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>
This commit is contained in:
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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@ -379,7 +379,6 @@ describeEmbeddedPostgres("issueService.list participantAgentId", () => {
it("returns null instead of throwing for malformed non-uuid issue refs", async () => {
await expect(svc.getById("not-a-uuid")).resolves.toBeNull();
});
it("filters issues by execution workspace id", async () => {
const companyId = randomUUID();
const projectId = randomUUID();
@ -1217,6 +1216,283 @@ describeEmbeddedPostgres("issueService blockers and dependency wake readiness",
});
});
describeEmbeddedPostgres("issueService.create workspace inheritance", () => {
let db!: ReturnType<typeof createDb>;
let svc!: ReturnType<typeof issueService>;
let tempDb: Awaited<ReturnType<typeof startEmbeddedPostgresTestDatabase>> | null = null;
beforeAll(async () => {
tempDb = await startEmbeddedPostgresTestDatabase("paperclip-issues-create-");
db = createDb(tempDb.connectionString);
svc = issueService(db);
await ensureIssueRelationsTable(db);
}, 20_000);
afterEach(async () => {
await db.delete(issueComments);
await db.delete(issueRelations);
await db.delete(issueInboxArchives);
await db.delete(activityLog);
await db.delete(issues);
await db.delete(executionWorkspaces);
await db.delete(projectWorkspaces);
await db.delete(projects);
await db.delete(agents);
await db.delete(instanceSettings);
await db.delete(companies);
});
afterAll(async () => {
await tempDb?.cleanup();
});
it("inherits the parent issue workspace linkage when child workspace fields are omitted", async () => {
const companyId = randomUUID();
const projectId = randomUUID();
const parentIssueId = randomUUID();
const projectWorkspaceId = randomUUID();
const executionWorkspaceId = randomUUID();
await db.insert(companies).values({
id: companyId,
name: "Paperclip",
issuePrefix: `T${companyId.replace(/-/g, "").slice(0, 6).toUpperCase()}`,
requireBoardApprovalForNewAgents: false,
});
await instanceSettingsService(db).updateExperimental({ enableIsolatedWorkspaces: true });
await db.insert(projects).values({
id: projectId,
companyId,
name: "Workspace project",
status: "in_progress",
});
await db.insert(projectWorkspaces).values({
id: projectWorkspaceId,
companyId,
projectId,
name: "Primary workspace",
isPrimary: true,
sharedWorkspaceKey: "workspace-key",
});
await db.insert(executionWorkspaces).values({
id: executionWorkspaceId,
companyId,
projectId,
projectWorkspaceId,
mode: "isolated_workspace",
strategyType: "git_worktree",
name: "Issue worktree",
status: "active",
providerType: "git_worktree",
providerRef: `/tmp/${executionWorkspaceId}`,
});
await db.insert(issues).values({
id: parentIssueId,
companyId,
projectId,
projectWorkspaceId,
title: "Parent issue",
status: "in_progress",
priority: "medium",
executionWorkspaceId,
executionWorkspacePreference: "reuse_existing",
executionWorkspaceSettings: {
mode: "isolated_workspace",
workspaceRuntime: { profile: "agent" },
},
});
const child = await svc.create(companyId, {
parentId: parentIssueId,
projectId,
title: "Child issue",
});
expect(child.parentId).toBe(parentIssueId);
expect(child.projectWorkspaceId).toBe(projectWorkspaceId);
expect(child.executionWorkspaceId).toBe(executionWorkspaceId);
expect(child.executionWorkspacePreference).toBe("reuse_existing");
expect(child.executionWorkspaceSettings).toEqual({
mode: "isolated_workspace",
workspaceRuntime: { profile: "agent" },
});
});
it("keeps explicit workspace fields instead of inheriting the parent linkage", async () => {
const companyId = randomUUID();
const projectId = randomUUID();
const parentIssueId = randomUUID();
const parentProjectWorkspaceId = randomUUID();
const parentExecutionWorkspaceId = randomUUID();
const explicitProjectWorkspaceId = randomUUID();
const explicitExecutionWorkspaceId = randomUUID();
await db.insert(companies).values({
id: companyId,
name: "Paperclip",
issuePrefix: `T${companyId.replace(/-/g, "").slice(0, 6).toUpperCase()}`,
requireBoardApprovalForNewAgents: false,
});
await instanceSettingsService(db).updateExperimental({ enableIsolatedWorkspaces: true });
await db.insert(projects).values({
id: projectId,
companyId,
name: "Workspace project",
status: "in_progress",
});
await db.insert(projectWorkspaces).values([
{
id: parentProjectWorkspaceId,
companyId,
projectId,
name: "Parent workspace",
},
{
id: explicitProjectWorkspaceId,
companyId,
projectId,
name: "Explicit workspace",
},
]);
await db.insert(executionWorkspaces).values([
{
id: parentExecutionWorkspaceId,
companyId,
projectId,
projectWorkspaceId: parentProjectWorkspaceId,
mode: "isolated_workspace",
strategyType: "git_worktree",
name: "Parent worktree",
status: "active",
providerType: "git_worktree",
},
{
id: explicitExecutionWorkspaceId,
companyId,
projectId,
projectWorkspaceId: explicitProjectWorkspaceId,
mode: "shared_workspace",
strategyType: "project_primary",
name: "Explicit shared workspace",
status: "active",
providerType: "local_fs",
},
]);
await db.insert(issues).values({
id: parentIssueId,
companyId,
projectId,
projectWorkspaceId: parentProjectWorkspaceId,
title: "Parent issue",
status: "in_progress",
priority: "medium",
executionWorkspaceId: parentExecutionWorkspaceId,
executionWorkspacePreference: "reuse_existing",
executionWorkspaceSettings: {
mode: "isolated_workspace",
},
});
const child = await svc.create(companyId, {
parentId: parentIssueId,
projectId,
title: "Child issue",
projectWorkspaceId: explicitProjectWorkspaceId,
executionWorkspaceId: explicitExecutionWorkspaceId,
executionWorkspacePreference: "reuse_existing",
executionWorkspaceSettings: {
mode: "shared_workspace",
},
});
expect(child.projectWorkspaceId).toBe(explicitProjectWorkspaceId);
expect(child.executionWorkspaceId).toBe(explicitExecutionWorkspaceId);
expect(child.executionWorkspacePreference).toBe("reuse_existing");
expect(child.executionWorkspaceSettings).toEqual({
mode: "shared_workspace",
});
});
it("inherits workspace linkage from an explicit source issue without creating a parent-child relationship", async () => {
const companyId = randomUUID();
const projectId = randomUUID();
const sourceIssueId = randomUUID();
const projectWorkspaceId = randomUUID();
const executionWorkspaceId = randomUUID();
await db.insert(companies).values({
id: companyId,
name: "Paperclip",
issuePrefix: `T${companyId.replace(/-/g, "").slice(0, 6).toUpperCase()}`,
requireBoardApprovalForNewAgents: false,
});
await instanceSettingsService(db).updateExperimental({ enableIsolatedWorkspaces: true });
await db.insert(projects).values({
id: projectId,
companyId,
name: "Workspace project",
status: "in_progress",
});
await db.insert(projectWorkspaces).values({
id: projectWorkspaceId,
companyId,
projectId,
name: "Primary workspace",
});
await db.insert(executionWorkspaces).values({
id: executionWorkspaceId,
companyId,
projectId,
projectWorkspaceId,
mode: "operator_branch",
strategyType: "git_worktree",
name: "Operator branch",
status: "active",
providerType: "git_worktree",
});
await db.insert(issues).values({
id: sourceIssueId,
companyId,
projectId,
projectWorkspaceId,
title: "Source issue",
status: "todo",
priority: "medium",
executionWorkspaceId,
executionWorkspacePreference: "reuse_existing",
executionWorkspaceSettings: {
mode: "operator_branch",
},
});
const followUp = await svc.create(companyId, {
projectId,
title: "Follow-up issue",
inheritExecutionWorkspaceFromIssueId: sourceIssueId,
});
expect(followUp.parentId).toBeNull();
expect(followUp.projectWorkspaceId).toBe(projectWorkspaceId);
expect(followUp.executionWorkspaceId).toBe(executionWorkspaceId);
expect(followUp.executionWorkspacePreference).toBe("reuse_existing");
expect(followUp.executionWorkspaceSettings).toEqual({
mode: "operator_branch",
});
});
});
describeEmbeddedPostgres("issueService.findMentionedProjectIds", () => {
let db!: ReturnType<typeof createDb>;
let svc!: ReturnType<typeof issueService>;