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Improve external agent invite flow (#6183)
## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - Agent creation can happen through local runtimes, managed runtimes, and external agents that onboard through invites. > - The old OpenClaw-oriented invite UX lived under company settings/invites and made a gateway-specific path look like a company access setting. > - That hid the broader bring-your-own-agent flow and forced operators to leave the add-agent modal when adding an external agent. > - This pull request moves external agent invite generation into the add-agent modal and makes the copy agent-oriented instead of OpenClaw-only. > - The benefit is a clearer agent-first onboarding path while company invites stay focused on human access. ## What Changed - Added an external-agent invite branch to the add-agent modal, including a dedicated prompt result view with Back navigation. - Added a shared agent onboarding prompt builder and focused modal coverage for prompt replacement/back navigation. - Removed the agent invite prompt UI from Company Settings and Company Invites, leaving Company Invites focused on human access links and invite history. - Updated the hidden OpenClaw Gateway runtime hint to direct operators to the add-agent invite flow instead of presenting it as a blocked runtime card. - Updated invite/onboarding docs, storybook coverage, and server-side onboarding copy toward generic agent language while preserving existing gateway compatibility. ## Verification - `pnpm -r typecheck` - `pnpm build` - `FAKE_BIN="$(mktemp -d)/bin"; mkdir -p "$FAKE_BIN"; printf '#!/bin/sh\nexit 1\n' > "$FAKE_BIN/tailscale"; chmod +x "$FAKE_BIN/tailscale"; PATH="$FAKE_BIN:$PATH" pnpm test:run` - `pnpm test:run` without the fake `tailscale` shim was also attempted; it failed only in two pre-existing CLI tailnet fallback tests because this host has a real Tailscale address (`100.125.202.3`) where those tests expect no Tailscale. - Focused confirmation for that host-env issue: `FAKE_BIN=... PATH="$FAKE_BIN:$PATH" pnpm exec vitest run --project paperclipai cli/src/__tests__/network-bind.test.ts cli/src/__tests__/onboard.test.ts` - Manual UI verification: served UI locally in light mode, opened add-agent modal, generated external agent prompt, verified the generated prompt replaces the form and Back returns to the form. ### Screenshots    ## Risks - Existing OpenClaw gateway compatibility remains, but operators now discover external agent onboarding from the add-agent modal instead of company settings. - Agent invites still appear in the invite history table, so that page may show agent-scoped invite rows even though it no longer creates agent onboarding prompts. - Low migration risk: no schema 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, GPT-5 coding agent in Codex desktop; tool-enabled repository, shell, browser, and GitHub workflow. Context window size 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 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
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17 changed files with 693 additions and 451 deletions
210
ui/src/components/NewAgentDialog.test.tsx
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210
ui/src/components/NewAgentDialog.test.tsx
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@ -0,0 +1,210 @@
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// @vitest-environment jsdom
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import { act } from "react";
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import type { ReactNode } from "react";
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import { createRoot } from "react-dom/client";
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import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
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import { afterEach, beforeEach, describe, expect, it, vi } from "vitest";
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import { NewAgentDialog } from "./NewAgentDialog";
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const createCompanyInviteMock = vi.hoisted(() => vi.fn());
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const getInviteOnboardingMock = vi.hoisted(() => vi.fn());
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const listAgentsMock = vi.hoisted(() => vi.fn());
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const listAdaptersMock = vi.hoisted(() => vi.fn());
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const navigateMock = vi.hoisted(() => vi.fn());
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const closeNewAgentMock = vi.hoisted(() => vi.fn());
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const openNewIssueMock = vi.hoisted(() => vi.fn());
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const pushToastMock = vi.hoisted(() => vi.fn());
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const clipboardWriteTextMock = vi.hoisted(() => vi.fn());
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vi.mock("@/lib/router", () => ({
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useNavigate: () => navigateMock,
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}));
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vi.mock("../context/DialogContext", () => ({
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useDialog: () => ({
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newAgentOpen: true,
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closeNewAgent: closeNewAgentMock,
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openNewIssue: openNewIssueMock,
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}),
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}));
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vi.mock("../context/CompanyContext", () => ({
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useCompany: () => ({
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selectedCompanyId: "company-1",
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}),
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}));
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vi.mock("../context/ToastContext", () => ({
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useToast: () => ({ pushToast: pushToastMock }),
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}));
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vi.mock("../api/access", () => ({
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accessApi: {
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createCompanyInvite: (companyId: string, input: unknown) =>
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createCompanyInviteMock(companyId, input),
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getInviteOnboarding: (token: string) => getInviteOnboardingMock(token),
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},
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}));
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vi.mock("../api/agents", () => ({
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agentsApi: {
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list: (companyId: string) => listAgentsMock(companyId),
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},
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}));
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vi.mock("../api/adapters", () => ({
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adaptersApi: {
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list: () => listAdaptersMock(),
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},
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}));
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vi.mock("../adapters", () => ({
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listUIAdapters: () => [{ type: "claude_local" }, { type: "openclaw_gateway" }],
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}));
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vi.mock("../adapters/metadata", () => ({
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isVisualAdapterChoice: (type: string) => type !== "openclaw_gateway",
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}));
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vi.mock("../adapters/use-disabled-adapters", () => ({
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useDisabledAdaptersSync: () => new Set<string>(),
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}));
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vi.mock("@/components/ui/dialog", () => ({
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Dialog: ({ open, children }: { open: boolean; children: ReactNode }) =>
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open ? <div>{children}</div> : null,
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DialogContent: ({ children, className }: { children: ReactNode; className?: string }) => (
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<div className={className}>{children}</div>
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),
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}));
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// eslint-disable-next-line @typescript-eslint/no-explicit-any
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(globalThis as any).IS_REACT_ACT_ENVIRONMENT = true;
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async function flushReact() {
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await act(async () => {
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await Promise.resolve();
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await new Promise((resolve) => window.setTimeout(resolve, 0));
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});
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}
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describe("NewAgentDialog", () => {
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let container: HTMLDivElement;
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beforeEach(() => {
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container = document.createElement("div");
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document.body.appendChild(container);
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listAgentsMock.mockResolvedValue([
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{ id: "agent-ceo", role: "ceo" },
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]);
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listAdaptersMock.mockResolvedValue([]);
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createCompanyInviteMock.mockResolvedValue({
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id: "invite-1",
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token: "agent-token",
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inviteUrl: "https://paperclip.local/invite/agent-token",
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expiresAt: "2026-04-20T00:00:00.000Z",
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allowedJoinTypes: "agent",
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humanRole: null,
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onboardingTextUrl: "https://paperclip.local/api/invites/agent-token/onboarding.txt",
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onboardingTextPath: "/api/invites/agent-token/onboarding.txt",
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});
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getInviteOnboardingMock.mockResolvedValue({
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onboarding: {
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connectivity: {
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connectionCandidates: ["https://paperclip.local"],
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testResolutionEndpoint: {
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url: "https://paperclip.local/api/invites/agent-token/test-resolution",
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},
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},
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},
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});
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Object.defineProperty(globalThis.navigator, "clipboard", {
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configurable: true,
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value: { writeText: clipboardWriteTextMock },
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});
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});
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afterEach(() => {
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container.remove();
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document.body.innerHTML = "";
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vi.clearAllMocks();
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});
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it("generates an external agent onboarding prompt inside the add-agent modal", async () => {
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const root = createRoot(container);
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const queryClient = new QueryClient({
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defaultOptions: { queries: { retry: false } },
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});
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await act(async () => {
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root.render(
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<QueryClientProvider client={queryClient}>
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<NewAgentDialog />
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</QueryClientProvider>,
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);
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});
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await flushReact();
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expect(container.textContent).toContain("Add a new agent");
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expect(container.textContent).toContain("Invite an external agent");
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const inviteButton = Array.from(container.querySelectorAll("button")).find(
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(button) => button.textContent?.startsWith("Invite an external agent"),
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);
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await act(async () => {
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inviteButton?.dispatchEvent(new MouseEvent("click", { bubbles: true }));
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});
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expect(container.textContent).toContain("Generate a one-time onboarding prompt");
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expect(container.textContent).not.toContain("Company Invites");
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const generateButton = Array.from(container.querySelectorAll("button")).find(
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(button) => button.textContent === "Generate onboarding prompt",
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);
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await act(async () => {
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generateButton?.dispatchEvent(new MouseEvent("click", { bubbles: true }));
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});
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await flushReact();
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await flushReact();
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expect(createCompanyInviteMock).toHaveBeenCalledWith("company-1", {
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allowedJoinTypes: "agent",
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humanRole: null,
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agentMessage: null,
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});
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expect(getInviteOnboardingMock).toHaveBeenCalledWith("agent-token");
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expect(clipboardWriteTextMock).toHaveBeenCalledWith(
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expect.stringContaining("You're invited to join a Paperclip company as an agent."),
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);
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expect(container.textContent).toContain("Agent onboarding prompt");
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expect(container.textContent).toContain("Send this prompt to the external agent");
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expect(container.textContent).not.toContain("Optional message for the agent");
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expect(container.textContent).not.toContain("Generate onboarding prompt");
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expect(pushToastMock).toHaveBeenCalledWith({
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title: "Agent invite created",
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body: "Agent onboarding prompt ready below and copied to clipboard.",
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tone: "success",
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});
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const backButton = Array.from(container.querySelectorAll("button")).find(
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(button) => button.textContent === "Back",
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);
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await act(async () => {
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backButton?.dispatchEvent(new MouseEvent("click", { bubbles: true }));
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});
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await flushReact();
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expect(container.textContent).toContain("Optional message for the agent");
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expect(container.textContent).toContain("Generate onboarding prompt");
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await act(async () => {
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root.unmount();
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});
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});
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});
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