Files
PaperClipAI/tests/e2e/onboarding.spec.ts
T
Nicky LeachandPaperclip 79b2bf78dd Create agent records when onboarding names are submitted (#17005)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Core onboarding selects an agent and connects its provider account.
> - The current flow creates the agent record after authentication.
> - Setup needs a stable agent identity as soon as the user submits its
name.
> - This PR saves a paused setup record on name submission and finishes
the hire on that same record.
> - The existing sandbox authentication and approval paths continue to
apply.

## Linked Issues or Issue Description

**Subsystem affected**

Core agent lifecycle, shared validators, and onboarding UI.

**Current behavior**

Onboarding creates the database record at the final hire step. Earlier
authentication and saved setup have no agent record.

**Proposed behavior**

Create a paused agent with a setup hold when the user submits its name.
Do this before adapter selection or authentication. Update that same
record after adapter selection. Reuse its ID on retries and saved setup.
Finish that record through the existing hire path.

**Reason and benefit**

Give setup a stable identity without coupling this refactor to computer
provisioning or a new execution backend.

**Breaking changes**

Incomplete setup now leaves an inactive agent record. Existing clients
can still create and hire agents without the new optional fields. The
sandbox authentication flow and API key support remain in place.

**Additional context**

Requested Core-only refactor. Related work: #15422 changes runner
defaults. This PR preserves those choices. No duplicate early-record
refactor was found in the issue and PR search.

## What Changed

- Save the agent when the user submits its name in both onboarding entry
points. Use a provisional adapter until the user chooses one. Reopen
name-only drafts at adapter selection.
- Add retry-safe setup creation and same-record hire completion. Keep
approval checks at final hire.
- Save and restore setup configuration in both onboarding entry points.
Show Finish setup for paused setup agents.
- Restrict setup changes to authorized board users. Block generic resume
until setup finishes.
- Add lifecycle, authorization, connection, and UI coverage. Update the
specification and feature maps.

## Verification

- Latest focused server run: 126 lifecycle and AI-connection tests
passed after the Apex fixes. An earlier broader run passed 301
lifecycle, instruction, adapter-validation, and AI-connection tests.
Earlier authentication, retry, cross-company, and direct-create
regressions also passed.
- Name-save verification: 336 tests across the wizard, naming dialog,
New agent, action-button, and wizard-step suites passed. Coverage
includes retry identity, repeated submission, closing during a save,
saved-model restoration, and a disabled process adapter.
- Shared, server, and UI TypeScript checks passed. The latest UI package
check and direct server TypeScript check passed. The server package
preparation command could not finish locally because Cargo is
unavailable; full build preparation runs in CI. Map checks, token gates,
and `git diff --check` passed; each pushed diff was scanned for
credentials and PII.
- All six onboarding browser tests passed together with installed Chrome
against a fresh throwaway instance after the Apex fixes. They include
numbered duplicate names, first-time Copilot without a connected
account, and Grok’s saved model. They verify early persistence in both
entry points, closing and reopening a name-only draft, same-record
adapter selection, sandbox sign-in, login reload, and failed-connection
gating. Provider responses are simulated; Core persistence is real.
- Regression coverage includes incomplete Copilot creation versus final
validation, Kimi settings through redacted responses, stale local
drafts, company switches during creation, saved environments, and
provider changes with personal/shared old bindings.
- Apex found five name-only setup gaps: numbered names, early Copilot
account validation, the Grok model default, same-name draft ownership,
and provisional runner restoration. The fixes preserve server names,
defer implicit account binding until hire, set Grok’s model, avoid
name-based reuse of unfinished records, and restore Auto for pending
adapter choices. UI, database, and browser regressions cover these
cases.
- Standard Greptile found a Grok provider mismatch in the new adapter
save. The save now uses ACPX with the Grok profile. Both the 129-test
dialog/setup run and a real-API browser regression passed after the fix.
The first browser attempt stopped on an ambiguous empty-roster button
selector; it now scopes the click to the toolbar.
- Moving the save point exposed a saved-model reset and timing
assumptions in the same-name and portal fixtures. The source choice now
preserves the restored model, and tests cover same-name recovery without
a second hire.
- Initial CI exposed direct-create compatibility, concurrent setup
effects, fixture assumptions, and a missing-fields assumption in the
provider-validation guard. These were fixed and verified locally. Review
findings were addressed with authorization, recovery,
credential-persistence, and restored-configuration regressions.
- The final desktop capture passed after host resource cleanup. A repeat
first failed before Core started because macOS had exhausted
shared-memory IDs. Standalone PostgreSQL initialization reproduced the
same error. Releasing only unattached control segments from this task’s
stopped test databases allowed the unchanged revision to pass. No Core
or system setting changed.
- Local database tests required port access outside the sandbox. Missing
declared development dependencies were supplied outside the branch. No
live provider sign-in was tested locally.
- [Full monorepo
CI](https://github.com/paperclipai/paperclip/actions/runs/39522434236)
is green on `82b82fec189a172a885d4dd565ae2f4a18c73efc`. Standard
Greptile scored 5/5 with zero new comments (check `118969424903`). The
subsequent Apex review also scored 5/5 with zero new comments (check
`118972866331`) on that same commit. All review threads are resolved.
- The separate Superagent Security scan returned neutral/inconclusive
because its pinned merge-base checkout failed or timed out. GitHub
returned 404 for check and suite rerun requests. This is not a
successful security scan; the CI workflow and other security checks
passed.

## Risks

- Users can leave inactive setup records behind, including after name
submission alone. These records cannot run until hire completes.
- Setup completion touches hiring and approval boundaries. Tests cover
retries, company isolation, creator permissions, and approval snapshots.
- An uncertain credential-save result retains its new secret reference
for retry. A confirmed client rejection removes only credentials staged
by that attempt.
- No schema migration or VM provisioning change is required.
Agent-computer integration is out of scope.

## Model Used

OpenAI Codex, based on GPT-6, with repository search, code editing, and
tool execution. The exact deployment ID and context window are not
exposed in this session.

## Checklist

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

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-10-20 18:08:57 -07:00

737 lines
33 KiB
TypeScript

import { test, expect } from "@playwright/test";
import { mockOnboardingLocalAiConnection } from "./helpers/onboarding-ai-connection";
/**
* E2E: Onboarding wizard flow (NUX Phase 2 expanded wizard).
*
* The wizard now opens on a front door (path picker) and the "Create a new
* company" path runs:
* Step 0 — Front door (Create a new company / Level up existing)
* Step 1a — Name your organization (creates the company)
* Step 2 — Hire your team lead (adapter picker)
* Step 3+ — Launch celebration → CEO chat → hiring plan → orientation
*
* This test covers the deterministic, LLM-free core: it drives the front door
* through company naming (which creates the company) and verifies the wizard
* advances to the team-lead step without asking for a mission.
*
* The tail (CEO chat at step 4, hiring-plan generation at step 5, final
* landing) depends on a live LLM and is verified separately during manual /
* LLM-backed QA — see PAP-50. Surface-level rendering of every step is
* snapshotted by nux-phase4-screenshots.spec.ts.
*/
const COMPANY_NAME = `E2E-Test-${Date.now()}`;
test.describe("Onboarding wizard", () => {
test("create-company path: naming creates the company, and no goal is invented", async ({
page,
}) => {
const pageErrors: string[] = [];
page.on("pageerror", (err) => pageErrors.push(err.message));
// `--data-dir` starts a new server, not a new browser profile. Keep a
// resumable draft here so this ordinary browser condition is covered when
// the company-list invalidation runs after the create request.
await page.addInitScript(() => {
localStorage.setItem("paperclip-onboarding-state", JSON.stringify({
step: 1,
companyName: "",
createdCompanyId: null,
}));
});
let delayCompanyListRefetch = false;
await page.route("**/api/companies", async (route) => {
if (delayCompanyListRefetch && route.request().method() === "GET") {
// Keep the invalidation observable: a background fetch must not reset
// the in-progress wizard.
await new Promise((resolve) => setTimeout(resolve, 250));
}
await route.continue();
});
// New-NUX surfaces are flag-gated default-OFF (PAP-136/137/138): turn the
// experimental flag on for this throwaway instance before driving them.
const flagRes = await page.request.patch("/api/instance/settings/experimental", {
data: { enableConferenceRoomChat: true },
});
expect(flagRes.ok()).toBe(true);
await page.goto("/onboarding");
// The wizard may open on a launcher card or directly on the capsule
// wizard; the front door (step 0) requires a click into the create path.
const startBtn = page.getByRole("button", {
name: /Start Onboarding|New Organization|Add Agent/,
});
if (await startBtn.count()) {
await startBtn.first().click();
}
const createCard = page.getByRole("button", { name: /Build a new organization/ });
if (await createCard.count()) {
await createCard.first().click();
}
// Step 1 — Name your organization.
await expect(
page.getByRole("heading", { name: "What is the name of your organization?" }),
).toBeVisible({ timeout: 15_000 });
await page.getByPlaceholder("e.g. Northwind Labs").fill(COMPANY_NAME);
delayCompanyListRefetch = true;
await page.getByRole("button", { name: /^Continue/ }).click();
// Step 1's "Next" now creates the company and goes straight to the agent.
// The mission step used to sit between them and do the creating; onboarding
// no longer asks for the mission, which is collected later in the app.
await page.waitForSelector("#onboarding-agent-name", {
timeout: 30_000,
});
// Verify the company + company-level goal were persisted.
const baseUrl = page.url().split("/").slice(0, 3).join("/");
const companiesRes = await page.request.get(`${baseUrl}/api/companies`);
expect(companiesRes.ok()).toBe(true);
const companies = await companiesRes.json();
const company = companies.find(
(c: { name: string }) => c.name === COMPANY_NAME,
);
expect(company, `company ${COMPANY_NAME} should exist`).toBeTruthy();
// And no company-level goal, which is the point rather than an omission.
// Onboarding no longer asks for a mission, so writing one here would mean
// inventing a goal the customer never chose. The mission is collected later
// in the app, and the absence is what leaves room for it.
const goalsRes = await page.request.get(
`${baseUrl}/api/companies/${company.id}/goals`,
);
expect(goalsRes.ok()).toBe(true);
const goals = await goalsRes.json();
const companyGoal = (Array.isArray(goals) ? goals : []).find(
(g: { level?: string }) => g.level === "company",
);
expect(
companyGoal,
"onboarding must not invent a mission the customer never gave",
).toBeFalsy();
// Name submission persists an inactive record before the provider question.
await page.locator("#onboarding-agent-name").fill("Ada");
const firstSetupResponse = page.waitForResponse(response =>
response.request().method() === "POST" && response.url().endsWith(`/api/companies/${company.id}/agents`));
await page.getByRole("button", { name: "Next", exact: true }).click();
const firstSetup = await (await firstSetupResponse).json();
expect(firstSetup).toMatchObject({ name: "Ada", pauseReason: "setup", metadata: { setupAdapterPending: true } });
await expect(page.getByRole("radio").first()).toBeVisible();
await expect(page.locator('[role="radio"][aria-checked="true"]')).toHaveCount(0);
// The roster path saves on Choose adapter, then configures that same row.
await page.goto(`/${company.issuePrefix}/agents/all`);
await page.getByRole("toolbar", { name: "Agents controls" }).getByRole("button", { name: "New Agent", exact: true }).click();
await page.getByLabel("Agent name", { exact: true }).fill("Atlas");
const nextSetupResponse = page.waitForResponse(response =>
response.request().method() === "POST" && response.url().endsWith(`/api/companies/${company.id}/agents`));
await page.getByRole("button", { name: "Choose adapter", exact: true }).click();
const nextSetup = await (await nextSetupResponse).json();
expect(nextSetup).toMatchObject({ name: "Atlas", pauseReason: "setup", metadata: { setupAdapterPending: true } });
await expect(page.getByRole("heading", { name: "Choose an adapter", exact: true })).toBeVisible();
await page.keyboard.press("Escape");
await page.getByRole("main").getByRole("link", { name: /^Atlas / }).click();
await page.getByRole("button", { name: "Finish setup", exact: true }).click();
await expect(page.getByRole("heading", { name: "Choose an adapter", exact: true })).toBeVisible();
await page.locator("label").filter({ has: page.locator('input[name="new-agent-adapter"][value="codex_local"]') }).click();
await page.getByRole("button", { name: "Configure agent", exact: true }).click();
await expect(page.getByRole("heading", { name: "Connect a model", exact: true })).toBeVisible();
expect(new URL(page.url()).searchParams.get("setupAgentId")).toBe(nextSetup.id);
const saved = await (await page.request.get(`/api/agents/${nextSetup.id}?companyId=${company.id}`)).json();
expect(saved).toMatchObject({ id: nextSetup.id, name: "Atlas", pauseReason: "setup", metadata: { setupAdapterPending: false } });
const records = await (await page.request.get(`/api/companies/${company.id}/agents`)).json();
expect(records.map((agent: { id: string }) => agent.id).sort()).toEqual([firstSetup.id, nextSetup.id].sort());
// The expanded wizard must not crash the app (Rules-of-Hooks regression).
expect(pageErrors, pageErrors.join("\n")).toHaveLength(0);
});
test("connect step starts the sign-in when the source is chosen, rather than hiring, when the signal reports no credential", async ({
page,
}) => {
const pageErrors: string[] = [];
page.on("pageerror", (err) => pageErrors.push(err.message));
const flagRes = await page.request.patch("/api/instance/settings/experimental", {
data: { enableConferenceRoomChat: true },
});
expect(flagRes.ok()).toBe(true);
// The login panel's capability gate requires a sandbox environment with a
// login-capable provider, and this throwaway instance has neither: it
// only auto-creates the local environment. Add one fake sandbox
// environment to the real list, make it the instance default, and declare
// its provider's login pseudo-terminal capability — this reproduces the
// gate a real sandbox-backed instance would already pass, without
// changing any other field the rest of the page depends on.
const FAKE_SANDBOX_ENVIRONMENT_ID = "e2e-fake-sandbox-environment";
const FAKE_SANDBOX_PROVIDER = "e2e-fake-provider";
await page.route("**/environments", async (route) => {
const response = await route.fetch();
const environments = await response.json();
environments.push({
id: FAKE_SANDBOX_ENVIRONMENT_ID,
name: "E2E fake sandbox",
description: null,
driver: "sandbox",
status: "active",
config: { provider: FAKE_SANDBOX_PROVIDER },
envVars: {},
metadata: {},
createdAt: new Date().toISOString(),
updatedAt: new Date().toISOString(),
});
await route.fulfill({ response, json: environments });
});
await page.route("**/environments/capabilities", async (route) => {
const response = await route.fetch();
const capabilities = await response.json();
capabilities.sandboxProviders[FAKE_SANDBOX_PROVIDER] = {
status: "supported",
supportsSavedProbe: true,
supportsUnsavedProbe: true,
supportsRunExecution: true,
supportsReusableLeases: false,
supportsInteractiveSetup: false,
interactiveSetupConnectionTypes: [],
supportsTemplateCapture: false,
supportsTemplateDelete: false,
supportsLoginPty: true,
source: "plugin",
};
await route.fulfill({ response, json: capabilities });
});
await page.route("**/instance/settings", async (route) => {
const response = await route.fetch();
const settings = await response.json();
settings.defaultEnvironmentId = FAKE_SANDBOX_ENVIRONMENT_ID;
await route.fulfill({ response, json: settings });
});
// Report no ready credential, so the wizard shows the login panel right
// after the adapter is picked, before it ever runs an adapter test.
await page.route("**/adapters/*/auth-signal*", (route) =>
route.fulfill({
contentType: "application/json",
body: JSON.stringify({ status: "absent" }),
}),
);
// The sign-in Connect now starts. Stubbed so the card is deterministic:
// the session start answers, and the guarded prompt read hands back an
// authorization URL for the card's link row.
await page.route("**/setup-token-login-sessions", (route) =>
route.fulfill({
contentType: "application/json",
body: JSON.stringify({
sessionId: "e2e-setup-token-session",
status: "pending",
expiresAt: new Date(Date.now() + 600_000).toISOString(),
}),
}),
);
await page.route("**/setup-token-login-sessions/*/prompt", (route) =>
route.fulfill({
contentType: "application/json",
body: JSON.stringify({
authorizationUrl: "https://claude.ai/oauth/authorize?code=true&client=e2e",
transportAdvisory: null,
}),
}),
);
await page.route("**/setup-token-login-sessions/e2e-setup-token-session", (route) =>
route.fulfill({
contentType: "application/json",
body: JSON.stringify({
sessionId: "e2e-setup-token-session",
status: "pending",
expiresAt: new Date(Date.now() + 600_000).toISOString(),
}),
}),
);
// Fail the adapter test the "Connect" button runs, so the hire gate
// blocks the create and this test can prove no agent is hired.
await page.route("**/test-environment", (route) =>
route.fulfill({
contentType: "application/json",
body: JSON.stringify({
adapterType: "claude_local",
status: "fail",
checks: [
{
code: "claude_cli_not_found",
level: "fail",
message: "The claude CLI was not found on this host.",
},
],
testedAt: new Date().toISOString(),
}),
}),
);
let hireCalled = false;
await page.route("**/agent-hires", (route) => {
hireCalled = true;
return route.continue();
});
await page.goto("/onboarding");
const startBtn = page.getByRole("button", {
name: /Start Onboarding|New Organization|Add Agent/,
});
if (await startBtn.count()) {
await startBtn.first().click();
}
const createCard = page.getByRole("button", { name: /Build a new organization/ });
if (await createCard.count()) {
await createCard.first().click();
}
await expect(
page.getByRole("heading", { name: "What is the name of your organization?" }),
).toBeVisible({ timeout: 15_000 });
await page.getByPlaceholder("e.g. Northwind Labs").fill(`${COMPANY_NAME}-auth-signal`);
await page.getByRole("button", { name: /^Continue/ }).click();
await page.waitForSelector("#onboarding-agent-name", { timeout: 30_000 });
await page.locator("#onboarding-agent-name").fill("Ada");
await page.getByRole("button", { name: "Next" }).click();
// Step 4 (Connect a model). By role rather than by label, because which
// adapters the row offers depends on the registry this environment reports.
const source = page.getByRole("radio").first();
await source.waitFor({ timeout: 30_000 });
// Nothing before the row is answered: the card is the answer to the tile,
// and the button has nothing to do until there is a source to do it with.
const cardInstruction = page.getByText("then come back and enter authorization code");
await expect(cardInstruction).toHaveCount(0);
await expect(page.getByRole("button", { name: "Next", exact: true })).toBeDisabled();
// Answering the row is what starts the sign-in — this is the ordering the
// step exists to enforce, since a hire here would file an agent with no
// credential to run on. It is also the whole of the interaction: there is
// no second press between choosing a source and being signed in.
await source.click();
await expect(cardInstruction).toBeVisible({ timeout: 30_000 });
// One destination, two ways to it: the card's own link for anyone
// finishing in another browser, and the step's button for the flow.
const cardLink = page.getByRole("link", { name: /^Sign in to / });
await expect(cardLink).toBeVisible({ timeout: 15_000 });
await expect(cardLink).toHaveAttribute("href", /claude\.ai\/oauth\/authorize/);
await expect(
page.getByRole("button", { name: /^Sign in to / }),
).toBeEnabled({ timeout: 15_000 });
// No "Use saved login" here: the hire step applies a stored login itself.
await expect(page.getByRole("button", { name: "Use saved login" })).toHaveCount(0);
expect(hireCalled).toBe(false);
expect(pageErrors, pageErrors.join("\n")).toHaveLength(0);
});
test("a reload during a login resumes the same session", async ({ page }) => {
const pageErrors: string[] = [];
page.on("pageerror", (err) => pageErrors.push(err.message));
const loginSessionReads: string[] = [];
page.on("request", (request) => {
const match = new URL(request.url()).pathname.match(/\/setup-token-login-sessions\/([^/]+)(?:\/prompt)?$/);
if (match && match[1] !== "active") loginSessionReads.push(match[1]);
});
let hireCalls = 0;
await page.route("**/agent-hires", (route) => {
hireCalls += 1;
return route.fulfill({ status: 400, json: { error: "Unexpected hire while login is pending." } });
});
const flagRes = await page.request.patch("/api/instance/settings/experimental", {
data: { enableConferenceRoomChat: true },
});
expect(flagRes.ok()).toBe(true);
const FAKE_SANDBOX_ENVIRONMENT_ID = "a6d2e530-1e8b-4f0b-9c94-42f1d23e8750";
const FAKE_SANDBOX_PROVIDER = "e2e-fake-provider-reload";
await page.route("**/environments", async (route) => {
const response = await route.fetch();
const environments = await response.json();
environments.push({
id: FAKE_SANDBOX_ENVIRONMENT_ID,
name: "E2E fake sandbox",
description: null,
driver: "sandbox",
status: "active",
config: { provider: FAKE_SANDBOX_PROVIDER },
envVars: {},
metadata: {},
createdAt: new Date().toISOString(),
updatedAt: new Date().toISOString(),
});
await route.fulfill({ response, json: environments });
});
await page.route("**/environments/capabilities", async (route) => {
const response = await route.fetch();
const capabilities = await response.json();
capabilities.sandboxProviders[FAKE_SANDBOX_PROVIDER] = {
status: "supported",
supportsSavedProbe: true,
supportsUnsavedProbe: true,
supportsRunExecution: true,
supportsReusableLeases: false,
supportsInteractiveSetup: false,
interactiveSetupConnectionTypes: [],
supportsTemplateCapture: false,
supportsTemplateDelete: false,
supportsLoginPty: true,
source: "plugin",
};
await route.fulfill({ response, json: capabilities });
});
await page.route("**/instance/settings", async (route) => {
const response = await route.fetch();
const settings = await response.json();
settings.defaultEnvironmentId = FAKE_SANDBOX_ENVIRONMENT_ID;
await route.fulfill({ response, json: settings });
});
await page.route("**/adapters/*/auth-signal*", (route) =>
route.fulfill({
contentType: "application/json",
body: JSON.stringify({ status: "absent" }),
}),
);
await page.route("**/api/adapters?**", async (route) => {
const url = new URL(route.request().url());
if (url.searchParams.get("environmentId") !== FAKE_SANDBOX_ENVIRONMENT_ID) return route.continue();
url.searchParams.delete("environmentId");
const response = await route.fetch({ url: url.toString() });
expect(response.ok()).toBe(true);
await route.fulfill({ response });
});
// The synthetic sandbox only drives the login UI; persist configuration
// against the real local default so a failed fixture write cannot mask restore behavior.
await page.route("**/api/agents/*", async (route) => {
if (route.request().method() !== "PATCH") return route.continue();
const body = route.request().postDataJSON();
if (body.defaultEnvironmentId !== FAKE_SANDBOX_ENVIRONMENT_ID) return route.continue();
const response = await route.fetch({ postData: JSON.stringify({ ...body, defaultEnvironmentId: null }) });
await route.fulfill({ response });
});
const SESSION_ID = "e2e-reload-setup-token-session";
const AUTHORIZATION_URL = "https://claude.ai/oauth/authorize?code=true&client=e2e-reload";
let startCalls = 0;
// Flips once the login actually starts, so the owner-scoped resume read
// below answers "no active session" until then — matching the real
// route, and keeping the pre-Connect part of this test the same as the
// ordinary sign-in test above.
let sessionStarted = false;
const resumedCompanyIds: string[] = [];
let aiConnection: Record<string, unknown> | undefined;
await page.route("**/setup-token-login-sessions", (route) => {
if (route.request().method() === "POST") {
startCalls += 1;
sessionStarted = true;
aiConnection = route.request().postDataJSON().aiConnection;
}
return route.fulfill({
contentType: "application/json",
body: JSON.stringify({
sessionId: SESSION_ID,
environmentId: FAKE_SANDBOX_ENVIRONMENT_ID,
aiConnection,
status: "pending",
expiresAt: new Date(Date.now() + 600_000).toISOString(),
}),
});
});
await page.route(`**/setup-token-login-sessions/${SESSION_ID}/prompt`, (route) =>
route.fulfill({
contentType: "application/json",
body: JSON.stringify({
authorizationUrl: AUTHORIZATION_URL,
transportAdvisory: null,
}),
}),
);
await page.route(`**/setup-token-login-sessions/${SESSION_ID}`, (route) => {
if (route.request().method() !== "GET") return route.continue();
return route.fulfill({
contentType: "application/json",
body: JSON.stringify({
sessionId: SESSION_ID,
environmentId: FAKE_SANDBOX_ENVIRONMENT_ID,
aiConnection,
status: "pending",
expiresAt: new Date(Date.now() + 600_000).toISOString(),
}),
});
});
// The owner-scoped resume read. Both the wizard's own step-restore effect
// and the panel's own resume-on-mount read use this, with no session id
// in the URL — the caller rediscovers its own session.
await page.route("**/setup-token-login-sessions/active", (route) => {
if (!sessionStarted) {
return route.fulfill({
status: 404,
contentType: "application/json",
body: JSON.stringify({ error: "Setup-token login session not found." }),
});
}
resumedCompanyIds.push(new URL(route.request().url()).pathname.split("/")[3]);
return route.fulfill({
contentType: "application/json",
body: JSON.stringify({
sessionId: SESSION_ID,
environmentId: FAKE_SANDBOX_ENVIRONMENT_ID,
aiConnection,
status: "pending",
expiresAt: new Date(Date.now() + 600_000).toISOString(),
panelMode: "submitted_browser_code",
prompt: { authorizationUrl: AUTHORIZATION_URL, transportAdvisory: null },
}),
});
});
await page.goto("/onboarding");
const startBtn = page.getByRole("button", {
name: /Start Onboarding|New Organization|Add Agent/,
});
if (await startBtn.count()) {
await startBtn.first().click();
}
const createCard = page.getByRole("button", { name: /Build a new organization/ });
if (await createCard.count()) {
await createCard.first().click();
}
await expect(
page.getByRole("heading", { name: "What is the name of your organization?" }),
).toBeVisible({ timeout: 15_000 });
await page.getByPlaceholder("e.g. Northwind Labs").fill(`${COMPANY_NAME}-reload`);
await page.getByRole("button", { name: /^Continue/ }).click();
await page.waitForSelector("#onboarding-agent-name", { timeout: 30_000 });
await page.locator("#onboarding-agent-name").fill("Ada");
await page.getByRole("button", { name: "Next" }).click();
const source = page.getByRole("radio").first();
await source.waitFor({ timeout: 30_000 });
// Answering the row is what starts the sign-in now — there is no separate
// Connect press between choosing a source and being signed in.
await source.click();
const cardInstruction = page.getByText("then come back and enter authorization code");
const authorizationLink = page.getByRole("link", { name: /^Sign in to / });
await expect(cardInstruction).toBeVisible({ timeout: 30_000 });
await expect(authorizationLink).toBeVisible({ timeout: 15_000 });
await expect(authorizationLink).toHaveAttribute("href", AUTHORIZATION_URL);
expect(startCalls).toBe(1);
const companiesRes = await page.request.get("/api/companies");
expect(companiesRes.ok()).toBe(true);
const companies = await companiesRes.json();
const company = companies.find(
(c: { name: string }) => c.name === `${COMPANY_NAME}-reload`,
);
expect(company, "the created company should exist").toBeTruthy();
const savedSelection = {
step: 4,
companyName: `${COMPANY_NAME}-reload`,
agentName: "Ada",
adapterType: "claude_local",
runner: "auto",
credentialMode: "subscription",
credentialModeChoice: null,
createdCompanyId: company.id,
createdCompanyPrefix: company.issuePrefix,
createdAgentId: null,
};
const readDraft = () => page.evaluate(() => JSON.parse(localStorage.getItem("paperclip-onboarding-state") ?? "null"));
await expect.poll(readDraft).toMatchObject(savedSelection);
const { setupAgentId } = await readDraft();
await expect.poll(async () => (await (await page.request.get(`/api/agents/${setupAgentId}?companyId=${company.id}`)).json()).metadata?.setupAdapterPending).toBe(false);
const setupResponse = await page.request.get(`/api/agents/${setupAgentId}?companyId=${company.id}`);
expect(setupResponse.ok()).toBe(true);
const setup = await setupResponse.json();
expect(setup).toMatchObject({ id: setupAgentId, name: "Ada", pauseReason: "setup" });
const resumedSelection = { ...savedSelection, setupAgentId,
runner: setup.adapterType === "paperclip_runner" ? "paperclip" : "legacy" };
const assertResumedLogin = async () => {
await expect(page.getByRole("heading", { name: "Connect a model", exact: true })).toBeVisible({ timeout: 15_000 });
await expect(page.getByTestId("onboarding-wizard").getByText("Ada", { exact: true })).toBeVisible();
await expect(page.getByRole("radio", { name: "Claude Subscription", exact: true })).toBeChecked();
await expect(cardInstruction).toBeVisible({ timeout: 15_000 });
await expect(authorizationLink).toBeVisible({ timeout: 15_000 });
await expect(authorizationLink).toHaveAttribute("href", AUTHORIZATION_URL);
await expect.poll(readDraft).toMatchObject(resumedSelection);
expect(startCalls, "reopening must resume the session without a second source choice").toBe(1);
expect(hireCalls, "a pending login must not hire an agent").toBe(0);
expect(loginSessionReads.length).toBeGreaterThan(0);
expect(new Set(loginSessionReads)).toEqual(new Set([SESSION_ID]));
expect(new Set(resumedCompanyIds)).toEqual(new Set([company.id]));
};
const beforeReopenReads = resumedCompanyIds.length;
await page.goto(`/${company.issuePrefix}/onboarding`);
await expect.poll(() => resumedCompanyIds.length, { timeout: 15_000 }).toBeGreaterThan(beforeReopenReads);
await assertResumedLogin();
const beforeReloadReads = resumedCompanyIds.length;
await page.reload();
await expect.poll(() => resumedCompanyIds.length, { timeout: 15_000 }).toBeGreaterThan(beforeReloadReads);
await assertResumedLogin();
expect(pageErrors, pageErrors.join("\n")).toHaveLength(0);
});
test("connect step blocks the hire when the environment probe fails after account connection", async ({
page,
}) => {
// A successful local account connection still requires a passing
// environment probe before the wizard may hire the agent.
await mockOnboardingLocalAiConnection(page);
const pageErrors: string[] = [];
page.on("pageerror", (err) => pageErrors.push(err.message));
const flagRes = await page.request.patch("/api/instance/settings/experimental", {
data: { enableConferenceRoomChat: true },
});
expect(flagRes.ok()).toBe(true);
await page.route("**/test-environment", (route) =>
route.fulfill({
contentType: "application/json",
body: JSON.stringify({
adapterType: "claude_local",
status: "fail",
checks: [
{
code: "claude_cli_not_found",
level: "fail",
message: "The claude CLI was not found on this host.",
},
],
testedAt: new Date().toISOString(),
}),
}),
);
let hireCalled = false;
await page.route("**/agent-hires", (route) => {
hireCalled = true;
return route.continue();
});
await page.goto("/onboarding");
const startBtn = page.getByRole("button", {
name: /Start Onboarding|New Organization|Add Agent/,
});
if (await startBtn.count()) {
await startBtn.first().click();
}
const createCard = page.getByRole("button", { name: /Build a new organization/ });
if (await createCard.count()) {
await createCard.first().click();
}
await expect(
page.getByRole("heading", { name: "What is the name of your organization?" }),
).toBeVisible({ timeout: 15_000 });
await page.getByPlaceholder("e.g. Northwind Labs").fill(`${COMPANY_NAME}-probe-gate`);
await page.getByRole("button", { name: /^Continue/ }).click();
await page.waitForSelector("#onboarding-agent-name", { timeout: 30_000 });
await page.locator("#onboarding-agent-name").fill("Ada");
await page.getByRole("button", { name: "Next" }).click();
const source = page.getByRole("radio").first();
await source.waitFor({ timeout: 30_000 });
await source.click();
const connect = page.getByRole("button", { name: "Connect", exact: true });
await expect(connect).toBeEnabled({ timeout: 30_000 });
await connect.click();
// The failed probe blocks the hire and shows its own checks.
await expect(page.getByText("The claude CLI was not found on this host.")).toBeVisible({
timeout: 15_000,
});
expect(hireCalled).toBe(false);
expect(pageErrors, pageErrors.join("\n")).toHaveLength(0);
});
test("name-only setup saves the advanced Grok ACPX adapter on the same record", async ({ page }) => {
const previous = await (await page.request.get("/api/instance/settings/experimental")).json();
await page.request.patch("/api/instance/settings/experimental", { data: { enableNativeRunner: true } });
try {
const response = await page.request.post("/api/companies", { data: { name: `${COMPANY_NAME}-grok-setup` } });
expect(response.ok()).toBe(true);
const company = await response.json();
await page.goto(`/${company.issuePrefix}/agents/all`);
await page.getByRole("toolbar", { name: "Agents controls" }).getByRole("button", { name: "New Agent", exact: true }).click();
await page.getByLabel("Agent name", { exact: true }).fill("Galen");
const setupResponse = page.waitForResponse(result => result.request().method() === "POST"
&& result.url().endsWith(`/api/companies/${company.id}/agents`));
await page.getByRole("button", { name: "Choose adapter", exact: true }).click();
const setup = await (await setupResponse).json();
await page.locator("summary").filter({ hasText: "Advanced" }).click();
await page.getByRole("button", { name: "Experimental harness", exact: true }).click();
await page.getByRole("option", { name: "Grok Build (Paperclip Runner)", exact: true }).click();
await page.getByRole("button", { name: "Configure agent", exact: true }).click();
await expect(page.getByRole("heading", { name: "Connect a model", exact: true })).toBeVisible();
expect(new URL(page.url()).searchParams.get("setupAgentId")).toBe(setup.id);
const saved = await (await page.request.get(`/api/agents/${setup.id}?companyId=${company.id}`)).json();
expect(saved).toMatchObject({ id: setup.id, adapterType: "paperclip_runner", pauseReason: "setup",
adapterConfig: { provider: "acpx", acpxAgent: "grok", model: "grok-4.7" }, metadata: { setupAdapterPending: false } });
} finally {
await page.request.patch("/api/instance/settings/experimental", { data: { enableNativeRunner: previous.enableNativeRunner === true } });
}
});
test("duplicate name drafts can select Copilot before connecting a GitHub account", async ({ page }) => {
const response = await page.request.post("/api/companies", { data: { name: `${COMPANY_NAME}-duplicate-copilot` } });
expect(response.ok()).toBe(true);
const company = await response.json();
await page.goto(`/${company.issuePrefix}/agents/all`);
let duplicate: { id: string; name: string };
for (let attempt = 0; attempt < 2; attempt++) {
await page.getByRole("toolbar", { name: "Agents controls" }).getByRole("button", { name: "New Agent", exact: true }).click();
await page.getByLabel("Agent name", { exact: true }).fill("Echo");
const setupResponse = page.waitForResponse(result => result.request().method() === "POST" && result.url().endsWith(`/api/companies/${company.id}/agents`));
await page.getByRole("button", { name: "Choose adapter", exact: true }).click();
duplicate = await (await setupResponse).json();
await expect(page.getByRole("heading", { name: "Choose an adapter", exact: true })).toBeVisible();
if (attempt === 0) await page.keyboard.press("Escape");
}
expect(duplicate!.name).toBe("Echo 2");
await expect(page.getByText("How should Echo 2 work?", { exact: true })).toBeVisible();
await page.locator("label").filter({ has: page.locator('input[name="new-agent-adapter"][value="copilot_runtime"]') }).click();
await page.getByRole("button", { name: "Configure agent", exact: true }).click();
await expect(page.getByRole("heading", { name: "Configure your agent", exact: true })).toBeVisible();
expect(new URL(page.url()).searchParams.get("setupAgentId")).toBe(duplicate!.id);
const saved = await (await page.request.get(`/api/agents/${duplicate!.id}?companyId=${company.id}`)).json();
expect(saved).toMatchObject({ id: duplicate!.id, name: "Echo 2", pauseReason: "setup", adapterConfig: { provider: "acpx", acpxAgent: "copilot" } });
expect(saved.runtimeConfig.aiConnection).toBeUndefined();
});
});