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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commit b9a80dcf22
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150 changed files with 26872 additions and 1289 deletions

View file

@ -1,12 +1,17 @@
import type { AgentAdapterType, JoinRequest } from "@paperclipai/shared";
import type { AgentAdapterType, JoinRequest, PermissionKey } from "@paperclipai/shared";
import { api } from "./client";
export type HumanCompanyRole = "owner" | "admin" | "operator" | "viewer";
type InviteSummary = {
id: string;
companyId: string | null;
companyName?: string | null;
companyLogoUrl?: string | null;
companyBrandColor?: string | null;
inviteType: "company_join" | "bootstrap_ceo";
allowedJoinTypes: "human" | "agent" | "both";
humanRole?: HumanCompanyRole | null;
expiresAt: string;
onboardingPath?: string;
onboardingUrl?: string;
@ -15,6 +20,9 @@ type InviteSummary = {
skillIndexPath?: string;
skillIndexUrl?: string;
inviteMessage?: string | null;
invitedByUserName?: string | null;
joinRequestStatus?: JoinRequest["status"] | null;
joinRequestType?: JoinRequest["requestType"] | null;
};
type AcceptInviteInput =
@ -88,17 +96,162 @@ type CompanyInviteCreated = {
inviteUrl: string;
expiresAt: string;
allowedJoinTypes: "human" | "agent" | "both";
humanRole?: HumanCompanyRole | null;
companyName?: string | null;
onboardingTextPath?: string;
onboardingTextUrl?: string;
inviteMessage?: string | null;
};
export type CompanyMemberGrant = {
id: string;
companyId: string;
principalType: "user";
principalId: string;
permissionKey: PermissionKey;
scope: Record<string, unknown> | null;
grantedByUserId: string | null;
createdAt: string;
updatedAt: string;
};
export type CompanyMember = {
id: string;
companyId: string;
principalType: "user";
principalId: string;
status: "pending" | "active" | "suspended";
membershipRole: HumanCompanyRole | null;
createdAt: string;
updatedAt: string;
user: { id: string; email: string | null; name: string | null; image: string | null } | null;
grants: CompanyMemberGrant[];
};
export type CompanyMembersResponse = {
members: CompanyMember[];
access: {
currentUserRole: HumanCompanyRole | null;
canManageMembers: boolean;
canInviteUsers: boolean;
canApproveJoinRequests: boolean;
};
};
export type CompanyUserDirectoryEntry = {
principalId: string;
status: "active";
user: { id: string; email: string | null; name: string | null; image: string | null } | null;
};
export type CompanyUserDirectoryResponse = {
users: CompanyUserDirectoryEntry[];
};
export type CompanyInviteRecord = {
id: string;
companyId: string | null;
companyName: string | null;
inviteType: "company_join" | "bootstrap_ceo";
allowedJoinTypes: "human" | "agent" | "both";
humanRole: HumanCompanyRole | null;
defaultsPayload: Record<string, unknown> | null;
expiresAt: string;
invitedByUserId: string | null;
revokedAt: string | null;
acceptedAt: string | null;
createdAt: string;
updatedAt: string;
inviteMessage: string | null;
state: "active" | "revoked" | "accepted" | "expired";
invitedByUser: { id: string; email: string | null; name: string | null; image: string | null } | null;
relatedJoinRequestId: string | null;
};
export type CompanyInviteListResponse = {
invites: CompanyInviteRecord[];
nextOffset: number | null;
};
export type CompanyJoinRequest = JoinRequest & {
requesterUser: { id: string; email: string | null; name: string | null; image: string | null } | null;
approvedByUser: { id: string; email: string | null; name: string | null; image: string | null } | null;
rejectedByUser: { id: string; email: string | null; name: string | null; image: string | null } | null;
invite: {
id: string;
inviteType: "company_join" | "bootstrap_ceo";
allowedJoinTypes: "human" | "agent" | "both";
humanRole: HumanCompanyRole | null;
inviteMessage: string | null;
createdAt: string;
expiresAt: string;
revokedAt: string | null;
acceptedAt: string | null;
invitedByUser: { id: string; email: string | null; name: string | null; image: string | null } | null;
} | null;
};
export type AdminUserDirectoryEntry = {
id: string;
email: string | null;
name: string | null;
image: string | null;
isInstanceAdmin: boolean;
activeCompanyMembershipCount: number;
};
export type UserCompanyAccessEntry = {
id: string;
companyId: string;
principalType: "user";
principalId: string;
status: "pending" | "active" | "suspended";
membershipRole: HumanCompanyRole | "member" | null;
createdAt: string;
updatedAt: string;
companyName: string | null;
companyStatus: "active" | "paused" | "archived" | null;
};
export type UserCompanyAccessResponse = {
user: {
id: string;
email: string | null;
name: string | null;
image: string | null;
isInstanceAdmin: boolean;
} | null;
companyAccess: UserCompanyAccessEntry[];
};
export type CurrentBoardAccess = {
user: { id: string; email: string | null; name: string | null; image: string | null } | null;
userId: string;
isInstanceAdmin: boolean;
companyIds: string[];
source: string;
keyId: string | null;
};
function buildInviteListQuery(options: {
state?: "active" | "revoked" | "accepted" | "expired";
limit?: number;
offset?: number;
}) {
const params = new URLSearchParams();
if (options.state) params.set("state", options.state);
if (options.limit) params.set("limit", String(options.limit));
if (options.offset) params.set("offset", String(options.offset));
const query = params.toString();
return query ? `?${query}` : "";
}
export const accessApi = {
createCompanyInvite: (
companyId: string,
input: {
allowedJoinTypes?: "human" | "agent" | "both";
humanRole?: HumanCompanyRole | null;
defaultsPayload?: Record<string, unknown> | null;
agentMessage?: string | null;
} = {},
@ -126,8 +279,67 @@ export const accessApi = {
input,
),
listJoinRequests: (companyId: string, status: "pending_approval" | "approved" | "rejected" = "pending_approval") =>
api.get<JoinRequest[]>(`/companies/${companyId}/join-requests?status=${status}`),
listInvites: (
companyId: string,
options: {
state?: "active" | "revoked" | "accepted" | "expired";
limit?: number;
offset?: number;
} = {},
) =>
api.get<CompanyInviteListResponse>(
`/companies/${companyId}/invites${buildInviteListQuery(options)}`,
),
revokeInvite: (inviteId: string) => api.post(`/invites/${inviteId}/revoke`, {}),
listJoinRequests: (
companyId: string,
status: "pending_approval" | "approved" | "rejected" = "pending_approval",
requestType?: "human" | "agent",
) =>
api.get<CompanyJoinRequest[]>(
`/companies/${companyId}/join-requests?status=${status}${requestType ? `&requestType=${requestType}` : ""}`,
),
listMembers: (companyId: string) =>
api.get<CompanyMembersResponse>(`/companies/${companyId}/members`),
listUserDirectory: (companyId: string) =>
api.get<CompanyUserDirectoryResponse>(`/companies/${companyId}/user-directory`),
updateMember: (
companyId: string,
memberId: string,
input: {
membershipRole?: HumanCompanyRole | null;
status?: "pending" | "active" | "suspended";
},
) => api.patch<CompanyMember>(`/companies/${companyId}/members/${memberId}`, input),
updateMemberPermissions: (
companyId: string,
memberId: string,
input: {
grants: Array<{
permissionKey: PermissionKey;
scope?: Record<string, unknown> | null;
}>;
},
) => api.patch<CompanyMember>(`/companies/${companyId}/members/${memberId}/permissions`, input),
updateMemberAccess: (
companyId: string,
memberId: string,
input: {
membershipRole?: HumanCompanyRole | null;
status?: "pending" | "active" | "suspended";
grants: Array<{
permissionKey: PermissionKey;
scope?: Record<string, unknown> | null;
}>;
},
) => api.patch<CompanyMember>(`/companies/${companyId}/members/${memberId}/role-and-grants`, input),
approveJoinRequest: (companyId: string, requestId: string) =>
api.post<JoinRequest>(`/companies/${companyId}/join-requests/${requestId}/approve`, {}),
@ -158,4 +370,22 @@ export const accessApi = {
cancelCliAuthChallenge: (id: string, token: string) =>
api.post<{ cancelled: boolean; status: string }>(`/cli-auth/challenges/${id}/cancel`, { token }),
searchAdminUsers: (query: string) =>
api.get<AdminUserDirectoryEntry[]>(`/admin/users?query=${encodeURIComponent(query)}`),
promoteInstanceAdmin: (userId: string) =>
api.post(`/admin/users/${userId}/promote-instance-admin`, {}),
demoteInstanceAdmin: (userId: string) =>
api.post(`/admin/users/${userId}/demote-instance-admin`, {}),
getUserCompanyAccess: (userId: string) =>
api.get<UserCompanyAccessResponse>(`/admin/users/${userId}/company-access`),
setUserCompanyAccess: (userId: string, companyIds: string[]) =>
api.put<UserCompanyAccessResponse>(`/admin/users/${userId}/company-access`, { companyIds }),
getCurrentBoardAccess: () =>
api.get<CurrentBoardAccess>("/cli-auth/me"),
};

View file

@ -1,27 +1,63 @@
export type AuthSession = {
session: { id: string; userId: string };
user: { id: string; email: string | null; name: string | null };
};
import {
authSessionSchema,
currentUserProfileSchema,
type AuthSession,
type CurrentUserProfile,
type UpdateCurrentUserProfile,
} from "@paperclipai/shared";
type AuthErrorBody =
| {
code?: string;
message?: string;
error?: string | { code?: string; message?: string };
}
| null;
export class AuthApiError extends Error {
status: number;
code: string | null;
body: unknown;
constructor(message: string, status: number, body: unknown, code: string | null = null) {
super(message);
this.name = "AuthApiError";
this.status = status;
this.code = code;
this.body = body;
}
}
function toSession(value: unknown): AuthSession | null {
const direct = authSessionSchema.safeParse(value);
if (direct.success) return direct.data;
if (!value || typeof value !== "object") return null;
const record = value as Record<string, unknown>;
const sessionValue = record.session;
const userValue = record.user;
if (!sessionValue || typeof sessionValue !== "object") return null;
if (!userValue || typeof userValue !== "object") return null;
const session = sessionValue as Record<string, unknown>;
const user = userValue as Record<string, unknown>;
if (typeof session.id !== "string" || typeof session.userId !== "string") return null;
if (typeof user.id !== "string") return null;
return {
session: { id: session.id, userId: session.userId },
user: {
id: user.id,
email: typeof user.email === "string" ? user.email : null,
name: typeof user.name === "string" ? user.name : null,
},
};
const nested = authSessionSchema.safeParse((value as Record<string, unknown>).data);
return nested.success ? nested.data : null;
}
function extractAuthError(payload: AuthErrorBody, status: number) {
const nested =
payload?.error && typeof payload.error === "object"
? payload.error
: null;
const code =
typeof nested?.code === "string"
? nested.code
: typeof payload?.code === "string"
? payload.code
: null;
const message =
typeof nested?.message === "string" && nested.message.trim().length > 0
? nested.message
: typeof payload?.message === "string" && payload.message.trim().length > 0
? payload.message
: typeof payload?.error === "string" && payload.error.trim().length > 0
? payload.error
: `Request failed: ${status}`;
return new AuthApiError(message, status, payload, code);
}
async function authPost(path: string, body: Record<string, unknown>) {
@ -33,16 +69,25 @@ async function authPost(path: string, body: Record<string, unknown>) {
});
const payload = await res.json().catch(() => null);
if (!res.ok) {
const message =
(payload as { error?: { message?: string } | string } | null)?.error &&
typeof (payload as { error?: { message?: string } | string }).error === "object"
? ((payload as { error?: { message?: string } }).error?.message ?? `Request failed: ${res.status}`)
: (payload as { error?: string } | null)?.error ?? `Request failed: ${res.status}`;
throw new Error(message);
throw extractAuthError(payload as AuthErrorBody, res.status);
}
return payload;
}
async function authPatch<T>(path: string, body: Record<string, unknown>, parse: (value: unknown) => T): Promise<T> {
const res = await fetch(`/api/auth${path}`, {
method: "PATCH",
credentials: "include",
headers: { "Content-Type": "application/json", Accept: "application/json" },
body: JSON.stringify(body),
});
const payload = await res.json().catch(() => null);
if (!res.ok) {
throw extractAuthError(payload as AuthErrorBody, res.status);
}
return parse(payload);
}
export const authApi = {
getSession: async (): Promise<AuthSession | null> => {
const res = await fetch("/api/auth/get-session", {
@ -68,6 +113,21 @@ export const authApi = {
await authPost("/sign-up/email", input);
},
getProfile: async (): Promise<CurrentUserProfile> => {
const res = await fetch("/api/auth/profile", {
credentials: "include",
headers: { Accept: "application/json" },
});
const payload = await res.json().catch(() => null);
if (!res.ok) {
throw new Error((payload as { error?: string } | null)?.error ?? `Failed to load profile (${res.status})`);
}
return currentUserProfileSchema.parse(payload);
},
updateProfile: async (input: UpdateCurrentUserProfile): Promise<CurrentUserProfile> =>
authPatch("/profile", input, (payload) => currentUserProfileSchema.parse(payload)),
signOut: async () => {
await authPost("/sign-out", {});
},