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Author SHA1 Message Date
2a56e5c734 fix(ui): show soft budget incidents as warnings, not hard stops (#16201)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Budget policies limit what an agent, a project, or the organization
can spend.
> - At the warning threshold (80% by default), the server opens a soft
incident. It does not pause the scope. At 100%, it opens a hard incident
and pauses the scope.
> - The budget incident card always shows the hard-stop design. A soft
incident shows "agent hard stop", "This scope is paused", and a "Keep
paused" button.
> - Operators read this as a paused agent. The policy card and the
"Paused agents" counter for the same agent say something different.
> - This pull request shows soft incidents as warnings. Hard stops do
not change.
> - The benefit is that the Costs and Budgets pages give one consistent
and correct state.

## Linked Issues or Issue Description

I searched open and closed issues and pull requests for "budget
incident", "hard stop", "soft incident", and "BudgetIncidentCard". I
found no issue for this bug. Refs #14306: that open PR also changes
`BudgetIncidentCard`, for failed-action feedback. It does not change the
soft and hard labels. The two PRs can conflict in this file.

**What happened?**

An agent budget policy reached its warning threshold. The Audit →
Budgets page and the Audit → Costs overview showed the soft incident as
"AGENT HARD STOP" with the banner "This scope is paused. New heartbeats
will not start until you resolve the budget incident." The card showed
"Raise budget & resume" and "Keep paused". The agent was not paused. Its
policy card showed "Warning", and the "Paused agents" counter did not
count it.

**Expected behavior**

A soft incident looks like a warning. It says that work continues. Its
actions are "Raise budget" and "Dismiss warning". A hard incident keeps
the current design and actions.

**Steps to reproduce**

1. Create an agent budget policy with a $1,000 monthly limit and the
default 80% warning threshold.
2. Record $800 of cost for that agent.
3. Open Audit → Budgets.
4. Look at the active incident for that agent. It says "agent hard stop"
and "This scope is paused".

**Paperclip version or commit**

Seen on v2026.1012.0 (`bba6a45`). The same code is on `master` at
`721e87ac0`.

**Deployment mode**

local_trusted (not deployment-specific).

## What Changed

- `BudgetIncidentCard` reads `incident.thresholdType`. A `soft` incident
shows:
- The heading "<scope> budget warning", with amber styling and a warning
icon.
- The banner "Spending crossed the warning threshold. This warning does
not pause work."
- The actions "Raise budget" and "Dismiss warning". They call the same
handlers as before (`raise_budget_and_resume` and `keep_paused`). For a
soft incident, the server dismisses the incident for `keep_paused`, and
the resume step has no effect because the scope is not paused.
- A new-budget prefill of the current limit plus $10. Before, the
prefill was equal to the current limit, so "Raise budget" did not change
the limit.
- A `hard` incident does not change: the same heading, banner, styling,
prefill, and actions.
- The "Active incidents" description on the Costs page now covers
warnings and hard stops.
- New tests in `BudgetIncidentCard.test.tsx` cover a hard stop, a soft
warning, and a project hard stop.

## Verification

- `cd ui && npx vitest run src/components/BudgetIncidentCard.test.tsx`:
3 tests pass. Before the fix, the soft-warning test failed with
`expected 'agent hard stopOpen…' to contain 'agent budget warning'`.
- `cd ui && npx vitest run src/pages/Costs src/components/Budget`: 31
tests pass.
- Manual check in a running instance (v2026.1012.0 with this patch,
seeded with an agent at 100% and an agent at 80% of a $1,000 budget), in
light and dark themes:
- The 100% agent shows the red "Agent hard stop", "This scope is
paused", "Raise budget & resume", and "Keep paused".
- The 80% agent shows the amber "Agent budget warning", the warning
banner, a $1,010.00 prefill, "Raise budget", and "Dismiss warning".
  - "Paused agents: 1" agrees with the cards.
- `ui` typecheck: no errors in the changed files. The local run had
unrelated errors in `PluginOrganizationSwitcher` because the plugin SDK
was not built.

## Risks

- Low risk. The change is UI-only. Hard-stop rendering and behavior do
not change. No API, server, or data changes.
- The soft card now prefills a value above the current limit. Before, it
prefilled the current limit.
- PR #14306 changes the same component. One of the two PRs can need a
small rebase.

## Model Used

- Claude Opus 5.5 (`claude-opus-5-5`), Anthropic, through Claude Code
with tool use (shell, file edits, test runs, Playwright screenshot
capture). A human requested and reviewed the change.

## 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 (no
`doc/` page describes this card, so no change was needed)
- [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: Aron Prins <aronprins@icloud.com>
Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-13 10:12:49 -07:00
Devin FoleyandPaperclip 799e4d556f fix: make accounting durable and synchronize cost reporting (#14997)
Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-10-06 22:26:48 -07:00
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>
2026-07-07 16:22:16 -05:00
DottaandPaperclip 2de893f624 [codex] add comprehensive UI Storybook coverage (#4132)
## Thinking Path

> - Paperclip orchestrates AI agents for zero-human companies.
> - The board UI is the main operator surface, so its component and
workflow coverage needs to stay reviewable as the product grows.
> - This branch adds Storybook as a dedicated UI reference surface for
core Paperclip screens and interaction patterns.
> - That work spans Storybook infrastructure, app-level provider wiring,
and a large fixture set that can render real control-plane states
without a live backend.
> - The branch also expands coverage across agents, budgets, issues,
chat, dialogs, navigation, projects, and data visualization so future UI
changes have a concrete visual baseline.
> - This pull request packages that Storybook work on top of the latest
`master`, excludes the lockfile from the final diff per repo policy, and
fixes one fixture contract drift caught during verification.
> - The benefit is a single reviewable PR that adds broad UI
documentation and regression-surfacing coverage without losing the
existing branch work.

## What Changed

- Added Storybook 10 wiring for the UI package, including root scripts,
UI package scripts, Storybook config, preview wrappers, Tailwind
entrypoints, and setup docs.
- Added a large fixture-backed data source for Storybook so complex
board states can render without a live server.
- Added story suites covering foundations, status language,
control-plane surfaces, overview, UX labs, agent management, budget and
finance, forms and editors, issue management, navigation and layout,
chat and comments, data visualization, dialogs and modals, and
projects/goals/workspaces.
- Adjusted several UI components for Storybook parity so dialogs, menus,
keyboard shortcuts, budget markers, markdown editing, and related
surfaces render correctly in isolation.
- Rebasing work for PR assembly: replayed the branch onto current
`master`, removed `pnpm-lock.yaml` from the final PR diff, and aligned
the dashboard fixture with the current `DashboardSummary.runActivity`
API contract.

## Verification

- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm --filter @paperclipai/ui build-storybook`
- Manual diff audit after rebase: verified the PR no longer includes
`pnpm-lock.yaml` and now cleanly targets current `master`.
- Before/after UI note: before this branch there was no dedicated
Storybook surface for these Paperclip views; after this branch the local
Storybook build includes the new overview and domain story suites in
`ui/storybook-static`.

## Risks

- Large static fixture files can drift from shared types as dashboard
and UI contracts evolve; this PR already needed one fixture correction
for `runActivity`.
- Storybook bundle output includes some large chunks, so future growth
may need chunking work if build performance becomes an issue.
- Several component tweaks were made for isolated rendering parity, so
reviewers should spot-check key board surfaces against the live app
behavior.

## Model Used

- OpenAI Codex, GPT-5-based coding agent in the Paperclip harness; exact
serving model ID is not exposed in-runtime to the agent.
- Tool-assisted workflow with terminal execution, git operations, local
typecheck/build verification, and GitHub CLI PR creation.
- Context window/reasoning mode not surfaced 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>
2026-04-20 12:13:23 -05:00
Dotta 76e6cc08a6 feat(costs): add billing, quota, and budget control plane 2026-03-16 15:11:01 -05:00