Files
paperclip/ui/src/components/OnboardingWizard.tsx

737 lines
30 KiB
TypeScript

import { useEffect, useState } from "react";
import { useNavigate } from "react-router-dom";
import { useQuery, useQueryClient } from "@tanstack/react-query";
import { useDialog } from "../context/DialogContext";
import { useCompany } from "../context/CompanyContext";
import { companiesApi } from "../api/companies";
import { goalsApi } from "../api/goals";
import { agentsApi } from "../api/agents";
import { issuesApi } from "../api/issues";
import { queryKeys } from "../lib/queryKeys";
import { Dialog, DialogOverlay, DialogPortal } from "@/components/ui/dialog";
import {
Popover,
PopoverContent,
PopoverTrigger,
} from "@/components/ui/popover";
import { Button } from "@/components/ui/button";
import { cn } from "../lib/utils";
import { getUIAdapter } from "../adapters";
import { defaultCreateValues } from "./agent-config-defaults";
import { AsciiArtAnimation } from "./AsciiArtAnimation";
import { ChoosePathButton } from "./PathInstructionsModal";
import { HintIcon } from "./agent-config-primitives";
import {
Building2,
Bot,
Code,
ListTodo,
Rocket,
ArrowLeft,
ArrowRight,
Terminal,
Globe,
Sparkles,
MousePointer2,
Check,
Loader2,
FolderOpen,
ChevronDown,
X,
} from "lucide-react";
type Step = 1 | 2 | 3 | 4;
type AdapterType = "claude_local" | "codex_local" | "process" | "http" | "openclaw";
const DEFAULT_TASK_DESCRIPTION = `Setup yourself as the CEO. Use the ceo persona found here: [https://github.com/paperclipai/companies/blob/main/default/ceo/AGENTS.md](https://github.com/paperclipai/companies/blob/main/default/ceo/AGENTS.md)
Ensure you have a folder agents/ceo and then download this AGENTS.md as well as the sibling HEARTBEAT.md, SOUL.md, and TOOLS.md. and set that AGENTS.md as the path to your agents instruction file`;
export function OnboardingWizard() {
const { onboardingOpen, onboardingOptions, closeOnboarding } = useDialog();
const { selectedCompanyId, companies, setSelectedCompanyId } = useCompany();
const queryClient = useQueryClient();
const navigate = useNavigate();
const initialStep = onboardingOptions.initialStep ?? 1;
const existingCompanyId = onboardingOptions.companyId;
const [step, setStep] = useState<Step>(initialStep);
const [loading, setLoading] = useState(false);
const [error, setError] = useState<string | null>(null);
const [modelOpen, setModelOpen] = useState(false);
// Step 1
const [companyName, setCompanyName] = useState("");
const [companyGoal, setCompanyGoal] = useState("");
// Step 2
const [agentName, setAgentName] = useState("CEO");
const [adapterType, setAdapterType] = useState<AdapterType>("claude_local");
const [cwd, setCwd] = useState("");
const [model, setModel] = useState("");
const [command, setCommand] = useState("");
const [args, setArgs] = useState("");
const [url, setUrl] = useState("");
// Step 3
const [taskTitle, setTaskTitle] = useState("Create your CEO HEARTBEAT.md");
const [taskDescription, setTaskDescription] = useState(DEFAULT_TASK_DESCRIPTION);
// Created entity IDs — pre-populate from existing company when skipping step 1
const [createdCompanyId, setCreatedCompanyId] = useState<string | null>(existingCompanyId ?? null);
const [createdCompanyPrefix, setCreatedCompanyPrefix] = useState<string | null>(null);
const [createdAgentId, setCreatedAgentId] = useState<string | null>(null);
const [createdIssueRef, setCreatedIssueRef] = useState<string | null>(null);
// Sync step and company when onboarding opens with options.
// Keep this independent from company-list refreshes so Step 1 completion
// doesn't get reset after creating a company.
useEffect(() => {
if (!onboardingOpen) return;
const cId = onboardingOptions.companyId ?? null;
setStep(onboardingOptions.initialStep ?? 1);
setCreatedCompanyId(cId);
setCreatedCompanyPrefix(null);
}, [onboardingOpen, onboardingOptions.companyId, onboardingOptions.initialStep]);
// Backfill issue prefix for an existing company once companies are loaded.
useEffect(() => {
if (!onboardingOpen || !createdCompanyId || createdCompanyPrefix) return;
const company = companies.find((c) => c.id === createdCompanyId);
if (company) setCreatedCompanyPrefix(company.issuePrefix);
}, [onboardingOpen, createdCompanyId, createdCompanyPrefix, companies]);
const { data: adapterModels } = useQuery({
queryKey: ["adapter-models", adapterType],
queryFn: () => agentsApi.adapterModels(adapterType),
enabled: onboardingOpen && step === 2,
});
const selectedModel = (adapterModels ?? []).find((m) => m.id === model);
function reset() {
setStep(1);
setLoading(false);
setError(null);
setCompanyName("");
setCompanyGoal("");
setAgentName("CEO");
setAdapterType("claude_local");
setCwd("");
setModel("");
setCommand("");
setArgs("");
setUrl("");
setTaskTitle("Create your CEO HEARTBEAT.md");
setTaskDescription(DEFAULT_TASK_DESCRIPTION);
setCreatedCompanyId(null);
setCreatedCompanyPrefix(null);
setCreatedAgentId(null);
setCreatedIssueRef(null);
}
function handleClose() {
reset();
closeOnboarding();
}
function buildAdapterConfig(): Record<string, unknown> {
const adapter = getUIAdapter(adapterType);
return adapter.buildAdapterConfig({
...defaultCreateValues,
adapterType,
cwd,
model,
command,
args,
url,
dangerouslySkipPermissions: adapterType === "claude_local",
});
}
async function handleStep1Next() {
setLoading(true);
setError(null);
try {
const company = await companiesApi.create({ name: companyName.trim() });
setCreatedCompanyId(company.id);
setCreatedCompanyPrefix(company.issuePrefix);
setSelectedCompanyId(company.id);
queryClient.invalidateQueries({ queryKey: queryKeys.companies.all });
if (companyGoal.trim()) {
await goalsApi.create(company.id, {
title: companyGoal.trim(),
level: "company",
status: "active",
});
queryClient.invalidateQueries({ queryKey: queryKeys.goals.list(company.id) });
}
setStep(2);
} catch (err) {
setError(err instanceof Error ? err.message : "Failed to create company");
} finally {
setLoading(false);
}
}
async function handleStep2Next() {
if (!createdCompanyId) return;
setLoading(true);
setError(null);
try {
const agent = await agentsApi.create(createdCompanyId, {
name: agentName.trim(),
role: "ceo",
adapterType,
adapterConfig: buildAdapterConfig(),
runtimeConfig: {
heartbeat: {
enabled: true,
intervalSec: 300,
wakeOnDemand: true,
cooldownSec: 10,
maxConcurrentRuns: 1,
},
},
});
setCreatedAgentId(agent.id);
queryClient.invalidateQueries({
queryKey: queryKeys.agents.list(createdCompanyId),
});
setStep(3);
} catch (err) {
setError(err instanceof Error ? err.message : "Failed to create agent");
} finally {
setLoading(false);
}
}
async function handleStep3Next() {
if (!createdCompanyId || !createdAgentId) return;
setLoading(true);
setError(null);
try {
const issue = await issuesApi.create(createdCompanyId, {
title: taskTitle.trim(),
...(taskDescription.trim() ? { description: taskDescription.trim() } : {}),
assigneeAgentId: createdAgentId,
status: "todo",
});
setCreatedIssueRef(issue.identifier ?? issue.id);
queryClient.invalidateQueries({
queryKey: queryKeys.issues.list(createdCompanyId),
});
setStep(4);
} catch (err) {
setError(err instanceof Error ? err.message : "Failed to create task");
} finally {
setLoading(false);
}
}
async function handleLaunch() {
if (!createdAgentId) return;
setLoading(true);
setError(null);
try {
await agentsApi.invoke(createdAgentId);
} catch {
// Agent may already be running from auto-wake — that's fine
}
setLoading(false);
reset();
closeOnboarding();
if (createdCompanyPrefix && createdIssueRef) {
navigate(`/${createdCompanyPrefix}/issues/${createdIssueRef}`);
return;
}
if (createdCompanyPrefix) {
navigate(`/${createdCompanyPrefix}/dashboard`);
return;
}
navigate("/dashboard");
}
function handleKeyDown(e: React.KeyboardEvent) {
if (e.key === "Enter" && (e.metaKey || e.ctrlKey)) {
e.preventDefault();
if (step === 1 && companyName.trim()) handleStep1Next();
else if (step === 2 && agentName.trim()) handleStep2Next();
else if (step === 3 && taskTitle.trim()) handleStep3Next();
else if (step === 4) handleLaunch();
}
}
if (!onboardingOpen) return null;
return (
<Dialog
open={onboardingOpen}
onOpenChange={(open) => {
if (!open) handleClose();
}}
>
<DialogPortal>
<DialogOverlay className="bg-background" />
<div
className="fixed inset-0 z-50 flex"
onKeyDown={handleKeyDown}
>
{/* Close button */}
<button
onClick={handleClose}
className="absolute top-4 left-4 z-10 rounded-sm p-1.5 text-muted-foreground/60 hover:text-foreground transition-colors"
>
<X className="h-5 w-5" />
<span className="sr-only">Close</span>
</button>
{/* Left half — form */}
<div className="w-full md:w-1/2 flex flex-col overflow-y-auto">
<div className="w-full max-w-md mx-auto my-auto px-8 py-12">
{/* Progress indicators */}
<div className="flex items-center gap-2 mb-8">
<Sparkles className="h-4 w-4 text-muted-foreground" />
<span className="text-sm font-medium">Get Started</span>
<span className="text-sm text-muted-foreground/60">
Step {step} of 4
</span>
<div className="flex items-center gap-1.5 ml-auto">
{[1, 2, 3, 4].map((s) => (
<div
key={s}
className={cn(
"h-1.5 w-6 rounded-full transition-colors",
s < step
? "bg-green-500"
: s === step
? "bg-foreground"
: "bg-muted"
)}
/>
))}
</div>
</div>
{/* Step content */}
{step === 1 && (
<div className="space-y-5">
<div className="flex items-center gap-3 mb-1">
<div className="bg-muted/50 p-2">
<Building2 className="h-5 w-5 text-muted-foreground" />
</div>
<div>
<h3 className="font-medium">Name your company</h3>
<p className="text-xs text-muted-foreground">
This is the organization your agents will work for.
</p>
</div>
</div>
<div>
<label className="text-xs text-muted-foreground mb-1 block">
Company name
</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder="Acme Corp"
value={companyName}
onChange={(e) => setCompanyName(e.target.value)}
autoFocus
/>
</div>
<div>
<label className="text-xs text-muted-foreground mb-1 block">
Mission / goal (optional)
</label>
<textarea
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50 resize-none min-h-[60px]"
placeholder="What is this company trying to achieve?"
value={companyGoal}
onChange={(e) => setCompanyGoal(e.target.value)}
/>
</div>
</div>
)}
{step === 2 && (
<div className="space-y-5">
<div className="flex items-center gap-3 mb-1">
<div className="bg-muted/50 p-2">
<Bot className="h-5 w-5 text-muted-foreground" />
</div>
<div>
<h3 className="font-medium">Create your first agent</h3>
<p className="text-xs text-muted-foreground">
Choose how this agent will run tasks.
</p>
</div>
</div>
<div>
<label className="text-xs text-muted-foreground mb-1 block">
Agent name
</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder="CEO"
value={agentName}
onChange={(e) => setAgentName(e.target.value)}
autoFocus
/>
</div>
{/* Adapter type radio cards */}
<div>
<label className="text-xs text-muted-foreground mb-2 block">
Adapter type
</label>
<div className="grid grid-cols-2 gap-2">
{([
{
value: "claude_local" as const,
label: "Claude Code",
icon: Sparkles,
desc: "Local Claude agent",
},
{
value: "codex_local" as const,
label: "Codex",
icon: Code,
desc: "Local Codex agent",
},
{
value: "openclaw" as const,
label: "OpenClaw",
icon: Bot,
desc: "Notify OpenClaw webhook",
comingSoon: true,
},
{
value: "cursor" as const,
label: "Cursor",
icon: MousePointer2,
desc: "Cursor AI agent",
comingSoon: true,
},
{
value: "process" as const,
label: "Shell Command",
icon: Terminal,
desc: "Run a process",
comingSoon: true,
},
{
value: "http" as const,
label: "HTTP Webhook",
icon: Globe,
desc: "Call an endpoint",
comingSoon: true,
},
]).map((opt) => (
<button
key={opt.value}
disabled={!!opt.comingSoon}
className={cn(
"flex flex-col items-center gap-1.5 rounded-md border p-3 text-xs transition-colors relative",
opt.comingSoon
? "border-border opacity-40 cursor-not-allowed"
: adapterType === opt.value
? "border-foreground bg-accent"
: "border-border hover:bg-accent/50"
)}
onClick={() => {
if (!opt.comingSoon) setAdapterType(opt.value as AdapterType);
}}
>
<opt.icon className="h-4 w-4" />
<span className="font-medium">{opt.label}</span>
<span className="text-muted-foreground text-[10px]">
{opt.comingSoon ? "Coming soon" : opt.desc}
</span>
</button>
))}
</div>
</div>
{/* Conditional adapter fields */}
{(adapterType === "claude_local" || adapterType === "codex_local") && (
<div className="space-y-3">
<div>
<div className="flex items-center gap-1.5 mb-1">
<label className="text-xs text-muted-foreground">
Working directory
</label>
<HintIcon text="Paperclip works best if you create a new folder for your agents to keep their memories and stay organized. Create a new folder and put the path here." />
</div>
<div className="flex items-center gap-2 rounded-md border border-border px-2.5 py-1.5">
<FolderOpen className="h-3.5 w-3.5 text-muted-foreground shrink-0" />
<input
className="w-full bg-transparent outline-none text-sm font-mono placeholder:text-muted-foreground/50"
placeholder="/path/to/project"
value={cwd}
onChange={(e) => setCwd(e.target.value)}
/>
<ChoosePathButton />
</div>
</div>
<div>
<label className="text-xs text-muted-foreground mb-1 block">
Model
</label>
<Popover open={modelOpen} onOpenChange={setModelOpen}>
<PopoverTrigger asChild>
<button className="inline-flex items-center gap-1.5 rounded-md border border-border px-2.5 py-1.5 text-sm hover:bg-accent/50 transition-colors w-full justify-between">
<span className={cn(!model && "text-muted-foreground")}>
{selectedModel ? selectedModel.label : model || "Default"}
</span>
<ChevronDown className="h-3 w-3 text-muted-foreground" />
</button>
</PopoverTrigger>
<PopoverContent className="w-[var(--radix-popover-trigger-width)] p-1" align="start">
<button
className={cn(
"flex items-center gap-2 w-full px-2 py-1.5 text-sm rounded hover:bg-accent/50",
!model && "bg-accent"
)}
onClick={() => { setModel(""); setModelOpen(false); }}
>
Default
</button>
{(adapterModels ?? []).map((m) => (
<button
key={m.id}
className={cn(
"flex items-center justify-between w-full px-2 py-1.5 text-sm rounded hover:bg-accent/50",
m.id === model && "bg-accent"
)}
onClick={() => { setModel(m.id); setModelOpen(false); }}
>
<span>{m.label}</span>
<span className="text-xs text-muted-foreground font-mono">{m.id}</span>
</button>
))}
</PopoverContent>
</Popover>
</div>
</div>
)}
{adapterType === "process" && (
<div className="space-y-3">
<div>
<label className="text-xs text-muted-foreground mb-1 block">
Command
</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm font-mono outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder="e.g. node, python"
value={command}
onChange={(e) => setCommand(e.target.value)}
/>
</div>
<div>
<label className="text-xs text-muted-foreground mb-1 block">
Args (comma-separated)
</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm font-mono outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder="e.g. script.js, --flag"
value={args}
onChange={(e) => setArgs(e.target.value)}
/>
</div>
</div>
)}
{(adapterType === "http" || adapterType === "openclaw") && (
<div>
<label className="text-xs text-muted-foreground mb-1 block">
Webhook URL
</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm font-mono outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder="https://..."
value={url}
onChange={(e) => setUrl(e.target.value)}
/>
</div>
)}
</div>
)}
{step === 3 && (
<div className="space-y-5">
<div className="flex items-center gap-3 mb-1">
<div className="bg-muted/50 p-2">
<ListTodo className="h-5 w-5 text-muted-foreground" />
</div>
<div>
<h3 className="font-medium">Give it something to do</h3>
<p className="text-xs text-muted-foreground">
Give your agent a small task to start with a bug fix, a
research question, writing a script.
</p>
</div>
</div>
<div>
<label className="text-xs text-muted-foreground mb-1 block">
Task title
</label>
<input
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50"
placeholder="e.g. Research competitor pricing"
value={taskTitle}
onChange={(e) => setTaskTitle(e.target.value)}
autoFocus
/>
</div>
<div>
<label className="text-xs text-muted-foreground mb-1 block">
Description (optional)
</label>
<textarea
className="w-full rounded-md border border-border bg-transparent px-3 py-2 text-sm outline-none focus:ring-1 focus:ring-ring placeholder:text-muted-foreground/50 resize-none min-h-[80px]"
placeholder="Add more detail about what the agent should do..."
value={taskDescription}
onChange={(e) => setTaskDescription(e.target.value)}
/>
</div>
</div>
)}
{step === 4 && (
<div className="space-y-5">
<div className="flex items-center gap-3 mb-1">
<div className="bg-muted/50 p-2">
<Rocket className="h-5 w-5 text-muted-foreground" />
</div>
<div>
<h3 className="font-medium">Ready to launch</h3>
<p className="text-xs text-muted-foreground">
Everything is set up. Launch your agent and watch it work.
</p>
</div>
</div>
<div className="border border-border divide-y divide-border">
<div className="flex items-center gap-3 px-3 py-2.5">
<Building2 className="h-4 w-4 text-muted-foreground shrink-0" />
<div className="flex-1 min-w-0">
<p className="text-sm font-medium truncate">{companyName}</p>
<p className="text-xs text-muted-foreground">Company</p>
</div>
<Check className="h-4 w-4 text-green-500 shrink-0" />
</div>
<div className="flex items-center gap-3 px-3 py-2.5">
<Bot className="h-4 w-4 text-muted-foreground shrink-0" />
<div className="flex-1 min-w-0">
<p className="text-sm font-medium truncate">{agentName}</p>
<p className="text-xs text-muted-foreground">
{getUIAdapter(adapterType).label}
</p>
</div>
<Check className="h-4 w-4 text-green-500 shrink-0" />
</div>
<div className="flex items-center gap-3 px-3 py-2.5">
<ListTodo className="h-4 w-4 text-muted-foreground shrink-0" />
<div className="flex-1 min-w-0">
<p className="text-sm font-medium truncate">{taskTitle}</p>
<p className="text-xs text-muted-foreground">Task</p>
</div>
<Check className="h-4 w-4 text-green-500 shrink-0" />
</div>
</div>
</div>
)}
{/* Error */}
{error && (
<div className="mt-3">
<p className="text-xs text-destructive">{error}</p>
</div>
)}
{/* Footer navigation */}
<div className="flex items-center justify-between mt-8">
<div>
{step > 1 && step > (onboardingOptions.initialStep ?? 1) && (
<Button
variant="ghost"
size="sm"
onClick={() => setStep((step - 1) as Step)}
disabled={loading}
>
<ArrowLeft className="h-3.5 w-3.5 mr-1" />
Back
</Button>
)}
</div>
<div className="flex items-center gap-2">
{step === 1 && (
<Button
size="sm"
disabled={!companyName.trim() || loading}
onClick={handleStep1Next}
>
{loading ? (
<Loader2 className="h-3.5 w-3.5 mr-1 animate-spin" />
) : (
<ArrowRight className="h-3.5 w-3.5 mr-1" />
)}
{loading ? "Creating..." : "Next"}
</Button>
)}
{step === 2 && (
<Button
size="sm"
disabled={!agentName.trim() || loading}
onClick={handleStep2Next}
>
{loading ? (
<Loader2 className="h-3.5 w-3.5 mr-1 animate-spin" />
) : (
<ArrowRight className="h-3.5 w-3.5 mr-1" />
)}
{loading ? "Creating..." : "Next"}
</Button>
)}
{step === 3 && (
<Button
size="sm"
disabled={!taskTitle.trim() || loading}
onClick={handleStep3Next}
>
{loading ? (
<Loader2 className="h-3.5 w-3.5 mr-1 animate-spin" />
) : (
<ArrowRight className="h-3.5 w-3.5 mr-1" />
)}
{loading ? "Creating..." : "Next"}
</Button>
)}
{step === 4 && (
<Button size="sm" disabled={loading} onClick={handleLaunch}>
{loading ? (
<Loader2 className="h-3.5 w-3.5 mr-1 animate-spin" />
) : (
<Rocket className="h-3.5 w-3.5 mr-1" />
)}
{loading ? "Launching..." : "Launch Agent"}
</Button>
)}
</div>
</div>
</div>
</div>
{/* Right half — ASCII art (hidden on mobile) */}
<div className="hidden md:block w-1/2 overflow-hidden">
<AsciiArtAnimation />
</div>
</div>
</DialogPortal>
</Dialog>
);
}