[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
+2 -1
View File
@@ -267,7 +267,8 @@ export function AdapterManager() {
useEffect(() => {
setBreadcrumbs([
{ label: selectedCompany?.name ?? "Company", href: "/dashboard" },
{ label: "Settings", href: "/instance/settings/general" },
{ label: "Settings", href: "/company/settings" },
{ label: "Instance settings", href: "/company/settings/instance/general" },
{ label: "Adapters" },
]);
}, [selectedCompany?.name, setBreadcrumbs]);
+4 -1
View File
@@ -220,7 +220,10 @@ export function CloudUpstream() {
</div>
<div className="rounded-md border border-border px-4 py-4 text-sm text-muted-foreground">
Cloud sync is disabled. Enable it in{" "}
<Link className="text-primary underline-offset-2 hover:underline" to="/instance/settings/experimental">
<Link
className="text-primary underline-offset-2 hover:underline"
to="/company/settings/instance/experimental"
>
Instance Settings
</Link>{" "}
to show upstream connection and push tools.
+2 -1
View File
@@ -21,7 +21,8 @@ export function InstanceAccess() {
useEffect(() => {
setBreadcrumbs([
{ label: "Instance Settings", href: "/instance/settings/general" },
{ label: "Settings", href: "/company/settings" },
{ label: "Instance settings", href: "/company/settings/instance/general" },
{ label: "Access" },
]);
}, [setBreadcrumbs]);
@@ -128,7 +128,8 @@ export function InstanceExperimentalSettings() {
useEffect(() => {
setBreadcrumbs([
{ label: "Instance Settings" },
{ label: "Settings", href: "/company/settings" },
{ label: "Instance settings", href: "/company/settings/instance/general" },
{ label: "Experimental" },
]);
}, [setBreadcrumbs]);
+2 -1
View File
@@ -37,7 +37,8 @@ export function InstanceGeneralSettings() {
useEffect(() => {
setBreadcrumbs([
{ label: "Instance Settings" },
{ label: "Settings", href: "/company/settings" },
{ label: "Instance settings" },
{ label: "General" },
]);
}, [setBreadcrumbs]);
+2 -1
View File
@@ -33,7 +33,8 @@ export function InstanceSettings() {
useEffect(() => {
setBreadcrumbs([
{ label: "Instance Settings" },
{ label: "Settings", href: "/company/settings" },
{ label: "Instance settings", href: "/company/settings/instance/general" },
{ label: "Heartbeats" },
]);
}, [setBreadcrumbs]);
+5 -4
View File
@@ -100,7 +100,8 @@ export function PluginManager() {
useEffect(() => {
setBreadcrumbs([
{ label: selectedCompany?.name ?? "Company", href: "/dashboard" },
{ label: "Settings", href: "/instance/settings/heartbeats" },
{ label: "Settings", href: "/company/settings" },
{ label: "Instance settings", href: "/company/settings/instance/general" },
{ label: "Plugins" },
]);
}, [selectedCompany?.name, setBreadcrumbs]);
@@ -307,7 +308,7 @@ export function PluginManager() {
</Button>
)}
<Button variant="outline" size="sm" asChild>
<Link to={`/instance/settings/plugins/${installedPlugin.id}`}>
<Link to={`/company/settings/instance/plugins/${installedPlugin.id}`}>
{installedPlugin.status === "ready" ? "Open Settings" : "Review"}
</Link>
</Button>
@@ -359,7 +360,7 @@ export function PluginManager() {
<div className="min-w-0 flex-1">
<div className="flex flex-wrap items-center gap-2">
<Link
to={`/instance/settings/plugins/${plugin.id}`}
to={`/company/settings/instance/plugins/${plugin.id}`}
className="font-medium hover:underline truncate block"
title={plugin.manifestJson.displayName ?? plugin.packageName}
>
@@ -463,7 +464,7 @@ export function PluginManager() {
</Button>
</div>
<Button variant="outline" size="sm" className="mt-2 h-8" asChild>
<Link to={`/instance/settings/plugins/${plugin.id}`}>
<Link to={`/company/settings/instance/plugins/${plugin.id}`}>
<Settings className="h-4 w-4" />
Configure
</Link>
+7 -2
View File
@@ -1,6 +1,5 @@
// @vitest-environment jsdom
import { act } from "react";
import { createRoot } from "react-dom/client";
import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
import { afterEach, beforeEach, describe, expect, it, vi } from "vitest";
@@ -54,6 +53,12 @@ vi.mock("@/plugins/slots", async () => {
// eslint-disable-next-line @typescript-eslint/no-explicit-any
(globalThis as any).IS_REACT_ACT_ENVIRONMENT = true;
async function act(callback: () => void | Promise<void>) {
await callback();
await Promise.resolve();
await new Promise((resolve) => window.setTimeout(resolve, 0));
}
async function flushReact() {
await act(async () => {
await Promise.resolve();
@@ -125,7 +130,7 @@ describe("PluginPage", () => {
const root = await renderPage(container);
expect(mockSetBreadcrumbs).toHaveBeenCalledWith([
{ label: "Plugins", href: "/instance/settings/plugins" },
{ label: "Plugins", href: "/company/settings/instance/plugins" },
{ label: "LLM Wiki" },
]);
expect(container.textContent).toContain("Back");
+4 -2
View File
@@ -119,7 +119,7 @@ export function PluginPage() {
return;
}
setBreadcrumbs([
{ label: "Plugins", href: "/instance/settings/plugins" },
{ label: "Plugins", href: "/company/settings/instance/plugins" },
{ label: pageSlot.pluginDisplayName },
]);
}, [pageSlot, pluginRouteSplat, setBreadcrumbs, routeSidebarActive]);
@@ -157,7 +157,9 @@ export function PluginPage() {
return <NotFoundPage scope="board" />;
}
// No page slot: redirect to plugin settings where plugin info is always shown
const settingsPath = pluginId ? `/instance/settings/plugins/${pluginId}` : "/instance/settings/plugins";
const settingsPath = pluginId
? `/company/settings/instance/plugins/${pluginId}`
: "/company/settings/instance/plugins";
return <Navigate to={settingsPath} replace />;
}
+5 -4
View File
@@ -117,8 +117,9 @@ export function PluginSettings() {
useEffect(() => {
setBreadcrumbs([
{ label: selectedCompany?.name ?? "Company", href: "/dashboard" },
{ label: "Settings", href: "/instance/settings/heartbeats" },
{ label: "Plugins", href: "/instance/settings/plugins" },
{ label: "Settings", href: "/company/settings" },
{ label: "Instance settings", href: "/company/settings/instance/general" },
{ label: "Plugins", href: "/company/settings/instance/plugins" },
{ label: plugin?.manifestJson?.displayName ?? plugin?.packageName ?? "Plugin Details" },
]);
}, [selectedCompany?.name, setBreadcrumbs, companyPrefix, plugin]);
@@ -132,7 +133,7 @@ export function PluginSettings() {
}
if (!plugin) {
return <Navigate to="/instance/settings/plugins" replace />;
return <Navigate to="/company/settings/instance/plugins" replace />;
}
const displayStatus = plugin.status;
@@ -155,7 +156,7 @@ export function PluginSettings() {
return (
<div className="space-y-6 max-w-5xl">
<div className="flex items-center gap-4">
<Link to="/instance/settings/plugins">
<Link to="/company/settings/instance/plugins">
<Button variant="outline" size="icon" className="h-8 w-8">
<ArrowLeft className="h-4 w-4" />
</Button>
+2 -1
View File
@@ -35,7 +35,8 @@ export function ProfileSettings() {
useEffect(() => {
setBreadcrumbs([
{ label: "Instance Settings" },
{ label: "Settings", href: "/company/settings" },
{ label: "Instance settings", href: "/company/settings/instance/general" },
{ label: "Profile" },
]);
}, [setBreadcrumbs]);