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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150 changed files with 26872 additions and 1289 deletions

View file

@ -1,10 +1,10 @@
import { useCallback, useEffect, useMemo, useRef, useState } from "react";
import { useQuery } from "@tanstack/react-query";
import { BookOpen, Moon, Settings, Sun } from "lucide-react";
import { Link, Outlet, useLocation, useNavigate, useNavigationType, useParams } from "@/lib/router";
import { Outlet, useLocation, useNavigate, useNavigationType, useParams } from "@/lib/router";
import { CompanyRail } from "./CompanyRail";
import { Sidebar } from "./Sidebar";
import { InstanceSidebar } from "./InstanceSidebar";
import { CompanySettingsSidebar } from "./CompanySettingsSidebar";
import { BreadcrumbBar } from "./BreadcrumbBar";
import { PropertiesPanel } from "./PropertiesPanel";
import { CommandPalette } from "./CommandPalette";
@ -17,12 +17,12 @@ import { ToastViewport } from "./ToastViewport";
import { MobileBottomNav } from "./MobileBottomNav";
import { WorktreeBanner } from "./WorktreeBanner";
import { DevRestartBanner } from "./DevRestartBanner";
import { SidebarAccountMenu } from "./SidebarAccountMenu";
import { useDialog } from "../context/DialogContext";
import { GeneralSettingsProvider } from "../context/GeneralSettingsContext";
import { usePanel } from "../context/PanelContext";
import { useCompany } from "../context/CompanyContext";
import { useSidebar } from "../context/SidebarContext";
import { useTheme } from "../context/ThemeContext";
import { useKeyboardShortcuts } from "../hooks/useKeyboardShortcuts";
import { useCompanyPageMemory } from "../hooks/useCompanyPageMemory";
import { healthApi } from "../api/health";
@ -34,15 +34,12 @@ import {
} from "../lib/instance-settings";
import {
resetNavigationScroll,
SIDEBAR_SCROLL_RESET_STATE,
shouldResetScrollOnNavigation,
} from "../lib/navigation-scroll";
import { queryKeys } from "../lib/queryKeys";
import { scheduleMainContentFocus } from "../lib/main-content-focus";
import { cn } from "../lib/utils";
import { NotFoundPage } from "../pages/NotFound";
import { Button } from "@/components/ui/button";
import { Tooltip, TooltipTrigger, TooltipContent } from "@/components/ui/tooltip";
const INSTANCE_SETTINGS_MEMORY_KEY = "paperclip.lastInstanceSettingsPath";
@ -67,12 +64,12 @@ export function Layout() {
selectionSource,
setSelectedCompanyId,
} = useCompany();
const { theme, toggleTheme } = useTheme();
const { companyPrefix } = useParams<{ companyPrefix: string }>();
const navigate = useNavigate();
const location = useLocation();
const navigationType = useNavigationType();
const isInstanceSettingsRoute = location.pathname.startsWith("/instance/");
const isCompanySettingsRoute = location.pathname.includes("/company/settings");
const onboardingTriggered = useRef(false);
const lastMainScrollTop = useRef(0);
const previousPathname = useRef<string | null>(null);
@ -80,7 +77,6 @@ export function Layout() {
const [mobileNavVisible, setMobileNavVisible] = useState(true);
const [instanceSettingsTarget, setInstanceSettingsTarget] = useState<string>(() => readRememberedInstanceSettingsPath());
const [shortcutsOpen, setShortcutsOpen] = useState(false);
const nextTheme = theme === "dark" ? "light" : "dark";
const matchedCompany = useMemo(() => {
if (!companyPrefix) return null;
const requestedPrefix = companyPrefix.toUpperCase();
@ -341,53 +337,19 @@ export function Layout() {
>
<div className="flex flex-1 min-h-0 overflow-hidden">
<CompanyRail />
{isInstanceSettingsRoute ? <InstanceSidebar /> : <Sidebar />}
</div>
<div className="border-t border-r border-border px-3 py-2 bg-background">
<div className="flex items-center gap-1">
<a
href="https://docs.paperclip.ing/"
target="_blank"
rel="noopener noreferrer"
className="flex items-center gap-2.5 px-3 py-2 text-[13px] font-medium transition-colors text-foreground/80 hover:bg-accent/50 hover:text-foreground flex-1 min-w-0"
>
<BookOpen className="h-4 w-4 shrink-0" />
<span className="truncate">Documentation</span>
</a>
{health?.version && (
<Tooltip>
<TooltipTrigger asChild>
<span className="px-2 text-xs text-muted-foreground shrink-0 cursor-default">v</span>
</TooltipTrigger>
<TooltipContent>v{health.version}</TooltipContent>
</Tooltip>
)}
<Button variant="ghost" size="icon-sm" className="text-muted-foreground shrink-0" asChild>
<Link
to={instanceSettingsTarget}
state={SIDEBAR_SCROLL_RESET_STATE}
aria-label="Instance settings"
title="Instance settings"
onClick={() => {
if (isMobile) setSidebarOpen(false);
}}
>
<Settings className="h-4 w-4" />
</Link>
</Button>
<Button
type="button"
variant="ghost"
size="icon-sm"
className="text-muted-foreground shrink-0"
onClick={toggleTheme}
aria-label={`Switch to ${nextTheme} mode`}
title={`Switch to ${nextTheme} mode`}
>
{theme === "dark" ? <Sun className="h-4 w-4" /> : <Moon className="h-4 w-4" />}
</Button>
</div>
{isInstanceSettingsRoute ? (
<InstanceSidebar />
) : isCompanySettingsRoute ? (
<CompanySettingsSidebar />
) : (
<Sidebar />
)}
</div>
<SidebarAccountMenu
deploymentMode={health?.deploymentMode}
instanceSettingsTarget={instanceSettingsTarget}
version={health?.version}
/>
</div>
) : (
<div className="flex h-full flex-col shrink-0">
@ -399,54 +361,20 @@ export function Layout() {
sidebarOpen ? "w-60" : "w-0"
)}
>
{isInstanceSettingsRoute ? <InstanceSidebar /> : <Sidebar />}
</div>
</div>
<div className="border-t border-r border-border px-3 py-2">
<div className="flex items-center gap-1">
<a
href="https://docs.paperclip.ing/"
target="_blank"
rel="noopener noreferrer"
className="flex items-center gap-2.5 px-3 py-2 text-[13px] font-medium transition-colors text-foreground/80 hover:bg-accent/50 hover:text-foreground flex-1 min-w-0"
>
<BookOpen className="h-4 w-4 shrink-0" />
<span className="truncate">Documentation</span>
</a>
{health?.version && (
<Tooltip>
<TooltipTrigger asChild>
<span className="px-2 text-xs text-muted-foreground shrink-0 cursor-default">v</span>
</TooltipTrigger>
<TooltipContent>v{health.version}</TooltipContent>
</Tooltip>
{isInstanceSettingsRoute ? (
<InstanceSidebar />
) : isCompanySettingsRoute ? (
<CompanySettingsSidebar />
) : (
<Sidebar />
)}
<Button variant="ghost" size="icon-sm" className="text-muted-foreground shrink-0" asChild>
<Link
to={instanceSettingsTarget}
state={SIDEBAR_SCROLL_RESET_STATE}
aria-label="Instance settings"
title="Instance settings"
onClick={() => {
if (isMobile) setSidebarOpen(false);
}}
>
<Settings className="h-4 w-4" />
</Link>
</Button>
<Button
type="button"
variant="ghost"
size="icon-sm"
className="text-muted-foreground shrink-0"
onClick={toggleTheme}
aria-label={`Switch to ${nextTheme} mode`}
title={`Switch to ${nextTheme} mode`}
>
{theme === "dark" ? <Sun className="h-4 w-4" /> : <Moon className="h-4 w-4" />}
</Button>
</div>
</div>
<SidebarAccountMenu
deploymentMode={health?.deploymentMode}
instanceSettingsTarget={instanceSettingsTarget}
version={health?.version}
/>
</div>
)}