Merge pull request #1708 from paperclipai/pr/pap-817-onboarding-goal-context

Seed onboarding project and issue goal context

ui/src/components/OnboardingWizard.tsx

@@ -8,6 +8,7 @@ import { companiesApi } from "../api/companies";
 import { goalsApi } from "../api/goals";
 import { agentsApi } from "../api/agents";
 import { issuesApi } from "../api/issues";
+import { projectsApi } from "../api/projects";
 import { queryKeys } from "../lib/queryKeys";
 import { Dialog, DialogPortal } from "@/components/ui/dialog";
 import {
@@ -24,6 +25,11 @@ import {
 import { getUIAdapter } from "../adapters";
 import { defaultCreateValues } from "./agent-config-defaults";
 import { parseOnboardingGoalInput } from "../lib/onboarding-goal";
+import {
+  buildOnboardingIssuePayload,
+  buildOnboardingProjectPayload,
+  selectDefaultCompanyGoalId
+} from "../lib/onboarding-launch";
 import {
   DEFAULT_CODEX_LOCAL_BYPASS_APPROVALS_AND_SANDBOX,
   DEFAULT_CODEX_LOCAL_MODEL
@@ -144,7 +150,11 @@ export function OnboardingWizard() {
   const [createdCompanyPrefix, setCreatedCompanyPrefix] = useState<
     string | null
   >(null);
+  const [createdCompanyGoalId, setCreatedCompanyGoalId] = useState<string | null>(
+    null
+  );
   const [createdAgentId, setCreatedAgentId] = useState<string | null>(null);
+  const [createdProjectId, setCreatedProjectId] = useState<string | null>(null);
   const [createdIssueRef, setCreatedIssueRef] = useState<string | null>(null);
 
   useEffect(() => {
@@ -160,6 +170,10 @@ export function OnboardingWizard() {
     setStep(effectiveOnboardingOptions.initialStep ?? 1);
     setCreatedCompanyId(cId);
     setCreatedCompanyPrefix(null);
+    setCreatedCompanyGoalId(null);
+    setCreatedProjectId(null);
+    setCreatedAgentId(null);
+    setCreatedIssueRef(null);
   }, [
     effectiveOnboardingOpen,
     effectiveOnboardingOptions.companyId,
@@ -284,7 +298,9 @@ export function OnboardingWizard() {
     setTaskDescription(DEFAULT_TASK_DESCRIPTION);
     setCreatedCompanyId(null);
     setCreatedCompanyPrefix(null);
+    setCreatedCompanyGoalId(null);
     setCreatedAgentId(null);
+    setCreatedProjectId(null);
     setCreatedIssueRef(null);
   }
 
@@ -371,7 +387,7 @@ export function OnboardingWizard() {
 
       if (companyGoal.trim()) {
         const parsedGoal = parseOnboardingGoalInput(companyGoal);
-        await goalsApi.create(company.id, {
+        const goal = await goalsApi.create(company.id, {
           title: parsedGoal.title,
           ...(parsedGoal.description
             ? { description: parsedGoal.description }
@@ -379,9 +395,12 @@ export function OnboardingWizard() {
           level: "company",
           status: "active"
         });
+        setCreatedCompanyGoalId(goal.id);
         queryClient.invalidateQueries({
           queryKey: queryKeys.goals.list(company.id)
         });
+      } else {
+        setCreatedCompanyGoalId(null);
       }
 
       setStep(2);
@@ -522,16 +541,38 @@ export function OnboardingWizard() {
     setLoading(true);
     setError(null);
     try {
+      let goalId = createdCompanyGoalId;
+      if (!goalId) {
+        const goals = await goalsApi.list(createdCompanyId);
+        goalId = selectDefaultCompanyGoalId(goals);
+        setCreatedCompanyGoalId(goalId);
+      }
+
+      let projectId = createdProjectId;
+      if (!projectId) {
+        const project = await projectsApi.create(
+          createdCompanyId,
+          buildOnboardingProjectPayload(goalId)
+        );
+        projectId = project.id;
+        setCreatedProjectId(projectId);
+        queryClient.invalidateQueries({
+          queryKey: queryKeys.projects.list(createdCompanyId)
+        });
+      }
+
       let issueRef = createdIssueRef;
       if (!issueRef) {
-        const issue = await issuesApi.create(createdCompanyId, {
-          title: taskTitle.trim(),
-          ...(taskDescription.trim()
-            ? { description: taskDescription.trim() }
-            : {}),
-          assigneeAgentId: createdAgentId,
-          status: "todo"
-        });
+        const issue = await issuesApi.create(
+          createdCompanyId,
+          buildOnboardingIssuePayload({
+            title: taskTitle,
+            description: taskDescription,
+            assigneeAgentId: createdAgentId,
+            projectId,
+            goalId
+          })
+        );
         issueRef = issue.identifier ?? issue.id;
         setCreatedIssueRef(issueRef);
         queryClient.invalidateQueries({

ui/src/lib/onboarding-launch.test.ts

@@ -0,0 +1,131 @@
+import { describe, expect, it } from "vitest";
+import {
+  buildOnboardingIssuePayload,
+  buildOnboardingProjectPayload,
+  selectDefaultCompanyGoalId,
+} from "./onboarding-launch";
+
+describe("selectDefaultCompanyGoalId", () => {
+  it("prefers the earliest active root company goal", () => {
+    expect(
+      selectDefaultCompanyGoalId([
+        {
+          id: "team-goal",
+          companyId: "company-1",
+          title: "Nested",
+          description: null,
+          level: "team",
+          status: "active",
+          parentId: null,
+          ownerAgentId: null,
+          createdAt: new Date("2026-03-04T00:00:00Z"),
+          updatedAt: new Date("2026-03-04T00:00:00Z"),
+        },
+        {
+          id: "goal-2",
+          companyId: "company-1",
+          title: "Later active root",
+          description: null,
+          level: "company",
+          status: "active",
+          parentId: null,
+          ownerAgentId: null,
+          createdAt: new Date("2026-03-03T00:00:00Z"),
+          updatedAt: new Date("2026-03-03T00:00:00Z"),
+        },
+        {
+          id: "goal-1",
+          companyId: "company-1",
+          title: "Earliest active root",
+          description: null,
+          level: "company",
+          status: "active",
+          parentId: null,
+          ownerAgentId: null,
+          createdAt: new Date("2026-03-02T00:00:00Z"),
+          updatedAt: new Date("2026-03-02T00:00:00Z"),
+        },
+      ]),
+    ).toBe("goal-1");
+  });
+
+  it("falls back to the earliest root company goal when none are active", () => {
+    expect(
+      selectDefaultCompanyGoalId([
+        {
+          id: "goal-2",
+          companyId: "company-1",
+          title: "Cancelled root",
+          description: null,
+          level: "company",
+          status: "cancelled",
+          parentId: null,
+          ownerAgentId: null,
+          createdAt: new Date("2026-03-03T00:00:00Z"),
+          updatedAt: new Date("2026-03-03T00:00:00Z"),
+        },
+        {
+          id: "goal-1",
+          companyId: "company-1",
+          title: "Earliest root",
+          description: null,
+          level: "company",
+          status: "planned",
+          parentId: null,
+          ownerAgentId: null,
+          createdAt: new Date("2026-03-02T00:00:00Z"),
+          updatedAt: new Date("2026-03-02T00:00:00Z"),
+        },
+      ]),
+    ).toBe("goal-1");
+  });
+});
+
+describe("onboarding launch payloads", () => {
+  it("links the onboarding project and first issue to the selected goal", () => {
+    expect(buildOnboardingProjectPayload("goal-1")).toEqual({
+      name: "Onboarding",
+      status: "in_progress",
+      goalIds: ["goal-1"],
+    });
+
+    expect(
+      buildOnboardingIssuePayload({
+        title: "  Hire your first engineer  ",
+        description: "  Kick off the hiring plan  ",
+        assigneeAgentId: "agent-1",
+        projectId: "project-1",
+        goalId: "goal-1",
+      }),
+    ).toEqual({
+      title: "Hire your first engineer",
+      description: "Kick off the hiring plan",
+      assigneeAgentId: "agent-1",
+      projectId: "project-1",
+      goalId: "goal-1",
+      status: "todo",
+    });
+  });
+
+  it("omits goal links when no default company goal exists", () => {
+    expect(buildOnboardingProjectPayload(null)).toEqual({
+      name: "Onboarding",
+      status: "in_progress",
+    });
+
+    expect(
+      buildOnboardingIssuePayload({
+        title: "Task",
+        description: "",
+        assigneeAgentId: "agent-1",
+        projectId: "project-1",
+        goalId: null,
+      }),
+    ).toEqual({
+      title: "Task",
+      assigneeAgentId: "agent-1",
+      projectId: "project-1",
+      status: "todo",
+    });
+  });
+});

ui/src/lib/onboarding-launch.ts

@@ -0,0 +1,53 @@
+import type { Goal } from "@paperclipai/shared";
+
+export const ONBOARDING_PROJECT_NAME = "Onboarding";
+
+function goalCreatedAt(goal: Goal) {
+  const createdAt = goal.createdAt instanceof Date ? goal.createdAt : new Date(goal.createdAt);
+  return Number.isNaN(createdAt.getTime()) ? 0 : createdAt.getTime();
+}
+
+function pickEarliestGoal(goals: Goal[]) {
+  return [...goals].sort((a, b) => goalCreatedAt(a) - goalCreatedAt(b))[0] ?? null;
+}
+
+export function selectDefaultCompanyGoalId(goals: Goal[]): string | null {
+  const companyGoals = goals.filter((goal) => goal.level === "company");
+  const rootGoals = companyGoals.filter((goal) => !goal.parentId);
+  const activeRootGoals = rootGoals.filter((goal) => goal.status === "active");
+
+  return (
+    pickEarliestGoal(activeRootGoals)?.id ??
+    pickEarliestGoal(rootGoals)?.id ??
+    pickEarliestGoal(companyGoals)?.id ??
+    null
+  );
+}
+
+export function buildOnboardingProjectPayload(goalId: string | null) {
+  return {
+    name: ONBOARDING_PROJECT_NAME,
+    status: "in_progress" as const,
+    ...(goalId ? { goalIds: [goalId] } : {}),
+  };
+}
+
+export function buildOnboardingIssuePayload(input: {
+  title: string;
+  description: string;
+  assigneeAgentId: string;
+  projectId: string;
+  goalId: string | null;
+}) {
+  const title = input.title.trim();
+  const description = input.description.trim();
+
+  return {
+    title,
+    ...(description ? { description } : {}),
+    assigneeAgentId: input.assigneeAgentId,
+    projectId: input.projectId,
+    ...(input.goalId ? { goalId: input.goalId } : {}),
+    status: "todo" as const,
+  };
+}