[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>
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@@ -3,6 +3,7 @@ import { Clock3, Cpu, FlaskConical, Puzzle, Settings, Shield, SlidersHorizontal,
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import type { PluginRecord } from "@paperclipai/shared";
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import { NavLink } from "@/lib/router";
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import { pluginsApi } from "@/api/plugins";
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import { INSTANCE_SETTINGS_PATH_PREFIX } from "@/lib/instance-settings";
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import { queryKeys } from "@/lib/queryKeys";
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import { SIDEBAR_SCROLL_RESET_STATE } from "@/lib/navigation-scroll";
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import { SidebarNavItem } from "./SidebarNavItem";
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@@ -38,18 +39,18 @@ export function InstanceSidebar() {
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<nav className="flex-1 min-h-0 overflow-y-auto scrollbar-auto-hide flex flex-col gap-4 px-3 py-2">
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<div className="flex flex-col gap-0.5">
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<SidebarNavItem to="/instance/settings/profile" label="Profile" icon={UserRoundPen} end />
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<SidebarNavItem to="/instance/settings/general" label="General" icon={SlidersHorizontal} end />
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<SidebarNavItem to="/instance/settings/access" label="Access" icon={Shield} end />
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<SidebarNavItem to="/instance/settings/heartbeats" label="Heartbeats" icon={Clock3} end />
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<SidebarNavItem to="/instance/settings/experimental" label="Experimental" icon={FlaskConical} />
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<SidebarNavItem to="/instance/settings/plugins" label="Plugins" icon={Puzzle} />
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<SidebarNavItem to={`${INSTANCE_SETTINGS_PATH_PREFIX}/profile`} label="Profile" icon={UserRoundPen} end />
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<SidebarNavItem to={`${INSTANCE_SETTINGS_PATH_PREFIX}/general`} label="General" icon={SlidersHorizontal} end />
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<SidebarNavItem to={`${INSTANCE_SETTINGS_PATH_PREFIX}/access`} label="Access" icon={Shield} end />
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<SidebarNavItem to={`${INSTANCE_SETTINGS_PATH_PREFIX}/heartbeats`} label="Heartbeats" icon={Clock3} end />
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<SidebarNavItem to={`${INSTANCE_SETTINGS_PATH_PREFIX}/experimental`} label="Experimental" icon={FlaskConical} />
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<SidebarNavItem to={`${INSTANCE_SETTINGS_PATH_PREFIX}/plugins`} label="Plugins" icon={Puzzle} />
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{sidebarPlugins.length > 0 ? (
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<div className="ml-4 mt-1 flex flex-col gap-0.5 border-l border-border/70 pl-3">
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{sidebarPlugins.map((plugin) => (
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<NavLink
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key={plugin.id}
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to={`/instance/settings/plugins/${plugin.id}`}
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to={`${INSTANCE_SETTINGS_PATH_PREFIX}/plugins/${plugin.id}`}
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state={SIDEBAR_SCROLL_RESET_STATE}
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className={({ isActive }) =>
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[
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@@ -65,7 +66,7 @@ export function InstanceSidebar() {
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))}
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</div>
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) : null}
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<SidebarNavItem to="/instance/settings/adapters" label="Adapters" icon={Cpu} />
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<SidebarNavItem to={`${INSTANCE_SETTINGS_PATH_PREFIX}/adapters`} label="Adapters" icon={Cpu} />
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</div>
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</nav>
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</aside>
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