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
parent e93e418cbf
commit b9a80dcf22
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150 changed files with 26872 additions and 1289 deletions

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@ -7,6 +7,7 @@ import { approvalsApi } from "../api/approvals";
import { activityApi, type RunForIssue } from "../api/activity";
import { heartbeatsApi, type ActiveRunForIssue, type LiveRunForIssue } from "../api/heartbeats";
import { instanceSettingsApi } from "../api/instanceSettings";
import { accessApi } from "../api/access";
import { agentsApi } from "../api/agents";
import { authApi } from "../api/auth";
import { projectsApi } from "../api/projects";
@ -17,6 +18,7 @@ import { useSidebar } from "../context/SidebarContext";
import { useToastActions } from "../context/ToastContext";
import { useBreadcrumbs } from "../context/BreadcrumbContext";
import { assigneeValueFromSelection, suggestedCommentAssigneeValue } from "../lib/assignees";
import { buildCompanyUserInlineOptions, buildCompanyUserLabelMap, buildCompanyUserProfileMap, buildMarkdownMentionOptions } from "../lib/company-members";
import { extractIssueTimelineEvents } from "../lib/issue-timeline-events";
import { queryKeys } from "../lib/queryKeys";
import { keepPreviousDataForSameQueryTail } from "../lib/query-placeholder-data";
@ -250,14 +252,17 @@ function mergeOptimisticFeedbackVote(
];
}
function ActorIdentity({ evt, agentMap }: { evt: ActivityEvent; agentMap: Map<string, Agent> }) {
function ActorIdentity({ evt, agentMap, userProfileMap }: { evt: ActivityEvent; agentMap: Map<string, Agent>; userProfileMap?: Map<string, import("../lib/company-members").CompanyUserProfile> }) {
const id = evt.actorId;
if (evt.actorType === "agent") {
const agent = agentMap.get(id);
return <Identity name={agent?.name ?? id.slice(0, 8)} size="sm" />;
}
if (evt.actorType === "system") return <Identity name="System" size="sm" />;
if (evt.actorType === "user") return <Identity name="Board" size="sm" />;
if (evt.actorType === "user") {
const profile = userProfileMap?.get(id);
return <Identity name={profile?.label ?? "Board"} avatarUrl={profile?.image} size="sm" />;
}
return <Identity name={id || "Unknown"} size="sm" />;
}
@ -502,6 +507,8 @@ type IssueDetailChatTabProps = {
feedbackTermsUrl: string | null;
agentMap: Map<string, Agent>;
currentUserId: string | null;
userLabelMap: ReadonlyMap<string, string> | null;
userProfileMap: ReadonlyMap<string, import("../lib/company-members").CompanyUserProfile> | null;
draftKey: string;
reassignOptions: Array<{ id: string; label: string; searchText?: string }>;
currentAssigneeValue: string;
@ -538,6 +545,8 @@ const IssueDetailChatTab = memo(function IssueDetailChatTab({
feedbackTermsUrl,
agentMap,
currentUserId,
userLabelMap,
userProfileMap,
draftKey,
reassignOptions,
currentAssigneeValue,
@ -682,6 +691,8 @@ const IssueDetailChatTab = memo(function IssueDetailChatTab({
issueStatus={issueStatus}
agentMap={agentMap}
currentUserId={currentUserId}
userLabelMap={userLabelMap}
userProfileMap={userProfileMap}
draftKey={draftKey}
enableReassign
reassignOptions={reassignOptions}
@ -713,6 +724,7 @@ type IssueDetailActivityTabProps = {
issueId: string;
agentMap: Map<string, Agent>;
currentUserId: string | null;
userProfileMap: Map<string, import("../lib/company-members").CompanyUserProfile>;
pendingApprovalAction: { approvalId: string; action: "approve" | "reject" } | null;
onApprovalAction: (approvalId: string, action: "approve" | "reject") => void;
};
@ -721,6 +733,7 @@ function IssueDetailActivityTab({
issueId,
agentMap,
currentUserId,
userProfileMap,
pendingApprovalAction,
onApprovalAction,
}: IssueDetailActivityTabProps) {
@ -837,8 +850,8 @@ function IssueDetailActivityTab({
<div className="space-y-1.5">
{activity.slice(0, 20).map((evt) => (
<div key={evt.id} className="flex items-center gap-1.5 text-xs text-muted-foreground">
<ActorIdentity evt={evt} agentMap={agentMap} />
<span>{formatIssueActivityAction(evt.action, evt.details, { agentMap, currentUserId })}</span>
<ActorIdentity evt={evt} agentMap={agentMap} userProfileMap={userProfileMap} />
<span>{formatIssueActivityAction(evt.action, evt.details, { agentMap, userProfileMap, currentUserId })}</span>
<span className="ml-auto shrink-0">{relativeTime(evt.createdAt)}</span>
</div>
))}
@ -976,6 +989,11 @@ export function IssueDetail() {
queryFn: () => agentsApi.list(selectedCompanyId!),
enabled: !!selectedCompanyId,
});
const { data: companyMembers } = useQuery({
queryKey: queryKeys.access.companyUserDirectory(selectedCompanyId!),
queryFn: () => accessApi.listUserDirectory(selectedCompanyId!),
enabled: !!selectedCompanyId,
});
const { data: session } = useQuery({
queryKey: queryKeys.auth.session,
@ -1027,31 +1045,21 @@ export function IssueDetail() {
for (const a of agents ?? []) map.set(a.id, a);
return map;
}, [agents]);
const userProfileMap = useMemo(
() => buildCompanyUserProfileMap(companyMembers?.users),
[companyMembers?.users],
);
const userLabelMap = useMemo(
() => buildCompanyUserLabelMap(companyMembers?.users),
[companyMembers?.users],
);
const mentionOptions = useMemo<MentionOption[]>(() => {
const options: MentionOption[] = [];
const activeAgents = [...(agents ?? [])]
.filter((agent) => agent.status !== "terminated")
.sort((a, b) => a.name.localeCompare(b.name));
for (const agent of activeAgents) {
options.push({
id: `agent:${agent.id}`,
name: agent.name,
kind: "agent",
agentId: agent.id,
agentIcon: agent.icon,
});
}
for (const project of orderedProjects) {
options.push({
id: `project:${project.id}`,
name: project.name,
kind: "project",
projectId: project.id,
projectColor: project.color,
});
}
return options;
}, [agents, orderedProjects]);
return buildMarkdownMentionOptions({
agents,
projects: orderedProjects,
members: companyMembers?.users,
});
}, [agents, companyMembers?.users, orderedProjects]);
const resolvedProject = useMemo(
() => (issue?.projectId ? orderedProjects.find((project) => project.id === issue.projectId) ?? issue.project ?? null : null),
@ -1085,6 +1093,7 @@ export function IssueDetail() {
const commentReassignOptions = useMemo(() => {
const options: Array<{ id: string; label: string; searchText?: string }> = [];
options.push(...buildCompanyUserInlineOptions(companyMembers?.users, { excludeUserIds: [currentUserId] }));
const activeAgents = [...(agents ?? [])]
.filter((agent) => agent.status !== "terminated")
.sort((a, b) => a.name.localeCompare(b.name));
@ -1095,7 +1104,7 @@ export function IssueDetail() {
options.push({ id: `user:${currentUserId}`, label: "Me" });
}
return options;
}, [agents, currentUserId]);
}, [agents, companyMembers?.users, currentUserId]);
const actualAssigneeValue = useMemo(
() => assigneeValueFromSelection(issue ?? {}),
@ -2628,6 +2637,8 @@ export function IssueDetail() {
feedbackTermsUrl={FEEDBACK_TERMS_URL}
agentMap={agentMap}
currentUserId={currentUserId}
userLabelMap={userLabelMap}
userProfileMap={userProfileMap}
draftKey={`paperclip:issue-comment-draft:${issue.id}`}
reassignOptions={commentReassignOptions}
currentAssigneeValue={actualAssigneeValue}
@ -2652,6 +2663,7 @@ export function IssueDetail() {
issueId={issue.id}
agentMap={agentMap}
currentUserId={currentUserId}
userProfileMap={userProfileMap}
pendingApprovalAction={pendingApprovalAction}
onApprovalAction={(approvalId, action) => {
approvalDecision.mutate({ approvalId, action });