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

View file

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