4 Commits

Include renames

Author	SHA1	Message	Date
DottaandPaperclip	8b6a06ee25	[codex] Add built-in agents and Reflection Coach bundle (#9206) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work. > - Operators need first-party agent capabilities for repeatable company work, not just manually created one-off agents. > - Built-in agents need to behave like normal company-scoped agents while preserving approval gates, permissions, budgets, and audit trails. > - Reflection and coaching work also needs bundled instructions, skill content, and a routine so the feature can be installed and reset predictably. > - The API, database, UI, portability, and tests all need to agree on the built-in lifecycle from not provisioned through setup, approval, ready, paused, and reset. > - This pull request adds built-in agent provisioning and the Reflection Coach bundle end-to-end. > - The benefit is a safer first-party path for Paperclip-managed agents without bypassing the same governance model used for operator-created agents. ## Linked Issues or Issue Description No public GitHub issue was found for this exact built-in agent and Reflection Coach bundle work. Problem/motivation: - Paperclip did not have a first-party built-in agent lifecycle for product-owned agents. - Bundled agent resources such as default instructions, skills, and routines needed managed ownership and reset semantics. - Approval-gated companies needed built-in setup to preserve requested adapter, budget, manager, and permission state through board approval. - The board UI needed clear built-in badges, setup affordances, readiness state, and bundle status without exposing secrets. Proposed solution: - Add a company-scoped built-in agent registry, provisioning/reset/reconcile/status APIs, and Reflection Coach bundled resources. - Track bundled managed resources in the database with idempotent migration behavior. - Reuse existing agent approval, authorization, budget, and activity-log paths instead of creating a bypass. - Add UI setup, badges, gates, bundle panels, and route coverage for built-in agents. Duplicate search: - Searched GitHub PRs for `built-in agents Reflection Coach repo:paperclipai/paperclip`; only this PR was returned. - Searched GitHub issues for the same query; no public issues were returned. ## What Changed - Added built-in agent definitions, lifecycle state derivation, provisioning, reset, reconcile, status, and routine-control routes. - Added the `built_in_managed_resources` migration and schema exports for bundled instructions, skill, and routine ownership. - Added the Reflection Coach built-in bundle with default instructions, skill catalog content, routine template, default permissions, and managed-resource drift handling. - Added approval-aware provisioning behavior that preserves requested adapter config, budgets, manager assignment, and built-in permissions through hire approval. - Added authorization and mutation gates for built-in agent and skill changes, including consented Reflection Coach change paths. - Added UI surfaces for built-in agent setup, roster/detail badges, readiness gates, bundle status, routine controls, and route filtering. - Added company import/export and validator coverage for built-in managed resources and low-trust/red-team presets. - Addressed Greptile follow-ups for pending approval reconciliation, consent-gate error propagation, config-read authorization fallback, approval-path manager preservation, and non-model adapter provisioning. ## Verification Local verification: - `git diff --check public/master..HEAD` passed. - `pnpm check:token-gates` passed with all gates clean. - `pnpm exec vitest run ui/src/components/ConfigureBuiltInAgentModal.test.tsx` passed: 1 file, 4 tests. - `pnpm exec vitest run ui/src/components/EntityRow.test.tsx ui/src/pages/Agents.test.tsx ui/src/components/BuiltInAgentGate.test.tsx ui/src/components/ConfigureBuiltInAgentModal.test.tsx ui/src/components/BuiltInBundlePanel.test.tsx ui/src/pages/InstanceExperimentalSettings.test.tsx ui/src/pages/Routines.test.tsx` passed: 7 files, 64 tests. - `pnpm --filter @paperclipai/server exec vitest run src/__tests__/built-in-agents.test.ts src/__tests__/authorization-service.test.ts src/__tests__/company-skills-routes.test.ts` passed: 3 files, 91 tests. - `pnpm --filter @paperclipai/db check:migrations` passed. - `pnpm -r typecheck` passed after the rebase; `pnpm --filter ui typecheck` passed after the final UI review fix. Remote verification on latest head `1c61f693a4ec881d739022b0e75a8ca8bf8c2cd8`: - Merge state: `CLEAN`. - Greptile: `5/5`, zero unresolved Greptile threads. - PR check rollup: all checks successful, neutral, or skipped as expected. - Passing gates include Build, Typecheck + Release Registry, all server shards, all workspace shards, all serialized server suites, e2e, Canary Dry Run, policy, review, verify, Socket, Superagent, and Snyk. ## Risks - This adds a new managed-resource table and migration; the migration uses idempotent create/add/index guards and passed migration safety checks. - Built-in agent provisioning touches approval and authorization paths; tests cover pending approval preservation, stale retry rejection, consent gates, and config-read fallback behavior. - Reflection Coach creates managed instructions, skill, and routine resources; drift/reset behavior is covered by service tests and redacted API responses. - Non-model adapter setup now provisions a `needs_setup` built-in row before command/endpoint fields are complete; this matches the server lifecycle and is covered by the setup modal regression test. ## Model Used OpenAI Codex coding agent based on GPT-5. Exact hosted model ID, context-window size, and reasoning-mode labels are not exposed in this runtime; tool use, shell execution, GitHub CLI/API access, and local code editing were enabled. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have searched GitHub for duplicate or related PRs and linked them above - [x] I have either (a) linked existing issues with `Fixes: #` / `Closes #` / `Refs #` OR (b) described the issue in-PR following the relevant issue template - [x] I have not referenced internal/instance-local Paperclip issues or links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip` URLs) - [x] My branch name describes the change (e.g. `docs/...`, `fix/...`) and contains no internal Paperclip ticket id or instance-derived details - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] All Paperclip CI gates are green - [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-09 16:29:30 -05:00
Devin FoleyandPaperclip	bc85b456a1	fix(ui): keep agent names visible on mobile agents index (#9236) ... ## Thinking Path > - Paperclip is the open source app people use to manage AI agents for work > - The Agents index (`ui/src/pages/Agents.tsx`) is the main roster view, with both a list layout and an org-tree layout > - On mobile viewports the roster could render rows with no visible agent names because shrink-resistant trailing controls competed with the fixed-width title cell > - A roster where names are unreadable is unusable on phones, and the org-tree view had a related narrow-width overflow risk for deeply indented names > - This pull request lets the list title flex below `xl`, hides nonessential row controls on mobile, keeps Join/Leave reachable, and truncates org-tree names safely > - The result is a readable agents index on mobile while preserving desktop meta-column alignment and truncation ## Linked Issues or Issue Description No existing public GitHub issue; describing the bug per the bug report template: **What happened?** On a mobile-width viewport, the agents index showed rows where agent names could become unreadable or disappear because trailing controls consumed the available row width. In the org view, deeply indented names could overflow the row. **Expected behavior** Agent names remain visible on every viewport, Join/Leave stays reachable, and desktop rows continue to align and truncate as before. **Steps to reproduce** Open Paperclip in a browser at a narrow viewport, navigate to the Agents index, and observe rows with long names or left-membership controls. **Paperclip version or commit** Reproducible on `master` prior to this fix. **Deployment mode** Local dev instance. The bug is viewport-width dependent, not deployment-mode dependent. ## What Changed - `EntityRow` now lets callers control title text, subtitle text, and the meta spacer classes while keeping the default truncation behavior unchanged. - Agents list rows now use `flex-1 xl:flex-none xl:w-56`, so names get mobile width while desktop meta columns keep their aligned fixed title column. - Long list-view names/subtitles wrap below `xl` but return to truncation at `xl` and above. - Join/Leave stays visible on mobile; run/status/star row controls stay hidden on mobile to avoid squeezing names. - Org-tree rows use `min-w-0 truncate`, so deep indentation shortens names with an ellipsis instead of overflowing. - Regression tests cover mobile name visibility, left-membership dimming, responsive title/meta behavior, and mobile Join/Leave reachability. ## Verification - `pnpm --filter @paperclipai/ui exec vitest run src/components/EntityRow.test.tsx src/pages/Agents.test.tsx` — 2 files, 18 tests passed. - `pnpm check:token-gates` — all gates clean. - `git diff --cached | rg -n "(AKIA|ASIA|SECRET|TOKEN|PASSWORD|PRIVATE KEY|BEGIN RSA|BEGIN OPENSSH|api[_-]?key|bearer|paperclip_api_key|DATABASE_URL|postgres://|sk-[A-Za-z0-9]|xox[baprs]-)"` — no matches before push. ## Risks - Low risk: UI-only change scoped to the agents index. The main behavior change is that nonessential row controls remain hidden on mobile while Join/Leave remains available there and all controls remain available on larger screens/detail pages. ## Model Used - OpenAI GPT-5 via Codex (`codex_local` adapter), agentic code editing and local/GitHub 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 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 Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-07-09 13:37:17 -07:00
4 people	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>	2026-06-06 09:17:27 -05:00
DottaandPaperclip	9aea3e3d35	[codex] Add resource membership controls (#6677) ... ## Thinking Path > - Paperclip orchestrates AI-agent companies through company-scoped issues, projects, agents, and board-visible workflows. > - The board sidebar and project list are the daily navigation surface for that control plane. > - Users need to keep all projects and agents accessible while hiding resources they have intentionally left from their own sidebar. > - That requires user-scoped resource membership state backed by company-scoped API and database contracts. > - The branch also needed to preserve HTTP worktree login sessions and keep the project list easier to scan after membership grouping. > - This pull request adds resource membership controls, sidebar leave actions, grouped/sortable project listings, and focused tests. > - The benefit is a cleaner personal workspace view without weakening company-scoped access to the underlying project or agent detail pages. ## What Changed - Added `project_memberships` and `agent_memberships` tables with API/shared/server contracts for current-user join/leave state. - Renumbered the membership migration to `0090_resource_memberships` after rebasing onto current `master`, and made it idempotent for anyone who had applied the old branch-local `0087` migration. - Added project and agent sidebar leave actions, plus list filtering that waits for membership state before hiding resources. - Added grouped project listing, project sorting controls, and reserved row subtitle height for cleaner scanning. - Fixed HTTP auth cookie security handling so HTTP worktree sessions can persist. - Updated focused server and UI tests for the new membership, sidebar, project list, and auth behavior. ## Verification - `pnpm exec vitest run server/src/__tests__/better-auth.test.ts server/src/__tests__/resource-memberships-routes.test.ts ui/src/pages/Projects.test.tsx ui/src/components/SidebarProjects.test.tsx ui/src/components/SidebarAgents.test.tsx ui/src/components/MembershipAction.test.tsx ui/src/components/EntityRow.test.tsx` - Confirmed the branch is rebased on current `origin/master`. - Confirmed the PR diff does not include `pnpm-lock.yaml` or `.github/workflows` changes. ## Risks - Migration safety: low to medium. The migration now uses `IF NOT EXISTS` / guarded constraints and is numbered after current master migrations, but it should still get CI coverage against fresh databases. - UI behavior: low. Left resources are hidden from sidebar only after membership state loads; direct detail access remains available. - Auth behavior: low. Cookie security is relaxed only for HTTP/private local-style origins where secure cookies would prevent login persistence. > 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 coding agent, tool-enabled shell/git workflow, context window not exposed by 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 Screenshot note: no browser screenshots were captured in this heartbeat; the UI changes are covered by focused component tests above. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>	2026-05-25 13:12:41 -05:00