Files
PaperClipAI/ui/src/components/chat/ChatSetupNavigation.tsx
T
DottaandPaperclip 924f07be8c feat(chat): simplify Slack onboarding and account linking (#13638)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connections let people start and continue that work from Slack.
> - Setup mixed app creation, credentials, URL verification, account
linking, and testing on the same screens.
> - People also needed a safe way to link their own Slack identity after
the first operator finished setup.
> - This pull request gives each step a clear place and keeps membership
approval separate from identity linking.
> - It also makes connection details easier to use and fixes misleading
callback health behind HTTPS proxies.

## Linked Issues or Issue Description

**Subsystem affected**
Cross-cutting: chat routes and services, shared contracts, and the Apps
board UI.

**Problem or motivation**
Slack onboarding made users find settings without enough guidance. A
second user needed operator help to link their account. Activity stopped
at 100 records, and TLS termination could mark working callbacks as
stale.

**Proposed solution**
Use six setup steps with editable app names, a generated manifest,
credential guidance, URL verification, account linking, and an optional
message test. Send each Slack user a private, expiring confirmation
link. Require company membership or an approved access request before
linking. Add cursor pagination and tolerate the internal HTTP hop in
callback diagnostics.

**Roadmap alignment**
This improves the existing connected-app surface and supports CEO Chat
without changing the task-and-comments model. The maintainer requested
and reviewed the flow during a live Slack test drive.

**Additional context**
Related work: #7, #3349, #13000, and #13620. Those cover broader chat
capabilities, older webhook paths, or plugins. This PR improves the
existing native connector's setup and account-linking flow. HTTPS
documentation was published separately in
paperclipai/paperclip-docs#128.

## What Changed

- Split Slack onboarding into six clickable sidebar steps. Keep
secondary and primary actions on one row.
- Generate the Slack creation link and read-only manifest from editable
app, bot, and command names. Add credential prefix validation and direct
instructions.
- Add live account-link status and an optional mention-based message
test.
- Add private, single-use Slack account invitations and membership
access requests. Retain cloud authentication/bootstrap checks and
enforce the chat rollout flag in all identity APIs. Default new Slack
connections to linked users only.
- Put Settings, Access, Conversations, and Activity in the sidebar.
Simplify conversation rows and remove active header badges.
- Add 25-item activity pages, stable timestamp/ID cursors, and replay
safety across pages. Preserve the legacy array API for clients without
pagination parameters.
- Fix false callback warnings when HTTPS terminates at a proxy. Keep
host, port, and path drift detection.
- Document the setup flow, pagination, callback diagnostics, and shared
wizard footer rule.

## Verification

- Passed: `pnpm -r typecheck`, `pnpm build`, and `pnpm
check:token-gates`.
- Passed: focused Slack callback and pagination integration tests; UI
clipboard, wizard, pagination, and activity tests; OpenAPI route tests.
The final access-gate fix also passes 27 focused tests covering cloud
authentication/bootstrap, nonmember invitations, token validity, and the
server-enforced rollout flag.
- Passed: all 1,002 chat integration tests, 6,356 UI tests, and all 11
provider browser scenarios (including mobile light/dark navigation).
After rebase, the identity route, sidebar, and 25 clipboard tests pass.
- The full local `pnpm test:run` was attempted. The first run found 14
Slack fixtures that needed explicit guest access; those are fixed and
the complete chat suite passes. Unrelated embedded PostgreSQL
startup/resource failures and timeouts prevented a clean full local run.
All CI checks pass on `2d858b036`, including the full chat, server,
workspace, build, typecheck, and browser suites.
- Live test drive: Slack app creation, credential setup, URL
verification, private account confirmation, mention messages, and thread
replies. Verified the callback warning clears for the existing proxied
connection.
- Review: create a Slack connection, follow the six steps, link a second
user's account, and browse older activity with Next and Previous.

## Risks

- Identity invitations carry a temporary capability. Tokens are hashed,
expire after 15 minutes, work once, and require explicit confirmation by
a company member. Access requests do not grant membership.
- New Slack connections reject unlinked people by default. Existing
connection settings remain intact.
- Activity is a live ledger. Updated action rows can move forward in
time. Older pages do not poll.
- Proxy tolerance affects health display only. Slack signature checks
and proxy authentication settings remain unchanged.
- No database migration or package-lock changes.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser verification. The runtime does not expose an
exact model build ID or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (targeted suites; full
local-run limitations documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-18 17:23:53 -05:00

70 lines
2.6 KiB
TypeScript

import { createPortal } from "react-dom";
import { useChatSetupSidebar } from "@/context/ChatSetupSidebarContext";
import { useSidebar } from "@/context/SidebarContext";
import { cn } from "@/lib/utils";
export function ChatSetupSidebar() {
const sidebar = useChatSetupSidebar();
return (
<aside className="flex h-full min-h-0 w-full flex-col border-r border-border bg-background">
<div ref={sidebar?.setTarget} className="overflow-y-auto px-4 py-6" />
</aside>
);
}
export function ChatSetupNavigation({
labels = ["Choose agent", "Connect provider", "Try it"],
step,
availableStep,
disabled = false,
onSelect,
}: {
labels?: string[];
step: number;
availableStep: number;
disabled?: boolean;
onSelect: (step: number) => void;
}) {
const sidebar = useChatSetupSidebar();
const { isMobile, setSidebarOpen } = useSidebar();
const navigation = (
<nav aria-label="Connection setup progress">
<ol className="text-sm">
{labels.map((label, index) => (
<li key={label}>
{index > 0 && (
<div aria-hidden="true" className="flex w-8 justify-center py-1">
<span className="h-4 border-l border-border" />
</div>
)}
<button
type="button"
aria-current={index === step ? "step" : undefined}
disabled={disabled || index > availableStep}
onClick={() => {
onSelect(index);
if (isMobile) setSidebarOpen(false);
}}
className="flex w-full items-center gap-3 rounded-md text-left outline-none transition-colors hover:bg-accent focus-visible:ring-2 focus-visible:ring-ring disabled:cursor-default disabled:hover:bg-transparent"
>
<span className={cn(
"flex size-8 shrink-0 items-center justify-center rounded-full border font-medium",
index === step ? "border-primary bg-primary text-primary-foreground" :
index <= availableStep ? "border-foreground text-foreground" : "border-border text-muted-foreground",
)}>
{index + 1}
</span>
<span className={index === step ? "font-medium text-foreground" : "text-muted-foreground"}>
{label}
</span>
</button>
</li>
))}
</ol>
</nav>
);
// Standalone renders (including component previews) retain usable navigation.
if (!sidebar) return navigation;
return sidebar.target ? createPortal(navigation, sidebar.target) : null;
}