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>

packages/db/scripts/create-auth-bootstrap-invite.ts

@@ -0,0 +1,84 @@
+import { createHash, randomBytes } from "node:crypto";
+import { readFileSync } from "node:fs";
+import path from "node:path";
+import { and, eq, gt, isNull } from "drizzle-orm";
+import { createDb } from "../src/client.js";
+import { invites } from "../src/schema/index.js";
+
+function hashToken(token: string) {
+  return createHash("sha256").update(token).digest("hex");
+}
+
+function createInviteToken() {
+  return `pcp_bootstrap_${randomBytes(24).toString("hex")}`;
+}
+
+function readArg(flag: string) {
+  const index = process.argv.indexOf(flag);
+  if (index === -1) return null;
+  return process.argv[index + 1] ?? null;
+}
+
+async function main() {
+  const configPath = readArg("--config");
+  const baseUrl = readArg("--base-url");
+
+  if (!configPath || !baseUrl) {
+    throw new Error("Usage: tsx create-auth-bootstrap-invite.ts --config <path> --base-url <url>");
+  }
+
+  const config = JSON.parse(readFileSync(path.resolve(configPath), "utf8")) as {
+    database?: {
+      mode?: string;
+      embeddedPostgresPort?: number;
+      connectionString?: string;
+    };
+  };
+  const dbUrl =
+    config.database?.mode === "postgres"
+      ? config.database.connectionString
+      : `postgres://paperclip:paperclip@127.0.0.1:${config.database?.embeddedPostgresPort ?? 54329}/paperclip`;
+  if (!dbUrl) {
+    throw new Error(`Could not resolve database connection from ${configPath}`);
+  }
+
+  const db = createDb(dbUrl);
+  const closableDb = db as typeof db & {
+    $client?: {
+      end?: (options?: { timeout?: number }) => Promise<void>;
+    };
+  };
+
+  try {
+    const now = new Date();
+    await db
+      .update(invites)
+      .set({ revokedAt: now, updatedAt: now })
+      .where(
+        and(
+          eq(invites.inviteType, "bootstrap_ceo"),
+          isNull(invites.revokedAt),
+          isNull(invites.acceptedAt),
+          gt(invites.expiresAt, now)
+        )
+      );
+
+    const token = createInviteToken();
+    await db.insert(invites).values({
+      inviteType: "bootstrap_ceo",
+      tokenHash: hashToken(token),
+      allowedJoinTypes: "human",
+      expiresAt: new Date(Date.now() + 72 * 60 * 60 * 1000),
+      invitedByUserId: "system",
+    });
+
+    process.stdout.write(`${baseUrl.replace(/\/+$/, "")}/invite/${token}\n`);
+  } finally {
+    await closableDb.$client?.end?.({ timeout: 5 }).catch(() => undefined);
+  }
+}
+
+main().catch((error) => {
+  process.stderr.write(`${error instanceof Error ? error.stack ?? error.message : String(error)}\n`);
+  process.exit(1);
+});

packages/db/src/migrations/0057_tidy_join_requests.sql

@@ -0,0 +1,57 @@
+WITH ranked_user_requests AS (
+  SELECT
+    id,
+    row_number() OVER (
+      PARTITION BY company_id, requesting_user_id
+      ORDER BY created_at ASC, id ASC
+    ) AS rank
+  FROM join_requests
+  WHERE request_type = 'human'
+    AND status = 'pending_approval'
+    AND requesting_user_id IS NOT NULL
+)
+UPDATE join_requests
+SET
+  status = 'rejected',
+  rejected_at = COALESCE(rejected_at, now()),
+  updated_at = now()
+WHERE id IN (
+  SELECT id
+  FROM ranked_user_requests
+  WHERE rank > 1
+);
+--> statement-breakpoint
+WITH ranked_email_requests AS (
+  SELECT
+    id,
+    row_number() OVER (
+      PARTITION BY company_id, lower(request_email_snapshot)
+      ORDER BY created_at ASC, id ASC
+    ) AS rank
+  FROM join_requests
+  WHERE request_type = 'human'
+    AND status = 'pending_approval'
+    AND request_email_snapshot IS NOT NULL
+)
+UPDATE join_requests
+SET
+  status = 'rejected',
+  rejected_at = COALESCE(rejected_at, now()),
+  updated_at = now()
+WHERE id IN (
+  SELECT id
+  FROM ranked_email_requests
+  WHERE rank > 1
+);
+--> statement-breakpoint
+CREATE UNIQUE INDEX IF NOT EXISTS "join_requests_pending_human_user_uq"
+ON "join_requests" USING btree ("company_id", "requesting_user_id")
+WHERE "request_type" = 'human'
+  AND "status" = 'pending_approval'
+  AND "requesting_user_id" IS NOT NULL;
+--> statement-breakpoint
+CREATE UNIQUE INDEX IF NOT EXISTS "join_requests_pending_human_email_uq"
+ON "join_requests" USING btree ("company_id", lower("request_email_snapshot"))
+WHERE "request_type" = 'human'
+  AND "status" = 'pending_approval'
+  AND "request_email_snapshot" IS NOT NULL;

packages/db/src/migrations/meta/_journal.json

@@ -400,6 +400,13 @@
       "when": 1776084034244,
       "tag": "0056_spooky_ultragirl",
       "breakpoints": true
+    },
+    {
+      "idx": 57,
+      "version": "7",
+      "when": 1776309613598,
+      "tag": "0057_tidy_join_requests",
+      "breakpoints": true
     }
   ]
-}
+}

packages/db/src/schema/join_requests.ts

@@ -1,3 +1,4 @@
+import { sql } from "drizzle-orm";
 import { pgTable, uuid, text, timestamp, jsonb, index, uniqueIndex } from "drizzle-orm/pg-core";
 import { companies } from "./companies.js";
 import { invites } from "./invites.js";
@@ -37,5 +38,11 @@ export const joinRequests = pgTable(
       table.requestType,
       table.createdAt,
     ),
+    pendingHumanUserUniqueIdx: uniqueIndex("join_requests_pending_human_user_uq")
+      .on(table.companyId, table.requestingUserId)
+      .where(sql`${table.requestType} = 'human' AND ${table.status} = 'pending_approval' AND ${table.requestingUserId} IS NOT NULL`),
+    pendingHumanEmailUniqueIdx: uniqueIndex("join_requests_pending_human_email_uq")
+      .on(table.companyId, sql`lower(${table.requestEmailSnapshot})`)
+      .where(sql`${table.requestType} = 'human' AND ${table.status} = 'pending_approval' AND ${table.requestEmailSnapshot} IS NOT NULL`),
   }),
 );