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>
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Dotta 2026-04-17 09:44:19 -05:00 committed by GitHub
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150 changed files with 26872 additions and 1289 deletions

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@ -12,7 +12,6 @@ import {
issues,
projectWorkspaces,
projects,
workspaceRuntimeServices,
} from "@paperclipai/db";
import {
getEmbeddedPostgresTestSupport,
@ -136,7 +135,6 @@ describeEmbeddedPostgres("executionWorkspaceService.getCloseReadiness", () => {
afterEach(async () => {
await db.delete(issues);
await db.delete(workspaceRuntimeServices);
await db.delete(executionWorkspaces);
await db.delete(projectWorkspaces);
await db.delete(projects);
@ -326,136 +324,4 @@ describeEmbeddedPostgres("executionWorkspaceService.getCloseReadiness", () => {
"git_branch_delete",
]));
}, 20_000);
it("shows inherited shared project runtime services on shared execution workspaces without duplicating old history", async () => {
const companyId = randomUUID();
const projectId = randomUUID();
const projectWorkspaceId = randomUUID();
const executionWorkspaceId = randomUUID();
const olderServiceId = randomUUID();
const currentServiceId = randomUUID();
const reuseKey = `project_workspace:${projectWorkspaceId}:paperclip-dev`;
const startedAt = new Date("2026-04-04T17:00:00.000Z");
const stoppedAt = new Date("2026-04-04T17:05:00.000Z");
const runningAt = new Date("2026-04-04T17:10:00.000Z");
await db.insert(companies).values({
id: companyId,
name: "Paperclip",
issuePrefix: "PAP",
requireBoardApprovalForNewAgents: false,
});
await db.insert(projects).values({
id: projectId,
companyId,
name: "Workspaces",
status: "in_progress",
executionWorkspacePolicy: {
enabled: true,
},
});
await db.insert(projectWorkspaces).values({
id: projectWorkspaceId,
companyId,
projectId,
name: "Primary",
sourceType: "local_path",
isPrimary: true,
cwd: "/tmp/paperclip-primary",
metadata: {
runtimeConfig: {
desiredState: "running",
workspaceRuntime: {
services: [{ name: "paperclip-dev", command: "pnpm dev" }],
},
},
},
});
await db.insert(executionWorkspaces).values({
id: executionWorkspaceId,
companyId,
projectId,
projectWorkspaceId,
mode: "shared_workspace",
strategyType: "project_primary",
name: "Shared workspace",
status: "active",
providerType: "local_fs",
cwd: "/tmp/paperclip-primary",
});
await db.insert(workspaceRuntimeServices).values([
{
id: olderServiceId,
companyId,
projectId,
projectWorkspaceId,
executionWorkspaceId: null,
issueId: null,
scopeType: "project_workspace",
scopeId: projectWorkspaceId,
serviceName: "paperclip-dev",
status: "stopped",
lifecycle: "shared",
reuseKey,
command: "pnpm dev",
cwd: "/tmp/paperclip-primary",
port: 49195,
url: "http://127.0.0.1:49195",
provider: "local_process",
providerRef: "11111",
ownerAgentId: null,
startedByRunId: null,
lastUsedAt: stoppedAt,
startedAt,
stoppedAt,
stopPolicy: { type: "manual" },
healthStatus: "unknown",
createdAt: startedAt,
updatedAt: stoppedAt,
},
{
id: currentServiceId,
companyId,
projectId,
projectWorkspaceId,
executionWorkspaceId: null,
issueId: null,
scopeType: "project_workspace",
scopeId: projectWorkspaceId,
serviceName: "paperclip-dev",
status: "running",
lifecycle: "shared",
reuseKey,
command: "pnpm dev",
cwd: "/tmp/paperclip-primary",
port: 49222,
url: "http://127.0.0.1:49222",
provider: "local_process",
providerRef: "22222",
ownerAgentId: null,
startedByRunId: null,
lastUsedAt: runningAt,
startedAt: runningAt,
stoppedAt: null,
stopPolicy: { type: "manual" },
healthStatus: "healthy",
createdAt: runningAt,
updatedAt: runningAt,
},
]);
const workspace = await svc.getById(executionWorkspaceId);
const listed = await svc.list(companyId, { projectId });
expect(workspace?.runtimeServices).toHaveLength(1);
expect(workspace?.runtimeServices?.[0]).toMatchObject({
id: currentServiceId,
status: "running",
projectWorkspaceId,
executionWorkspaceId: null,
url: "http://127.0.0.1:49222",
});
expect(listed[0]?.runtimeServices).toHaveLength(1);
expect(listed[0]?.runtimeServices?.[0]?.id).toBe(currentServiceId);
});
});