystem affected** `ui/` — React and Vite board UI. **Current behavior** The task chat had uneven edge treatment. Settings used a separate contextual-navigation style. Apps used inconsistent product labels. The account footer did not expose a direct feedback control. **Proposed behavior** The task chat keeps balanced content padding while its scrollbar sits at the properties boundary. Settings replaces the primary sidebar with a matching navigation surface and a Back to app link. Apps uses Connectors and Browse labels. The account footer provides a dedicated feedback icon with a tooltip. **Reason and benefit** These changes make related navigation and layout patterns predictable. They reduce duplicate labels and improve access to feedback. **Breaking changes** None. Routes, APIs, and stored data do not change. ## What Changed - Balanced the task-chat content gutter and moved its scrollbar to the properties-panel boundary. - Reworked Settings navigation to replace the main sidebar and use the shared primary-sidebar style. - Added a Back to app navigation item to Settings. - Renamed Apps to Connectors in the main navigation and added the `Unplug` icon. - Renamed the Connectors contextual item to Browse. - Added the Connectors top-level header and aligned the search field with the connector cards. - Added account-footer hover states and a direct feedback flag with a Share feedback tooltip. - Removed the duplicate Feedback item from the account popover. - Added regression coverage for each changed UI surface. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/components/AppsSidebar.test.tsx src/components/CompanySettingsSidebar.test.tsx src/components/Layout.test.tsx src/components/Sidebar.test.tsx src/components/SidebarAccountMenu.test.tsx src/components/task-chat/TaskMessageScroller.test.tsx src/pages/apps/Browse.test.tsx` — 90 tests passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/ui build` — passed. - `pnpm check:token-gates` — passed. - `git diff --check origin/master...HEAD` — passed. - `env PAPERCLIP_PLAYWRIGHT_CHANNEL=chrome PAPERCLIP_E2E_PORT=3201 pnpm exec playwright test --config tests/e2e/playwright.config.ts tests/e2e/apps-dark-mode-shots.spec.ts tests/e2e/sidebar-takeover.spec.ts` — 10 tests passed. - The full workspace typecheck and build reached the Rust runner and stopped because `cargo` is not installed on this machine. - The full test suite exposed unrelated server and workspace-runtime failures and was stopped after the affected suites completed. No changed UI test failed. - Manually verified the changed Settings, Connectors, task-chat, and account-menu surfaces in the running app. ## Risks - Low risk. The change affects layout and navigation presentation only. - The Settings sidebar now replaces the main sidebar by design. Users must use Back to app to return to the application navigation. - The task scrollbar offset depends on the existing responsive page gutters. Regression tests cover both narrow and desktop spacing. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, `gpt-5.6-sol`, extended reasoning with tool use and code execution. The host does not expose the context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [ ] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Scott Tong <scott@scottsmbpm5max.lan> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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scotttong
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597fd63b61 | feat(ui): add streamlined navigation foundation (#12746) | ||
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DottaandPaperclip
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8c3b8c432a |
Simplify app connections and enable managed Google access (#12728)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The Apps subsystem gives humans and agents governed access to external tools. > - The current connection flow hides Apps behind an experimental gate and repeats setup text. > - Google sharing choices and generic MCP permissions do not use one consistent opening model. > - Self-hosted installs also need a safe default origin for managed OAuth without a manual config file. > - This pull request makes Apps available, simplifies connection setup, and applies one governed permissions model. > - The benefit is a shorter connection flow that works on a clean self-hosted install. ## Linked Issues or Issue Description **What existing behavior does this improve?** This improves the Apps connection setup flow, managed Google connection flow, generic MCP connection flow, navigation, and runtime origin discovery. **Subsystem affected** Cross-cutting. This changes `ui/`, `server/`, `packages/shared/`, connector documentation, and browser tests. **Current behavior** Apps require an experimental switch. Setup pages repeat titles and explanatory copy. Connection names require manual input. Google credential sharing does not always offer both personal and organization access. Generic MCP providers do not start with the same permission choices. Managed OAuth needs a public URL setting even when the request already has a safe HTTPS origin. **Proposed behavior** Apps are available by default. Setup asks only for required permissions and sharing choices. Paperclip creates conflict-free connection names. Google apps and generic MCP providers use the same human and agent access model. Managed OAuth derives a validated same-origin HTTPS URL when no explicit public URL is set. **Reason and benefit** A clean self-hosted install can connect a managed Google app without hidden setup. Humans can share a service account with their organization. The shorter flow reduces duplicated choices and setup errors. **Breaking changes** The Apps experimental switch is removed. Existing connection APIs remain compatible. New connections can receive a numeric suffix when a name already exists. No duplicate or related public issue was found. ## What Changed - Removed the Apps experimental gate and the breadcrumb that leaves the Apps section. - Simplified all connection setup pages and moved optional provider requirements into one small link. - Added consistent human and agent access choices for Google apps, Zapier, and generic MCP connections. - Added organization sharing to Google Workspace credentials while keeping personal access available. - Generated connection names automatically and resolved name conflicts with numeric suffixes. - Derived a validated public HTTPS origin from the request for config-free managed OAuth. - Updated connector contracts, tests, browser coverage, and authoring documentation. ## Verification - `pnpm check:token-gates` - `pnpm -r typecheck` - `pnpm build` - `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts server/src/__tests__/generic-mcp-connection.test.ts` (273 passed) - Targeted UI/service regression suite (308 passed) - Six targeted Playwright connection journeys on a fresh onboarding instance (6 passed) - Fresh-install browser proof through Tailscale HTTPS: enrolled with Paperclip Cloud, connected managed Google Drive, and completed a real read operation. - [Exact-head CI run](https://github.com/paperclipai/paperclip/actions/runs/33669760711): all 23 matrix jobs passed, including build, typecheck, server, serialized, canary, and all browser shards. - Greptile 5/5 on `0ae2a859f269984ee950d0af231a5b09a06f3dfd`, with no unresolved review threads. ## Risks Apps are now visible to all operators. The removed experimental flag no longer hides unfinished app definitions. Managed Google availability still depends on the Cloud profile rollout and active instance enrollment. Automatic conflict handling changes only the display name of a newly conflicting connection. > I checked [`ROADMAP.md`](ROADMAP.md). MCP Tool Gateway and Apps are shipped. Connected Apps is planned, and this change improves the existing shipped connection flow. ## Model Used OpenAI Codex, GPT-5, with reasoning, browser control, tool use, and code execution. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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scotttong
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4d82f5eaea | copy: unify user-facing "company" wording to "organization" (#12243) | ||
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8142e54150 |
feat(activity): merge the audit page into one rich Activity page (#10838)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The board has two different pages for change history: a basic Activity list and a rich Audit feed > - The two pages show the same kind of information, so an operator must guess which page to open > - The basic list also caps at 200 rows and has no filters, so it hides older changes > - This pull request merges both pages into one Activity page that is built on the rich audit feed > - The page adds a scope toggle for all actors or agent actions only, and it hides privileged controls from members who do not have the audit permission > - The benefit is one obvious place to answer "who changed what", for every member, with filters and full history ## Linked Issues or Issue Description Related pull requests in this stack (open both before this one): - Refs #10830 — adds the company prefix to the board audit route. - Refs #10831 — adds the two-tier all-actors scope to the audit endpoint. This pull request calls that scope. This branch is stacked on those two pull requests. The diff therefore shows their commits until they merge. After they merge, this pull request contains only the last two commits: the page merge and the actor-label fix. **Problem or motivation** The board has two overlapping history pages. `/:company/activity` renders a plain list that is capped at 200 rows and has no filters. The audit page renders a filtered, paginated feed of agent actions, but it is a separate sidebar item and it was reachable only by members with the audit permission. A member who wants to know who changed an issue must know which of the two pages answers the question. **Proposed solution** Keep one sidebar item, "Activity", and build it on the rich feed. Add a scope toggle: "All activity" reads every actor kind, and "Agent actions" keeps the earlier audit behavior. Put the scope in the `mode` query parameter so a person can link to it. Show the responsible-user filter and the CSV export only to callers that the server answers at the privileged tier. Redirect the earlier audit paths to the merged page with the agent scope preset, so old links continue to work. Delete the plain list page. **Alternatives considered** Keeping both pages and adding filters to the plain list. That duplicates the feed logic and keeps the "which page?" problem. Deleting the audit page instead was also rejected, because the audit feed has the pagination, filters, and export that the plain list does not. **Roadmap alignment** The roadmap marks the activity log and action attribution as shipped. This change improves that shipped capability. It does not add a new subsystem. ## What Changed - Added a scope toggle to `AuditFeed`. "All activity" requests `actorScope=all`, and "Agent actions" keeps the earlier agent-only request. Cursor pagination works in both scopes. - Stored the scope in the `mode` query parameter, so a person can bookmark or share a scope. - Made the page chrome permission-aware. The toggle, the responsible-user filter, and the CSV export appear only when the server answers at the privileged tier. A basic member sees the shared feed and no upsell wall. - Replaced the sidebar "Audit" item. The sidebar now has one "Activity" item. - Redirected `/:company/audit` and the unprefixed `/audit` to `/:company/activity?mode=agents`. - Deleted the earlier `ui/src/pages/Activity.tsx` list page and the `CompanyAudit` page wrapper. Added `CompanyActivity` as the single route target. - Fixed the actor label for stripped rows. The basic tier removes the agent id but keeps the actor kind, so every agent row rendered as "System". Rows now fall back to the actor kind: "Agent", "User", "Plugin", or "System". - Widened the responsible-user filter control, which truncated its own label. - Resolved agent names on the basic tier. The basic tier removes the privileged `agentId` but keeps the acting principal `actorId`, and the company agent directory this page already reads is authorization-filtered. The feed therefore resolves an agent actor from `agentId` first and from an agent-typed `actorId` second. Hiding the name only in the UI gave no confidentiality benefit, because any reader could join the retained id against the readable directory. Agents that the directory filters out still fall back to the generic kind label. No server payload or permission was widened. - Fixed a stuck state in the access-downgrade recovery. A downgrade between cursor requests leaves full-tier and basic-tier pages in one cache, which starts a single recovery refetch. If that refetch did not clear the mix, the cached pages kept the condition true, the "Refreshing audit access…" banner rendered permanently, and it hid the error state together with its "Try again" button. The banner is now tied to an outstanding attempt. The refetch effect also depended on the whole query object, which changes identity every render, so it repeated the request on each render; the attempt is now tracked in state and runs once per downgrade. - Kept the agent detail "Audit" tab unchanged. That tab passes a locked agent id, which keeps the earlier privileged scope and hides the toggle. The `GET /companies/:id/activity` endpoint stays. The dashboard still reads it. This pull request does not change that endpoint. ## Verification - `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx ui/src/App.activity-routing.test.tsx ui/src/lib/company-routes.test.ts ui/src/components/Sidebar.test.tsx server/src/__tests__/activity-routes.test.ts server/src/__tests__/agent-action-audit-routes.test.ts` — all tests pass. - New `ui/src/App.activity-routing.test.tsx` drives the real route table. It asserts that the company activity path resolves, and that both the company audit path and the unprefixed audit path reach the activity path with the agent scope preset. - New `AuditFeed` tests cover the scope toggle, the basic tier without privileged chrome, the locked-agent case, the actor-kind fallback label, basic-tier name resolution, and both downgrade-recovery paths (the refetch errors, and the refetch returns a still-mixed pair). - Mutation-checked the three new guards: disabling each one fails the test that covers it, so none of them pass vacuously. - `pnpm -r typecheck` is clean. Both design token gates are clean. - Rendered every state in a browser at 1440x900 and at 390x844: both scopes, the basic member view, the loading state, the error state, the filtered-empty state, and the true-empty state. A designer reviewed the renders and approved them. ## Risks - The default company page now reads the all-actors scope, which returns more rows than the earlier agent-only query. Cursor pagination and the existing page limit bound each request. - The page is now visible to every company member. The server decides what each member sees. The UI only hides controls that the caller cannot use. Refs #10831 for the server rules and tests. - The basic tier now shows agent names that the previous revision withheld. The name was already recoverable from the retained `actorId` through the readable agent directory, so this closes an inconsistency rather than widening access. A security reviewer chose this outcome over stripping `actorId`. - Old audit links now redirect. The redirect keeps the agent scope, so a person who bookmarked the audit page sees the same rows. - Low migration risk. There is no database change. > The roadmap marks activity log and action attribution as shipped. This change improves that existing capability. ## Model Used Claude Opus 5 (`claude-opus-5`, 1M context) with extended thinking and tool use, run through Claude Code. ## 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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com> |
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DottaandPaperclip
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5858ccb981 |
feat: make in-app features cloud-aware (#10850)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators use the same board application in self-hosted and Paperclip Cloud deployments. > - A Cloud tenant contains one company, so an in-app company switch does not change the active Cloud stack. > - Cloud operators need the sidebar and company surfaces to use the signed-in user's stack portfolio. > - The server must derive Cloud identity and links from trusted instance context instead of client input. > - This pull request adds canonical Cloud context, a trusted stack portfolio proxy, and Cloud-aware navigation. > - The benefit is consistent stack switching on Cloud while self-hosted company behavior stays unchanged. ## Linked Issues or Issue Description **Subsystem affected** Cross-cutting: server REST routes and the React board UI. **Problem or motivation** A Cloud-managed instance contains one company. The existing company switcher could only switch records inside that tenant. It could not move the operator to another Cloud stack. The existing header also gave long organization names too little width. **Proposed solution** Expose a canonical public Cloud context in health data. Add a trusted server proxy for the current user's stack portfolio. Use that data in the board UI to switch stacks with top-level navigation. Keep the existing company behavior on self-hosted instances. Move search into the navigation and keep long organization names inside the sidebar panel. **Alternatives considered** An in-app `/stacks` route was rejected because Cloud tenant hosts reserve that path and stack selection must wake or authenticate another tenant. Client-supplied user identity was rejected because the server can derive the trusted Cloud actor. **Roadmap alignment** This change advances the Cloud deployments milestone. It keeps the product local-first and Cloud-ready without changing the self-hosted mental model. ## What Changed - Added canonical Cloud instance context and public health metadata. - Added a Cloud-only stack portfolio proxy with trusted actor forwarding and per-user caching. - Prevented normal company creation on Cloud-managed instances. - Switched the sidebar and Companies page from company actions to stack actions on Cloud. - Added full-page stack navigation and Cloud create-stack links. - Moved search into the sidebar navigation so the organization name keeps more width. - Added truncation and hover recovery for long organization and stack names. - Added server and UI regression coverage for Cloud and self-hosted behavior. - Updated the implementation specification for the Cloud contracts. ## Verification - `node scripts/check-token-gates.mjs` passed. All three token gates are clean. - `pnpm --dir server exec vitest run src/__tests__/health.test.ts src/__tests__/cloud-instance.test.ts src/__tests__/cloud-routes.test.ts src/__tests__/company-cloud-floor.test.ts src/__tests__/company-portability-routes.test.ts` passed: 5 files and 66 tests. - `pnpm --dir ui exec vitest run src/components/SidebarCompanyMenu.test.tsx` passed: 1 file and 11 tests. - Pre-PR QA report `7da87ca7` passed all 8 acceptance criteria with real HTTP route factories and real Chromium screenshots in Cloud and self-hosted modes. - Security reviews passed for the canonical Cloud context and stack portfolio proxy. ## Risks - Cloud stack switching depends on the configured Cloud application and tenant portfolio URLs. - The new health `cloud` block is public by design, but it contains only canonical public instance metadata. - The stack proxy fails closed on self-hosted instances and derives the user identity from the trusted actor. - Self-hosted navigation and company creation retain their existing paths and behavior. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, model `gpt-5`. The run used reasoning, repository tools, shell execution, and GitHub integration. The deployment did not expose its context-window size. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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71231dfa38 |
feat(audit): agent audit UI — company page + per-agent tab (#9744)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need an audit record of agent actions across tasks, comments, documents, approvals, and runs > - The permission-gated audit read API provides that record, but operators cannot inspect it in the product > - A readable UI must preserve company boundaries, server-side permission decisions, and redaction > - Audit exports must also be safe to open in spreadsheet software and must record the export itself > - This pull request adds company and per-agent audit views plus a guarded CSV export > - The benefit is a searchable, filterable, and reviewable agent action history with direct links back to work ## Linked Issues or Issue Description **Feature.** This change adds the frontend and CSV export for the agent action audit log. Refs #9731 and #9735. - Problem: agent actions are recorded, but operators have no readable product surface to inspect or export them. - Solution: add a company audit page and a per-agent Audit tab that use the permission-gated audit API. - Alternative: build a separate plugin-only surface. This was rejected because the existing permission model already supports a unified, server-authoritative view. This pull request targets the audit epic branch, which contains the merged #9735 audit API. ## What Changed - Added a company Audit page and sidebar entry. - Added a per-agent Audit tab with a fixed agent filter. - Added filters for agent, responsible user, action domain, entity type, and date range. - Added task and run links, responsible-user context, cursor pagination, and readable action text. - Added a permission-denied Enterprise card for callers without `audit:view_agent_actions`. - Added a CSV export that is permission-gated, capped, self-audited, CSV-escaped, and protected against spreadsheet formula injection. - Preserved the merged audit API cursor validation, redaction, and sub-millisecond pagination behavior. ## Verification - `pnpm exec vitest run ui/src/pages/audit/AuditFeed.test.tsx` — 6 passed. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/agent-action-audit-routes.test.ts` — 8 passed with embedded PostgreSQL. - `pnpm -r typecheck` — passed across all workspaces. - `pnpm build` — passed across all workspaces. - `pnpm test:run` — all completed shards passed except one environment-sensitive CLI assertion caused by injected static AWS credential variables; the exact test passes 8/8 with those variables unset. - Manual Chromium QA exercised the populated feed, active filters, permission-denied card, per-agent tab, and CSV export. ## Screenshots and Manual QA - [All audit states exercised in Chromium](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998997001) - [Detailed browser report and per-agent tab root cause](https://github.com/paperclipai/paperclip/pull/9744#issuecomment-4998771061) The per-agent redirect defect found during QA is fixed in this branch. ## Risks Low to moderate risk. The UI and export route are additive and use the existing company-scoped permission gate. The main risks are large exports and spreadsheet interpretation. The export is capped at 10,000 rows, records truncation accurately, and prefixes formula-like cells as text. There are no schema changes or migrations. > 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 - Anthropic Claude Opus 4.8, 1M context, extended thinking, tool use, and code execution produced the original implementation. - OpenAI Codex, GPT-5 (deployment ID and context window not exposed), reasoning, tool use, code execution, browser-test orchestration, and GitHub review tooling repaired and verified the pull request. ## 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) - [ ] 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> Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> |
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7e40ed8c43 |
feat(status-cards): add experimental status card update view (#10101)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI-agent companies. > - Operators need a board-level way to monitor a changing slice of company work without repeatedly rebuilding filters or reading raw task threads. > - Existing summaries are useful snapshots, but they do not provide a dedicated query-backed card with refresh policy, change tracking, update history, and per-update cost visibility. > - The capability needs to be safe to evaluate before it becomes part of the default product surface. > - This pull request adds end-to-end experimental Status Cards, from schema and query compilation through update orchestration and operator UI. > - The entire feature is gated behind the `enableStatusCards` experimental toggle, including its route and sidebar entry. > - The benefit is a governed, inspectable way to keep focused operational rollups current while preserving explicit controls over refresh frequency and spend. ## Linked Issues or Issue Description ### Subsystem affected Cross-cutting (`packages/db`, `packages/shared`, `server/`, `ui/`, and bundled skills/docs). ### Problem or motivation Operators cannot currently define a reusable natural-language view of company work, compile it into an inspectable query, and keep its summary current as matching issues change. Rebuilding filters and rereading task threads makes board-level monitoring repetitive and hides the relationship between source changes, refresh cost, and the resulting summary. ### Proposed solution Add experimental Status Cards that compile operator intent into a query, summarize matched work, record each update, expose manual/interval/reactive refresh policies and costs, and preserve the last good result across stale, updating, paused, and error states. The capability is off by default and fully gated behind `enableStatusCards`, including its route and navigation entry. ### Alternatives considered - Extend existing one-off summaries: rejected because status cards require persistent query provenance, refresh policy, update history, and card-specific cost controls. - Add a dashboard-only filter widget: rejected because it would not provide governed background refresh, an update ledger, or an inspectable compile pipeline. - Ship the surface by default: rejected in favor of an experimental toggle while behavior and operator value are evaluated. ### Roadmap alignment This advances Paperclip’s board-level execution visibility and output-first product goals. `ROADMAP.md` was checked and no duplicate status-card initiative was found. ### Additional context No related open PR was found in the public GitHub search for status cards. The PR-only design wireframes were removed from the repository after review; the published prototype remains external to the production source tree. ## What Changed - Added company-scoped status-card schema, CRUD APIs, compile provenance, update ledger, shared contracts, validators, and OpenAPI coverage. - Added the text-to-query compile pipeline, bundled `status-card-query` agent skill, query versioning, and authorized write-back flow. - Added the experimental board, create flow, lifecycle tiles, detail/settings/debug drawers, archived view, routing, navigation, and instance setting. - Added a change-gated update engine with manual, interval, and reactive refresh policies, trigger selection, active hours, and daily token caps. - Added per-update token/cost recording, today and lifetime rollups, and policy-derived cost previews. - Added operator documentation and agent-authoring hardening for compile and update behavior. - Added PR-prep integration coverage for settings/startup wiring and replaced raw UI values with design-system tokens. - Removed the PR-only `design/pap-15023-status-cards` wireframe artifacts so the repository contains only production feature assets. ## Verification - `pnpm -r typecheck` — passes on the PR head; includes `ui` `tsc -b` passing. The UI compile gate was also independently recorded as passing at `6d7f3cf96b` on July 23, 2026. - `pnpm build` — passes. - `pnpm check:token-gates` — passes with all three gates clean. - `pnpm test:run` — 2,880 tests passed and 1 skipped; the sole failure was an unrelated 10-second `afterAll` database-cleanup timeout in `execution-workspaces-service.test.ts`. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/execution-workspaces-service.test.ts` — passes on immediate focused rerun (25/25). - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/instance-settings-service.test.ts src/__tests__/server-startup-feedback-export.test.ts` — passes (31/31). - `pnpm --filter @paperclipai/ui exec vitest run src/pages/StatusCards/StatusCardSettingsForm.test.tsx src/pages/StatusCards/StatusCardTile.test.tsx src/pages/StatusCards/format.test.ts src/lib/status-card-state.test.ts` — passes (26/26). - Recorded pre-PR QA: compile-pipeline e2e PASS; full lifecycle and cost QA PASS; security re-review PASS after write-back hardening; UX approved. - `pnpm exec vitest run packages/db/src/status-card-migrations.test.ts` — passes; reapplies migrations `0185`–`0189` against an already-migrated embedded Postgres database. - `pnpm --filter /db check:migrations` — passes migration numbering and safety checks. - `pnpm --filter /db typecheck` — passes. - Merged current `origin/master` on July 24, 2026 with no conflicts; migrations `0185`–`0189` remain unclaimed on master. ## Risks - The feature introduces five database migrations and a new background update path; all new DDL is repeat-safe after partial application, migration numbering/safety checks pass, and update execution is company-scoped and change-gated. - Natural-language compilation can produce invalid or overly broad queries; compile provenance, query validation, debug visibility, and version history make failures inspectable and recoverable. - Reactive or interval refresh could increase spend; active hours, max refresh frequency, daily token caps, per-update cost records, and budget-paused states bound and expose that risk. - The branch name contains an internal execution identifier because it is a fixed handoff branch; it was intentionally not renamed or rebased per the release handoff instructions. - Overall rollout risk is limited because the route, navigation, services, and UI are disabled by default behind `enableStatusCards`. > 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 using GPT-5.5 with reasoning, repository tool use, shell execution, GitHub CLI, and test/build execution. The runtime did not expose a 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; the fixed execution-workspace identifier is documented as an authorized handoff exception - [x] I have run tests locally and they pass, with the one cleanup timeout passing on focused rerun - [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 Fable 5 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
Dotta
|
8b04147ca4 |
perf(ui): stop polling the event-sourced company live-runs list (#9701)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Its web UI keeps live views fresh with a live-events websocket plus React Query, and #9627 began replacing polling with event-sourcing (pushing data into the cache) > - After the churn fixes (#9624) and #9627 shipped, a long-lived tab's memory footprint was still climbing, so I re-profiled with the Chrome DevTools MCP > - The dominant remaining churn is React Query re-arming a polled query's `refetchInterval` timer on **every** observer notification — and our live-event handlers `setQueryData(liveRuns(companyId))` on nearly every event, so each pushed update re-arms every `liveRuns` observer's timer (the sidebar is always mounted) > - #9627 event-sourced the live-runs data but left the now-redundant `refetchInterval` in place, so we did half the fix — the poll is pure waste and the thing re-arming timers > - This pull request removes `refetchInterval` from the event-sourced company live-runs queries so the frequent cache writes have no timer to re-arm > - The benefit is that the steady-state timer churn on the most-observed resource collapses, so the off-heap footprint stops climbing ## Linked Issues or Issue Description No public GitHub issue exists; describing inline per CONTRIBUTING.md → "Link Issues or Describe Them In-PR", following the bug report template. Continues #9569 / #9624 / #9627. **What happened?** With the earlier fixes deployed, a browser tab left open on the app kept growing its memory footprint. MCP profiling showed ~100+ `setInterval` create/clear cycles per 5s on an aged tab (vs ~16 fresh), all from React Query's refetch-interval timers being re-armed on every `setQueryData` to the frequently-written `liveRuns(companyId)` query. **Expected behavior** A resource whose data is pushed (event-sourced) should not also poll; cache writes should not repeatedly re-arm interval timers. Idle tabs should hold a bounded footprint. **Steps to reproduce** Open a tab with agents streaming, leave it open, and instrument `setInterval`/`clearInterval`: the churn rate climbs and traces to `QueryObserver.updateTimers` (`refetchInterval`) for `liveRuns`, re-armed by every live-event cache write. **Paperclip version or commit** Branch `perf/drop-live-runs-refetch-interval`, off `master` (after #9627). **Deployment mode** Local dev (`pnpm dev`), web UI. Core UI live-updates plumbing; not adapter-specific. ## What Changed - Set `refetchInterval: false` on every site that polls the **plain** `queryKeys.liveRuns(companyId)` query (event-sourced by #9627): `Sidebar`, `SidebarAgents`, `Issues`, `Inbox`, `IssueDetail` (companyLiveRuns), `ProjectDetail` (×2), `Routines`, `ExecutionWorkspaceDetail`, `bridge-init`. - Removed the now-unused `useVisibilityRefetchInterval` interval vars/imports in `Issues`, `Inbox`, `IssueDetail`. - **Left variant-key sites polling on purpose** — `Agents` page (`[...liveRuns, "agents-page"]`) and `ActiveAgentsPanel` (`[...liveRuns, scope, …]`) are NOT event-sourced by #9627 (different exact cache key), so dropping their poll would make them stale. Those are a later phase. - Freshness for the converted queries now comes from event-sourcing (#9627) + its reconnect reconcile; the initial mount fetch and cross-tab publish (`usePublishSharedQueryData`) still happen. ## Verification - MCP profiling identified the churn: the single churning callback is React Query's `refetchInterval` timer, re-armed by `setQueryData(liveRuns)` on live events. - `vitest`: all affected suites pass (`Sidebar`, `SidebarAgents`, `Issues`, `Inbox`, `IssueDetail`, `ProjectDetail`, `Routines`, `ExecutionWorkspaceDetail`, `LiveUpdatesProvider`) — 153 tests. - Updated two `SidebarAgents` linger-window tests: they advanced fake timers to the *exact* linger-expiry boundary and had relied on poll-induced re-renders to flush. The linger self-schedules its own `setTimeout`, so the tests now cross the boundary with a small margin + an explicit flush (no product change). - `tsc -b` clean. - End-to-end footprint reduction should be re-measured against a rebuilt bundle with the same instrumentation. ## Risks Low, client-only. - `liveRuns(companyId)` freshness now depends entirely on event-sourcing + reconnect reconcile (both from #9627). If an event path is missed, the reconnect handler refetches once; durable replay is a planned later phase. - Variant-key run lists (Agents page, ActiveAgentsPanel) are unchanged and still poll, so they don't regress. - Issue-scoped run queries (`issues.liveRuns/activeRun/runs`) are **not** touched here — they aren't event-sourced yet and are a separate phase. ## Model Used - **Provider:** Anthropic, via the Claude Code CLI. - **Model:** Claude Opus 4.8 (`claude-opus-4-8`). - **Reasoning mode:** Extended thinking enabled. - **Capabilities used:** tool use (shell, file editing), and the Chrome DevTools MCP to re-profile the live instance and pinpoint the `refetchInterval` timer churn. ## 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 (a perf/plumbing change) - [x] I have searched GitHub for duplicate or related PRs and linked them above (continues #9627; no duplicates) - [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 considered and documented any risks above - [ ] I have updated relevant documentation to reflect my changes (N/A — no user-facing docs; rationale documented inline) - [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) |
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DottaandPaperclip
|
f712cedbc2 |
feat(mcp) [split 7/8]: activate Apps and gateway UI (#9562)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Governed MCP access spans contracts, runtime enforcement, adapters, UI surfaces, and operator verification > - The parity reference PR #9534 is too large for effective automated or human review > - The feature therefore needs a linear stack whose individual diffs stay below the 100-file review limit > - This pull request is split 7/8 and focuses on Apps/Gateways UI and feature-flagged activation > - The benefit is a standalone, testable review boundary while preserving byte-for-byte parity at the top of the stack ## Linked Issues or Issue Description - Related parity reference: #9534 - Problem: The standalone UI foundation needs feature-flagged routes, navigation, app detail flows, gateways, Storybook scenarios, and QA configuration. - Proposed solution: Adds Apps/Gateways pages and components, navigation/route activation, remaining page integrations, Storybook stories, and QA Vite configuration. - Alternatives considered: keeping #9534 as one 403-file review, or rewriting the feature to manufacture seams; both were rejected in favor of path extraction plus compile-driven boundary moves. - Roadmap alignment: this advances the existing governed MCP/tool-access work already represented by #9534; it does not introduce a separate roadmap initiative. - Stack position: base branch is `pap10341-split/06-ui-tools-foundation`. - Merge policy: merge bottom-up, in order, only after the complete eight-PR stack has been reviewed and the top-of-stack parity gate remains empty. - Requested review: UXDesigner sanity pass on Apps/Gateways flows and flag-off behavior; Greptile on every PR. ## What Changed - Adds Apps/Gateways pages and components, navigation/route activation, remaining page integrations, Storybook stories, and QA Vite configuration. - Keeps this PR below 100 changed files and independently typecheckable. - Preserves the final tree from #9534 when combined with the other seven stack levels. ## Verification - `pnpm typecheck` - `pnpm check:token-gates` — all gates clean - Focused UI Vitest run with `NODE_ENV=test` — 17 files, 147 tests passed ## Risks - Navigation or flag regressions could expose incomplete experiences; activation remains controlled by existing experimental settings. - Stack risk: merging out of order can expose incomplete layers; mitigate by following the documented bottom-up merge policy. - Parity risk: later edits to an intermediate branch can drift from #9534; mitigate by re-running the empty top-of-stack diff before merge. > 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, exact model ID `gpt-5.4`; runtime-managed context window; medium reasoning with repository, shell, Git, GitHub CLI, and code-execution tools 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] Internal references are omitted except the execution-plan link explicitly required for this coordinated split stack - [x] My branch name describes the change 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 ## Stack Coordination - Internal execution plan: [PAP-13874](/PAP/issues/PAP-13874#document-plan) - Parity reference: #9534 - Stack: #9556 → #9557 → #9558 → #9559 → #9560 → #9561 → #9562 → #9563 - Merge bottom-up only after full-stack review and an empty parity diff at #9563. ## UI Evidence QA captured these from the live Garden MCP split stack at 1440px and verified clean rendering:    --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
36ec79c196 |
feat: add attention queue and Decisions surface (#9380)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies, where operators need a reliable way to find and act on work awaiting their input. > - The attention and issue-thread interaction subsystems expose those decision points across server APIs and the board UI. > - The previous navigation and interaction presentation left these actions fragmented and did not offer a controlled rollout for the Decisions surface. > - This branch adds the attention feed, richer interaction cards, grouping, dismiss/snooze behavior, and a gated Decisions sidebar entry. > - It also keeps experimental settings and API contracts synchronized, with an idempotent migration for the new dismissal state. > - This pull request delivers the complete, tested attention/Decisions experience as one reviewable unit. ## Linked Issues or Issue Description - Adds an operator-focused attention queue and Decisions experience: grouped decision cards, semantic interaction actions, dismiss/snooze handling, resilient interaction states, and an experimental flag to control the Decisions navigation entry. ## Feature Context ### Problem or Motivation Operators currently have to hunt across approvals, interactions, failed runs, and budget alerts to find decisions that need their action. ### Proposed Solution Provide a gated Decisions attention queue that groups actionable items, supports direct resolution, and preserves operator control through dismiss and snooze actions. ### Alternatives Considered Keep separate, source-specific views only; this leaves cross-cutting operator decisions fragmented and harder to prioritize. ### Roadmap Alignment This improves the V1 control-plane operator workflow by making pending governed actions discoverable in one company-scoped surface. ## What Changed - Added server attention-feed services, routes, interaction handling, dismiss/snooze support, and an idempotent `0145` inbox-dismissal migration. - Added shared attention, inbox-dismissal, and experimental-settings contracts. - Added Decisions/attention UI, interaction-card states, sidebar badge/navigation integration, grouping, keyboard support, and Storybook coverage. - Added tests for attention behavior, thread interactions, settings normalization, dismissals, and API behavior. - Removed generated screenshots from the final PR diff and rebased the branch onto current `master`. ## Verification - `pnpm check:token-gates` — passed. - `pnpm exec vitest run packages/shared/src/issue-thread-interactions.test.ts server/src/__tests__/attention-service.test.ts server/src/__tests__/inbox-dismissals.test.ts server/src/__tests__/issue-thread-interactions-service.test.ts server/src/__tests__/issue-thread-interaction-routes.test.ts ui/src/lib/attention.test.ts ui/src/components/AttentionQueueRow.test.tsx ui/src/components/IssueThreadInteractionCard.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx` — passed: 158 tests across 9 focused files. - GitHub Actions for `ad636f560`: build and typecheck/release-registry have passed; remaining general-server and Greptile checks are in progress. ## Risks - Moderate: this is a cross-layer attention/interaction feature with a new migration and navigation behavior. - The `enableDecisions` experimental setting defaults to off, limiting rollout impact. - Existing dismissal data is backfilled to `dismiss`; the migration is idempotent and uses guarded constraint creation. > ROADMAP.md was checked; no duplicate planned core feature was identified. Related open pull requests were searched before opening this PR. ## Model Used - OpenAI GPT-5.5 via Codex CLI, with tool use and local code execution. Context-window size unavailable in this environment. ## 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 public PR branch name describes the change and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally; focused tests pass and the remaining unrelated AWS test failure is 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 - [ ] 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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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5c85ae64a0 |
Cases: experimental first-class case object (#9198)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board currently uses issues for execution, but longer-lived content work needs a separate object that can survive beyond a single task thread. > - The Cases subsystem adds an experimental, company-scoped record for content artifacts and their supporting metadata. > - The backend needs durable storage, API routes, revision history, issue linkage, and company-boundary enforcement before the UI can depend on Cases. > - The UI needs an opt-in navigation surface, list/detail views, reference chips, and issue-page context so operators can inspect Cases without making them the default workflow. > - The agent-facing skills need a contract for creating and updating Cases so automated content workflows can dogfood the feature. > - This pull request ships that experimental end-to-end path behind the `enableCases` flag. > - The benefit is a first-class place to collect content work, references, attachments, revisions, and related execution threads without polluting the core issue model. ## Linked Issues or Issue Description No public GitHub issue exists for this experimental feature. Feature request fields: ### Problem Content-oriented work such as release notes, announcements, docs, and campaigns can span many execution issues, which makes the final artifact hard to find and reason about after the execution thread moves on. ### Proposed solution Add an experimental Cases object that is company-scoped, linked to issues, queryable through the API, inspectable in the board UI, and writable by agent workflows through documented conventions. ### Alternatives considered Continue encoding content artifacts directly in issues or documents only. That keeps the data model smaller, but it does not give operators a stable artifact-centric view or a clean way to link related execution history. ### Roadmap alignment Checked `ROADMAP.md`; this PR does not duplicate an existing planned core roadmap item. ## What Changed - Added the `cases` data model, migration, schema exports, and experimental `enableCases` instance setting. - Added company-scoped Cases API routes for list/detail/update, issue links, revisions, children, activity events, annotations, attachments, and idempotent agent-oriented upserts. - Scoped case and issue lookup helpers before access checks so inaccessible cross-company identifiers resolve as not found rather than leaking existence. - Fixed case PATCH timestamp handling so non-status updates cannot overwrite `completedAt` from a stale pre-transaction row snapshot. - Moved Cases list type/status/project filters into the server request before the server-side limit is applied, including multi-select filters and no-project filtering. - Added backend route coverage for creation, updates, idempotency, issue linking, attribution, company-boundary enforcement, OpenAPI registration, list filtering, timestamp patch behavior, and inaccessible lookup regressions. - Added the experimental Cases UI surface: sidebar entry, gated routes, list filters/grouping, detail overview, activity, revisions, children, attachments, and issue-page case rail. - Added case reference rendering and company-prefixed case href generation so case links resolve directly inside the active company route. - Added Paperclip skill documentation for agent workflows that create or update Cases. - Wired release-content skills to emit Cases for dogfooding. - Rebased onto current `master` and renumbered the Cases migrations to `0143`/`0144` after the latest upstream migration sequence. ## Verification - Current PR head: `ecc13be0d`. - Rebased on current `master` (`606aa4f266`) and pushed to the existing PR branch. - `git diff --check origin/master...HEAD` — passed before the first update push; subsequent committed diffs were also checked with `git diff --check` before commit. - Guardrails checked: no `pnpm-lock.yaml` changes, no `.github/workflows` changes, and changed-file count is below the Greptile 100-file limit. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/cases-routes.test.ts src/__tests__/instance-settings-service.test.ts src/__tests__/openapi-routes.test.ts` — passed, 3 files / 26 tests before review-fix commits. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/cases-routes.test.ts` — passed after each server-side Greptile fix, latest 1 file / 15 tests. - `pnpm --filter @paperclipai/server typecheck` — passed after the timestamp and lookup fixes. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Cases.test.tsx src/pages/CaseDetail.test.tsx src/pages/CompanySkills.test.tsx src/App.cases-routing.test.tsx` — passed, 4 files / 30 tests before review-fix commits. - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Cases.test.tsx` — passed after the list-filter fix, 1 file / 12 tests. - `pnpm --filter @paperclipai/ui typecheck` — passed after the list-filter fix. - `pnpm check:token-gates` — passed after UI changes. - Remote PR checks on head `ecc13be0d` are green: Paperclip CI, build, typecheck, test matrix, e2e, Canary Dry Run, policy, commit review, Superagent Security Scan, Socket, Snyk, and Greptile passed; Storybook visual regression is skipped and security-review is neutral. - Greptile Review: 5/5 confidence, zero unresolved Greptile threads. ## Risks - Medium feature risk because this introduces a new experimental domain object across database, server, shared contracts, skills, and UI. - The feature is gated behind `enableCases`, which limits default operator exposure while the model is exercised. - Case links now prefer company-prefixed hrefs; the unprefixed redirect remains for externally entered URLs. - Cases list filtering now sends multi-select filters to the server before limiting; the UI still applies the same local filters as a second pass for ancestor/context rows. - Migrations were renumbered on top of current master; the SQL uses guarded `IF NOT EXISTS` / `ADD COLUMN IF NOT EXISTS` patterns where relevant for safer replay. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex in the Paperclip local coding environment was used for this PR curation, rebase verification, review-fix implementation, push, and PR description update. The runtime exposes tool use and shell execution; context-window size is not exposed by this Paperclip adapter. Several implementation commits also include AI co-author trailers recorded in git history. ## 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 searched the GitHub PR list for similar PRs and confirmed this is not a duplicate - [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) - [ ] 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> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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DottaandPaperclip
|
176645187c |
Fix request storm polling and issue-list coalescing (#9190)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The board UI keeps issue, agent, activity, and run state fresh through polling across several pages and sidebar surfaces > - When multiple components or browser tabs poll the same company data at the same time, the API can receive bursts of duplicate issue-list requests > - Those duplicate requests increase database and server load without returning meaningfully different data > - This pull request adds server-side compression/coalescing plus client-side visibility-aware and cross-tab shared polling > - The benefit is lower request volume during normal board usage while preserving fresh UI data for active users ## Linked Issues or Issue Description No exact public GitHub issue was found for this request. Problem: - The board can issue redundant polling requests for the same issue-list data from multiple UI surfaces and tabs. - In busy operator sessions, those bursts can trigger request-storm behavior and unnecessary issue-list load. - Expected behavior is to reuse identical in-flight work server-side and reduce hidden-tab or duplicate-tab polling client-side while preserving normal refresh behavior. Related public context found during duplicate search: - #8206 covers a different board UI 404-storm scope. - #5165 covers separate issue-list behavior around page-size truncation. ## What Changed - Added API compression middleware foundation and a company/created-at index for heartbeat run access. - Added server-side issue-list request storm detection and identical in-flight request coalescing. - Added UI fetch metadata, visibility-aware polling, and request deduplication for issue/activity/client calls. - Added cross-tab shared polling primitives and wired them into the sidebar, inbox, dashboard, issue, project, routine, and agent surfaces. - Resolved the latest `master` migration collision by keeping upstream `0140_built_in_managed_resources.sql` and renumbering this branch's heartbeat-run index migration to `0141_heartbeat_runs_company_created_at_index.sql`; the SQL uses `CREATE INDEX IF NOT EXISTS` for idempotency. - Stabilized server heartbeat cleanup tests exposed by the PR check matrix. - Fixed the Greptile compression follow-up by weakening strong ETags on encoded JSON responses and bypassing compression for streamed/download responses. ## Verification - `pnpm exec vitest run ui/src/components/IssuesList.test.tsx ui/src/pages/Inbox.test.tsx` — passed after resolving the latest `master` conflict in `IssuesList.tsx` and updating the 200-result cap expectations. - `pnpm check:token-gates` — passed after the UI conflict resolution. - `jq -e '.entries | length as $n | (map(.idx) | unique | length == $n) and (map(.tag) | unique | length == $n)' packages/db/src/migrations/meta/_journal.json` — passed after renumbering the migration to `0141`. - `pnpm exec vitest run server/src/__tests__/api-compression.test.ts` - passed after the compression follow-up. - `pnpm exec vitest run server/src/__tests__/issue-list-assignee-filter-routes.test.ts` - passed after the compression follow-up. - `pnpm --filter @paperclipai/server typecheck` - passed after the compression follow-up. - Greptile Review for head `8dbddac41ec273fda404100b4981ddb912fad57b` - passed after the latest conflict/migration fix; all Greptile review threads are resolved. - `pnpm exec vitest run server/src/__tests__/api-compression.test.ts server/src/__tests__/issue-list-assignee-filter-routes.test.ts ui/src/api/client.test.ts ui/src/api/issues.test.ts ui/src/lib/polling.test.ts ui/src/lib/cross-tab-poll.test.ts ui/src/pages/Inbox.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/lib/issueDetailCache.test.ts` — passed. - `pnpm exec vitest run ui/src/api/client.test.ts` — passed. - `pnpm exec vitest run ui/src/pages/Inbox.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/lib/issueDetailCache.test.ts` — passed. - `pnpm exec vitest run server/src/__tests__/heartbeat-worktree-suppression.test.ts` — passed. - `pnpm exec vitest run server/src/__tests__/low-trust-red-team-routes.test.ts` — passed. - `pnpm exec vitest run server/src/__tests__/heartbeat-workspace-finalize-branch.test.ts` — passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. - `pnpm --filter @paperclipai/server typecheck` — passed. - GitHub PR checks for head `8dbddac41ec273fda404100b4981ddb912fad57b`: all GitHub Actions/status checks passed; Greptile, Superagent, Socket, Snyk, build, typecheck/release registry, general tests, serialized server suites, e2e, canary dry run, policy, and commitperclip review are green; Storybook visual regression and security-review were skipped/neutral by policy. - Confirmed this branch does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Medium risk: issue-list coalescing changes request timing and cache semantics for a hot API path. - Medium risk: cross-tab polling uses browser coordination primitives, so older or unusual browser environments need fallback behavior to stay correct. - Low migration risk: the new index migration is ordered after current `master` and uses `CREATE INDEX IF NOT EXISTS`. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex coding agent, GPT-5-based model, tool-enabled with shell/git execution. Exact hosted deployment identifier and context-window size were not surfaced in the agent 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> |
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|
scotttongandClaude Fable 5
|
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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Dotta
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83f5f59842 |
[codex] Hide goals sidebar link behind experiment (#9189)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board sidebar is the primary navigation surface for operators scanning companies, projects, tasks, agents, and related control-plane tools. > - Goals still has a route and product surface, but keeping the top-level sidebar link always visible makes it part of the default navigation whether or not that surface is ready for every operator. > - Instance experimental settings already provide a controlled place to expose optional UI surfaces while they are being evaluated. > - This pull request adds a dedicated experimental setting for restoring the Goals sidebar link. > - The benefit is a quieter default sidebar with an explicit escape hatch for operators who still need the Goals entry point. ## Linked Issues or Issue Description No public GitHub issue exists for this internal task, so the feature request is described inline. **Subsystem affected** Cross-cutting: `ui/`, `server/`, and `packages/shared`. **Problem or motivation** The Goals route remains available, but the top-level Goals sidebar entry makes that surface part of the default operator navigation. While the goals surface is still being evaluated, operators need a quieter default sidebar without losing an escape hatch for teams that still rely on the link. **Proposed solution** Add a boolean instance experimental setting, `enableGoalsSidebarLink`, default it to `false`, and render the Goals sidebar link only when the setting is enabled. Expose the toggle in Instance Experimental Settings so operators can restore the link without changing routes or rebuilding the app. **Alternatives considered** - Remove the Goals route entirely: rejected because this task only asks to hide the sidebar entry point and preserve access for teams evaluating goals. - Keep the sidebar link always visible: rejected because it does not provide the requested quieter default navigation. - Hard-code a local UI flag: rejected because instance experimental settings already provide the expected operator-controlled pattern. **Roadmap alignment** Checked `ROADMAP.md`; no overlapping goals/sidebar/experimental roadmap entry was found. **Additional context** The `/goals` route is preserved. This PR only gates the sidebar navigation item. ## What Changed - Added `enableGoalsSidebarLink` to the shared instance experimental settings type and validator, defaulting to `false`. - Normalized the new setting in the server instance settings service. - Hid the Goals sidebar nav item unless the new setting is enabled. - Added a Goals Sidebar Link toggle to the Instance Experimental Settings page. - Updated shared, server, sidebar, and settings page tests for the new setting. ## Verification - `pnpm exec vitest run packages/shared/src/validators/instance.test.ts server/src/__tests__/instance-settings-service.test.ts server/src/__tests__/instance-settings-routes.test.ts ui/src/components/Sidebar.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx` - `git diff --check origin/master...HEAD` - `git merge-tree --write-tree HEAD origin/master` - Searched for duplicate/related PRs by title and `enableGoalsSidebarLink`; none found. - Checked `ROADMAP.md` for overlapping goals/sidebar/experimental entries; none found. ## Risks Low risk. The main behavior shift is that operators who depended on the sidebar Goals link need to enable the new experimental toggle. The `/goals` route itself is not removed. > 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 Paperclip CodexCoder session with repository tool access and command execution. Exact API model identifier and context window were not exposed by the Paperclip harness. ## 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 |
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c07e650cd7 |
feat(ui): single-source design tokens, visual regression suite, and theme retune (#9134)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Its UI is the operator's daily surface: task lists, boards, budgets, agent status — all built on shadcn components and Tailwind > - Visual values (colors, spacing, type sizes, radii) were hardcoded at ~1,600 call sites: the same "small gray label" was 9/10/11px depending on the file, charts disagreed with chips about status colors, two toggle-switch implementations coexisted in two greens, and there was no visual regression coverage > - This made the UI drift-prone and made any restyle a hundreds-of-files project, which discourages design iteration > - This pull request extracts visual values into a single token layer in `ui/src/index.css`, adds a Storybook visual regression suite backed by external immutable baseline archives, and then applies a deliberate retune reviewed change-by-change on screenshot diffs > - The benefit is that Paperclip's look becomes a config surface: retheming is a token edit reviewed as a snapshot diff, drift is blocked by a token gate, and future UI PRs can prove exactly what changed visually without committing hundreds of PNGs ## Linked Issues or Issue Description No existing public issue covers this work (searched "design tokens", "visual regression", "design system" across issues and PRs). Related in spirit: Refs #8982 (theming a hardcoded panel — a one-off instance of the same problem class this PR addresses systematically). **Problem (feature-request form):** UI visual values are hardcoded per call site with no source of truth and no regression coverage; consistency depends on reviewer memory, and restyling requires mass file edits. **Proposed solution (this PR):** a single token layer + enforcement gate + externally stored visual snapshot suite, then an intentional restyle on top of that foundation. ## What Changed - **Token extraction (zero visual change, machine-verified during development):** committed codemods (`scripts/codemod-*.mjs`) moved ~1,600 hardcoded color/type/spacing/radius/shadow/misc values into named tokens in a non-inline `:root` block of `ui/src/index.css`. - **Visual regression suite:** `pnpm test:storybook-visual` covers 255 stories × light/dark = 510 Playwright screenshots at `maxDiffPixels: 0`, plus new primitive-coverage stories and deterministic-render fixes. - **External visual baselines:** committed PNG snapshots were removed. `tests/storybook-visual/baseline-manifest.json` pins an immutable archive URL/hash/size/count, and `scripts/storybook-visual-baseline.mjs` handles `download`, `verify`, `pack`, and trusted maintainer `upload` flows. - **Opt-in visual CI artifacts:** added a `Storybook Visual` workflow that runs on manual dispatch or PRs labeled `storybook-visual`, downloads/verifies the baseline, runs Playwright, and uploads Playwright report/test-result artifacts for review. Normal PR runs do not mutate baseline objects. - **Token gate:** `pnpm check:token-gates` — zero hex literals, zero arbitrary bracket values, zero raw font-sizes in `ui/src/components/**` and `ui/src/pages/**`, with a documented inline allowlist for legitimate opt-outs. - **Theme retune (intentional, snapshot-reviewed):** new base theme values; radius ladder derived from a single `--radius` knob; micro-type cluster collapsed to a named ladder (`--text-nano/micro/compact` + Tailwind `text-xs`/`text-sm`); letter-spacing collapsed to named steps. - **One status-color vocabulary:** charts, quota/budget bar fills, RUNNING/live chips, and liveness indicators all use the canonical `--status-*` hues. Light-mode legibility fixes for red alert surfaces that used dark-tuned text classes. - **One switch:** `ToggleSwitch` restyled to the registry capsule form, second hand-rolled implementation removed, and all call sites unified. - **Docs:** `DESIGN.md` is the design contract; `doc/design/` holds audit reports, decision logs, and updated guidance for external baseline review/update workflows. - Dead code removed (`agentStatusBadge` duplicate map), byte-identical contrast constants consolidated, semantic renames (`--project-seed`/`--project-none`, `--liveness-blue`). ## Verification - `pnpm check:token-gates` — 3/3 gates CLEAN during the design-system run - `pnpm typecheck` && `pnpm --filter @paperclipai/ui build` — green during the design-system run - `node --test scripts/__tests__/storybook-visual-baseline.test.mjs` — pass after external-baseline rework - `pnpm exec tsc --noEmit --pretty false --module NodeNext --moduleResolution NodeNext --target ES2022 --types node,@playwright/test tests/storybook-visual/playwright.config.ts tests/storybook-visual/storybook-visual.spec.ts` — pass after external-baseline rework - `git diff --check origin/pr/9134..HEAD` — pass after external-baseline rework - `find tests/storybook-visual -type f -name '*.png' -print | wc -l` — `0` - `node scripts/storybook-visual-baseline.mjs verify` — intentionally fails closed until the first trusted maintainer publishes the baseline archive and updates `baseline-manifest.json` ## Risks - **Large but shallow:** the PR still touches many UI files due to mechanical token extraction and retune work, but committed PNG snapshot churn has been removed from the branch. - **Baseline publication required before the visual suite can pass in clean clones:** the manifest currently has placeholder archive metadata. A trusted maintainer must publish the first immutable archive, then update `baseline-manifest.json`. - **Rendering platform variance:** the external baseline should be captured in the documented Linux/Chromium environment. Future CI runs verify against the pinned archive and fail closed on checksum/count mismatch. - **Visual CI is opt-in while stabilizing:** add the `storybook-visual` label or dispatch the workflow manually to produce downloadable Playwright report/test-result artifacts. - **Scheduled follow-ups, deliberately out of scope:** Tailwind palette classes map to semantic tokens in a dedicated pass; card/pill component consolidation; ESLint ratchet. Tracked in `doc/design/DECISION-SHEET.md`. ## Model Used Claude Fable 5 (Anthropic, `claude-fable-5`, Mythos-class tier) with extended thinking, running in Claude Code with tool use; mechanical phases delegated to Claude Sonnet subagents. Follow-up external-baseline rework assisted by OpenAI Codex (`gpt-5` coding agent with repository, terminal, and GitHub tool use). All bulk rewrites executed via deterministic, idempotent scripts committed in `scripts/`; intentional visual changes were human-reviewed on screenshot contact sheets. ## 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 targeted local verification and documented the intentional baseline-publication failure 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 - [ ] All Paperclip CI gates are green *(pending new CI run after this rework)* - [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups *(pending review)* - [x] I will address all Greptile and reviewer comments before requesting merge 🤖 Generated with [Claude Code](https://claude.com/claude-code) and OpenAI Codex --------- Co-authored-by: Claude Fable 5 <noreply@anthropic.com> Co-authored-by: Dotta <bippadotta@protonmail.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
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903886bc79 |
[codex] Add starred resource sidebar controls (#9085)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI is the main daily navigation surface for agents, projects, and their related resources. > - Operators need a lightweight way to keep frequently used agents and projects close without changing company-wide ordering or ownership. > - Resource memberships already model per-user relationships to projects and agents, so they are the right place to store user-specific starred state. > - This pull request extends that membership contract with a starred timestamp and exposes star controls in list/detail views. > - The sidebar then uses those starred memberships to show compact, user-specific shortcuts. > - The benefit is faster navigation without introducing a separate favorites system or leaking preferences across users. ## Linked Issues or Issue Description No public GitHub issue exists. Feature request: ## Problem or motivation Users cannot pin frequently used agents or projects into the main sidebar. Returning to important resources requires scanning full project/agent lists or navigating through detail pages, which adds friction to repeated daily workflows. ## Proposed solution Store a per-user `starred_at` timestamp on agent and project memberships, expose API actions to set or clear that state, add star toggle controls to list/detail pages, and render starred projects and agents as compact sidebar shortcuts. ## Alternatives considered A separate favorites table would work, but it would duplicate membership scoping and require another resource relationship model. Keeping starred state on memberships preserves existing company/user boundaries and avoids a second source of truth. ## Roadmap alignment Checked `ROADMAP.md`; no overlapping planned core work for starred resource/sidebar navigation was found. ## Additional context The affected subsystems are `packages/db`, `packages/shared`, `server/`, and `ui/`. The migration is idempotent with `IF NOT EXISTS` guards so environments that saw an earlier local migration name can still apply the final ordered migration safely. ## What Changed - Added idempotent migration `0133_resource_membership_stars` for `starred_at` columns and lookup indexes on agent/project memberships. - Extended shared resource membership types and validators with starred metadata and actions. - Updated server resource membership services/routes to read and mutate starred resource state. - Added reusable star toggle UI and resource membership hook support for starred state. - Added starred projects and agents sidebar rendering, plus star controls on list and detail pages. - Added focused shared, server, and UI coverage for starred membership behavior and sidebar rendering. ## Verification - Rebased and force-with-lease pushed current PR head `a086fc965391c9e50a51b5b83b5b44a797b2a6f4` onto current `paperclipai/paperclip:master`; `gh pr view` reports `MERGEABLE` with no merge conflicts. GitHub checks are green for this fresh head. - `pnpm exec vitest run packages/shared/src/resource-memberships.test.ts server/src/__tests__/resource-memberships-routes.test.ts server/src/__tests__/workspace-runtime.test.ts ui/src/components/Sidebar.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/SidebarStarredProjects.test.tsx ui/src/components/StarToggle.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx` passed after the rebase: 8 files, 143 tests. - Greptile re-review is 5/5; the remaining screenshot thread was resolved as non-blocking because this task explicitly requested no screenshots/images in the PR. - `pnpm exec vitest run ui/src/components/SidebarStarredProjects.test.tsx` passed after the mobile pending-spinner fix. - `pnpm exec vitest run packages/shared/src/resource-memberships.test.ts server/src/__tests__/resource-memberships-routes.test.ts ui/src/components/Sidebar.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/SidebarStarredProjects.test.tsx ui/src/components/StarToggle.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx` passed: 7 files, 68 tests. - `pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` passed db/shared/server, then failed in pre-existing UI code outside this PR: `src/pages/CompanyEnvironments.tsx` missing `@xterm/*` type declarations and `previous` possibly null. - Checked that the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. - Checked `ROADMAP.md` and found no overlapping planned core work for starred resource/sidebar navigation. - Searched existing GitHub PRs for duplicate starred-resource/sidebar work and found none. ## Risks - Migration touches membership tables. The SQL uses `IF NOT EXISTS` for columns and indexes so environments that saw an earlier local migration name can still apply this safely. - Sidebar ordering and visibility changes could affect users who rely on the previous flat sidebar layout. - Starred state is per-user membership metadata; code paths must continue preserving company/user scoping around memberships. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 Codex, tool-enabled coding agent with shell/GitHub access. Context window not disclosed 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> |
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DottaandPaperclip
|
518fc71cec |
[codex] Add work timeline page (#8938)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI is where operators inspect company activity, agent work, and issue progress. > - Existing board views show individual issue and run details, but they do not give operators a compact time-based picture of work across agents. > - A work timeline helps operators scan when agents worked, how handoffs happened, and where overlapping work occurred. > - This pull request adds a company-scoped Work Timeline page backed by the existing API surface and renders the timeline as a custom SVG Gantt-style view. > - The benefit is faster operator understanding of multi-agent execution without opening each issue thread individually. ## Linked Issues or Issue Description No public GitHub issue exists for this change. Subsystem affected: - ui/ — React + Vite board UI Problem or motivation: - Operators can inspect individual issues and runs, but there is no compact time-based view of company work across agents. - This makes it harder to scan overlaps, handoffs, retries, and activity windows without opening many issue threads. Proposed solution: - Add a company-scoped Work Timeline page in the board UI. - Render agent and system run spans as a custom SVG Gantt-style chart with packed overlap lanes. - Show issue color identity, kickoff attribution, hover-revealed delegation connectors, retry styling, zoom controls, a sticky actor gutter, and a minimap brush. - Keep human activity lightweight by showing human kickoff chips without plotting standalone human event rows. Alternatives considered: - Add the same information to existing issue-list or run-list views. That would preserve simpler UI, but it would not show temporal overlap or handoff paths clearly. - Build this as a plugin-only surface. That keeps core smaller, but the board already has the company-scoped route, navigation, and API client patterns needed for this operator workflow. Roadmap alignment: - `ROADMAP.md` does not list an existing duplicate work-timeline milestone. This supports the broader operator visibility direction around artifacts, enforced outcomes, and higher-autonomy execution. Additional context: - Storybook includes `Pages/Work Timeline` stories for hour/day zoom and a human-activity sample so reviewers can inspect the component without a live backend. ## What Changed - Added the Work Timeline page, route, sidebar entry, API client, query key, and company-prefixed route helper coverage. - Added a pure timeline layout transform for row packing, issue colors, kickoff attribution, connector calculation, tick selection, and duration formatting. - Added the custom SVG timeline chart with sticky actor gutter, hover-revealed connectors, zoom controls, minimap brushing, visible-range feedback, and issue navigation. - Added Storybook coverage plus sample fixtures for the work timeline. - Added and corrected focused UI tests covering layout, chart behavior, routing, sidebar behavior, and collapsed-sidebar expectations. - Addressed Greptile feedback for kickoff fallback ordering, minimap range math, document drag listener cleanup, and stable default `now` handling. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/lib/timeline/layout.test.ts src/components/timeline/WorkTimelineChart.test.tsx src/pages/Timeline.test.tsx src/lib/company-routes.test.ts src/components/Sidebar.test.tsx src/components/RequestCollapsedSidebar.test.tsx` - `pnpm --filter @paperclipai/ui typecheck` - `git merge-tree $(git merge-base HEAD origin/master) HEAD origin/master | rg -n "<<<<<<<|changed in both|CONFLICT"` returned no conflicts. - Attempted Storybook screenshot capture with Playwright; Storybook ran locally, but Chromium could not launch in this container because native browser libraries such as `libatk-1.0.so.0` are unavailable and `npx playwright install-deps chromium` requires interactive sudo. ## Risks - Medium UI risk: this adds a substantial visual surface with custom SVG interaction logic, so browser-level review is still useful for responsive behavior and usability. - Low backend risk: this PR only adds a UI client/page around the existing timeline API contract and does not change database schema or server routes. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 via Codex coding agent, with repository file access, shell command execution, GitHub connector access, and focused test execution. Exact context-window details are 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: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
ec92728536 |
[codex] remove Work Timeline page from navigation (#8882)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The app shell exposes user-visible product surfaces through routes and the left navigation > - The Work Timeline frontend landed on `master` in related PR #8880 before the product surface was ready for general users > - The backend aggregation endpoint and shared DTOs can remain available for continued iteration without exposing the page in the main app > - This pull request removes the visible `/timeline` route, sidebar entry, page implementation, chart component, and Storybook fixtures > - The benefit is that users no longer see an unfinished Work Timeline page on `master`, while future work can continue from a preserved branch/workspace ## Linked Issues or Issue Description No public GitHub issue exists for this rollback request. Bug-style description: - **What happened:** A Work Timeline page was exposed in the app navigation before the surface was ready for users. - **Expected behavior:** Unready product work should not be visible from the default app shell on `master`. - **Steps to reproduce:** Open the app on current `master`; the sidebar includes a `Timeline` item that routes to `/timeline`. - **Paperclip version/commit:** `60f7fb422394c94618b8eef27ae032702004f544`. - **Deployment mode:** Local app / standard Paperclip app shell. - **Related public PR:** #8880. ## What Changed - Removed the `/timeline` route and `Timeline` page import from the app route table. - Removed the `Timeline` sidebar item and unused `GanttChartSquare` icon import. - Deleted the frontend Work Timeline API wrapper, chart component, layout helper, page, Storybook story, and sample fixtures. - Removed the now-unused `queryKeys.workTimeline` entry. - Left the backend timeline endpoint and shared DTOs intact so the data contract can continue to be developed off the preserved work. ## Verification - `pnpm --filter @paperclipai/ui typecheck` - Searched the frontend for stale `workTimeline`, `WorkTimeline`, `/timeline` route/sidebar, and `GanttChartSquare` references after deletion. ## Risks - Low runtime risk: this removes an app route and navigation entry for an unfinished surface. - Deep links to `/timeline` will now fall through to the app's existing not-found behavior. - The backend endpoint remains available; if the intent was to remove the API too, that should be handled in a separate, explicit PR. ## Model Used OpenAI Codex coding agent, GPT-5-based model, with shell/tool use for repository inspection, code editing, git, and GitHub CLI operations. ## 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 - [ ] I will address all Greptile and reviewer comments before requesting merge Co-authored-by: Paperclip <noreply@paperclip.ing> |
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60f7fb4223 |
PAP-12424 Work Timeline — Phase C: frontend Gantt page (Direction C) (#8880)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - Operators need to *see* how work actually flowed across their agents over time — who was invoked, what they worked on, and how work was delegated between them > - The dashboard shows point-in-time state but nothing reconstructs the temporal, cross-actor picture of heartbeat runs and delegations > - A read-only company work-timeline endpoint was landed first (server aggregation over runs/issues/activity); it had no frontend > - This pull request adds the Gantt-style **Work Timeline** page that renders that endpoint, plus the small additive server contract change it needs (shared DTOs + a task title on each span) > - The benefit is a single dense view — actor rows, concurrency lanes, delegation connectors, zoom and a mini-map — that makes agent activity legible without an N+1 fetch storm from the client ## Linked Issues or Issue Description No public GitHub issue. Problem, in-PR: - **Gap:** the company work-timeline aggregation endpoint has no UI. There is no way to visually inspect how heartbeat runs unfolded over time or how work was delegated between agents. - **Solution:** a dashboard-adjacent Gantt-style page at `/:companyPrefix/timeline`, linked from the sidebar's "Work" section, rendering runs as bars on per-actor rows with delegation connectors, kickoff chips, zoom, a lens filter, and a mini-map. - Built with React + custom inline SVG (no chart dependency; consistent with the existing Tailwind/Radix stack). ## What Changed - **Frontend Gantt page** (`ui/src/pages/Timeline.tsx`, `ui/src/components/timeline/WorkTimelineChart.tsx`): actor rows (agents/system only — humans never get a row), overlapping runs packed into concurrency sub-lanes, bars = heartbeat runs with a left colour tab for issue identity, truncated task title + timing/status on hover, click-through to the task. - **Human activity markers & human rows** for kickoff/delegation involving people, without giving humans their own run lane. - **Kickoff avatar chips** at each bar's leading edge; straight agent→agent delegation connectors (dashed for retries/changes-requested); in-progress runs extend to a dashed "now" line and fade out. - **Zoom** (hour/day/week, auto-fit), full-window **mini-map** with a draggable brush, **lens filter** (Everyone / per-user, server-side), and colour **by task / by status**. - **Pure layout/transform module** (`ui/src/lib/timeline/layout.ts`) — packing, kickoff derivation, connector resolution, scales — unit-tested in isolation. - **Server contract (additive):** moved the `WorkTimeline*` DTOs into `@paperclipai/shared` so the aggregation service and the UI consume one contract; added `issueTitle` to each span so the tooltip shows the task title with no N+1 client fetch. - Sidebar link, query keys, API client (`ui/src/api/workTimeline.ts`), and a Storybook story with fixtures. ## Verification - `pnpm --filter @paperclipai/shared build` ✅ - `pnpm --filter @paperclipai/server typecheck` ✅ · `pnpm --filter @paperclipai/ui typecheck` ✅ - `pnpm --filter @paperclipai/ui exec vitest run src/lib/timeline/layout.test.ts src/components/timeline/WorkTimelineChart.test.tsx` ✅ (15/15) - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/work-timeline-service.test.ts` ✅ (5/5) — the DTO move + `issueTitle` are additive; existing service tests use `objectContaining` and still pass. - Rendered `WorkTimelineChart` headless against a real slice of company activity via a Storybook story; manual browser QA of the live page passed on the feature branch. ## Risks - **Low risk.** The change is UI-only plus an additive server DTO refactor (types relocated to `@paperclipai/shared`, one new optional field). No schema/migration changes, no change to endpoint behaviour beyond the extra `issueTitle` field. The page is behind its own route and does not alter existing views. ## Model Used - Claude, Opus 4.8 (`claude-opus-4-8`), via Claude Code with extended thinking and tool use. ## 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 (only the merged endpoint PR #8875 is related; no duplicates) - [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 and contains no internal ticket id - [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 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> |
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DottaandPaperclip
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43b005b704 |
Add pipeline workflow primitives and operator UI (#7903)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The pipeline subsystem models repeatable work as items moving through stages, with agent automation, review gates, blockers, drift notices, and linked work. > - Operators need this to be usable as one coherent workflow surface, not just as backend primitives or disconnected route experiments. > - The branch now carries the pipeline data model, service/routes, CLI/tutorial path, aggregation feeds, operator UI, stage automation controls, liveness/retry handling, and follow-up polish that make the primitive reviewable end to end. > - This pull request is the single review target for that pipeline workflow primitive stack. > - The benefit is that reviewers can evaluate the full operator experience and server contract together against `master`. ## Linked Issues or Issue Description No public GitHub issue exists for this work. The underlying feature request is described inline. ### Problem or motivation Paperclip needs a first-class way to model multi-stage agent/company workflows where upstream items can spawn downstream work, request review, carry fields across pipelines, surface drift, retry automation, and show operators where work is blocked or active. Without a unified pipeline primitive, these workflows spread across ad hoc issues, routines, and comments, making the state hard to inspect or operate. ### Proposed solution Add the pipeline workflow primitive stack: database schema and migrations, shared validators/types, server services and REST routes, aggregation and liveness helpers, CLI/tutorial smoke support, and the React operator UI for pipeline lists, boards, item detail, review/learnings views, settings, stage automation, secrets, carry-over fields, and retry/recovery flows. ### Alternatives considered - Keep workflows as loosely linked issues and routines: rejected because operators need a single board/detail/settings surface for repeated workflow patterns. - Ship backend primitives first and defer UI: rejected for this branch because the operator experience is the main way to validate the primitive. - Add a narrower one-off content workflow: rejected because the same primitives are useful across future company processes. ## What Changed - Added and evolved pipeline schema, migrations, shared contracts, server services, REST routes, route tests, and CLI/tutorial smoke support. - Added pipeline aggregation, health/liveness, drift acknowledgment, blocker/carry-over, automation retry, stage automation environment, and permission recovery behavior. - Added the operator UI for pipeline index/board/item detail/settings/review/learnings flows, including stage secrets, automation controls, markdown/item descriptions, linked issue assets, liveness banners, and source automation metadata. - Refactored issue document frame rendering through the shared `DocumentFrameHeader` component to keep document controls consistent with the pipeline document surfaces. - Kept this PR as the single base-branch review target for the current pipeline branch. ## Verification Current branch refresh: - `pnpm vitest run server/src/__tests__/pipelines-service.test.ts` — 31 passed - `pnpm vitest run server/src/__tests__/pipelines-routes.test.ts` — 19 passed - `pnpm --filter ./server typecheck` — passed - `pnpm --filter ./ui typecheck` — passed - Verified Pipelines remains gated by `enablePipelines === true`: sidebar item is hidden unless the flag is enabled, direct pipeline routes redirect to `/dashboard` when disabled, and the Experimental settings UI still has no Pipelines toggle. - GitHub status checks on `df071c710646de625131064c3fb6588b5e97964a` — all complete with no failing conclusions, including Actions, Socket, Superagent/Security, and Greptile Review - Greptile summary on `df071c710646de625131064c3fb6588b5e97964a` — Confidence Score 5/5 - GitHub review-thread sweep — 0 unresolved Greptile threads Previously recorded during branch development: - Server pipeline service/route and aggregation tests - Shared validator tests - UI pipeline page/settings/item-detail/learnings/liveness tests - Pipeline tutorial smoke path ## Risks - High review surface: this is a large feature branch spanning database, shared contracts, server behavior, CLI/docs, and UI. - Migration ordering and schema compatibility need reviewer attention because this branch has been kept current across multiple `master` syncs. - GitHub still reports merge state `BLOCKED` because the PR is awaiting normal human review/branch-protection completion; all current status checks are green. - Branch-name checklist exception: this PR uses the pre-existing requested branch name, which predates the current public-branch naming rule. The PR title/body avoid internal issue references. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex coding agent based on GPT-5, with repository tool use, shell execution, git/GitHub CLI operations, and local verification commands. Earlier commits in this branch were assisted by Paperclip agents and other AI coding agents as recorded in commit authorship. ## 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) - [ ] 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
|
e68188c438 |
fix: upstream deployed document-comment, routine-annotation, workspace & board-polling fixes (#8536)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - This change touches several already-shipped subsystems — document-comment annotations, the selected-agent Conference Room chat surface, routine description annotations, workspace-operation tracking, and the board polling/inbox UI > - A batch of incremental fixes and two small backend additions had accumulated on a local mainline and were deployed to a live instance, but never landed upstream — so each `origin/master` sync kept re-diverging > - Leaving them un-upstreamed means the same delta has to be re-merged on every sync and risks being lost or silently reverted > - This pull request rebases that delta cleanly on top of current `origin/master` (preserving recent upstream work such as reusable sandbox leases and the relation-list collapse controls) and brings it up for review > - The benefit is that mainline and the deployed instance converge, and these fixes/additions get normal review + CI + Greptile coverage ## Linked Issues or Issue Description No single GitHub issue tracks this; it is a bundle of bug fixes and two small feature additions. Following the issue-template fields: **Bug fixes (what was wrong → what this does):** - Document comments rendered out of document order, didn't live-update across clients, swallowed save failures, and lost the markdown text selection on re-render. Now: doc-order sort, live updates, surfaced save-failure state, stable selection across re-renders. - The board polling hot path returned oversized payloads on every poll. Now: an opt-in `summary` projection trims the heartbeat-run list payload. - Assorted UI fixes: sidebar nav peek/streamlining edge cases, markdown file-viewer re-mount/line-height issues on iOS Safari, inbox badge/skill deep-link tab selection, and `⌘.` work-mode cycling on iOS. **Feature additions:** - `workspace_operations.issue_id` — associate a workspace operation with the issue that triggered it (new migration `0106`, schema, service, shared type). - Routine **description annotations** — comment threads on a routine's description document, mirroring issue document annotations (new migration `0107`, `routine_documents` schema, routes/service, editable-sections UI). - Selected-agent **Conference Room chat** surface wiring and live issue-thread updates. **Related PR:** #8229 (`feat(control-plane): add annotation and workspace controls`, draft) covers overlapping annotation/workspace-control territory — flagging it so a reviewer can reconcile the two rather than double-merging. ## What Changed - `feat(workspace)`: `workspace_operations.issue_id` migration + schema/service/type; issue workspace property controls reconciled with upstream's evolved "Service" row. - `feat(routines)`: routine description annotations — `routine_documents` schema, migration `0107`, routes/service, `editable-sections` UI. - `fix(document-comments)`: doc-order sort, live updates, save-failure surfacing, stable markdown selection (+ storybook story, rerender test). - `feat(chat)`: selected-agent Conference Room chat surface and live issue-thread updates (`LiveUpdatesProvider`, `issue-chat-messages`, interactions service). - `perf(board)`: opt-in `summary` projection for the board polling/heartbeat-run list payload, plus assorted sidebar / file-viewer / inbox / IssueProperties UI fixes. Organized into 5 logical commits. Migrations are numbered incrementally after upstream's latest (`0105`) — `0106` then `0107`, no journal collision. ## Verification - Built by 3-way merging the deployed delta onto current `origin/master`; the only merge conflict (`IssueProperties.test.tsx`, two adjacent test blocks) was resolved in favor of upstream's evolved "green service link above the workspace row" layout, which matches the merged component's rendered output. - Confirmed recent upstream work is preserved post-merge: reusable sandbox lease teardown (`#8513`), the IssueProperties relation-list collapse controls, and the sidebar streamlined-nav default. - Confirmed the net diff vs `origin/master` is exactly the intended feature delta (65 files) and that overlapping server files (`issues.ts`, `agents.ts`, `heartbeat.ts`) only add feature code without disturbing upstream logic. - This delta is already running on a live deployed instance. - Full typecheck/test suite + Greptile to run in CI (see checklist). ## Risks - Two new migrations (`0106`, `0107`). Both are additive (new table / new nullable column) and ordered after upstream's `0105`; no data backfill, low risk. If another migration-bearing PR merges first, renumber before merge. - Largest blast radius is in the merged overlapping UI/service files; covered by the existing test suites for those files plus CI. - Overlaps thematically with draft PR #8229 — reviewers should reconcile rather than merge both blindly. ## Model Used Claude Opus 4.8 (`claude-opus-4-8`), extended thinking, with tool use (git, shell). Agentic coding workflow. ## 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) - [ ] 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 - [ ] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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Devin FoleyandPaperclip
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0b945f449b |
Make streamlined sidebar default to on (#8496)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI has an experimental streamlined left navigation mode that changes how projects and agents appear in the sidebar. > - Today that mode is opt-in, so users keep seeing the classic navigation unless they find and enable the experiment. > - The requested product behavior is to make streamlined navigation the default experience while keeping an explicit experiments opt-out. > - This pull request flips the shared/server default, updates UI consumers to treat only explicit `false` as classic mode, and covers both the default-on path and opt-out behavior in tests. > - The benefit is that new and legacy settings get the streamlined sidebar by default without removing the classic-sidebar escape hatch. ## Linked Issues or Issue Description Refs #7645 Related: #8430 takes the broader route of removing the classic sidebar. This PR intentionally keeps the opt-out path. ## What Changed - Default `enableStreamlinedLeftNavigation` to `true` in shared validation and server-side normalization. - Preserve explicit stored `false` as the experiments opt-out for the classic sidebar. - Render the sidebar and experimental settings toggle as streamlined-on unless the setting is explicitly `false`. - Add regression coverage for loading/default streamlined sidebar behavior and the opt-out patch from the experiments page. - Remove internal issue identifiers from newly touched source comments before publishing. ## Verification - `git diff --check origin/master...HEAD` — passed. - `pnpm -r typecheck` — passed. - `pnpm exec vitest run server/src/__tests__/instance-settings-service.test.ts ui/src/components/Sidebar.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx` — passed, 3 files / 27 tests. - `pnpm build` — passed, with existing Vite/CSS/chunk-size warnings. - `pnpm test:run` — failed in unrelated `server/src/__tests__/workspace-runtime.test.ts`: the test `auto-detects the default branch via symbolic-ref when origin/HEAD is set` creates a temp repo on `main` then runs `git push -u origin main master`; `master` does not exist in that temp repo. Summary: 1 failed, 214 passed, 1780 tests passed, 1 skipped. ## Risks Low-to-medium behavioral risk: the default sidebar changes for users who never explicitly set the experiment. Explicit `false` remains respected, so users can still opt out via experimental settings. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI GPT-5 via Codex local adapter, with tool use and code execution. Exact context window was not surfaced in 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> |
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|
6f9801a46b |
feat(ui): NUX rework behind enableConferenceRoomChat experimental flag — capsule onboarding, conference-room chat, unified composer (#8000)
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - The first-run experience (onboarding wizard) and the chat surfaces
(conference-room/board chat, task threads, composers) are the product's
front door — they decide whether a new operator understands "hire
agents, give them work, review results" in the first five minutes
> - Today those surfaces feel ticket-y and form-like: the wizard is a
static multi-step form that ends in an anticlimactic "Launch" screen,
the task composer and board chat behave differently from each other, and
agent-feed issue quicklooks misbehave (multiple flyouts open at once,
cards jump on hover)
> - We wanted to iterate toward a conversational, team-centric NUX — but
without risking the workflows of everyone already running Paperclip
> - This PR reworks the NUX behind a new default-OFF
`enableConferenceRoomChat` experimental flag: a capsule-motif onboarding
wizard that builds your team as you answer, a conference-room chat
surface, one shared ChatComposer across surfaces, brand-accurate status
chips, and feed-quicklook fixes — with the pre-existing UI
fork-and-frozen as `*Classic` components that flag-OFF users keep
> - The benefit is a complete, testable modern NUX that anyone can opt
into from Settings → Experimental, with zero default behavior change and
a clean path to either graduate or drop the experiment
## Linked Issues or Issue Description
No pre-existing GitHub issue — feature description per
`feature_request.yml`:
- **Problem / motivation:** Paperclip's onboarding wizard and chat
surfaces grew up as separate ticket-centric forms. New users get a
form-filling experience rather than the feeling of standing up a team;
the board chat and task threads use different composers with different
affordances; the agent feed's issue quicklook can stack multiple
popovers and shifts cards on hover.
- **Proposed solution:** A coherent NUX experiment behind one
experimental flag (`enableConferenceRoomChat`, Settings → Experimental,
default OFF): capsule onboarding wizard with an evolving team capsule,
conference-room chat, unified `ChatComposer`, team-centric copy, brand
status chips, quicklook single-flight fix. Flag-OFF users get the exact
pre-experiment UI via frozen `*Classic` forks, verified by an on/off
parity test matrix.
- **Alternatives considered:** (a) incremental unflagged restyling —
rejected: the changes interlock across surfaces and would drip risk into
every release; (b) a separate app shell / route for the new NUX —
rejected: too much divergence, the flag + classic-fork pattern keeps the
diff reviewable and reversible.
- **Roadmap alignment:** `ROADMAP.md` lists **CEO Chat** ("a
lighter-weight way to talk to leadership agents... should still resolve
to real work objects"). This experiment is groundwork in that direction
(conference-room chat resolves to issues/tasks via the same composer
used in task threads) and does not change the core task-and-comments
model.
Related PRs found in the dedup search (same area, none duplicate this
work — they target the classic wizard, which this PR intentionally
leaves intact and mergeable):
- #5385 — Coach-driven onboarding: conversational entry +
agent-companies package import
- #5378 — Onboarding wizard: reusable adapter picker + probe card
- #6636 — ui(onboarding): friendly error surface + retry for the wizard
- #7005 — fix(onboarding): explicitly await first-task wake
- #2616 — fix: restore workspace directory config in onboarding wizard
## What Changed
- **Experimental flag plumbing** — `enableConferenceRoomChat` in shared
types/validators, server instance-settings service + API, Settings →
Experimental card with explicit enable/disable copy
- **Onboarding wizard** — classic wizard forked and frozen
(`OnboardingWizardClassic`); flag-ON variant is a 5-step capsule wizard
with a persistent evolving `AgentCapsule` (gradient/glow motif),
team-centric reframed copy, and a typing-dots intro (hardened with
fake-timer tests)
- **Conference-room chat** — flag-ON board-chat surface with agent
bubble name/icon headers and copy/vote/timestamp action rows
(`AgentBubbleActionRow`)
- **Unified composer** — shared `ChatComposer` adopted across surfaces;
translucent surface + scroll-mask removal; "Agent mode"/"Plan mode"
relabels; no-assignee confirmation `AlertDialog` (new
`ui/alert-dialog.tsx` primitive); `@task` reference picker +
linkification in mentions
- **Agent feed** — single-flight issue-quicklook store (one popover at a
time), flyouts open to the left, removed hover translate-y jitter
- **Status chips** — brand-accurate task status chips behind the flag
(light/dark, 1px borders per paperclip.ing/brand)
- **Tests** — flag on/off parity matrix across IssueDetail,
NewIssueDialog, Sidebar, wizard, gate components; component tests for
all new pieces
- **Merge with `master`** — one conflict in
`ui/src/components/IssueChatThread.tsx`, resolved by keeping master's
new `AssigneeChip`/`HandoffWakeRow`/`RunStatusBadge` components inside
the flag-gated metadata-row chrome (details in commit `21a5642a`);
post-merge fixes: vitest 4 mock typing in `MarkdownEditor.test.tsx`,
flag hook made safe for provider-less mounts (master's new isolated
component tests)
- **Branch hygiene** — internal design wireframes/mockups stripped
before the PR (they live in the Paperclip issue threads)
- No user-facing documentation changes required: the flag is
intentionally experimental and self-described in the Settings card; no
existing docs reference the affected surfaces
## Verification
- `pnpm run typecheck` — green across the workspace (ui, server, shared,
plugins)
- Full UI suite (`vitest run` in `ui/`, clean worktree at this HEAD):
**1593/1595 passing, 223/224 files** — the 2 remaining failures are in
`src/components/artifacts/ArtifactCard.test.tsx` and **fail identically
on pristine `origin/master`** (pre-existing upstream, unrelated to this
branch)
- Full server suite (`vitest run` in `server/`, same clean worktree):
results in PR checks; flag plumbing covered by instance-settings tests
- Targeted post-merge resolution check: `IssueChatThread`,
`IssueChatThreadSystemNotice`, `IssueDetail`, `Sidebar`,
`ConferenceRoomChatGate`, `OnboardingWizardVariant`, `NewIssueDialog`,
`InstanceExperimentalSettings`, `MarkdownEditor` — 172/172 passing
- Manual walkthrough: flag OFF (default) → onboarding wizard, task
thread, board chat, composer all render the classic UI; flag ON via
Settings → Experimental → capsule wizard, conference-room chat, unified
composer, status chips active
- Screenshots: see below
**Flag on/off screenshots** (committed on this branch under
`screenshots/PR-8000-*`):
| Surface | Flag OFF (classic, default) | Flag ON (experimental) |
| --- | --- | --- |
| Settings → Experimental | 
| 
|
| Task thread | 
| 
|
| Home / nav | 
| 
|
| Conference Room (flag-ON only surface) | — | 
|
Capsule onboarding wizard walkthrough screenshots (flag ON) are attached
to the Paperclip design/implementation threads; the wizard requires a
fresh instance so it is captured via the e2e harness
(`tests/e2e/nux-phase4-screenshots.spec.ts`).
## Risks
- **Large surface, but gated:** all new behavior sits behind
`enableConferenceRoomChat`, default OFF; flag-OFF rendering is locked by
frozen `*Classic` forks plus an on/off parity test suite
- **Classic forks are frozen at the fork point (`e3aada1d`):** master
features added to the live thread component after that point (assignee
handoff chips, run status badge, composer mention coach) render in the
flag-ON path; the flag-OFF task thread keeps the fork-point behavior
until the experiment graduates (forks deleted) or is dropped (forks
restored as canonical). Called out for reviewer attention.
- **Merge-conflict resolution in `IssueChatThread.tsx`** (commit
`21a5642a`) deserves reviewer eyes: master's new handoff/run-status
components were kept; the base toast-style no-assignee flow remains
replaced by the AlertDialog flow introduced on this branch
- Schema/server changes are additive (one optional boolean instance
setting); no migrations of existing data
## Model Used
- Claude (Anthropic) via Claude Code running in the Paperclip agent
harness (agent: ClaudeCoder)
- Branch implemented across multiple agent sessions on Claude Opus-class
models with extended thinking + tool use (file edits, shell, Playwright
screenshots); merge/PR session model ID as reported by the harness:
`claude-fable-5` (Claude Code CLI)
- All code was agent-authored and board-reviewed through Paperclip issue
threads (plans, wireframes, confirmations) before merging
## Checklist
- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes (none
required — experimental flag, self-documenting Settings card; noted
above)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green (run 3 on `8af3041a`: all 16
gates SUCCESS, incl. e2e and all 4 serialized-suite shards)
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
(re-review verdict: Confidence 5/5, “Safe to merge”; all 4 round-1
findings fixed + confirmed resolved; both summary notes addressed in
`8af3041a`)
- [x] I will address all Greptile and reviewer comments before
requesting merge
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
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|
50bff3b274 |
feat(ui): add collapsible sidebar rail and takeover panes (#7824)
## Thinking Path > - Paperclip is the open source control plane people use to manage AI agents, work, and company context. > - The board UI sidebar is the main way operators keep orientation across companies, projects, agents, issues, and settings. > - The existing fixed expanded sidebar competes with route-specific navigation, especially company settings and plugin routes that bring their own contextual sidebar. > - A collapsible primary rail preserves global navigation while giving contextual pages more horizontal room. > - This pull request adds a persisted collapsed rail, hover/focus peek, keyboard toggle, and a secondary sidebar takeover model for settings and plugin `routeSidebar` surfaces. > - The benefit is a denser board shell that keeps the app rail available without replacing it when a route needs its own navigation. ## Linked Issues or Issue Description Paperclip issue: PAP-10638 Create collapsible sidebar branch. Related GitHub PR found during duplicate search: #3838 (`feat/collapsible-sidebar`) covers a similar sidebar area but is a different head branch and implementation. This PR intentionally packages the work from `PAP-10638-collapsable-sidebar` into one reviewable branch. Problem description: The board shell needs a first-class collapsed sidebar mode. Contextual surfaces such as company settings and plugin route sidebars should not replace the global app sidebar; they should collapse the app sidebar to a rail and render their contextual navigation beside it. ## What Changed - Added desktop collapsed/sidebar-peek state to `SidebarContext`, including persisted user pins, route collapse requests, and forced collapse for secondary-sidebar routes. - Replaced the old resizable sidebar pane with `SidebarShell`, which supports a fixed 64px rail, persisted expanded width, keyboard/pointer resizing, and hover/focus peek overlay behavior. - Updated `Sidebar`, sidebar nav items, project/agent sections, badges, and account/company menu presentation for expanded, collapsed, and peeking states. - Added `RequestCollapsedSidebar` and `SecondarySidebar` so routes and plugin `routeSidebar` slots can request contextual sidebar layouts without replacing the primary app sidebar. - Wired company settings and plugin route sidebars into the secondary-pane takeover model. - Added focused Vitest coverage for sidebar state precedence, shell sizing, nav item rail rendering, keyboard shortcuts, layout takeover behavior, and route collapse requests. - Updated plugin authoring docs/spec references for route sidebar behavior. ## Verification Targeted local verification passed: ```sh NODE_ENV=test pnpm run preflight:workspace-links && NODE_ENV=test pnpm exec vitest run ui/src/context/SidebarContext.test.tsx ui/src/components/SidebarShell.test.tsx ui/src/components/Sidebar.test.tsx ui/src/components/Layout.test.tsx ui/src/components/RequestCollapsedSidebar.test.tsx ui/src/components/SidebarNavItem.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/KeyboardShortcutsCheatsheet.test.tsx ui/src/hooks/useKeyboardShortcuts.test.tsx ``` Result: 10 test files passed, 88 tests passed. Additional follow-up verification passed after review fixes: ```sh NODE_ENV=test pnpm run preflight:workspace-links && NODE_ENV=test pnpm exec vitest run ui/src/components/Layout.test.tsx ui/src/context/SidebarContext.test.tsx && pnpm --filter /ui typecheck ``` Result: 2 test files passed, 28 tests passed, and UI typecheck passed. Latest PR-head remote checks: Paperclip PR workflow, Snyk, Socket, and Greptile are green; commitperclip `review` is cancelled in its security-gate step after filing a non-blocking neutral `security-review` check. Notes: - A direct run without `NODE_ENV=test` loads React's production build in this workspace, where `act` is unavailable; the command above matches the repo stable runner's test environment. - I did not run Playwright/browser e2e or full workspace build/typecheck in this PR-creation heartbeat. - QA screenshots are attached in https://github.com/paperclipai/paperclip/pull/7824#issuecomment-4661968387 for expanded, collapsed rail, hover peek, and settings secondary-sidebar states. ## Risks - Medium UI layout risk: this changes the board shell and primary sidebar composition across many routes. - Local storage migration risk is low: new collapsed state uses a new key and existing width storage remains scoped to the sidebar width. - Plugin route risk: plugin `routeSidebar` slots now render as secondary panes on desktop, so plugin authors should confirm their route sidebar content fits a 240px contextual pane. - Mobile risk appears low because mobile keeps the drawer model and gates collapsed/peek behavior to desktop. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used OpenAI Codex coding agent based on GPT-5, with local shell/git/GitHub CLI tool use. Exact service-side model identifier and context window were not exposed in this runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [ ] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
2e74d32871 |
PAP-10430: split Issue-to-Task copy migration (#7651)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI is the operator surface where users create, assign, monitor, and review work items. > - The product language is moving toward "tasks" for user-facing work items while the internal API and database still use "issues". > - PR #7543 bundled this copy migration with broader information-architecture work, which made the branch too large for Greptile review. > - This pull request peels the Issue-to-Task copy migration into a smaller, independently reviewable change. > - The benefit is clearer user-facing terminology, less agent confusion via the Paperclip skill note, and a smaller PR that Greptile can review. ## Linked Issues or Issue Description Refs #7645 Refs #7543 Refs PAP-10430 This PR was split out of #7543 so the Issue-to-Task copy migration can be reviewed separately and the remaining IA PR can fall under Greptile's file limit. ## What Changed - Preserves Scott Tong's original `PAP-57` copy-only commit, with author and co-author credit intact, to rename user-facing "Issues" copy to "Tasks" across the UI while keeping routes/API/internal symbols as `issue`. - Updates onboarding and release-smoke browser selectors from `Create & Open Issue` to `Create & Open Task`. - Adds a terminology note to `skills/paperclip/SKILL.md` clarifying that task and issue refer to the same Paperclip work item. - Resolves the only cherry-pick conflict by keeping current search artifacts support and changing visible search copy to "tasks". ## Verification - `pnpm --filter @paperclipai/ui build` passed. - `NODE_ENV=test pnpm exec vitest run ui/src/components/IssuesList.test.tsx ui/src/components/Sidebar.test.tsx ui/src/components/NewIssueDialog.test.tsx ui/src/pages/IssueDetail.test.tsx` passed: 4 files, 66 tests. - `git diff --check origin/master...HEAD` passed. - Diff is 80 files, below Greptile's 100-file limit. - Before/after UI copy examples: "Issues" -> "Tasks", "New Issue" -> "New Task", "Create & Open Issue" -> "Create & Open Task". ## Risks - Medium copy-risk: this intentionally changes user-facing terminology broadly while keeping internal issue identifiers and routes unchanged. - Some docs and APIs still say `issue`; the skill note clarifies this so agents do not treat task and issue as separate entities. - Browser-level visual validation is expected from CI because this local container is missing usable browser dependencies. > 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 Scott Tong authored the original `PAP-57` copy migration, assisted by Claude Opus 4.8 and Paperclip agents per the preserved commit metadata. Codex / GPT-5-class coding agent with shell, GitHub CLI, and repository access performed the PR split, conflict resolution, skill note, and verification. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: scotttong <scott.tong@gmail.com> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Paperclip <noreply@paperclip.ing> |
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|
eaef47f4c7 |
Information Architecture + project/agent visual refresh (experimental) (#7543)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - The board UI is the control surface for issues, projects, agents, goals, workspaces, and operator settings. > - The existing navigation and list surfaces make several high-frequency workflows feel harder to scan than they should, especially around projects and agents. > - The product direction is to improve those surfaces without breaking the existing route model or forcing a new IA on every operator at once. > - This pull request now keeps the dependent IA, project identity, and agent-list visual refresh work together while the Issue-to-Task copy migration is split into #7651. > - The benefit is a clearer left nav, better project identity, denser agent/project list rows, and brand-aligned status treatment while preserving the classic default experience behind a flag. ## Linked Issues or Issue Description Refs #7645 Refs #7651 Internal planning/work references: PAP-53, PAP-56, PAP-58, PAP-59, PAP-60, PAP-61, PAP-68, PAP-69, PAP-70, PAP-71, PAP-72, PAP-75, PAP-76, PAP-80, PAP-85, PAP-86, PAP-87, PAP-88, PAP-89. ## What Changed - Adds `enableStreamlinedLeftNavigation`, defaulting off, and gates sidebar presentation so classic navigation remains the default. - Adds project icon persistence, validation, portability, picker UI, and `ProjectTile` rendering while defaulting new projects to neutral gray. - Adds projects-list task-count and budget summary data with focused server/shared/UI coverage. - Refreshes agent list rows, row actions, active/recent sidebar behavior, and status capsule/chip styling for the approved brand state system. - Removes the placeholder Conference room and Artifacts nav/routes from the finalized experimental nav direction. - Removes `pnpm-lock.yaml` and the Issue-to-Task copy migration from this PR diff; the copy migration now lives in #7651. ## Verification - Existing branch verification from the authored commits: UI typecheck, targeted unit tests, and light/dark visual checks for `/agents`, agent detail, and design-guide status states. - Maintainer cleanup verification on `75e34e5`: `git diff --check origin/master...HEAD` passed, the `design/` diff is empty, and the PR diff is 61 files, below Greptile's 100-file review limit. - `pnpm --filter @paperclipai/ui build` passed. - `NODE_ENV=test pnpm exec vitest run ui/src/components/Sidebar.test.tsx` passed: 1 file, 8 tests. - CI and Greptile should rerun on the latest push. ## Risks - Broad UI surface area: the experimental flag keeps the classic nav default, but changed shared components such as `EntityRow`, `ProjectTile`, and agent status badges could affect multiple pages. - Database migration: `projects.icon` is additive and nullable, but migration ordering and portability import/export must stay aligned. - The Issue-to-Task copy migration is now separated into #7651, so reviewers should evaluate this PR as IA/project/agent presentation work only. - Visual regressions are possible across smaller widths because the PR intentionally changes dense list-row layouts. ## Model Used Claude Opus 4.8 assisted the original feature commits. Paperclip-Paperclip agents assisted some planning/design commits. Codex / GPT-5-class coding agent with shell, GitHub CLI, and repository access performed this PR-readiness cleanup and split. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com> Co-authored-by: Dotta <bippadotta@protonmail.com> |
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DottaandPaperclip
|
4693d770aa |
Add company artifacts page (#7621)
## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators need a way to inspect files and work products created by agents across a company without opening each issue one by one. > - The existing issue detail surfaces already show attachments and outputs, but there was no company-level artifacts index or search-result affordance for artifact-like records. > - The backend needed a company-scoped artifacts projection API that preserves issue/run attribution and safe links back to source records. > - The UI needed a first-class Artifacts page, sidebar entry, reusable artifact cards, and deep-link handling that keeps company prefixes intact. > - This pull request adds the company artifacts API and page, then wires artifacts into search and issue output surfaces. > - The benefit is a single place to browse, filter, and open generated work products and attachments while preserving company boundaries. ## Linked Issues or Issue Description Fixes #7622. Feature request fields: - Problem/motivation: company operators need a consolidated artifacts surface for attachments and work products produced by agents. - Proposed solution: add a company-scoped artifacts projection endpoint, a board Artifacts route, reusable cards, sidebar navigation, and artifact search integration. - Alternatives considered: keep artifact discovery only on individual issue pages; that forces operators to know the source issue before finding generated outputs. - Roadmap alignment: checked `ROADMAP.md`; this is a focused board UI/API improvement and does not duplicate a listed roadmap item. ## What Changed - Added shared artifact types and validators. - Added a company-scoped artifact projection service/API with tests for attachment/work-product attribution. - Added Artifacts board UI route, API client, sidebar link, cards, filters, and storybook coverage. - Added artifact result handling to company search and issue output/deep-link flows. - Rebased the branch onto the latest `public-gh/master` state and resolved the route-test conflict by preserving both upstream team-catalog coverage and artifact route coverage. - Fixed a local Sidebar test helper so it no longer depends on a runtime-undefined `React.act` export in this dependency install. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/components/artifacts/ArtifactCard.test.tsx src/api/artifacts.test.ts src/lib/company-routes.test.ts` - `pnpm --filter @paperclipai/ui exec vitest run src/pages/Artifacts.test.tsx src/pages/Search.test.tsx src/components/Sidebar.test.tsx` - `pnpm exec vitest run server/src/__tests__/company-artifacts-service.test.ts server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts` - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows/*`. - Duplicate search: no open PRs or issues found for `artifact page ArtifactCard` in `paperclipai/paperclip`. Screenshots are intentionally omitted per the internal task instruction not to add design screenshots or images to this PR unless they are specifically part of the work. I also attempted browser capture in this runner, but `agent-browser` failed to launch Chrome and Playwright Chromium is missing `libatk-1.0.so.0`. ## Risks - Low-to-medium risk: this adds a new API projection and UI surface, so attribution/link regressions could affect artifact navigation. - Company scoping is covered in the new service/API tests. - No database migrations are included. - No lockfile or workflow changes are included. > 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 coding agent with tool use and local command execution. Exact hosted model identifier 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 run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots (intentionally omitted per task instruction; browser capture unavailable in this runner) - [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 --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
f257530537 |
[codex] UI and dev ops quality-of-life (#6384)
## Thinking Path > - Paperclip operators spend most of their time scanning the board, inbox, sidebar, and local dev status surfaces > - Small UI and dev-ops frictions make repeated operator workflows feel slower than they need to be > - The working branch contained several independent quality-of-life improvements mixed with larger cloud work > - Grouping these smaller UI/dev-ops changes together keeps review overhead reasonable without merging them into feature PRs > - This pull request collects the operator-facing QoL polish into one standalone branch > - The benefit is a cleaner board navigation and local dev recovery experience without depending on cloud upstream sync ## What Changed - Relaxed forced 44px touch targets for small inline widgets. - Fixed mobile mention menu scrolling and sidebar spacing on touch/mobile layouts. - Synced inbox hover state with j/k selection. - Moved plugin sidebar entries into the Work section. - Added manual dev-server restart action/banner behavior. - Logged plugin bridge 502 causes for better diagnosis. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm --filter @paperclipai/plugin-sdk build` - `pnpm exec vitest run ui/src/components/MarkdownEditor.test.tsx ui/src/components/Sidebar.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/pages/Inbox.test.tsx ui/src/components/DevRestartBanner.test.tsx server/src/__tests__/dev-server-status.test.ts server/src/__tests__/health-dev-server-token.test.ts server/src/__tests__/plugin-routes-authz.test.ts` initially failed only because plugin SDK `dist` was not built in the fresh worktree. - Rerun after build: `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts` passed. - The remaining targeted UI/dev-server tests passed on the first post-install run. ## Visual Evidence - Sidebar layout and plugin Work section:  - Inbox/task row selection and hover-state surface:  - Dev restart banner desktop:  - Dev restart banner mobile:  ## Risks - Mostly UI/dev ergonomics with low data risk. - Sidebar and inbox changes touch frequently used navigation surfaces, so visual review on desktop/mobile is still useful. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5-based coding agent with local shell/git/tool use. Exact hosted model ID and context-window size are not exposed by the local Paperclip adapter runtime. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
d734bd43d1 |
[codex] Roll up May 17 branch changes (#6210)
## Thinking Path > - Paperclip is the control plane for autonomous AI companies, so agent work needs visible ownership, recovery, and operator controls. > - This local branch had accumulated several related control-plane reliability and operator-experience fixes across recovery actions, watchdog folding, model-profile defaults, mentions, markdown editing, plugin launchers, and small UI polish. > - The branch needed to be converted into a PR against the current `origin/master` without losing dirty work or including lockfile/workflow churn. > - The safest standalone shape is a single rollup PR because the recovery/server/UI files overlap heavily across the local commits and splitting would create avoidable conflicts. > - This pull request replays the local branch onto latest `origin/master`, preserves the uncommitted work as logical commits, and adds a Zod 4 validator compatibility fix found during verification. > - The benefit is that the May 17 local branch can be reviewed and merged as one coherent, conflict-free branch under the 100-file Greptile limit. ## What Changed - Rebased the local May 17 branch work onto current `origin/master` in a dedicated worktree. - Preserved and committed previously dirty changes for recovery retry handling, plugin/sidebar launcher polish, and `.herenow` ignores. - Added recovery-action behavior for returning source issues to `todo` when retrying source-scoped recovery. - Included the existing local recovery/liveness/watchdog fold, Codex cheap-profile, markdown/mention, duplicate-agent, and UI polish commits from the branch. - Normalized shared validator `z.record(...)` schemas to explicit string-key records for Zod 4 compatibility. - Confirmed the PR has no `pnpm-lock.yaml` or `.github/workflows/*` changes and stays below the 100-file Greptile limit. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `npm run install` in `node_modules/.pnpm/sqlite3@5.1.7/node_modules/sqlite3` to build the local native sqlite3 binding after installing with scripts disabled - `pnpm exec vitest run packages/shared/src/validators/issue.test.ts packages/shared/src/project-mentions.test.ts packages/adapter-utils/src/server-utils.test.ts server/src/__tests__/heartbeat-model-profile.test.ts server/src/__tests__/issue-recovery-actions.test.ts server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts server/src/__tests__/plugin-local-folders.test.ts ui/src/components/IssueRecoveryActionCard.test.tsx ui/src/components/Sidebar.test.tsx ui/src/components/SidebarAccountMenu.test.tsx ui/src/components/IssueProperties.test.tsx ui/src/components/MarkdownEditor.test.tsx ui/src/components/MarkdownBody.test.tsx ui/src/lib/duplicate-agent-payload.test.ts ui/src/pages/Routines.test.tsx` - First pass: 13 files passed with 201 passing tests; 3 server files failed before sqlite3 native binding was built. - After rebuilding sqlite3: `server/src/__tests__/heartbeat-model-profile.test.ts`, `server/src/__tests__/issue-recovery-actions.test.ts`, and `server/src/__tests__/heartbeat-active-run-output-watchdog.test.ts` passed/loaded; embedded Postgres tests were skipped by the local host guard. - `pnpm --filter @paperclipai/shared typecheck` - `pnpm --filter @paperclipai/adapter-utils typecheck` - `pnpm --filter @paperclipai/server typecheck` - `pnpm --filter @paperclipai/ui typecheck` ## Risks - Medium risk: this is a broad rollup PR across recovery semantics, server tests, shared validators, and UI surfaces. - Some embedded Postgres tests skipped locally due the host guard, so CI should provide the stronger database-backed signal. - UI changes were covered by component tests, but no browser screenshot was captured in this PR creation pass. - This branch may overlap with existing recovery/liveness PR work; merge this PR independently or restack/close overlapping branches rather than merging duplicate implementations together. > 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, tool-enabled local repository and GitHub workflow, medium reasoning effort. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
824298f414 |
Route sidebar search icon directly to search (#5440)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Operators use the sidebar as their primary board navigation surface > - The board now has a dedicated search page, so the header search icon should behave as normal navigation instead of only dispatching a command-palette shortcut > - The Work nav also had a separate Search row, which duplicated the always-visible header search affordance > - This pull request keeps search one click away while making it a direct `/search` link and reducing sidebar nav noise > - The benefit is a smaller, clearer sidebar with search still accessible from the top-level chrome ## What Changed - Changed the sidebar header search icon into a direct `NavLink` to `/search`. - Removed the duplicate `Search` row from the Work navigation section. - Added focused Sidebar coverage that asserts the header search link target and confirms Search is not rendered in the Work nav. - Refactored the Sidebar test setup helper to avoid repeating the React Query wrapper across tests. ## Verification - `pnpm install --frozen-lockfile` in the PR worktree so workspace package symlinks existed for test execution. This completed with existing plugin SDK bin warnings for missing built artifacts. - `pnpm exec vitest run ui/src/components/Sidebar.test.tsx` — 3 passed. - `pnpm --filter @paperclipai/ui typecheck` — passed. ## Risks - Low: this changes a sidebar navigation affordance only. Users who previously clicked the header icon now land on the full search page instead of opening the command-palette shortcut path. - Low: removing the Work nav Search row could affect users who expected Search in that section, but the icon remains in the fixed sidebar header and is covered by a targeted DOM test. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent, GPT-5 model family (`gpt-5`), tool-enabled Paperclip heartbeat environment. Context window and internal reasoning mode are 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 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 or equivalent focused UI verification - [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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320fd5d23b |
Add full company search page (#5293)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Operators need to find work, documents, agents, projects, comments, and activity across a company without jumping through separate surfaces. > - The existing Command-K flow was useful for fast navigation but not enough for deeper company-wide discovery. > - Search also needs company-scoped backend contracts, query cost controls, and indexed document matching so it stays safe as company data grows. > - This pull request adds a full company search API and a dedicated board search page that Command-K can hand off to. > - The benefit is a single searchable control-plane surface with richer result context, recents, highlights, and test coverage across server and UI behavior. ## What Changed - Added a company-scoped search endpoint/service with query validation, rate limiting, text matching, fuzzy title matching, and result typing shared through `@paperclipai/shared`. - Added idempotent search migrations for document search indexes and fuzzy matching support. - Added the full `/companies/:companyKey/search` UI, search result row components, highlighted snippets, recent searches, and sidebar/Command-K handoff. - Added Storybook coverage for search surfaces and Vitest coverage for server search behavior, rate limiting, route generation, Command-K behavior, and the search page. - Addressed Greptile findings by renaming the no-match SQL helper, applying search pagination after cross-type merge sorting, and lazy-initializing the default search service so unrelated route-test mocks do not need to know about it. - Merged current `public-gh/master` and renumbered the search migrations behind upstream `0078_white_darwin`: search indexes are now `0079_company_search_document_indexes` and fuzzy matching is `0080_company_search_fuzzystrmatch`. ## Verification - `git fetch public-gh master` - `git diff --check public-gh/master...HEAD` - `git diff --name-only public-gh/master...HEAD | rg '^pnpm-lock\.yaml$' || true` produced no output before opening the PR. - `pnpm run preflight:workspace-links && pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts ui/src/pages/Search.test.tsx ui/src/components/CommandPalette.test.tsx ui/src/lib/company-routes.test.ts` passed: 5 files, 25 tests. - `pnpm --filter @paperclipai/shared typecheck && pnpm --filter @paperclipai/db typecheck && pnpm --filter @paperclipai/server typecheck && pnpm --filter @paperclipai/ui typecheck` passed. - `pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts && pnpm --filter @paperclipai/server typecheck` passed after Greptile pagination fixes. - `pnpm exec vitest run server/src/__tests__/issue-agent-mutation-ownership-routes.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts server/src/__tests__/company-search-service.test.ts && pnpm --filter @paperclipai/server typecheck` passed after the CI mock fix. - After resolving the migration conflict with current `public-gh/master`: `pnpm --filter @paperclipai/db typecheck && pnpm exec vitest run server/src/__tests__/company-search-service.test.ts server/src/__tests__/company-search-rate-limit-routes.test.ts && pnpm --filter @paperclipai/server typecheck` passed. - DB migration numbering check passed as part of `@paperclipai/db` typecheck. - UI states are covered by the added Storybook stories in `ui/storybook/stories/search.stories.tsx`. - GitHub reports the PR merge state as `CLEAN` on head `18e54fa8`. - GitHub PR checks are green on head `18e54fa8`: policy, verify, serialized server shards 1/4 through 4/4, e2e, canary dry run, Snyk, and Greptile Review. ## Risks - Search ranking and snippets are new user-facing behavior, so reviewers should check whether result ordering feels right on real company data. - Search touches broad company data, so company scoping and query cost/rate-limit behavior should be reviewed carefully. - The migrations add search indexes/extensions; they are idempotent with `IF NOT EXISTS` for users who may have applied an earlier branch migration number. > ROADMAP.md checked. This PR adds a focused board search surface and does not duplicate an open roadmap item. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled shell/git/GitHub CLI session with medium reasoning effort. Existing branch commits were produced across prior agent sessions; this packaging pass verified, opened the PR, addressed Greptile findings, resolved migration conflicts after upstream PRs landed, and got PR checks green. ## 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> Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com> |
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DottaandPaperclip
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3c73ed26b5 |
Expand plugin host surface (#5205)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - The plugin system is the extension boundary for optional product capabilities > - Rich plugins need more than a worker entrypoint: they need scoped database storage, local project folders, managed agents/routines, host navigation, and reusable UI components > - The LLM Wiki work exposed those missing host surfaces while keeping plugin code outside the core control plane > - This pull request expands the core plugin host, SDK, server APIs, and UI bridge so plugins can declare and use those surfaces > - The benefit is that future plugins can integrate with Paperclip through documented, validated contracts instead of bespoke server or UI imports ## What Changed - Added plugin-managed database namespaces and migration tracking, including Drizzle schema/migration files and SQL validation for namespace isolation. - Added server support for plugin local folders, managed agents, managed routines, scoped plugin APIs, and plugin operation visibility. - Expanded shared plugin manifest/types/validators and SDK host/testing/UI exports for richer plugin surfaces. - Added reusable UI pieces for file trees, managed routines, resizable sidebars, route sidebars, and plugin bridge initialization. - Updated plugin docs and example plugins to use the expanded host and SDK surface. ## Verification - `pnpm install --frozen-lockfile` - `pnpm run preflight:workspace-links && pnpm exec vitest run packages/shared/src/validators/plugin.test.ts server/src/__tests__/plugin-database.test.ts server/src/__tests__/plugin-local-folders.test.ts server/src/__tests__/plugin-managed-agents.test.ts server/src/__tests__/plugin-managed-routines.test.ts server/src/__tests__/plugin-orchestration-apis.test.ts ui/src/api/plugins.test.ts ui/src/components/FileTree.test.tsx ui/src/components/ResizableSidebarPane.test.tsx ui/src/pages/PluginPage.test.tsx ui/src/plugins/bridge.test.ts` passed: 11 files, 67 tests. - Confirmed this PR changes 89 files and does not include `pnpm-lock.yaml` or `.github/workflows/*`. ## Risks - Medium: this expands plugin host contracts across db/shared/server/ui and includes a new core migration (`0076_useful_elektra.sql`). - The plugin database namespace validator is intentionally restrictive; plugin authors may need follow-up affordances for SQL patterns that remain blocked. - Merge this before the LLM Wiki plugin PR so the plugin can resolve the new SDK and host APIs. > 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 coding agent, tool-enabled shell/git/GitHub workflow. Context window size 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 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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DottaandPaperclip
|
6b7f6ce4b8 |
[codex] Split PR #4692 UI/QoL updates (#4701)
## Thinking Path > - Paperclip orchestrates AI agents through a company-scoped control plane. > - The affected surface is the board UI for issue threads, issue lists, routines, dialogs, navigation, and issue review indicators. > - Closed PR #4692 bundled backend, schema, docs, workflow, and UI/QoL work into one oversized change set. > - Greptile could not keep reviewing that broad PR because it exceeded the 100-file review limit and mixed unrelated concerns. > - This pull request extracts the UI/QoL slice into a fresh branch under the review limit while leaving workflow and lockfile churn out. > - The benefit is a focused review path for the board UI performance and workflow improvements without reopening the oversized PR. ## What Changed - Added long issue-thread virtualization, scroll-container binding, anchor preservation, latest-comment jump targeting, and related regression/perf fixtures. - Improved issue list scalability with scroll-based loading, server offset parameters, and pagination-focused UI tests. - Reduced new issue dialog typing churn and split dialog action subscriptions so broad layout/nav surfaces avoid unnecessary renders. - Added routine variables help and routine description mention options for users, agents, and projects. - Added productivity review badge/link UI and fixed the badge to use Paperclip's company-prefixed router link. - Kept the split PR below Greptile's review limit and excluded `.github/workflows/pr.yml` and `pnpm-lock.yaml`. ## Verification - `pnpm install --no-frozen-lockfile` in the clean worktree to install `@tanstack/react-virtual` locally without committing lockfile churn. - `pnpm --filter @paperclipai/ui exec vitest run --config vitest.config.ts src/components/IssueChatThread.test.tsx src/components/IssuesList.test.tsx src/components/NewIssueDialog.test.tsx src/pages/Routines.test.tsx src/pages/Issues.test.tsx` passed: 5 files, 83 tests. - `pnpm --filter @paperclipai/ui typecheck` passed. - `git diff --check origin/master..HEAD` passed. - Split-scope checks: 53 changed files; no `.github/workflows/pr.yml`; no `pnpm-lock.yaml`. - Screenshots were not captured in this heartbeat; the changes are primarily virtualization, routing, pagination, and editor behavior covered by focused regression tests. ## Risks - Moderate UI risk because issue-thread virtualization changes scroll behavior on long conversations; regression tests cover anchor jumps, latest-comment targeting, row metadata, and short-thread fallback. - Moderate integration risk because the issue-list offset parameter and productivity review field depend on matching API behavior. - Dependency risk: the UI package adds `@tanstack/react-virtual` while repository policy keeps `pnpm-lock.yaml` out of PRs, so CI must resolve dependency changes through the repo's normal lockfile policy. > 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 coding agent, tool-enabled local repository and GitHub workflow. Exact runtime context window was not exposed by the harness. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [ ] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing> |
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DottaandPaperclip
|
fee514efcb |
[codex] Improve workspace navigation and runtime UI (#4089)
## Thinking Path > - Paperclip agents do real work in project and execution workspaces. > - Operators need workspace state to be visible, navigable, and copyable without digging through raw run logs. > - The branch included related workspace cards, navigation, runtime controls, stale-service handling, and issue-property visibility. > - These changes share the workspace UI and runtime-control surfaces and can stand alone from unrelated access/profile work. > - This pull request groups the workspace experience changes into one standalone branch. > - The benefit is a clearer workspace overview, better metadata copy flows, and more accurate runtime service controls. ## What Changed - Polished project workspace summary cards and made workspace metadata copyable. - Added a workspace navigation overview and extracted reusable project workspace content. - Squared and polished the execution workspace configuration page. - Fixed stale workspace command matching and hid stopped stale services in runtime controls. - Showed live workspace service context in issue properties. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run ui/src/components/ProjectWorkspaceSummaryCard.test.tsx ui/src/lib/project-workspaces-tab.test.ts ui/src/components/Sidebar.test.tsx ui/src/components/WorkspaceRuntimeControls.test.tsx ui/src/components/IssueProperties.test.tsx` - `pnpm exec vitest run packages/shared/src/workspace-commands.test.ts --config /dev/null` because the root Vitest project config does not currently include `packages/shared` tests. - Split integration check: merged after runtime/governance, dev-infra/backups, and access/profiles with no merge conflicts. - Confirmed this branch does not include `pnpm-lock.yaml`. ## Risks - Medium risk: touches workspace navigation, runtime controls, and issue property rendering. - Visual layout changes may need browser QA, especially around smaller screens and dense workspace metadata. - No database migrations are included. > 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-5.4 tool-enabled coding model, agentic code-editing/runtime with local shell and GitHub CLI access; exact context window and reasoning mode are not exposed by the Paperclip harness. ## 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> |
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Dotta
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dab95740be | feat: polish inbox and issue list workflows | ||
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13fd656e2b |
Add Beta badge to Routines page and sidebar nav
Adds an amber "Beta" tag next to "Routines" in both the page heading and the sidebar navigation item. Extends SidebarNavItem with textBadge and textBadgeTone props for reusable text badges. Co-Authored-By: Paperclip <noreply@paperclip.ing> Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> |
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dottaandPaperclip
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8f5196f7d6 |
Add routines automation workflows
Co-Authored-By: Paperclip <noreply@paperclip.ing> |
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Dotta
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2c35be0212 | Merge public-gh/master into paperclip-company-import-export | ||
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Dotta
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0bf53bc513 | Add company skills library and agent skills UI | ||
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Dotta
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6fa1dd2197 | Add kitchen sink plugin example | ||
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Dotta
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a503d2c12c | Adjust inbox tab memory and badge counts | ||
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Dotta
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21d2b075e7 | Fix inbox badge logic and landing view |
