feat: implement multi-user access and invite flows (#3784)
## Thinking Path
> - Paperclip is the control plane for autonomous AI companies.
> - V1 needs to stay local-first while also supporting shared,
authenticated deployments.
> - Human operators need real identities, company membership, invite
flows, profile surfaces, and company-scoped access controls.
> - Agents and operators also need the existing issue, inbox, workspace,
approval, and plugin flows to keep working under those authenticated
boundaries.
> - This branch accumulated the multi-user implementation, follow-up QA
fixes, workspace/runtime refinements, invite UX improvements,
release-branch conflict resolution, and review hardening.
> - This pull request consolidates that branch onto the current `master`
branch as a single reviewable PR.
> - The benefit is a complete multi-user implementation path with tests
and docs carried forward without dropping existing branch work.
## What Changed
- Added authenticated human-user access surfaces: auth/session routes,
company user directory, profile settings, company access/member
management, join requests, and invite management.
- Added invite creation, invite landing, onboarding, logo/branding,
invite grants, deduped join requests, and authenticated multi-user E2E
coverage.
- Tightened company-scoped and instance-admin authorization across
board, plugin, adapter, access, issue, and workspace routes.
- Added profile-image URL validation hardening, avatar preservation on
name-only profile updates, and join-request uniqueness migration cleanup
for pending human requests.
- Added an atomic member role/status/grants update path so Company
Access saves no longer leave partially updated permissions.
- Improved issue chat, inbox, assignee identity rendering,
sidebar/account/company navigation, workspace routing, and execution
workspace reuse behavior for multi-user operation.
- Added and updated server/UI tests covering auth, invites, membership,
issue workspace inheritance, plugin authz, inbox/chat behavior, and
multi-user flows.
- Merged current `public-gh/master` into this branch, resolved all
conflicts, and verified no `pnpm-lock.yaml` change is included in this
PR diff.
## Verification
- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts
ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/workspace-runtime-service-authz.test.ts
server/src/__tests__/access-validators.test.ts`
- `pnpm exec vitest run
server/src/__tests__/authz-company-access.test.ts
server/src/__tests__/routines-routes.test.ts
server/src/__tests__/sidebar-preferences-routes.test.ts
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts
ui/src/pages/CompanyAccess.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server
typecheck`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm db:generate`
- `npx playwright test --config tests/e2e/playwright.config.ts --list`
- Confirmed branch has no uncommitted changes and is `0` commits behind
`public-gh/master` before PR creation.
- Confirmed no `pnpm-lock.yaml` change is staged or present in the PR
diff.
## Risks
- High review surface area: this PR contains the accumulated multi-user
branch plus follow-up fixes, so reviewers should focus especially on
company-boundary enforcement and authenticated-vs-local deployment
behavior.
- UI behavior changed across invites, inbox, issue chat, access
settings, and sidebar navigation; no browser screenshots are included in
this branch-consolidation PR.
- Plugin install, upgrade, and lifecycle/config mutations now require
instance-admin access, which is intentional but may change expectations
for non-admin board users.
- A join-request dedupe migration rejects duplicate pending human
requests before creating unique indexes; deployments with unusual
historical duplicates should review the migration behavior.
- Company member role/status/grant saves now use a new combined
endpoint; older separate endpoints remain for compatibility.
- Full production build was not run locally in this heartbeat; CI should
cover the full matrix.
## Model Used
- OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use
environment. Exact deployed model identifier and context window were 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 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
Note on screenshots: this is a branch-consolidation PR for an
already-developed multi-user branch, and no browser screenshots were
captured during this heartbeat.
---------
Co-authored-by: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 09:44:19 -05:00
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import { useEffect, useMemo, useState } from "react";
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import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
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import { Shield, ShieldCheck } from "lucide-react";
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import { accessApi } from "@/api/access";
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import { ApiError } from "@/api/client";
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import { Button } from "@/components/ui/button";
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import { Checkbox } from "@/components/ui/checkbox";
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import { useBreadcrumbs } from "@/context/BreadcrumbContext";
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import { useCompany } from "@/context/CompanyContext";
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import { useToast } from "@/context/ToastContext";
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import { queryKeys } from "@/lib/queryKeys";
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export function InstanceAccess() {
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const { companies } = useCompany();
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const { setBreadcrumbs } = useBreadcrumbs();
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const { pushToast } = useToast();
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const queryClient = useQueryClient();
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const [search, setSearch] = useState("");
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const [selectedUserId, setSelectedUserId] = useState<string | null>(null);
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const [selectedCompanyIds, setSelectedCompanyIds] = useState<Set<string>>(new Set());
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useEffect(() => {
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setBreadcrumbs([
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{ label: "Instance Settings", href: "/instance/settings/general" },
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{ label: "Access" },
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]);
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}, [setBreadcrumbs]);
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const usersQuery = useQuery({
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queryKey: queryKeys.access.adminUsers(search),
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queryFn: () => accessApi.searchAdminUsers(search),
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});
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const selectedUser = useMemo(
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() => usersQuery.data?.find((user) => user.id === selectedUserId) ?? null,
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[selectedUserId, usersQuery.data],
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);
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const userAccessQuery = useQuery({
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queryKey: queryKeys.access.userCompanyAccess(selectedUserId ?? ""),
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queryFn: () => accessApi.getUserCompanyAccess(selectedUserId!),
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enabled: !!selectedUserId,
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});
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useEffect(() => {
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if (!selectedUserId && usersQuery.data?.[0]) {
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setSelectedUserId(usersQuery.data[0].id);
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}
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}, [selectedUserId, usersQuery.data]);
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useEffect(() => {
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if (!userAccessQuery.data) return;
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setSelectedCompanyIds(
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[codex] Add access cleanup and user profile page (#4088)
## Thinking Path
> - Paperclip is moving from a solo local operator model toward teams
supervising AI-agent companies.
> - Human access management and human-visible profile surfaces are part
of that multiple-user path.
> - The branch included related access cleanup, archived-member removal,
permission protection, and a user profile page.
> - These changes share company membership, user attribution, and
access-service behavior.
> - This pull request groups those human access/profile changes into one
standalone branch.
> - The benefit is safer member removal behavior and a first profile
surface for user work, activity, and cost attribution.
## What Changed
- Added archived company member removal support across shared contracts,
server routes/services, and UI.
- Protected company member removal with stricter permission checks and
tests.
- Added company user profile API, shared types, route wiring, client
API, route, and UI page.
- Simplified the user profile page visual design to a neutral
typography-led layout.
## Verification
- `pnpm install --frozen-lockfile`
- `pnpm exec vitest run server/src/__tests__/access-service.test.ts
server/src/__tests__/user-profile-routes.test.ts
ui/src/pages/CompanyAccess.test.tsx --hookTimeout=30000`
- `pnpm exec vitest run server/src/__tests__/user-profile-routes.test.ts
--testTimeout=30000 --hookTimeout=30000` after an initial local
embedded-Postgres hook timeout in the combined run.
- Split integration check: merged after runtime/governance and
dev-infra/backups with no merge conflicts.
- Confirmed this branch does not include `pnpm-lock.yaml`.
## Risks
- Medium risk: changes member removal permissions and adds a new user
profile route with cross-table stats.
- The profile page is a new UI surface and may need visual follow-up in
browser QA.
- No database migrations are included.
> 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-5.4 tool-enabled coding model, agentic
code-editing/runtime with local shell and GitHub CLI access; exact
context window and reasoning mode are not exposed by the Paperclip
harness.
## 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
---------
Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:10:20 -05:00
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new Set(
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userAccessQuery.data.companyAccess
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.filter((membership) => membership.status === "active")
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.map((membership) => membership.companyId),
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),
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feat: implement multi-user access and invite flows (#3784)
## Thinking Path
> - Paperclip is the control plane for autonomous AI companies.
> - V1 needs to stay local-first while also supporting shared,
authenticated deployments.
> - Human operators need real identities, company membership, invite
flows, profile surfaces, and company-scoped access controls.
> - Agents and operators also need the existing issue, inbox, workspace,
approval, and plugin flows to keep working under those authenticated
boundaries.
> - This branch accumulated the multi-user implementation, follow-up QA
fixes, workspace/runtime refinements, invite UX improvements,
release-branch conflict resolution, and review hardening.
> - This pull request consolidates that branch onto the current `master`
branch as a single reviewable PR.
> - The benefit is a complete multi-user implementation path with tests
and docs carried forward without dropping existing branch work.
## What Changed
- Added authenticated human-user access surfaces: auth/session routes,
company user directory, profile settings, company access/member
management, join requests, and invite management.
- Added invite creation, invite landing, onboarding, logo/branding,
invite grants, deduped join requests, and authenticated multi-user E2E
coverage.
- Tightened company-scoped and instance-admin authorization across
board, plugin, adapter, access, issue, and workspace routes.
- Added profile-image URL validation hardening, avatar preservation on
name-only profile updates, and join-request uniqueness migration cleanup
for pending human requests.
- Added an atomic member role/status/grants update path so Company
Access saves no longer leave partially updated permissions.
- Improved issue chat, inbox, assignee identity rendering,
sidebar/account/company navigation, workspace routing, and execution
workspace reuse behavior for multi-user operation.
- Added and updated server/UI tests covering auth, invites, membership,
issue workspace inheritance, plugin authz, inbox/chat behavior, and
multi-user flows.
- Merged current `public-gh/master` into this branch, resolved all
conflicts, and verified no `pnpm-lock.yaml` change is included in this
PR diff.
## Verification
- `pnpm exec vitest run server/src/__tests__/issues-service.test.ts
ui/src/components/IssueChatThread.test.tsx ui/src/pages/Inbox.test.tsx`
- `pnpm run preflight:workspace-links && pnpm exec vitest run
server/src/__tests__/plugin-routes-authz.test.ts`
- `pnpm exec vitest run server/src/__tests__/plugin-routes-authz.test.ts
server/src/__tests__/workspace-runtime-service-authz.test.ts
server/src/__tests__/access-validators.test.ts`
- `pnpm exec vitest run
server/src/__tests__/authz-company-access.test.ts
server/src/__tests__/routines-routes.test.ts
server/src/__tests__/sidebar-preferences-routes.test.ts
server/src/__tests__/approval-routes-idempotency.test.ts
server/src/__tests__/openclaw-invite-prompt-route.test.ts
server/src/__tests__/agent-cross-tenant-authz-routes.test.ts
server/src/__tests__/routines-e2e.test.ts`
- `pnpm exec vitest run server/src/__tests__/auth-routes.test.ts
ui/src/pages/CompanyAccess.test.tsx`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/db typecheck && pnpm --filter @paperclipai/server
typecheck`
- `pnpm --filter @paperclipai/shared typecheck && pnpm --filter
@paperclipai/server typecheck`
- `pnpm --filter @paperclipai/ui typecheck`
- `pnpm db:generate`
- `npx playwright test --config tests/e2e/playwright.config.ts --list`
- Confirmed branch has no uncommitted changes and is `0` commits behind
`public-gh/master` before PR creation.
- Confirmed no `pnpm-lock.yaml` change is staged or present in the PR
diff.
## Risks
- High review surface area: this PR contains the accumulated multi-user
branch plus follow-up fixes, so reviewers should focus especially on
company-boundary enforcement and authenticated-vs-local deployment
behavior.
- UI behavior changed across invites, inbox, issue chat, access
settings, and sidebar navigation; no browser screenshots are included in
this branch-consolidation PR.
- Plugin install, upgrade, and lifecycle/config mutations now require
instance-admin access, which is intentional but may change expectations
for non-admin board users.
- A join-request dedupe migration rejects duplicate pending human
requests before creating unique indexes; deployments with unusual
historical duplicates should review the migration behavior.
- Company member role/status/grant saves now use a new combined
endpoint; older separate endpoints remain for compatibility.
- Full production build was not run locally in this heartbeat; CI should
cover the full matrix.
## Model Used
- OpenAI Codex coding agent, GPT-5-based model, CLI/tool-use
environment. Exact deployed model identifier and context window were 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 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
Note on screenshots: this is a branch-consolidation PR for an
already-developed multi-user branch, and no browser screenshots were
captured during this heartbeat.
---------
Co-authored-by: dotta <dotta@example.com>
Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 09:44:19 -05:00
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);
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}, [userAccessQuery.data]);
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const updateCompanyAccessMutation = useMutation({
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mutationFn: () => accessApi.setUserCompanyAccess(selectedUserId!, [...selectedCompanyIds]),
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onSuccess: async () => {
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await queryClient.invalidateQueries({ queryKey: queryKeys.access.userCompanyAccess(selectedUserId!) });
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await queryClient.invalidateQueries({ queryKey: queryKeys.access.adminUsers(search) });
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pushToast({ title: "Company access updated", tone: "success" });
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},
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});
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const setAdminMutation = useMutation({
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mutationFn: async (makeAdmin: boolean) => {
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if (!selectedUserId) throw new Error("No user selected");
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if (makeAdmin) return accessApi.promoteInstanceAdmin(selectedUserId);
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return accessApi.demoteInstanceAdmin(selectedUserId);
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},
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onSuccess: async () => {
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await queryClient.invalidateQueries({ queryKey: queryKeys.access.adminUsers(search) });
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if (selectedUserId) {
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await queryClient.invalidateQueries({ queryKey: queryKeys.access.userCompanyAccess(selectedUserId) });
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}
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pushToast({ title: "Instance role updated", tone: "success" });
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},
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});
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if (usersQuery.isLoading) {
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return <div className="text-sm text-muted-foreground">Loading instance users…</div>;
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}
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if (usersQuery.error) {
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const message =
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usersQuery.error instanceof ApiError && usersQuery.error.status === 403
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? "Instance admin access is required to manage users."
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: usersQuery.error instanceof Error
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? usersQuery.error.message
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: "Failed to load users.";
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return <div className="text-sm text-destructive">{message}</div>;
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}
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return (
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<div className="max-w-6xl space-y-6">
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<div className="space-y-3">
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<div className="flex items-center gap-2">
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<Shield className="h-5 w-5 text-muted-foreground" />
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<h1 className="text-lg font-semibold">Instance Access</h1>
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</div>
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<p className="max-w-3xl text-sm text-muted-foreground">
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Search users, manage instance-admin status, and control which companies they can access.
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</p>
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</div>
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<div className="grid gap-6 lg:grid-cols-[320px_minmax(0,1fr)]">
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<section className="space-y-4 rounded-xl border border-border bg-card p-4">
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<label className="block space-y-2 text-sm">
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<span className="font-medium">Search users</span>
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<input
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className="w-full rounded-md border border-border bg-background px-3 py-2"
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value={search}
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onChange={(event) => setSearch(event.target.value)}
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placeholder="Search by name or email"
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/>
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</label>
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<div className="space-y-2">
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{(usersQuery.data ?? []).map((user) => (
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<button
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key={user.id}
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type="button"
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onClick={() => setSelectedUserId(user.id)}
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className={`w-full rounded-lg border px-3 py-3 text-left transition-colors ${
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user.id === selectedUserId
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? "border-foreground bg-accent"
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: "border-border hover:bg-accent/40"
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}`}
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>
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<div className="flex items-center justify-between gap-2">
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<div className="min-w-0">
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<div className="truncate font-medium">{user.name || user.email || user.id}</div>
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<div className="truncate text-sm text-muted-foreground">{user.email || user.id}</div>
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</div>
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{user.isInstanceAdmin ? (
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<ShieldCheck className="h-4 w-4 text-emerald-600" />
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) : null}
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</div>
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<div className="mt-2 text-xs text-muted-foreground">
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{user.activeCompanyMembershipCount} active company memberships
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</div>
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</button>
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))}
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</div>
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</section>
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<section className="space-y-4 rounded-xl border border-border bg-card p-5">
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{!selectedUserId ? (
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<div className="text-sm text-muted-foreground">Select a user to inspect instance access.</div>
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) : userAccessQuery.isLoading ? (
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<div className="text-sm text-muted-foreground">Loading user access…</div>
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) : userAccessQuery.error ? (
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<div className="text-sm text-destructive">
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{userAccessQuery.error instanceof Error ? userAccessQuery.error.message : "Failed to load user access."}
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</div>
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) : (
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<>
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<div className="flex flex-wrap items-start justify-between gap-4">
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<div>
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<div className="text-lg font-semibold">
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{selectedUser?.name || selectedUser?.email || selectedUserId}
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</div>
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<div className="text-sm text-muted-foreground">
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{selectedUser?.email || selectedUserId}
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</div>
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</div>
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<Button
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variant={selectedUser?.isInstanceAdmin ? "outline" : "default"}
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onClick={() => setAdminMutation.mutate(!(selectedUser?.isInstanceAdmin ?? false))}
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disabled={setAdminMutation.isPending}
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>
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{selectedUser?.isInstanceAdmin ? "Remove instance admin" : "Promote to instance admin"}
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</Button>
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</div>
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<div className="space-y-3">
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<div>
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<h2 className="text-sm font-semibold">Company access</h2>
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<p className="text-sm text-muted-foreground">
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Toggle company membership for this user. New access defaults to an active operator membership.
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</p>
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</div>
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|
<div className="grid gap-3 md:grid-cols-2">
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|
{companies.map((company) => (
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<label
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key={company.id}
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className="flex items-start gap-3 rounded-lg border border-border px-3 py-3"
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>
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|
<Checkbox
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|
checked={selectedCompanyIds.has(company.id)}
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|
onCheckedChange={(checked) => {
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|
setSelectedCompanyIds((current) => {
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const next = new Set(current);
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if (checked) next.add(company.id);
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else next.delete(company.id);
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|
return next;
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|
|
});
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}}
|
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/>
|
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|
|
<span className="space-y-1">
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|
|
<span className="block text-sm font-medium">{company.name}</span>
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|
|
<span className="block text-xs text-muted-foreground">{company.issuePrefix}</span>
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|
|
</span>
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|
|
</label>
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|
|
|
|
))}
|
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|
|
|
</div>
|
|
|
|
|
<div className="flex justify-end">
|
|
|
|
|
<Button
|
|
|
|
|
onClick={() => updateCompanyAccessMutation.mutate()}
|
|
|
|
|
disabled={updateCompanyAccessMutation.isPending}
|
|
|
|
|
>
|
|
|
|
|
{updateCompanyAccessMutation.isPending ? "Saving…" : "Save company access"}
|
|
|
|
|
</Button>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
|
|
|
|
|
<div className="space-y-2">
|
|
|
|
|
<h2 className="text-sm font-semibold">Current memberships</h2>
|
|
|
|
|
<div className="space-y-2">
|
|
|
|
|
{(userAccessQuery.data?.companyAccess ?? []).map((membership) => (
|
|
|
|
|
<div
|
|
|
|
|
key={membership.id}
|
|
|
|
|
className="flex items-center justify-between rounded-lg border border-border px-3 py-2 text-sm"
|
|
|
|
|
>
|
|
|
|
|
<div>
|
|
|
|
|
<div className="font-medium">{membership.companyName || membership.companyId}</div>
|
|
|
|
|
<div className="text-muted-foreground">
|
|
|
|
|
{membership.membershipRole || "unset"} • {membership.status}
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
<div className="text-xs text-muted-foreground">
|
|
|
|
|
{new Date(membership.updatedAt).toLocaleDateString()}
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
))}
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
</>
|
|
|
|
|
)}
|
|
|
|
|
</section>
|
|
|
|
|
</div>
|
|
|
|
|
</div>
|
|
|
|
|
);
|
|
|
|
|
}
|