## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent authentication uses server sessions, plugin workers, and
browser login panels.
> - A page reload loses an active login session, and one worker permits
only one login terminal.
> - These limits cause lost work and prevent two owners from logging in
through one worker.
> - This pull request lets the browser resume active sessions and lets
workers serve concurrent login terminals.
> - The benefit is reliable login recovery with a bounded process-wide
route limit.
## Linked Issues or Issue Description
**What existing behavior does this improve?**
It improves agent credential login recovery and concurrent login
terminal handling.
**Subsystem affected**
Cross-cutting (multiple of the above).
**Current behavior**
A page reload loses the active login session. A shared plugin worker
rejects a second login terminal.
**Proposed behavior**
The browser reads and resumes the owner's active session. A worker
supports multiple login terminal routes under a process-wide ceiling.
**Reason and benefit**
Owners keep login progress after a reload. Two owners can log in through
one worker without removing the route limit.
**Breaking changes**
None. The change adds owner-scoped read routes and changes login
terminal concurrency.
## What Changed
- Replace the single worker login route with maps keyed by host route
and worker session identifiers.
- Add a process-wide login route ceiling and release each reserved slot
on every exit path.
- Add owner-scoped active-session reads with consistent negative
responses and private cache control.
- Keep the device-login prompt while the session has an active public
status.
- Add a durable setup-token cancel fallback for a lost in-memory
session.
- Resume active sessions when the agent configuration or onboarding
panel mounts.
- Remove routine unmount cancellation and keep explicit Cancel behavior.
## Verification
- `pnpm --filter @paperclip/server test` — server route, service, and
plugin-worker-manager suites.
- `pnpm --filter @paperclip/plugin-sdk test` — worker RPC host suite.
- `cd ui && npx vitest run
src/components/AgentConfigForm.render.test.tsx
src/components/OnboardingWizard.test.tsx`.
- `cd ui && npx tsc -b`.
- `tests/e2e/onboarding.spec.ts` — reload during login.
- CI must pass on this pull request.
## Risks
The change affects agent authentication and the sandbox-to-host
boundary. Route cleanup must release every reserved slot. Owner checks
must prevent cross-owner session access. Tests cover route cleanup,
owner scope, reload recovery, and concurrent worker routes.
## Model Used
Codex, OpenAI GPT-5, tool use and code review support. The
implementation author owns the exact model details for the code changes.
## 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 described the issue in-PR with the relevant issue-template
fields
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip 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 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>
Picking a source starts the sign-in: the row collapses to the answer, the card opens where the credential link was, and the footer button walks Sign in -> Waiting for code -> Connecting before the step advances. Back unwinds it a beat at a time.
Nothing mounts to change layout - the card and the link are always rendered and their heights animate, with inert holding the a11y line - because a mount changes the page in one frame and no easing can smooth a step already taken.
Review fixes in the same branch: the displayed-code panel now reports its prompt upward (the OpenAI path could not leave the loading beat without it), the two-second hold is a cancellable beat rather than a dropped timer, unwinding a sequence that never opened a card no longer starts a login to cancel it, and the key field regains focus-on-open.
Connect starts the sign-in; the card that appears is the sign-in rather
than an offer of one; success advances to Review rather than reporting
itself. The two logins end in different places and the button says which:
Claude submits a code back here, so it spins on "Connecting"; OpenAI
finishes in another tab, so it stays a still, disabled Next until the
poll lands.
AdapterLoginPanel grows autoStart / onCancel / onConnected / chrome
rather than a second implementation — the session start, both polls, the
server deadline, the one-shot completion read and the unmount release are
the parts onboarding needs unchanged. Every prop is off by default, so
the agent form and the new-agent page render what they did before.
Claude's code auto-submits on the paste, not on every change:
isValidBrowserCode accepts any printable ASCII from one character up, so
a value-driven submit fired on the first keystroke of anyone who typed.
Also orders the OpenAI card and the settings displayed-code panel
code-above-link, with the instruction worded to match, and releases the
displayed-code session on unmount so an abandoned login stops holding the
one-per-owner reservation.
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work.
> - Onboarding creates an organization in the browser.
> - The browser keeps onboarding drafts for the same origin.
> - A new data directory does not clear that browser data.
> - The organization create request refreshes the company list.
> - The old gate unmounted the live wizard during that refresh.
> - This pull request keeps the wizard mounted after its first draft
check.
> - The customer can continue to the agent step after the organization
is created.
## Linked Issues or Issue Description
No matching public issue was found. Related earlier fix: Refs #12667.
**What happened?**
A local canary install could create an organization through the API and
then return the browser to an empty organization-name screen.
**Expected behavior**
The wizard must continue to the agent step after it creates the
organization.
**Steps to reproduce**
1. Keep a Paperclip onboarding draft in the browser.
2. Run npx paperclipai@canary onboard with a new data directory.
3. Open /onboarding.
4. Enter an organization name and select Continue.
**Paperclip version or commit**
2026.902.0-canary.7. The fix is based on current master.
**Deployment mode**
Local trusted mode through the Paperclip CLI.
**Install method**
npx package install.
**Agent adapter(s) involved**
Not adapter-specific.
**Database mode**
Embedded PostgreSQL.
## What Changed
- Keep the onboarding wizard mounted after its first successful draft
ownership check.
- Keep a failed ownership check retryable, so a later verified fetch
restores the saved draft.
- Add component, source E2E, and published-canary coverage for the
retained-draft refetch case.
## Verification
- Confirmed that the new canary scenario fails against
2026.902.0-canary.7 before this fix.
- pnpm exec vitest run ui/src/components/OnboardingWizard.test.tsx
- PAPERCLIP_E2E_PORT=3245 pnpm exec playwright test --config
tests/e2e/playwright.config.ts tests/e2e/onboarding.spec.ts
--reporter=line
- pnpm --filter @paperclipai/ui typecheck
- pnpm check:token-gates
## Risks
Low risk. The initial ownership check still waits for a fresh company
list. A later successful retry can restore a retained draft. Later
background refetches preserve live wizard state.
## Model Used
OpenAI Codex, GPT-5. Reasoning, tool use, code editing, terminal
execution, and browser testing were used. The execution environment does
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 described the issue in-PR following the bug issue template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [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
- [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>
Takes the four tenant onboarding steps to the design, and makes the model
choice explicit.
**Nothing is preselected on the connect step.** It arrived with a source
already chosen, which made the row read as a confirmation rather than a
question and let a customer pass the step having touched none of it. The
step now opens unanswered and cannot advance until a source is selected in
the visible row.
Two defects fell out of that, both found by Greptile in review:
- A saved draft can name an adapter the row does not show — one the registry
dropped, or one in the advanced list. The gate asked `sourcePicked`, which
only means "a draft named something", so Next stayed live on a step that
had visibly asked nothing and would hire against the hidden name. It now
asks `sourceSelected`, read off the visible row, and the snap that replaces
an unofferable adapter clears the pick rather than presenting its
replacement as chosen.
- Cmd+Enter bypassed that gate entirely, because the condition was written
out twice and drifted. Both paths now ask one predicate.
Also: selection is a fill rather than a border; the input canvas opens only
for a chosen source; the close control is gone from every step (nothing
downstream of the connect step works until a model is connected); the arc
draws to the design's 424px column with a filled 44px name field; the CTA
reads "Next" through the arc and "Get started" at the end; the login spinner
reads "Preparing..."; the OAuth panels number their fields and show the URL
above the code.
Storybook: the arc stories waited for a button named "Connect" and had been
silently rendering the wrong step since the CTA was renamed. They now wait on
the destination heading. Three e2e specs had the same fault and now select a
source before advancing.
One test was removed rather than replaced — `hydrates again when the same
company comes back through onboarding` drove the close control, and three
substitutes each passed against a wizard with the behaviour deleted. The
reason is recorded where it stood.
Known and not fixed here: SidebarCompanyMenu opens the wizard at step 1 for
"create a new organization", and with no exit an existing user who changes
their mind is trapped.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - New customers meet it through onboarding, whose last three steps run
inside the tenant: create an agent, connect a model, review
> - The connect step is the one that decides whether the agent can run
at all, and it had drifted — three contributors changed it in parallel,
and its visual language no longer matched the rest of the flow
> - It also could not be looked at without a provisioned stack, so
defects in it were only found by walking a real signup, and the review
step behind it could not be reached at all when it failed
> - This pull request brings the visual work onto the sign-in behaviour
that already shipped, and adds Storybook coverage for all three steps
> - The benefit is that the step is easier to read, and that it can now
be inspected and driven before it ships rather than after
## Linked Issues or Issue Description
**What existing behavior does this improve?**
The onboarding connect-a-model step. It presented the model choice as a
dropdown plus an "Advanced settings" disclosure, and put each credential
type in a different place, so the controls below moved whenever the
choice changed.
**Subsystem affected**
Tenant onboarding wizard (`ui/src/components/OnboardingWizard.tsx`) and
its Storybook coverage.
**Current behavior**
The step offered every registered adapter through a disclosure.
Credential entry appeared in a different shape per source. None of the
three agent-arc steps could be rendered outside a provisioned cloud
stack, so the sign-in panel and the review step were only reachable by
walking a real signup.
**Proposed behavior**
Two brand tiles for the recommended sources, a link that switches
between subscription and API-key credentials, and one canvas that holds
whichever input the current choice needs. Storybook stories mount the
real wizard against fixtures and walk it forward, so every step and its
states can be inspected locally.
**Reason and benefit**
The step reads as one decision rather than three scattered ones, and its
furniture stays still while the choice changes. The stories mean a
regression in it is visible before release instead of during a signup.
**Breaking changes**
No API or schema change. One behavioural narrowing, described under
Risks.
## What Changed
- Replaces the adapter dropdown and "Advanced settings" disclosure with
`ModelSourceTiles` — brand tiles for Claude Code and Codex.
- Adds `CredentialModeLink`, a text toggle between subscription sign-in
and API keys, replacing the disclosure.
- Adds `ConnectInputCanvas`: one surface that holds the sign-in panel or
the API-key field and resizes between them, so the Connect button below
does not move.
- Keeps the existing sign-in behaviour unchanged. `AgentConfigForm`
changes are presentation only — the provider name in the title, the CTA
wording, and `space-y` to `gap`. No change to the login mutations,
queries, or session handling.
- Restores the sleep marks on the dormant agent for the two steps before
the hire.
- Adds Storybook stories for all three agent-arc steps, with fixtures
for the environments, auth signal, both adapters' login flows, and the
hire.
- Copy: names the provider being signed in to ("Sign in to
Anthropic"/"Sign in to OpenAI"), and drops "Clippy" from the agent-name
helper text.
## Verification
- `pnpm vitest run src/components storybook` in `ui/` — 139 tests over
the touched suites, 1986 across `src/components`.
- `pnpm typecheck` in `ui/` — clean.
- Storybook, `Onboarding/Agent arc`: walk each story. Step 1 has no Back
button, steps 2 and 3 do.
- The sign-in gate: on `Connect a model`, press Connect without signing
in. It holds on step 2 and reports "No working authentication was
found." On `Review`, which fixtures an authenticated signal, Connect
reaches the review step.
- Both providers' login flows: press Sign in on the Claude tile for the
authorization URL and browser-code field, and on the Codex tile for the
device URL and code.
- The Claude sign-in was also walked end to end on a staging tenant,
including the OAuth redirect and pasting the code back.
## Risks
- **Onboarding now offers two model sources instead of every registered
adapter.** `ModelSourceTiles` is fed the `recommended` set, which is
`claude_local` and `codex_local`; Gemini, Cursor, Grok, Kimi, OpenCode
and Paperclip Runner are no longer selectable *during onboarding*. This
is deliberate. The full list is unchanged in agent settings, which is
where an adapter can still be switched after the agent exists, and
adding a source back is one `recommended: true` in
`adapter-display-registry.ts`. Flagging it because it is the one
behavioural narrowing here and it is not visible from the diffstat.
- The API key entered on this step is held in component state and
deliberately never written to the onboarding draft, because that draft
is `localStorage`. A customer who leaves mid-step re-enters the key;
that is the intended trade.
- Storybook-only risk: the fixtures now answer the environment test from
the story's auth state. If a future change moves the hire's gate off the
`adapter_auth_missing` check code, the stories would keep passing while
the product regressed. The gate is asserted in the adapter packages' own
tests, not here.
- Motion changes are low risk and reversible: the input canvas animates
its contents only, and its container was deliberately left unanimated
after an animated wrapper clipped the sign-in panel.
## Model Used
Claude Opus 5 (`claude-opus-5`), via Claude Code with extended thinking,
tool use, and browser-driven verification of the Storybook stories.
## 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
🤖 Generated with [Claude Code](https://claude.com/claude-code)
---------
Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - New organizations create their first agent through the onboarding
wizard
> - The wizard does not show provider sign-in when a host credential is
absent or unknown
> - The create step also gives unclear feedback when the provider needs
authentication
> - This pull request adds a safe auth signal and a provider sign-in
step for sandbox drivers
> - The benefit is a clearer onboarding path with no token or account
data in the signal
## Linked Issues or Issue Description
**Subsystem affected**
Cross-cutting (server API, shared types, and UI)
**Problem or motivation**
The onboarding wizard can fail when the selected provider needs
authentication. It does not tell the person how to complete sign-in.
**Proposed solution**
Add a status-only provider auth signal. Show the sign-in panel for
sandbox drivers when the signal says `absent` or `unknown`. Apply a
stored Claude login to the new agent and block creation when the adapter
test reports missing authentication.
**Alternatives considered**
The wizard could hide the sign-in panel when the signal read fails. This
would hide a needed action, so this pull request shows the panel when
the signal is unknown.
**Roadmap alignment**
The change supports the roadmap goal for scoped and audited credential
bindings.
**Additional context**
The auth signal returns only `present`, `absent`, or `unknown`. It never
returns a token, identifier, or account name.
## What Changed
- Add `GET /api/companies/:companyId/adapters/:type/auth-signal` with
company and permission checks.
- Add shared auth-signal types and the UI query path.
- Apply a stored Claude login by reference without reading its token.
- Show the provider sign-in panel only for sandbox drivers with
interactive terminal support.
- Block agent creation when the provider test reports missing
authentication.
- Add route, wizard, and end-to-end test coverage.
## Verification
- `pnpm --filter @paperclipai/server test adapter-auth-signal-routes`
passes 50 tests.
- `pnpm --filter @paperclipai/ui test OnboardingWizard` passes 69 tests.
- `pnpm --filter @paperclipai/ui exec tsc --noEmit` exits with code 0.
- The `e2e_shards` lane runs `tests/e2e/onboarding.spec.ts`.
## Risks
The route reads a host-local readiness signal. It returns `unknown` on
read errors and never exposes credential data. The UI may add a sign-in
step when the signal is unavailable.
## Model Used
OpenAI Codex, GPT-5, extended reasoning, tool use, and code execution.
The exact context window was not provided.
## 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>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - A new customer's first session ends in the tenant's agent arc:
create an agent, connect a model, review
> - Walking it turned up questions the arc had no business asking — a
role picker using a vocabulary the customer has not been given, a model
picker asking them to judge models they have not met — and chrome
restating what they had just watched happen
> - Each one costs a first-session customer attention at the exact
moment they are deciding what this product is
> - This pull request cuts the arc to what it must ask, and draws the
agent as itself so the arc has a visible subject
> - The benefit is three steps that each ask one thing, ending on an
agent that is visibly ready
## Linked Issues or Issue Description
No public issue exists. The changes come from walking the sign-up arc
end to end.
**What happened:**
The agent step asks for a role from a fixed enum before asking for a
name. The model step shows two "Recommended" badges (on both options),
an "Adapter type" eyebrow, and a model picker. The review step lists a
three-row checklist of work the customer just performed. The progress
strip is a full-width segmented bar.
**Expected behavior:**
The agent step asks for a name. The model step offers the two harnesses
and hides the rest behind advanced settings. The review step says the
agent is ready. The strip counts three discrete steps.
**Steps to reproduce:**
1. Sign up and enter the tenant wizard on the agent arc.
2. Observe the role select above the optional name field.
3. Continue to the model step: both options carry a "Recommended" badge,
and a model picker sits below.
4. Continue to review: a checklist restates the organization name,
agent, and model.
**Additional context:**
The brand pill assets (`pill-1-dormant.svg`, `pill-1-alive.svg`) are
transcribed verbatim into a component rather than approximated. The role
removal exposed a latent silent-failure path — see Risks.
## What Changed
- `PillGuy` renders the brand pill in two states; the arc holds one
instance, dormant through create and connect, alive on review.
- The agent step asks for a name only. The name is required; the role
picker is gone.
- `DEFAULT_AGENT_ROLE` (`general`) backs every onboarding hire, and
`agentRole` now defaults to it rather than empty.
- The model step drops both "Recommended" badges, the "Adapter type"
eyebrow, and the model picker; "More Agent Adapter Types" becomes
"Advanced settings"; the sub-line becomes "Paperclip works with your
existing subscription or API keys."
- The review step drops its checklist; the heading becomes "Let's get
started..." with "[name] is ready to work!".
- The progress strip renders three left-aligned dots at the previous
gap.
- Five e2e specs and both wizard unit suites migrate off
`#onboarding-agent-role`.
## Verification
Run the tenant suite:
```
cd ui && npx vitest run
```
- 4398 tests pass across 474 files; `npx tsc --noEmit` clean.
- Walked live in a local instance: agent step (dots, dormant pill, name
placeholder), model step (no badges/eyebrow/picker, "Advanced
settings"), review (pill alive, new copy, no checklist).
- The retargeted role test asserts the hire payload carries `role:
"general"` and the typed name — it is the test that catches the silent
failure below.
## Risks
- **A latent silent failure, now closed.** `handleGiveHeartbeat` returns
early when `agentRole` is empty. With the picker removed and no default,
Connect would have hired nobody and shown no error. The default closes
it; the guard stays for any future path that clears the role.
- **Behavioral change:** every onboarding hire is filed as `general`
rather than a chosen role. The role remains editable in the app.
- **Behavioral change:** the model is no longer chosen during
onboarding. Every adapter offered here resolves its own default in
`buildAdapterConfig`, and the model is changeable later.
- **Assets:** the pill carries its own gradient fills and does not
follow the theme. That is deliberate — the agent looks like itself on
either ground.
## Model Used
Claude Opus 5 (`claude-opus-5`) via Claude Code, with 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
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] 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: Claude Opus 5 <noreply@anthropic.com>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - New customers arrive through an onboarding arc that spans Paperclip
Cloud and the tenant app
> - Cloud's naming screen stopped asking for the company mission, but
the tenant wizard still decided its first step by asking whether the
company had one
> - Every Cloud-created company therefore looked mission-less on
arrival, so every walk detoured through a "Define your mission" screen
the design had already removed
> - This pull request removes that step from the arc, and makes step 1
create the company itself
> - The benefit is a shorter arc that matches the design, and a
three-step progress strip that now counts the steps that exist
## Linked Issues or Issue Description
No public issue exists. The problem was found by walking staging end to
end.
**What happened:**
A new customer signs in, names their organization, and waits for it to
build. The tenant wizard then asks "Define your mission" before it asks
for the first agent. Cloud no longer collects a mission, so this screen
appears for every new customer.
**Expected behavior:**
The wizard asks for the first agent, the model, and a review. The
progress strip counts three steps.
**Actual behavior:**
The wizard asks for the mission first. The progress strip counts five
segments, because the run does not enter on the agent arc.
**Additional context:**
Three merged pull requests built the mission-based step choice this
change removes: #11352, #11416 and #11429. The mission is now collected
later, inside the tenant app, so onboarding does not ask for it at all.
## What Changed
- `onboardingStepForCompany` always returns the agent step. The
`companyHasMission` parameter is removed, because it cannot change the
answer.
- `resolveRouteOnboardingOptions` no longer accepts `companyHasMission`.
- The dashboard no longer waits for the goal lookup before it opens the
wizard. That wait only chose a step, and the step is now fixed.
- Step 1 creates the company in a new `handleCreateCompany`. Company
creation used to sit at the end of `handleConfirmMission`.
- No company goal is written during onboarding.
- The three-step strip now shows on the agent, model and review steps,
because every Cloud-first run enters on the arc.
- The full-length bar drops its second segment. No run can fill it.
- The grow path keeps its step 2 questionnaire. Only the create path
skips ahead.
- Back from the agent step goes to the screen the run came from.
- Four end-to-end specs no longer drive the wizard through the mission
step.
## Verification
Run the tenant test suite:
```
cd ui && npx vitest run
```
- 4356 tests pass. 471 files pass.
- `npx tsc --noEmit` reports no errors.
- Fault injection: forcing `skipsMissionStep` to `true` fails the grow
questionnaire test. Removing the Back rule fails the Back test. Both
tests fail on the exact defect they guard.
- The three-step strip is asserted by an existing test. It checks `Step
1 of 3` and `aria-label="Create your first agent"`.
Manual check on staging after the paired Cloud change:
1. Open a new incognito window.
2. Sign in with a new account.
3. Name the organization.
4. Confirm the wizard shows "Create your first agent" and "Step 1 of 3".
## Risks
- **Behavioral change.** Onboarding no longer writes a company goal. An
agent hired during onboarding starts without a seeded mission. This is
intended. The mission moves to the tenant app.
- **Dead code.** `ONBOARDING_MISSION_STEP` and the mission screen stay
in the codebase, but nothing in the app opens them. They wait for the
surface that collects the mission later.
- **Grow path.** The grow path is unchanged, but it shares step 2 with
the removed screen. New tests cover it.
- **Superseded work.** #11352, #11416 and #11429 tuned the mission-based
step choice. This change removes the branch they tuned.
## Model Used
Claude Opus 5 (`claude-opus-5`), extended thinking, with tool use and
code execution 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
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [ ] 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: Claude Opus 5 <noreply@anthropic.com>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - The onboarding wizard in `ui/` hires that first agent. It runs three
steps: create the agent, connect a model, and review
> - A standalone prototype holds the agreed design for these steps.
#10786 ported that prototype, but #11067 reverted it in full because the
port deleted `OnboardingWizard.tsx` while four pull requests were
editing that file
> - Those four pull requests have since merged. The revert said the port
can "re-land incrementally", and this is that re-land
> - This pull request takes the presentational layer from the prototype
only. It keeps master's wizard as the source of behaviour, so the eight
onboarding fixes merged since the revert stay in place
> - The benefit is that the three agent steps match the agreed design,
and no merged fix is lost to get there
## Linked Issues or Issue Description
Refs #10786 — the first attempt to land this design.
Refs #11067 — the revert that asked for it to re-land in smaller steps.
No public issue exists for the re-land. The problem is described below.
**Subsystem affected**
The `ui` package. The change touches the onboarding wizard, the agent
capsule,
and one Storybook story. It adds four small presentational components
under
`ui/src/components/onboarding/`.
**Current behavior**
The wizard's agent steps do not match the prototype. Each step shows a
small
heading beside an icon, above a form. The agent capsule sits below that
heading and does not animate. The agent gets a name but no role, so
every
first agent is created as `ceo`.
The wizard also shows a five-segment progress bar on these steps. A
walker who
enters on the agent step cannot reach the first two segments, so two of
the
five can never be filled.
**Proposed behavior**
The three steps use the prototype's card, its centred display heading,
and its
footer. One capsule sits above the heading and stays mounted across all
three
steps, so it reads as one object being built rather than three screens
that
each show their own.
A three-segment strip counts these steps for a walker who enters on
them. The
full-length bar stays for a walker who starts at step one, so that count
never
restarts partway.
The agent step gains a role. The options come from the agent role enum,
not
from the prototype's mock list.
**Reason and benefit**
The design is agreed and already built once. Re-landing it
presentation-first
keeps the behaviour that master gained after the revert.
Sourcing roles from the enum matters. The prototype offers "Coder",
which is
not a valid role — the enum uses `engineer` — so a walker who picked it
would
fail validation at hire time.
**Breaking changes**
None. The wizard keeps its routes, its draft format, and its hire call.
The
draft gains one optional field, `agentRole`. A draft saved before this
change
loads without it and falls back to the default.
## What Changed
- Add `ui/src/components/onboarding/`: `Stepper`, `OnboardingCard`,
`OnboardingHeading`, `FooterNav`, `AgentPreview`, and shared motion
constants
- Rebuild wizard steps 3–5 on those parts: one card, the capsule above a
centred heading, and one footer
- Hold one `AgentCapsule` across the three steps. It springs in once,
then
morphs from dashed slot to traced outline to filled
- Add `strokeDraw` to `AgentCapsule`. It traces the outline instead of
cross-fading it. The dashed layer holds until the trace ends
- Add a role select to the agent step. Choosing a role fills the name,
unless
the walker typed one
- Show one progress indicator per run, not two
- Label strip segments by destination, not by number
- Add `motion` to the `ui` package
- Add a Storybook story for the strip and the capsule states
## Verification
Run the tests:
```
pnpm --filter @paperclipai/ui exec vitest run
pnpm --filter @paperclipai/ui exec tsc -p tsconfig.json --noEmit
```
4235 tests pass. The typecheck is clean.
To see the steps, start the app and open `/<PREFIX>/onboarding` for a
company
that has a company-level goal. The wizard opens on the agent step. Step
three
requires a hire.
Three absence assertions were checked by fault injection. Each one fails
when
the old behaviour returns:
- put the step counter back, and the "shows no step counter" test fails
- default `strokeDraw` to true, and the cross-fade test fails
- restore the timer gate on the strip, and the indicator test fails
## Risks
Low to medium.
`motion` is one new dependency in `ui`. #11067 gave dependency weight as
one
of three reasons to revert #10786, so this branch carries the smallest
set
that works. `motion` drives the step transitions and the capsule
choreography,
and three files import it.
An earlier revision of this branch also added `three` and
`@types/three`. Both
are removed. They existed for the 3D backdrop, which belongs to the auth
and
welcome screens rather than to these three steps, so nothing on this
branch
imported them.
The role select changes what the wizard sends. Before this change every
first
agent was hired as `ceo`. Now the walker chooses. The values come from
the
enum, so the server accepts all of them.
Steps 1 and 2 keep the older design. They do not run on the Cloud-first
path,
where the company already exists.
## Model Used
Claude Opus 5 (`claude-opus-5`), with extended thinking, tool use, and
code
execution. Used for the code, the tests, and this description.
## 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: Claude Opus 5 <noreply@anthropic.com>
This reverts commit 11e56654f8.
#10786 ported the onboarding flow from a standalone prototype and
repointed `/onboarding` at the new `CloudOnboardingFlow`, deleting the
existing `OnboardingWizard.tsx` in the process. The ported flow is not
ready to be the shipping onboarding experience: it landed as a single
large port rather than an incremental migration, it pulled `motion`,
`three` and `@types/three` onto the UI dependency list for prototype
visuals, and it deleted the wizard that four in-flight pull requests
(#9900, #9501, #8982 and one more) were building on — those went
CONFLICTING the moment the file disappeared.
Rather than keep the half-migrated state on master while that is sorted
out, back the port out whole and re-land it incrementally. This restores
`OnboardingWizard.tsx` and the previous versions of the four e2e specs,
drops the `onboarding-preview.html` Vite entry, the DesignGuide
onboarding section and the `data-viz-misc` storybook story, and removes
the three prototype dependencies from `ui/package.json`.
This is an exact mechanical inverse of the squash commit — 41 files,
+2089/-3647, no hand edits. Reverting this commit restores all 41 files
byte for byte, so the port is recoverable in full when it is ready.
`pnpm-lock.yaml` is deliberately not touched. #10786 never updated it;
bot commit 4683f26c9 (#11036) added the `motion`/`three` entries
afterwards, so the lockfile is now ahead of the manifest. CI owns
lockfile updates (`.github/workflows/pr.yml`) and the policy job
regenerates it from the changed manifest.
Co-authored-by: Paperclip <noreply@paperclip.ing>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - First-run onboarding is the subsystem that turns a brand-new install
into a working company: it creates the company, its goal, a lead agent,
and that agent's first task
> - The existing `OnboardingWizard` carried all of that wiring
correctly, but its UI had drifted from the current design direction, and
a separate design prototype (`paperclip-onboard`) existed as a
standalone visual mock with no backend
> - Porting the prototype's *logic* would have thrown away working,
well-tested backend orchestration; leaving the two apart meant the
design never shipped
> - Separately, cloud and local (self-hosted) installs need meaningfully
different first runs — local has no sign-in and must let the user pick a
locally-installed CLI adapter — so a single linear wizard could not
serve both
> - This pull request rebuilds the presentational layer from the
prototype on top of the existing backend orchestration, and splits it
into two thin flow containers over a shared core
> - The benefit is that the shipped onboarding matches the intended
design, cloud and local can diverge without duplicating logic, and each
can later ship to a different app version while sharing one set of step
components
## Linked Issues or Issue Description
No existing issue — describing inline (feature request).
**What problem does this solve?**
Onboarding is the first thing a new user sees, and the shipped wizard
had drifted from the current design. In parallel, cloud and local
installs need different first-run paths: local has no hosted sign-in,
and its agent runs on a CLI adapter installed on the user's machine,
which the cloud path never has to ask about. There was no way to express
that difference without either forking the whole wizard or bolting
conditionals onto a single linear flow.
**Proposed solution**
Extract the onboarding step views and shell into a shared core, then
compose two thin flow containers (cloud and local) over it. Keep all
backend orchestration in the existing `useOnboardingFlow` hook so no
working logic is rewritten.
**Alternatives considered**
- *Single flow with a `variant` prop* — most DRY, but the two flows are
intended to ship on different app versions, and a shared file would have
to be split later anyway.
- *Two fully independent copies* — simplest per-flow, but every shared
refinement (spacing, motion, copy) would have to be made twice and would
drift.
## What Changed
- **Shared core** under `ui/src/components/onboarding/`:
`OnboardingScaffold` owns the full-screen shell and the single
`AnimatePresence` step crossfade, so both flows transition identically;
step views (Start / Company / Agent / Task), `FooterNav`, `AgentPreview`
and the motion constants are extracted for reuse.
- **`CloudOnboardingFlow`** — `start → company → agent → task`; mounted
in the real app via `OnboardingWizardVariant`. Behaviour matches the
retired wizard, including `previewMock` and the existing-company ("add
an agent") entry point.
- **`LocalOnboardingFlow`** — skips sign-in and adds an optional email
ask (with a privacy assurance), a local model/adapter step that hires
with `requireEnvProbe: true`, and a "star us on GitHub" interstitial
before completing. **Harness-only for now** — the real app still mounts
the cloud flow.
- **Deleted `OnboardingWizard.tsx`** (1,786 lines); updated its
Storybook stories and the `OnboardingWizardVariant` test to the new
components.
- **Orbiting 3D paperclip backdrop** behind the auth and welcome screens
(`three`), code-split so it only downloads on those screens; honours
`prefers-reduced-motion` and disposes its GL context on unmount.
- **`motion`** added for step transitions and the agent-capsule
choreography.
- Visual values routed through design tokens per `DESIGN.md`; `Stepper`
generalized to take a step total (backward compatible); `/design-guide`
page and the component index updated.
- **Standalone preview harness** (`ui/onboarding-preview.html`) with
`?flow=` and `?step=` for backend-free review, wired as a second Vite
rollup input.
- **Adapter env probe bound to the adapter it ran against.**
`hireLeadAgent` reused `adapterEnvResult` for any adapter, so when a
hire failed and the user picked a *different* local adapter and retried,
the previous adapter's verdict satisfied the `requireEnvProbe` guard
while the hire posted the new adapter's config — hiring it unprobed. The
cache is now keyed on the adapter type plus the exact config posted to
the test endpoint, the config is built once and shared by probe and
hire, a failed probe clears the cache, and `clearAdapterEnvResult()`
(called on adapter change) stops the step displaying a stale verdict.
Cloud is unaffected — it hires with `requireEnvProbe: false`. Reported
by Greptile.
- **E2E specs re-pointed at the new flow.** Four specs still drove the
deleted wizard (`onboarding`, `conference-room-typing-intro`,
`planning-mode-visual-verification`, `nux-phase4-screenshots`) and
failed with `element(s) not found` on `"Name your company"` /
`input[placeholder="Acme Corp"]`. Rather than repeat the new drive
sequence four times, `tests/e2e/onboarding-flow.ts` adds one driver per
step (`startCloudOnboarding`, `completeCompanyStep`,
`completeAgentStep`, `completeTaskStep`, `completeCloudOnboarding`) and
the specs import it, so the next flow change touches a single file. Two
now-dead `**/test-environment` route stubs went with it — the cloud flow
hires with `requireEnvProbe: false`, so that probe never fires.
## Verification
- `pnpm --filter @paperclipai/ui typecheck` — clean.
- `npx vitest run` over the onboarding suites
(`OnboardingWizardVariant`, `AgentCapsule`, `onboarding-launch`,
`onboarding-goal`, `onboarding-route`, `onboarding-adapter-config`) — 33
tests pass.
- `pnpm --filter @paperclipai/ui build` — succeeds; the three.js chunk
splits out separately (522 kB raw / 133 kB gzip) rather than entering
the main bundle.
- Both flows driven end-to-end in the preview harness in `previewMock`
(no database writes), plus the cloud flow rendered in the real
authenticated app at `/onboarding` to confirm the mount swap.
- The four re-pointed e2e specs pass locally against the new flow.
- New `ui/src/hooks/useOnboardingFlow.test.tsx` — 4 cases pinning the
adapter-probe cache (switch-adapter retry, cold path, explicit clear,
and the cloud flow's `requireEnvProbe: false`). Verified non-vacuous:
the switch-adapter case fails against the pre-fix code.
- Rebased onto current `master`; `pnpm-lock.yaml` is deliberately
**not** committed — `.github/workflows/pr.yml` regenerates it when a
manifest changes and shares it with downstream jobs as the `pr-lockfile`
artifact.
## Risks
- **Deleting `OnboardingWizard.tsx` is the one change that alters
existing app behaviour.** The cloud flow is intended to be
behaviour-equivalent, and its entry points are covered by the updated
`OnboardingWizardVariant` test, but this is the area to review most
closely.
- **Conflict risk with open PRs that touch the old wizard**: #9900,
#9501, #8982 and #6636 all modify
`ui/src/components/OnboardingWizard.tsx`, which this PR removes.
Whichever lands second will need its change re-applied to the new step
components. Flagging so ordering can be decided deliberately.
- **New dependencies**: `motion` and `three` (+ `@types/three`). `three`
is large, so it is lazily imported and code-split — it does not affect
the main bundle. Both are MIT.
- The **local flow is not reachable in the app** yet (harness/canary
only), so it carries no runtime risk today; wiring it up is a follow-up.
- The auth screens remain **presentational only** — they are not wired
to real auth, unchanged from before this PR.
- **Pre-existing, not introduced here:** `OnboardingWizardVariant`
renders outside `<Routes>` in `App.tsx`, so its `useParams()` never
resolves `:companyPrefix` and `/{prefix}/onboarding` opens the welcome
screen instead of jumping to the agent step. `master` has the identical
structure, so this PR faithfully ports existing behaviour; the working
"add an agent" entry is the launcher card behind the overlay, which is
what the screenshot spec drives. Worth a separate fix.
## Model Used
Claude Opus 5 (`claude-opus-5`) via Claude Code, with extended thinking
and tool use (repo search/edit, local test + build execution, and
browser-driven visual verification of the rendered flows). Portions of
the session also ran on `claude-opus-4-8` and `claude-fable-5`.
## 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
🤖 Generated with [Claude Code](https://claude.com/claude-code)
---------
Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
## Thinking Path
> - Paperclip is the open source app people use to manage AI agents for
work
> - The onboarding and company switcher UI are the first places users
create or select an organization
> - Some of that surface still used older team/workspace wording even
though the product model is company-centric
> - Mixed wording makes the setup path feel inconsistent and can make
users wonder whether they are creating a team, workspace, or company
> - This pull request updates the affected UI copy to consistently say
company
> - The benefit is a clearer first-run and navigation experience without
changing behavior
## Linked Issues or Issue Description
No public issue exists for this small UI polish change.
### Problem or motivation
The company creation and switcher surfaces used mixed
team/workspace/company wording for the same concept, which makes the
setup path feel inconsistent.
### Proposed solution
Update the visible copy, accessibility label, inline comment, e2e
expectations, and matching test expectations to use company-centric
language consistently.
### Alternatives considered
Leave the existing wording alone, but that preserves inconsistent
terminology in a high-traffic setup path.
### Roadmap alignment
This is focused UI polish and does not overlap with a roadmap-level core
feature.
### Additional context
The create action keeps its trailing ellipsis because it opens the
onboarding wizard rather than completing immediately.
## What Changed
- Updated front door and onboarding wizard labels from team-oriented
copy to company-oriented copy.
- Updated the sidebar company menu from workspace/team wording to
company wording, including the trigger accessibility label and empty
fallback text.
- Kept the sidebar create action ellipsis for the dialog/wizard
affordance.
- Updated component and Playwright test expectations for the new copy.
## Verification
- `pnpm exec vitest run ui/src/components/SidebarCompanyMenu.test.tsx`
- Attempted `npx playwright test --config tests/e2e/playwright.config.ts
tests/e2e/onboarding.spec.ts tests/e2e/nux-phase4-screenshots.spec.ts
tests/e2e/planning-mode-visual-verification.spec.ts
tests/e2e/conference-room-typing-intro.spec.ts`; local browser launch is
blocked by missing host Chromium dependencies (`libatk1.0-0t64`,
`libatspi2.0-0t64`, `libxcomposite1`, `libxdamage1`, `libxfixes3`,
`libxrandr2`, `libgbm1`, `libasound2t64`).
- Screenshots intentionally omitted because this is a copy-only change
and no design screenshots are needed for review.
## Risks
Low risk. This is copy-only UI polish plus matching test updates; no
data model, API, migration, workflow, lockfile, or behavior changes are
included.
## Model Used
OpenAI GPT-5 Codex (`gpt-5`) via the Paperclip Codex agent, with
tool-assisted repository inspection, GitHub CLI usage, and local command
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>
## 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>
## 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>
## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies.
> - The heartbeat runtime, agent import path, and agent configuration
defaults determine whether work is dispatched safely and predictably.
> - Several accumulated fixes all touched agent execution recovery, wake
routing, import behavior, and runtime concurrency defaults.
> - Those changes need to land together so the heartbeat service and
agent creation defaults stay internally consistent.
> - This pull request groups the runtime/governance changes from the
split branch into one standalone branch.
> - The benefit is safer recovery for stranded runs, bounded high-volume
reads, imported-agent approval correctness, skill-template support, and
a clearer default concurrency policy.
## What Changed
- Fixed stranded continuation recovery so successful automatic retries
are requeued instead of incorrectly blocking the issue.
- Bounded high-volume issue/log reads across issue, heartbeat, agent,
project, and workspace paths.
- Fixed imported-agent approval and instruction-path permission
handling.
- Quarantined seeded worktree execution state during worktree
provisioning.
- Queued approval follow-up wakes and hardened SQL_ASCII heartbeat
output handling.
- Added reusable agent instruction templates for hiring flows.
- Set the default max concurrent agent runs to five and updated related
UI/tests/docs.
## Verification
- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run server/src/__tests__/company-portability.test.ts
server/src/__tests__/heartbeat-process-recovery.test.ts
server/src/__tests__/heartbeat-comment-wake-batching.test.ts
server/src/__tests__/heartbeat-list.test.ts
server/src/__tests__/issues-service.test.ts
server/src/__tests__/agent-permissions-routes.test.ts
packages/adapter-utils/src/server-utils.test.ts
ui/src/lib/new-agent-runtime-config.test.ts`
- Split integration check: merged this branch first, followed by the
other [PAP-1614](/PAP/issues/PAP-1614) branches, with no merge
conflicts.
- Confirmed this branch does not include `pnpm-lock.yaml`.
## Risks
- Medium risk: touches heartbeat recovery, queueing, and issue list
bounds in central runtime paths.
- Imported-agent and concurrency default behavior changes may affect
existing automation that assumes one-at-a-time default runs.
- 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>
## Thinking Path
> - Paperclip orchestrates AI agents for zero-human companies
> - Reliable execution depends on heartbeat routing, issue lifecycle
semantics, telemetry, and a fast enough local verification loop to keep
regressions visible
> - The remaining commits on this branch were mostly server/runtime
correctness fixes plus test and documentation follow-ups in that area
> - Those changes are logically separate from the UI-focused
issue-detail and workspace/navigation branches even when they touch
overlapping issue APIs
> - This pull request groups the execution reliability, heartbeat,
telemetry, and tooling changes into one standalone branch
> - The benefit is a focused review of the control-plane correctness
work, including the follow-up fix that restored the implicit
comment-reopen helpers after branch splitting
## What Changed
- Hardened issue/heartbeat execution behavior, including self-review
stage skipping, deferred mention wakes during active execution, stranded
execution recovery, active-run scoping, assignee resolution, and
blocked-to-todo wake resumption
- Reduced noisy polling/logging overhead by trimming issue run payloads,
compacting persisted run logs, silencing high-volume request logs, and
capping heartbeat-run queries in dashboard/inbox surfaces
- Expanded telemetry and status semantics with adapter/model fields on
task completion plus clearer status guidance in docs/onboarding material
- Updated test infrastructure and verification defaults with faster
route-test module isolation, cheaper default `pnpm test`, e2e isolation
from local state, and repo verification follow-ups
- Included docs/release housekeeping from the branch and added a small
follow-up commit restoring the implicit comment-reopen helpers that were
dropped during branch reconstruction
## Verification
- `pnpm vitest run
server/src/__tests__/issue-comment-reopen-routes.test.ts
server/src/__tests__/issue-telemetry-routes.test.ts`
- `pnpm vitest run server/src/__tests__/http-log-policy.test.ts
server/src/__tests__/heartbeat-run-log.test.ts
server/src/__tests__/health.test.ts`
- `server/src/__tests__/activity-service.test.ts`,
`server/src/__tests__/heartbeat-comment-wake-batching.test.ts`, and
`server/src/__tests__/heartbeat-process-recovery.test.ts` were attempted
on this host but the embedded Postgres harness reported
init-script/data-dir problems and skipped or failed to start, so they
are noted as environment-limited
## Risks
- Medium: this branch changes core issue/heartbeat routing and
reopen/wakeup behavior, so regressions would affect agent execution flow
rather than isolated UI polish
- Because it also updates verification infrastructure, reviewers should
pay attention to whether the new tests are asserting the right failure
modes and not just reshaping harness behavior
## Model Used
- OpenAI Codex coding agent (GPT-5-class runtime in Codex CLI; exact
deployed model ID is not exposed in this environment), reasoning
enabled, tool use and local code execution 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)
- [ ] 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>
Scaffolds end-to-end testing with Playwright for the onboarding wizard.
Runs in skip_llm mode by default (UI-only, no LLM costs). Set
PAPERCLIP_E2E_SKIP_LLM=false for full heartbeat verification.
- tests/e2e/playwright.config.ts: Playwright config with webServer
- tests/e2e/onboarding.spec.ts: 4-step wizard flow test
- .github/workflows/e2e.yml: manual workflow_dispatch CI workflow
- package.json: test:e2e and test:e2e:headed scripts
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Nicky Leach
Tonio
Dotta
scotttong
dotta
Dotta
