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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>
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parent
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commit
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150 changed files with 26872 additions and 1289 deletions
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@ -1,10 +1,8 @@
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import { Navigate, Outlet, Route, Routes, useLocation, useParams } from "@/lib/router";
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import { useQuery } from "@tanstack/react-query";
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import { Button } from "@/components/ui/button";
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import { Layout } from "./components/Layout";
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import { OnboardingWizard } from "./components/OnboardingWizard";
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import { authApi } from "./api/auth";
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import { healthApi } from "./api/health";
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import { CloudAccessGate } from "./components/CloudAccessGate";
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import { Dashboard } from "./pages/Dashboard";
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import { Companies } from "./pages/Companies";
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import { Agents } from "./pages/Agents";
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@ -25,18 +23,23 @@ import { Costs } from "./pages/Costs";
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import { Activity } from "./pages/Activity";
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import { Inbox } from "./pages/Inbox";
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import { CompanySettings } from "./pages/CompanySettings";
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import { CompanyAccess } from "./pages/CompanyAccess";
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import { CompanyInvites } from "./pages/CompanyInvites";
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import { CompanySkills } from "./pages/CompanySkills";
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import { CompanyExport } from "./pages/CompanyExport";
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import { CompanyImport } from "./pages/CompanyImport";
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import { DesignGuide } from "./pages/DesignGuide";
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import { InstanceGeneralSettings } from "./pages/InstanceGeneralSettings";
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import { InstanceAccess } from "./pages/InstanceAccess";
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import { InstanceSettings } from "./pages/InstanceSettings";
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import { InstanceExperimentalSettings } from "./pages/InstanceExperimentalSettings";
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import { ProfileSettings } from "./pages/ProfileSettings";
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import { PluginManager } from "./pages/PluginManager";
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import { PluginSettings } from "./pages/PluginSettings";
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import { AdapterManager } from "./pages/AdapterManager";
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import { PluginPage } from "./pages/PluginPage";
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import { IssueChatUxLab } from "./pages/IssueChatUxLab";
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import { InviteUxLab } from "./pages/InviteUxLab";
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import { RunTranscriptUxLab } from "./pages/RunTranscriptUxLab";
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import { OrgChart } from "./pages/OrgChart";
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import { NewAgent } from "./pages/NewAgent";
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@ -44,80 +47,13 @@ import { AuthPage } from "./pages/Auth";
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import { BoardClaimPage } from "./pages/BoardClaim";
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import { CliAuthPage } from "./pages/CliAuth";
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import { InviteLandingPage } from "./pages/InviteLanding";
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import { JoinRequestQueue } from "./pages/JoinRequestQueue";
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import { NotFoundPage } from "./pages/NotFound";
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import { queryKeys } from "./lib/queryKeys";
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import { useCompany } from "./context/CompanyContext";
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import { useDialog } from "./context/DialogContext";
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import { loadLastInboxTab } from "./lib/inbox";
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import { shouldRedirectCompanylessRouteToOnboarding } from "./lib/onboarding-route";
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function BootstrapPendingPage({ hasActiveInvite = false }: { hasActiveInvite?: boolean }) {
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return (
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<div className="mx-auto max-w-xl py-10">
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<div className="rounded-lg border border-border bg-card p-6">
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<h1 className="text-xl font-semibold">Instance setup required</h1>
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<p className="mt-2 text-sm text-muted-foreground">
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{hasActiveInvite
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? "No instance admin exists yet. A bootstrap invite is already active. Check your Paperclip startup logs for the first admin invite URL, or run this command to rotate it:"
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: "No instance admin exists yet. Run this command in your Paperclip environment to generate the first admin invite URL:"}
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</p>
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<pre className="mt-4 overflow-x-auto rounded-md border border-border bg-muted/30 p-3 text-xs">
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{`pnpm paperclipai auth bootstrap-ceo`}
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</pre>
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</div>
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</div>
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);
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}
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function CloudAccessGate() {
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const location = useLocation();
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const healthQuery = useQuery({
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queryKey: queryKeys.health,
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queryFn: () => healthApi.get(),
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retry: false,
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refetchInterval: (query) => {
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const data = query.state.data as
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| { deploymentMode?: "local_trusted" | "authenticated"; bootstrapStatus?: "ready" | "bootstrap_pending" }
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| undefined;
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return data?.deploymentMode === "authenticated" && data.bootstrapStatus === "bootstrap_pending"
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? 2000
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: false;
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},
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refetchIntervalInBackground: true,
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});
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const isAuthenticatedMode = healthQuery.data?.deploymentMode === "authenticated";
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const sessionQuery = useQuery({
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queryKey: queryKeys.auth.session,
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queryFn: () => authApi.getSession(),
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enabled: isAuthenticatedMode,
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retry: false,
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});
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if (healthQuery.isLoading || (isAuthenticatedMode && sessionQuery.isLoading)) {
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return <div className="mx-auto max-w-xl py-10 text-sm text-muted-foreground">Loading...</div>;
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}
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if (healthQuery.error) {
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return (
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<div className="mx-auto max-w-xl py-10 text-sm text-destructive">
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{healthQuery.error instanceof Error ? healthQuery.error.message : "Failed to load app state"}
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</div>
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);
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}
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if (isAuthenticatedMode && healthQuery.data?.bootstrapStatus === "bootstrap_pending") {
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return <BootstrapPendingPage hasActiveInvite={healthQuery.data.bootstrapInviteActive} />;
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}
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if (isAuthenticatedMode && !sessionQuery.data) {
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const next = encodeURIComponent(`${location.pathname}${location.search}`);
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return <Navigate to={`/auth?next=${next}`} replace />;
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}
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return <Outlet />;
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}
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function boardRoutes() {
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return (
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<>
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@ -126,6 +62,8 @@ function boardRoutes() {
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<Route path="onboarding" element={<OnboardingRoutePage />} />
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<Route path="companies" element={<Companies />} />
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<Route path="company/settings" element={<CompanySettings />} />
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<Route path="company/settings/access" element={<CompanyAccess />} />
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<Route path="company/settings/invites" element={<CompanyInvites />} />
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<Route path="company/export/*" element={<CompanyExport />} />
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<Route path="company/import" element={<CompanyImport />} />
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<Route path="skills/*" element={<CompanySkills />} />
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@ -177,9 +115,11 @@ function boardRoutes() {
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<Route path="inbox/recent" element={<Inbox />} />
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<Route path="inbox/unread" element={<Inbox />} />
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<Route path="inbox/all" element={<Inbox />} />
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<Route path="inbox/requests" element={<JoinRequestQueue />} />
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<Route path="inbox/new" element={<Navigate to="/inbox/mine" replace />} />
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<Route path="design-guide" element={<DesignGuide />} />
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<Route path="tests/ux/chat" element={<IssueChatUxLab />} />
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<Route path="tests/ux/invites" element={<InviteUxLab />} />
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<Route path="tests/ux/runs" element={<RunTranscriptUxLab />} />
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<Route path="instance/settings/adapters" element={<AdapterManager />} />
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<Route path=":pluginRoutePath" element={<PluginPage />} />
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@ -323,7 +263,9 @@ export function App() {
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<Route path="instance" element={<Navigate to="/instance/settings/general" replace />} />
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<Route path="instance/settings" element={<Layout />}>
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<Route index element={<Navigate to="general" replace />} />
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<Route path="profile" element={<ProfileSettings />} />
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<Route path="general" element={<InstanceGeneralSettings />} />
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<Route path="access" element={<InstanceAccess />} />
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<Route path="heartbeats" element={<InstanceSettings />} />
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<Route path="experimental" element={<InstanceExperimentalSettings />} />
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<Route path="plugins" element={<PluginManager />} />
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