[codex] Move instance settings under company settings (#7680)

## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Operators manage both company-scoped configuration and
instance-level runtime/admin settings from the board UI
> - Instance settings previously lived as their own top-level sidebar
area, separate from the company settings context operators already use
> - That split made settings navigation feel heavier and made instance
configuration less discoverable from the settings tab
> - This pull request moves instance settings under company settings
while preserving the existing instance settings routes and plugin/admin
surfaces
> - The benefit is a smaller primary sidebar and a more coherent
settings hierarchy for operators

## Linked Issues or Issue Description

- Refs #338
- Internal: PAP-10491, PAP-10538

## What Changed

- Moved instance settings navigation under the company settings area.
- Added route helpers and sidebar entries for nested instance settings
paths.
- Updated plugin/admin settings routes to use the company settings
instance scope.
- Preserved legacy instance-settings bookmarks through compatibility
redirects that keep the active company prefix.
- Updated focused UI and plugin tests for the new navigation shape.
- Stabilized the process-loss retry test that was failing the serialized
server shard in CI.
- Rebased the branch onto current `paperclipai/paperclip` `master` and
pushed the current head.

## Verification

- `pnpm exec vitest run
ui/src/components/CompanySettingsSidebar.test.tsx
ui/src/components/access/CompanySettingsNav.test.tsx
ui/src/lib/instance-settings.test.ts
ui/src/components/InstanceSidebar.test.tsx
ui/src/components/Layout.test.tsx
ui/src/components/SidebarAccountMenu.test.tsx
ui/src/pages/PluginPage.test.tsx ui/src/plugins/bridge.test.ts
packages/shared/src/validators/plugin.test.ts`
- `pnpm exec vitest run ui/src/lib/instance-settings.test.ts
ui/src/components/CompanySettingsSidebar.test.tsx
ui/src/components/access/CompanySettingsNav.test.tsx
ui/src/components/Layout.test.tsx ui/src/plugins/bridge.test.ts`
- `pnpm exec vitest run
server/src/__tests__/heartbeat-process-recovery.test.ts -t "queues
exactly one retry when the recorded local pid is dead"`
- `pnpm test:run:serialized -- --shard-index 0 --shard-count 4`
- GitHub PR checks are green on head
`fe7b0955169dcae55cbe10889c1876a70ab0b80c`, including `verify`, `General
tests (server)`, all serialized server shards, build, e2e, policy,
security checks, and Greptile.
- Confirmed the PR diff does not include `pnpm-lock.yaml` or
`.github/workflows` changes.

## Risks

- Medium UI/navigation risk: instance settings links are intentionally
moving under company settings, so stale external bookmarks to legacy
paths rely on the compatibility routing in this branch.
- Low test-only risk from the CI stabilization commit: it makes the
recovery assertion select the actual retry run by `retryOfRunId` instead
of whichever non-original run appears first.
- No database migrations.
- No dependency lockfile or workflow changes.

> 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 coding agent based on GPT-5, with shell/tool execution in
a local repository worktree. Exact context window was not exposed by the
runtime.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have 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
- [ ] If this change affects the UI, I have included before/after
screenshots
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
This commit is contained in:
Dotta
2026-06-07 17:23:53 -05:00
committed by GitHub
parent 823c2b115a
commit 76c88e5855
31 changed files with 523 additions and 153 deletions
@@ -12,6 +12,9 @@ const mockSidebarBadgesApi = vi.hoisted(() => ({
const mockInstanceSettingsApi = vi.hoisted(() => ({
getExperimental: vi.fn(),
}));
const mockPluginsApi = vi.hoisted(() => ({
list: vi.fn(),
}));
const mockUsePluginSlots = vi.hoisted(() => vi.fn());
vi.mock("@/lib/router", () => ({
@@ -28,6 +31,13 @@ vi.mock("@/lib/router", () => ({
{children}
</button>
),
NavLink: ({
children,
to,
}: {
children: React.ReactNode;
to: string;
}) => <a href={to}>{children}</a>,
}));
vi.mock("@/context/CompanyContext", () => ({
@@ -68,6 +78,10 @@ vi.mock("@/api/instanceSettings", () => ({
instanceSettingsApi: mockInstanceSettingsApi,
}));
vi.mock("@/api/plugins", () => ({
pluginsApi: mockPluginsApi,
}));
vi.mock("@/plugins/slots", () => ({
usePluginSlots: mockUsePluginSlots,
}));
@@ -103,6 +117,7 @@ describe("CompanySettingsSidebar", () => {
mockInstanceSettingsApi.getExperimental.mockResolvedValue({
enableCloudSync: false,
});
mockPluginsApi.list.mockResolvedValue([]);
mockUsePluginSlots.mockReturnValue({
slots: [],
isLoading: false,
@@ -136,6 +151,8 @@ describe("CompanySettingsSidebar", () => {
expect(container.textContent).toContain("Paperclip");
expect(container.textContent).toContain("Company Settings");
expect(container.textContent).toContain("Company settings");
expect(container.textContent).toContain("Instance settings");
expect(container.textContent).toContain("General");
expect(container.textContent).toContain("Environments");
expect(container.textContent).not.toContain("Cloud upstream");
@@ -179,6 +196,32 @@ describe("CompanySettingsSidebar", () => {
end: true,
}),
);
expect(sidebarNavItemMock).toHaveBeenCalledWith(
expect.objectContaining({
to: "/company/settings/instance/profile",
label: "Profile",
end: true,
}),
);
expect(sidebarNavItemMock).toHaveBeenCalledWith(
expect.objectContaining({
to: "/company/settings/instance/general",
label: "General",
end: true,
}),
);
expect(sidebarNavItemMock).toHaveBeenCalledWith(
expect.objectContaining({
to: "/company/settings/instance/plugins",
label: "Plugins",
}),
);
expect(sidebarNavItemMock).toHaveBeenCalledWith(
expect.objectContaining({
to: "/company/settings/instance/adapters",
label: "Adapters",
}),
);
await act(async () => {
root.unmount();
@@ -294,4 +337,64 @@ describe("CompanySettingsSidebar", () => {
root.unmount();
});
});
it("renders instance plugin links while filtering sandbox-provider-only plugins", async () => {
mockPluginsApi.list.mockResolvedValue([
{
id: "linear",
packageName: "@example/linear",
manifestJson: {
displayName: "Linear",
environmentDrivers: [],
},
},
{
id: "sandbox-only",
packageName: "@example/sandbox",
manifestJson: {
displayName: "Sandbox only",
environmentDrivers: [{ kind: "sandbox_provider", driverKey: "e2b" }],
},
},
{
id: "hybrid",
packageName: "@example/hybrid",
manifestJson: {
displayName: "Hybrid",
environmentDrivers: [
{ kind: "sandbox_provider", driverKey: "e2b" },
{ kind: "environment_driver", driverKey: "ssh" },
],
},
},
]);
const root = createRoot(container);
const queryClient = new QueryClient({
defaultOptions: { queries: { retry: false } },
});
await act(async () => {
root.render(
<QueryClientProvider client={queryClient}>
<CompanySettingsSidebar />
</QueryClientProvider>,
);
});
await flushReact();
const pluginLinks = Array.from(
container.querySelectorAll<HTMLAnchorElement>('a[href^="/company/settings/instance/plugins/"]'),
);
expect(pluginLinks.map((link) => link.getAttribute("href"))).toEqual([
"/company/settings/instance/plugins/linear",
"/company/settings/instance/plugins/hybrid",
]);
expect(container.textContent).toContain("Linear");
expect(container.textContent).toContain("Hybrid");
expect(container.textContent).not.toContain("Sandbox only");
await act(async () => {
root.unmount();
});
});
});